东京电子在全球芯片制造产业链中扮演着重要角色，为台积电、三星电子和英特尔等企业提供关键设 备。芯片行业资深人士认为，东京电子没有明确理由参与知识产权盗窃行为，因为这会危及与台积电的 关系。 此前，台积电因涉嫌窃取芯片技术一事受到检方调查，引发广泛关注。检方逮捕了六人，其中包括一名 东京电子的前雇员，指控他们涉嫌窃取东京电子的商业机密。 对于近期发现的商业机密泄漏案件，台积电表示，检方已就台积电提出的刑事控告侦查终结。根据侦查 结果，本案被告3人违反台积电对外资料传输及机密信息保护政策，泄漏台积电有关2纳米制程相关的机 密信息，检方侦终提起公诉。根据相关新闻稿，对于加入东京电子（Tokyo Electron）后涉嫌向原同事 索取台积电商业机密的前台积电员工陈某某，检方建议对其判处14年有期徒刑。 ...

一个月内，两起泄密，全球芯片产业的战争，已经从商战打到了法庭。 2025 年年中，上海第三中院的一纸判决，揭开了昔日所谓芯片行业黑马的真面目： 因盗窃、侵犯华为芯片知识产权，尊湃科技 14 人获刑，5 人领受实刑，罚金总额 1350 万元，公司 账户近亿元资金被冻结，所有侵权技术资料强制销毁。其中首犯判处有期徒刑6年，罚金300万元。 成为近年来国内判例之最。 无独有偶，在大陆这起堪称教科书级别判例发生的同期，在台湾，台积电也一纸诉状将前员工送上了 法庭。根据公开信息，这位前员工在跳槽到东京电子公司后，通过联系仍在台积电的前同事，至少将 台积电400多张2nm相关的制程机密整合技术照泄露给了东京电子，以及日本Rapidus公司，作为开发 时设备调整的参考数据。 但全球芯片产业的侵权频率，远不止如此： 专业数据显示，2024 年四季度全球半导体领域专利侵权诉讼高达 193 项，涉及专利 209 件。其中中 国大陆企业涉案 26 项，存储巨头长江存储一家就占 18 项。（数据源：INCOPAT数据库） 其中的变化在于，过去的芯片侵权、专利案件主要集中在欧美日本， 但近两年随着中国半导体产业 的整体崛起，以及资本助 ...

前台积电工程师、证期分析师钟建安就透露，「芯片的制造工序是非常冗长的，可能一两百道、一 两千道都有可能，如果假设把所有流程都复制一遍的话，也不知道复制到何年何月，而且部门不一 样」，拿的东西可能是设计端，但是要把它实现到产线端、做出来，其实很难。 台积电董事长魏哲家先前就曾表示，「我跟各位保证，你想偷、想复制，现在的技术精进到一个地 步，不是1个人、10个人、100个人可以偷的」。 如果您希望可以时常见面，欢迎标星收藏哦~ 来源；内容来自半导体芯闻综合。 全球晶圆代工龙头台积电传出2纳米制程机密泄密案，且机密流向的是「东京威力科创（TEL）公 司」，台湾、日本之间的芯片之争浮上台面，引发关注。许多人也关注台积电机密外泄，对台积电 的影响有多大？先前台积电董事长魏哲家就曾表示，「现在的技术精进到一个地步，不是1个人、 10个人、100个人可以偷的」。 台积电2纳米制程惊传内鬼泄密，不过其实台积电机密被窃已非首次，而台积电一直以来保密措施 都相当严格，包含厂区手机只能内部上网、监控系统观察是否有异常、数据受列管等。 点这里加关注，锁定更多原创内容 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不 ...

