外媒：2nm設備情況徹底鬧大了

春雨科技説

2025/09/01

台積電的2納米制程技術尚未正式量產，就已因設備供應鏈的劇烈動盪被推上風口浪尖。這家全球芯片代工巨頭被迫在美方壓力下全面停用大陸半導體設備，其內部卻同時爆出核心技術泄露給日企的醜聞。這些事件不僅打亂了台積電的供應鏈佈局，更可能影響全球半導體產業的競爭格局。對此，有外媒表示：台積電2nm設備情況已經「徹底鬧大了」。一、台積電被迫停用大陸設備美方擬議的《芯片裝備法案》成為台積電2nm設備供應鏈調整的直接...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250901135912a4aca225&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250901135912a4aca225&s=b\">春雨科技説</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0823414478.USD","symbol_name":"法巴經典能源轉換基金","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":"對此，有外媒表示：台積電2nm設備情況已經「徹底鬧大了」。據相關媒體報道，台積電前員工涉嫌違規取得2納米設備參數機密，並泄露給日企員工。據悉，台積電將2nm晶圓報價從3nm的2萬美元提升至3萬美元，漲幅高達50%。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4548":"巴美列捷福持仓","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","TSM":"台积电","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) 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Technology等大陸設備供應商的工具被全面停用，尤其是在蝕刻、薄膜沉積等關鍵環節。這一決策不僅涉及台積電本土工廠，還包括美亞利桑那州的第三座晶圓廠未來規劃。二、台積電2nm設備核心技術被泄露就在台積電忙於調整供應鏈之際，其內部又爆出核心技術外泄事件。據相關媒體報道，台積電前員工涉嫌違規取得2納米設備參數機密，並泄露給日企員工。涉案人數高達9人，橫跨台積電研發與生產線部門。其中一名跳槽至日企的工程師聯合2名台積電在職工程師，利用遠端連線進入研發內網，使用個人手機或電子裝置拍攝上千張照片，竊取技術機密。三、雙重打擊下的台積電，2nm工藝成本與風險激增由於台積電更換大陸2nm設備，這給台積電帶來巨大的成本壓力。據悉，台積電將2nm晶圓報價從3nm的2萬美元提升至3萬美元，漲幅高達50%。這一價格是常規4nm和5nm晶圓成本的兩倍，讓大多數客户難以承受。新設備採購、調試及生產停滯增加了直接投入。失去大陸供應商的價格與響應優勢，還可能因為供應鏈不穩定推高庫存和缺貨成本，需要重新適配新設備工藝參數，可能導致良品率波動，影響芯片性能與穩定性，這些對台積電來説都是實實在在的挑戰。而台積電內部員工泄露2nm設備信息，這也讓台積電和日企競爭過程中處於被動狀態。不難發現，在2nm設備供應鏈更換和數據泄露的雙重打擊下，台積電2nm工藝的成本和風險激增，這對台積電而言是難以接受的。正因為如此，有外媒才表示：台積電2nm設備情況已經「徹底鬧大了」。四、寫在最後台積電預計在今年下半年開始量產的2nm芯片，如今前有美政策攔路，後有日企虎視眈眈，中有內鬼泄露機密。不難發現，台積電2nm芯片並沒有想象中那麼順利。而這還沒有完，據悉，三星恢復對美泰勒工廠的投資，準備生產2nm芯片；日本Rapidus也宣佈成功試產2nm芯片。由此可見，芯片行業正從技術競爭轉向地緣政治博弈，而台積電的2nm困局預示着一個新時代的開啓，那就是技術領先已不足以確保市場主導地位，地緣政治和供應鏈安全正在成為新的競爭維度。因此台積電需要和大陸芯片工廠保持緊密合作才能在市場競爭中處於領先地位，這是台積電接下來該做的。","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"}}}