According to foreign media reports, TSMC CFO said that the business was affected by computer viruses. The company has taken urgent measures to deal with it, and some production lines have returned to normal.
According to DeepTech's deep technology report, near midnight last night, TSMC's 12-inch wafer fab and operating headquarters in Taiwan's Hsinchu Science Park suddenly reported that the computer was invaded by the virus, and the production line was completely shut down, not to a few hours. TSMC's Fab 15 plant in the Taichung Science Park and the Fab 14 plant in the Tainan Science Park also sent the same news. This represents TSMC's three important production bases in North, Central and South Taiwan, all of which are synchronized due to virus invasion. Shutdown.
It is worth noting that the third quarter of each year is the peak season for TSMC's major customers, especially the season when Apple's major customer Apple (Apple) starts to pull goods. At this time, TSMC's production line has problems, whether it will affect customers' subsequent seasons. Effect, worthy of follow-up observation.
Taiwan Semiconductor Manufacturing Co., Ltd.'s 12-inch wafer fab, Fab 12, is the R&D headquarters of the Enterprise Group. It also manufactures niche-type products. In addition, the Longtan Plant, which is not far away, also has some CoWoS (Chip on Wafer on Substrate). This was the first fab area where computer poisoning came out yesterday. Later, the Zhongke factory was successively transmitted. The Nanke factory also had the same incident.
TSMC North, Central and South China's three major production bases have fallen into a 'virus' crisis
TSMC's Taichung Science Park (Zhongke) Fab 15 plant is currently producing 28nm and 7nm process bases. Among them, TSMC's 7nm process technology is about to take off in the third quarter. According to internal estimates, 7nm for TSMC Revenue contribution will increase to 10% in the third quarter, and further reach 20% in the fourth quarter.
In the 7-nanometer process, TSMC currently holds major customers including high-speed computing (HPC), mobile communications, GPU, including Apple, Qualcomm, HiSilicon, AMD, Nvidia, etc., as well as cryptocurrency customers such as Bitcoin, Jianan Zhizhi, Japan's Internet giants are also GMOs for mining chip suppliers.
In terms of 28 nm, TSMC's orders and capacity at the process node were not full. One reason was that some customers switched from 28 nm to 16 nm, resulting in a 28-nanometer capacity utilization reduction.
In the Tainan Science Park (Nanke) Fab 14 plant, it is currently the main production base of the 16-nanometer process, and the orders and production capacity are full. In addition, TSMC has announced that the 5 nanometer and 3 nanometer process technologies developed in the future will be located in Nanke.
Yesterday, about 10 o'clock in the evening of August 3, TSMC was located at the Fab 12 plant in Hsinchu headquarters. The Fab 3 and Fab 5 factories were successively reported to have crashed due to computer viruses, causing the machine to crash and the production line to stop. The equipment that was shut down began to perform soft weight irrigation.
Industry analysis, I have not heard of the full recovery of the production line. Even if it only has one day of downtime, the time is not too long. In the past, there were some cases in which the production line was fragmented and the production line was temporarily stopped due to the earthquake. After TSMC, it can be compensated with high production efficiency. The loss is kept to a minimum, but this time it should be noted that wafers produced before the shutdown due to poisoning may take time to re-examine.
TSMC 'anti-hacker general' left Zuo Dachuan’s retirement at the beginning of the year
Another point worth noting is that in the past, TSMC's corporate anti-hacking work was controlled by TSMC's senior vice president of information technology and information chief Zuo Dachuan, but he retired in March this year, one step ahead of TSMC founder Zhang Zhongmou.
As soon as he retired, it was reported that TSF's fabs in North, Central and South China were simultaneously attacked by viruses, which was very unexpected in the industry.
In the past, some insiders analyzed that semiconductor manufacturers are often targeted by hackers. In order to steal key technologies and secrets, sometimes they attack thousands of semiconductor companies every day through the Internet. In addition, Ma Yun, the founder of Alibaba Group, also As said, every day, we have to deal with hacking attacks around the world.
In the past, Zuo Dachuan’s anti-hacking work for TSMC has said that enterprise anti-hackers must do all kinds of precautions before and after entering the company. TSMC’s anti-hacking action is to take multiple layers of defense (Defense in Depth). In addition to blocking malicious attack programs or phishing messages through various software, in case there is a loophole in the protection, hackers enter the company, they will only be in a certain area, and can not do anything, but some hackers may have a long period of hidden time. More than 400 days, and TSMC developed a set of software internally, as soon as these hackers acted, they were quickly caught.
Now that Zuo Dachuan has retired less than half a year, TSMC has been attacked by a suspected computer hacker, and Taiwan Semiconductor Manufacturing Co., Ltd. has a fab production line in Taiwan. On this matter, TSMC said that it is a virus but not a computer hacker attack. The meeting responded.
The computer virus infection in TSMC has caused the main production lines in Taiwan to temporarily stop. This is a major incident for TSMC. It has been less than 24 hours since its inception. Many details have to wait for the company to explain in detail, including the impact, especially In the second half of the year, the 7-nanometer process technology, Apple, Hess and other large customer orders will be affected, and whether TSMC needs to suspend trading on Monday to explain the situation, it is the next observation.