外媒：2nm设备情况彻底闹大了

春雨科技说

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台积电的2纳米制程技术尚未正式量产，就已因设备供应链的剧烈动荡被推上风口浪尖。这家全球芯片代工巨头被迫在美方压力下全面停用大陆半导体设备，其内部却同时爆出核心技术泄露给日企的丑闻。这些事件不仅打乱了台积电的供应链布局，更可能影响全球半导体产业的竞争格局。对此，有外媒表示：台积电2nm设备情况已经“彻底闹大了”。一、台积电被迫停用大陆设备美方拟议的《芯片装备法案》成为台积电2nm设备供应链调整的直接...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250901135912a4aca225&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0878004406.USD","symbol_name":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250901135912a4aca225&s=b","article_id":"2564895757","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250901135912a4aca225&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2564895757","pubTimestamp":1756706215,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"对此，有外媒表示：台积电2nm设备情况已经“彻底闹大了”。据相关媒体报道，台积电前员工涉嫌违规取得2纳米设备参数机密，并泄露给日企员工。据悉，台积电将2nm晶圆报价从3nm的2万美元提升至3万美元，涨幅高达50%。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","BK4548":"巴美列捷福持仓","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND 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Technology等大陆设备供应商的工具被全面停用，尤其是在蚀刻、薄膜沉积等关键环节。这一决策不仅涉及台积电本土工厂，还包括美亚利桑那州的第三座晶圆厂未来规划。二、台积电2nm设备核心技术被泄露就在台积电忙于调整供应链之际，其内部又爆出核心技术外泄事件。据相关媒体报道，台积电前员工涉嫌违规取得2纳米设备参数机密，并泄露给日企员工。涉案人数高达9人，横跨台积电研发与生产线部门。其中一名跳槽至日企的工程师联合2名台积电在职工程师，利用远端连线进入研发内网，使用个人手机或电子装置拍摄上千张照片，窃取技术机密。三、双重打击下的台积电，2nm工艺成本与风险激增由于台积电更换大陆2nm设备，这给台积电带来巨大的成本压力。据悉，台积电将2nm晶圆报价从3nm的2万美元提升至3万美元，涨幅高达50%。这一价格是常规4nm和5nm晶圆成本的两倍，让大多数客户难以承受。新设备采购、调试及生产停滞增加了直接投入。失去大陆供应商的价格与响应优势，还可能因为供应链不稳定推高库存和缺货成本，需要重新适配新设备工艺参数，可能导致良品率波动，影响芯片性能与稳定性，这些对台积电来说都是实实在在的挑战。而台积电内部员工泄露2nm设备信息，这也让台积电和日企竞争过程中处于被动状态。不难发现，在2nm设备供应链更换和数据泄露的双重打击下，台积电2nm工艺的成本和风险激增，这对台积电而言是难以接受的。正因为如此，有外媒才表示：台积电2nm设备情况已经“彻底闹大了”。四、写在最后台积电预计在今年下半年开始量产的2nm芯片，如今前有美政策拦路，后有日企虎视眈眈，中有内鬼泄露机密。不难发现，台积电2nm芯片并没有想象中那么顺利。而这还没有完，据悉，三星恢复对美泰勒工厂的投资，准备生产2nm芯片；日本Rapidus也宣布成功试产2nm芯片。由此可见，芯片行业正从技术竞争转向地缘政治博弈，而台积电的2nm困局预示着一个新时代的开启，那就是技术领先已不足以确保市场主导地位，地缘政治和供应链安全正在成为新的竞争维度。因此台积电需要和大陆芯片工厂保持紧密合作才能在市场竞争中处于领先地位，这是台积电接下来该做的。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}