来源：环球时报 【环球时报报道 记者 李迅典】《日经亚洲评论》25日援引知情人士消息报道称，全球最大晶圆代工企 业台积电将不会在其最新2纳米芯片生产线中使用中国大陆的制造设备。报道称，此举是为了避免激怒 美国。 据报道，台积电该决策受到潜在美国法规的影响。以参议员麦克·凯利为首的美国立法者提出了"芯片设 备法案"，拟禁止接受美国联邦资助和税收抵免的企业购买"受关注外国实体"的设备。报道提到，业内 高管普遍认为该说法涵盖中国大陆供应商。 消息人士透露，台积电正在梳理所用芯片材料与化学品，计划降低其在中国台湾和美国业务中的中国大 陆供应占比，但同时计划与中国大陆本土供应商深化合作以满足在中国大陆的生产需求，与中国大陆的 政策导向保持一致。 台积电董事长兼首席执行官魏哲家表示，公司正加速美国亚利桑那州工厂的建设，待扩产完成后，美国 或将承担其2纳米及更先进制程约30%的生产份额。 《日经亚洲评论》报道提到，台积电早期先进芯片生产线曾使用部分中国大陆设备。知情人士表示，约 一年前，台积电曾经计划在2022年量产的3纳米技术生产线中替换中国大陆设备，因其拟将该尖端芯片 生产迁至美国亚利桑那州并规避美国监管风险。然而，更 ...

Core Viewpoint - TSMC is removing semiconductor equipment made in mainland China from its advanced chip production lines to avoid potential disruptions from upcoming U.S. restrictions [2][3] Group 1: Equipment and Production Strategy - TSMC plans to stop using Chinese equipment in its latest 2nm chip production line, which is set to begin mass production this year [2] - The decision is influenced by the potential U.S. regulations that may prohibit chip manufacturers receiving U.S. funding from using equipment from "foreign entities of concern," interpreted to include mainland China [2] - TSMC is also reviewing its chip manufacturing materials and chemicals to reduce reliance on mainland Chinese supplies while increasing local procurement in mainland China to align with local policies [3] Group 2: Future Production Capacity - TSMC's chairman and CEO, C.C. Wei, stated that the company is accelerating the construction of its semiconductor factory in Arizona, which will account for approximately 30% of its advanced chip capacity (2nm and beyond) once completed [3] - The company had initially planned to gradually replace Chinese equipment in its 3nm process but decided to fully eliminate it starting from the newly launched 2nm node due to the complexities and resource demands of changing verified suppliers [3]

Group 1 - The company is optimistic about its long-term outlook, expecting significant growth in the AI market from 2026 to 2029, particularly in high-performance computing (HPC) [1] - The company has successfully completed the verification of its 3nm chip design in collaboration with major North American cloud customers, with mass production expected to begin by the end of Q1 2026 [1] - The company plans to recognize NRE revenue from its 2nm design project this year and is working with global cloud service providers on large AI chip projects [1] Group 2 - In the automotive market, the company has made clear progress in its ADAS chip project, with wafer orders already placed by end customers, expected to become one of the top three revenue sources starting in 2026 [2] - Over 80% of the company's revenue in Q2 came from advanced processes of 7nm and below, with expectations for significant growth in the revenue share from 3nm and 2nm processes starting in 2026 [2] - The company is actively reducing its exposure to the Chinese market, with revenue from China dropping to single digits in Q2, while expanding its engineering teams in Japan, Malaysia, and Vietnam [2] Group 3 - The company's Q2 consolidated revenue was NT$9.144 billion, a decrease of 12.79% quarter-over-quarter and 32.68% year-over-year, with a gross margin of 20.64% [3] - For the first half of the year, the consolidated revenue totaled NT$19.629 billion, a year-over-year decrease of 18.46%, while the gross margin increased by 3.1 percentage points [3] - The company maintains confidence in the AI market, expecting strong and sustainable growth in the coming years as N3 production and next-generation design projects are implemented [3]

