Taiwan Semiconductor Manufacturing Company (TSMC) is investigating a leak of its advanced 2-nanometer (2nm) chip technology, involving the unauthorized sharing of hundreds of detailed process images. Taiwanese authorities have arrested six individuals, including current and former TSMC employees, and a former employee of Tokyo Electron's Taiwan subsidiary, on suspicion of stealing trade secrets. The leaked information reportedly reached Japan's Rapidus and Tokyo Electron, a major Japanese semiconductor equipment manufacturer. Tokyo Electron has publicly confirmed the involvement of a former employee at its Taipei unit, who has been dismissed, and stated that its internal investigation found no evidence that confidential information was shared with third parties. Taiwanese prosecutors indicated that the stolen data included step-by-step photos mapping TSMC's 2nm process integration, which is critical to chip manufacturing. The case has drawn scrutiny to TSMC's internal controls and has put Tokyo Electron under unusual pressure amid a downturn in orders and reduced demand from China. This incident represents one of Taiwan's first major semiconductor espionage cases under its 2022 National Security Act.
Morris Chang, chairman of TSMC: there is a simple way to account for finances: in whole dollars. After all, that is what banks accept- dollars. Chang suggested a better measure of profitability: tons of money. More tons of money is better than less tons of money. https://t.co/0dhkZ0jaMp
TSMC will hold a board meeting in Tainan, south Taiwan Aug. 11-12, with topics likely to include the 2nd quarter dividend, seen no less than NT$5; the 2nm tech leak; the timeline of 2nm capacity expansion; US tariffs and rumors of a possible Intel venture (Intel Chairman’s
TSMC’s expansion of CoWoS advanced chip packaging capacity appears to have hit some turbulence, media report, with the AP5 complex in the Central Taiwan Science Park set to merge operations & personnel at plants AP5A and AP5B due to falling capacity utilization; while at the AP8