According to sources, TSMC was invaded by computer viruses at about 5, 6 pm on Friday (2nd) and spread to three major factories at 10:00 that evening. According to the latest announcement from TSMC, about 40 hours after the incident occurred. Left and right, 80% of the machine production operations have been resumed. After the key 60-hour 'detoxification action', it is expected that all computer viruses will be eliminated, which is about one day slower than originally expected, and the impact revenue is also larger than expected.
Analysts said that due to the expansion of the actual impact, domestic and foreign institutions adjust the Taiwanese market and the annual revenue prospects are high, this year can maintain the medium-high single-digit growth, and the progress of orders from major customers such as Apple is the focus of observation, expected to open today The stock price will also be under pressure.
TSMC has previously lowered its fiscal forecast twice. According to foreign investment forecasts such as Morgan Stanley and JP Morgan Chase, TSMC’s revenue growth has dropped to 7% to 9% this year. If the virus incident affects operations, it will face a three-degree decline. This year's revenue growth is probably only flat last year.
However, the legal person also said that TSMC's 7nm technology is leading, and long-term kinetic energy is still good. If there is a short-term or even oversold situation in the short-term, it can be considered as a batch to buy.
TSMC uploaded a full-text 454-word major message at 4:46 pm yesterday. For the cause of the incident, TSMC pointed out that it was mainly due to 'the operation error of the new machine in the process of installing the software', and the virus was connected to the new machine. When TSMC's internal computer network, virus spread, but the integrity of the company's data and confidential information were not affected.
The TSMC supply key revealed that TSMC was attacked by the virus. The main operating procedure (SOP) error of the new machine installation software was caused by the Zhuke 8吋 factory and the 12吋 factory, as well as the Zhongke Fab 15 and the Nanke Fab 14 machine.
Among them, the most severely affected is Zhongke Fab 15, which is the main production center of TSMC 7 nm; the 7 nm and 12 nm processes of Nanke Fab 14 and Zhuke 12 are affected. In other words, this time Events, including Apple, Supermicro, Huida, MediaTek, Xilinx and other first-tier chip products have been affected.
TSMC stressed that it is confident that the number of wafer shipment delays in the third quarter will be replenished in the fourth quarter. The full-year outlook is in US dollars and still maintains the high single digit growth that will be released on July 19th.
According to the impact of TSMC yesterday, the virus infection incident will lead to delays in wafer shipments and increased costs, meaning that scrap silicon wafers are higher than yesterday’s corporate estimates, and TSMC announced its impact on revenue in the third quarter. About 3% of the calculation, the number of scrapped wafers exceeds 10,000.