Core Viewpoint - The article discusses the potential decline of TSMC's dominance in the semiconductor industry due to the theft of its 2nm technology by Tokyo Electron's subsidiary, which could lead to significant shifts in the global chip market [1][14]. Group 1: Incident Overview - TSMC's 2nm technology was allegedly stolen by Tokyo Electron's subsidiary, raising concerns about the security of its proprietary technology [1]. - The incident has sparked debate on whether it is an industrial or state-sponsored act, with implications for TSMC's future and the semiconductor industry as a whole [1][6]. Group 2: Implications for TSMC - TSMC's confidence in its technology stems from its collaboration with upstream and downstream partners, which is crucial for achieving high yield rates [2]. - The initial yield rate for TSMC's 2nm process is reported at 60%, while competitors like Samsung and Intel have significantly lower rates of 30% and 10%, respectively [5]. Group 3: Competitive Landscape - Rapidus, a company involved in the development of 2nm chips, is suspected of benefiting from the stolen technology, raising questions about its rapid progress in the semiconductor field [4][5]. - The relationship between Tokyo Electron, Rapidus, and potential state involvement suggests a complex web of interests that could threaten TSMC's market position [4][9]. Group 4: U.S. and Japan's Strategic Interests - The U.S. may leverage Japan's acquisition of TSMC's technology to balance power in the semiconductor market, particularly against TSMC and Samsung [8][11]. - There are concerns that the U.S. could indirectly benefit from the theft, as it may facilitate technology transfer to American companies like Intel [11][12]. Group 5: Future Outlook - The article suggests that TSMC's position as a leader in advanced chip manufacturing may be at risk, potentially leading to a scenario where it no longer holds a dominant role in the industry [14]. - The ongoing geopolitical dynamics and the potential for further technology theft could significantly impact TSMC's ability to maintain its competitive edge [12][14].

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容编译自日经 。 今年 7 月，Rapidus 在其位于北海道的千岁工厂成功在硅晶片上形成了 2 纳米晶体管结构，这是自 2009 年至 2010 年以来日本公司首次在日本生产尖端半导体元件。 首席执行官小池敦义是一位行业资深人士，他在宣布这一成就的新闻发布会上显得激动不已。 但该公司还不能松一口气，前面的道路依然艰难。 2纳米半导体的量产在技术上极具挑战性。目前，实现原型量产的公司只有台积电、三星电子和英特 尔。 在这三家公司中，台积电是唯一一家被认为有望实现规模化盈利的公司。该公司今年6月表示，其良 率已超过90%，并计划于今年秋季开始商业化量产。 即使Rapidus拥有技术，仍然存在一个问题：如何找到足够的客户来维持生产线的满负荷运转。日本 半导体产业的衰落并非尖端工厂的消失，而是因为缺乏像美国英伟达这样能够设计先进芯片的公司。 目前为 Rapidus 提供大部分设备和资金的日本政府可能也明白这一点。 日本经济产业省高级官员西川和美向日经新闻表示，即使该公司开始大规模生产（目前定于 2027 年），政府仍将继续支持该公司，直到其实现"稳定运营"。 ...

Group 1: TSMC's 2nm Process Leak Incident - TSMC announced a leak of confidential information related to its 2nm chip process, resulting in the dismissal of involved employees and the initiation of legal proceedings [2] - TSMC's 2nm process is expected to enter mass production in the second half of this year, with the A20 chip for the iPhone 18 series being one of its first applications [2] - TSMC's 2nm process has achieved a yield rate exceeding 80%, which is sufficient for mass production and revenue generation [2][3] Group 2: Competitive Landscape - TSMC holds a significant market share of approximately 67.6%, while Samsung has about 7.7%, highlighting the competitive gap [3] - Samsung plans to start mass production of its 2nm process in the first half of 2026, despite initial yield rates being lower than TSMC's [3][5] - Intel aims to disrupt the market with its 18A process, which is equivalent to 1.8nm, but faces challenges with yield rates and production timelines [6][7] Group 3: Market Outlook and Applications - The global market for 2nm and similar processes is projected to exceed $50 billion by 2025, with an annual growth rate of over 20% [5] - The introduction of 2nm technology is expected to benefit downstream applications, particularly in consumer electronics, AI, and IoT [8][9] - Companies like Apple and NVIDIA are anticipated to leverage 2nm chips for enhanced performance in their next-generation products [8][9]

Group 1 - Tokyo Electron announced the dismissal of an employee from its Taipei branch following the arrest of six individuals suspected of stealing TSMC's trade secrets [1] - TSMC confirmed the leak of trade secrets related to its 2nm process, resulting in the dismissal of multiple employees and legal actions against them [1][2] - The investigation revealed that approximately 10 individuals were involved, including a former TSMC employee who contacted R&D personnel to obtain confidential information [1] Group 2 - Three individuals from the 2nm trial production team were found to have leaked over 400 images of process integration technology to Tokyo Electron employees while working remotely [2] - TSMC maintains a zero-tolerance policy towards violations of trade secret protection and has implemented strict monitoring mechanisms to detect such breaches [1][2] - In the global foundry market, TSMC holds a dominant position with a 67.6% market share, while Samsung and SMIC follow with 7.7% and 6.0% respectively [3]