Core Viewpoint - TSMC's advanced 2nm process technology has been compromised due to an internal leak, with over a thousand confidential images reportedly shared with TEL, a partner in Japan's semiconductor industry [2][7]. Group 1: Incident Details - A former TSMC engineer, who transitioned to TEL, allegedly colluded with two current TSMC engineers to capture and transmit sensitive 2nm process images [2][4]. - The leak was discovered when TSMC noticed unusual access patterns to confidential files, leading to an investigation that identified the involved engineers [3][7]. - TSMC has terminated the employment of the implicated engineers and is pursuing legal action, with potential severe penalties for those found guilty of organized theft of trade secrets [4][5]. Group 2: Legal and Security Implications - The engineers involved face a maximum sentence of life imprisonment if found guilty of organized crime related to the theft of TSMC's core technology [4]. - TSMC has a dedicated unit for protecting proprietary information, which regularly conducts audits and training to prevent such leaks [4][5]. - The incident raises concerns about TSMC's reputation and customer trust, although immediate impacts on customer orders are not expected [4][5]. Group 3: Industry Context - The leak highlights TSMC's leading position in the global semiconductor market and suggests that competitors may resort to espionage due to their inability to keep pace with TSMC's technological advancements [5][8]. - The incident underscores the importance of robust security measures and employee training to safeguard sensitive information within the semiconductor industry [5].

Core Viewpoint - TSMC's 2nm process is set to begin mass production in the second half of this year, with strong demand from major clients like Apple, AMD, and Intel, leading to significant capacity expansion plans [1][2][3] Group 1: Production Capacity Expansion - TSMC plans to increase its 2nm monthly production capacity from 40,000 wafers at the end of this year to 100,000 wafers by next year, representing a 150% increase [1] - By 2027, TSMC anticipates further increasing the capacity to between 160,000 and 180,000 wafers, with the potential to reach 200,000 wafers if demand exceeds expectations [1][2] - The majority of the new capacity will be established at TSMC's Kaohsiung F22 facility [1] Group 2: Market Position and Client Demand - The 2nm process is expected to become TSMC's largest advanced process node by 2027, surpassing the current 7nm and 5nm processes, which have monthly capacities of approximately 160,000 wafers [2][3] - TSMC's advanced process expansion is a key driver for its performance, as more advanced nodes command higher prices, benefiting both volume and pricing [2][3] - Major clients expected to adopt TSMC's 2nm technology include Apple, AMD, Intel, Qualcomm, MediaTek, and NVIDIA [2][3] Group 3: Technological Advancements - TSMC's 2nm process technology is designed to provide significant performance and power efficiency advantages, with speed increases of 10% to 15% at the same power level, or a 25% to 30% reduction in power consumption at the same speed [3] - The company plans to introduce the N2P process technology, an extension of the N2 family, which will offer even better performance and power efficiency, expected to begin mass production in the second half of 2026 [4]

秦永沛致词全文如下： 嘉宾，媒体朋友，大家好。我是台积公司秦永沛。 谢谢大家今天莅临我们在高雄的基地，和我们一起庆祝「2 纳米扩产典礼」，我们很高兴能和驱动 半导体产业进步的重要推手们齐聚一堂，见证台积公司在台湾半导体先进制程扩产的重要里程碑。 首先，我想介绍我们今天所在位置：在各位的右侧，正是今天典礼的主角、我们要进行上梁仪式的 第二期厂房；而各位的前方、也就是舞台后侧，是我们如火如荼展开结构体工程的第三期厂房。至 于各位的后面，则是已经接近完工的办公栋大楼，而在办公室的后边，在各位刚刚进入活动场地 前，可以看到正在装机中的第一期厂房，等等如果大家有机会，我想诚挚地邀请各位在典礼结束 后，过去欣赏它的外墙设计，我们以水墨画为构想，呈现高雄在地半屏山的意象，从园区北路看过 去，厂房外墙的山，会巧妙地与后头的半屏山相连，是我们对高雄在地山水的致敬，相当别致。 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自经济日报，谢谢。 台积公司今日举办2纳米扩产典礼，并由执行副总经理暨共同营运长秦永沛主持，他在致词并提 到，「台积公司一直和主管机关密切讨论、找寻更多适合的半导体厂房用地，继续扩大在台湾的投 资」。 ...