Core Points - TSMC is facing a significant crisis due to a leak of its 2nm process technology, with a former employee allegedly obtaining and leaking confidential information to a Japanese semiconductor equipment giant [1][3] - The company is under increasing pressure from the U.S., with President Trump demanding TSMC invest $300 billion in the U.S. to secure better tariff terms for Taiwan [1][8] - The leak and tariff pressures highlight Taiwan's strategic vulnerabilities, raising concerns about the sustainability of its semiconductor dominance [1][5] Company Summary - TSMC plans to start mass production of 2nm chips by the end of this year, with major clients including Apple and Qualcomm [3] - The leak involved nine individuals, including both former and current employees, who allegedly used remote access to steal thousands of images of confidential technology [3][4] - TSMC has taken legal action against the involved parties and emphasized its commitment to protecting its technological advantages [4] Industry Summary - The incident has raised alarms about the potential impact on TSMC's competitive edge, as it may enable rivals to improve their yield rates [9] - The leak is seen as a significant threat to Taiwan's semiconductor technology, especially as Japan aims to regain its position in chip manufacturing with support from the U.S. [4][8] - The ongoing geopolitical tensions and the push for U.S. semiconductor independence could fundamentally alter TSMC's global operations and its role as a leading chip manufacturer [8][9]

Group 1 - Several former TSMC employees are suspected of attempting to obtain key information related to the development and production of the advanced 2nm technology during their employment [2][3] - TSMC has taken strict disciplinary actions against the involved individuals and has initiated legal proceedings, while also reporting the matter to the relevant authorities [2][3] - The case has garnered significant attention as TSMC's 2nm chip production technology is currently the most advanced in the world, with mass production expected to begin later this year [2][4] Group 2 - The case has entered judicial investigation, and TSMC is unable to provide further details at this time [3] - The Taiwan High Prosecutors Office confirmed that the case falls under the national security law enacted in 2022, aimed at preventing sensitive technology from flowing abroad, particularly in the semiconductor industry [3] - This case is the first to be investigated under this law involving core key technology trade secrets, with prosecutors applying for detention of three involved individuals, which has been approved [3] Group 3 - The smaller the semiconductor process, the higher the development difficulty and cost, with TSMC planning to push its 2nm technology into mass production by the end of this year [4] - Currently, only TSMC, Samsung, Intel, and Rapidus are actively developing such advanced technologies, while other chip manufacturers have withdrawn from the competition [4] - TSMC's chairman and CEO has stated that the company's technology is difficult to replicate due to the complex expertise and extensive experience accumulated in production and research and development [4]

Core Viewpoint - Several former TSMC employees are suspected of attempting to obtain key information related to the development and production of the advanced 2nm technology, leading to strict disciplinary actions and legal proceedings by TSMC [2][4]. Group 1: Incident Details - TSMC discovered unauthorized behavior during routine monitoring, which indicated potential commercial secret leaks [4]. - The case has garnered significant attention due to TSMC's 2nm chip production technology being the most advanced globally, with mass production expected to begin later this year [4][6]. - The investigation is ongoing to determine the specific use of the information sought, whether it has been leaked, the extent of the leak, and if others are involved [5]. Group 2: Legal and Regulatory Context - The case falls under the scope of Taiwan's National Security Law, which aims to prevent sensitive technology from flowing abroad, particularly in the semiconductor industry [6]. - The Taiwan High Prosecutors Office confirmed that this is the first case investigated under this law involving core key technology business secrets [6]. - Prosecutors have applied for detention orders for three involved individuals, which have been approved [6]. Group 3: Industry Implications - The development of smaller semiconductor processes is increasingly complex and costly, with TSMC planning to launch its 2nm technology by the end of this year [6]. - Currently, only TSMC, Samsung, Intel, and Rapidus are actively developing such advanced technologies, while other chip manufacturers have exited the competition [6]. - TSMC's chairman and CEO, C.C. Wei, emphasized that the company's technology is difficult to replicate due to the complex expertise and extensive experience accumulated in production and R&D [6].