1. TSMC: The virus incident will delay shipment/cost increase. The third quarter revenue will be affected;
Abstract: In today's response, TSMC said that it has controlled the scope of the virus infection and found a solution. By 2 pm Taiwan time, about 80% of the affected machines have returned to normal. TSMC is expected to be 8 Before the 6th of the month, all affected machines will be able to return to normal.
Episode of the micro-network reported on August 5 (text / 轶 group) In response to the recent computer virus infection incident, TSMC issued a further statement today, saying that 80% of the affected machines have returned to normal, but the impact of the first incident will lead to delays in wafer shipments. And the increase in costs, affecting about 3% of revenue in the third quarter.
On the evening of August 3, TSMC's computer was infected with a virus, affecting some computer systems and factory machines in Taiwan's factory. According to media reports, it mainly includes bamboo fabs 12, Zhongke Fab 15, Nanke Fab 14 and other major fabs. Factory machine.
Taiwan media reported that the affected part of TSMC was mainly concentrated in the 7-nanometer process, including Zhuke, Zhongke and Nanke, and the affected capacity was about 60,000 or more, except for 7 nm. There are also some 12, 16 nanometer processes that are also affected.
In today's response, TSMC said that it has controlled the scope of the virus infection and found a solution. By 2 pm Taiwan time, about 80% of the affected machines have returned to normal. TSMC is expected to be on August 6. Recently, all affected machines can return to normal.
TSMC estimates that the virus infection will lead to delays in wafer shipments and increased costs. The company's revenue impact in the third quarter is about 3%, and the impact on gross margin is about one percent. TSMC also said that It is confident that the number of wafer shipment delays in the third quarter will be replenished in the fourth quarter, and the full-year outlook will continue to maintain high single-digit growth.
At present, most of TSMC's customers have received notifications of relevant events. TSMC is working closely with customers to communicate their wafer delivery schedules.
It is understood that the reason for the virus infection is that the new machine is operating incorrectly during the installation of the software. Therefore, the virus spreads when the new machine is connected to the company's internal computer network, but the integrity and confidential information of the TSMC data. Nothing is affected. (Proofreading / seeking)
2. TSMC: Some wafer products are deferred to Q4 shipments, and the annual target remains unchanged;
Wafer foundry leader TSMC provided further explanation for the computer virus infection incident on the 5th. TSMC pointed out that the degree of virus infection varies from factory to factory. The scope of infection has been controlled. It is expected that all affected machines will return to normal before August 6. The incident will affect TSMC's third-quarter revenue by about 3%, and the gross profit margin will be about 1%. TSMC is confident that the number of wafers delayed shipment will be replenished in the fourth quarter. The maintenance law said that the estimated annual increase is 7-9%.
TSMC's revenue for the quarter is estimated in US dollars, which is estimated to reach US$8.45-8.55 billion, an increase of 8-9% in the quarter, and a gross margin of 48-50%. After this adjustment, the third quarter revenue will increase by 5-6. %, gross profit margin is estimated to be 47-49%, still growing compared to the second quarter.
TSMC pointed out that it was infected with computer viruses in the evening of August 3, affecting some computer systems and factory machines in Taiwan. The degree of virus infection varies from factory to factory. TSMC has controlled the scope and found a solution until 2 pm Taiwan time. 80% of the affected machines have returned to normal. It is expected that all affected machines will return to normal before August 6.
TSMC estimates that the virus infection will result in delayed wafer shipments and increased costs. The impact on TSMC's three-quarter revenue is about 3%, and the gross profit margin impact is about 1 percentage point.
TSMC stressed that it is confident that the number of wafer shipment delays in the third quarter will be replenished in the fourth quarter, and the full-year outlook will continue to maintain the high single-digit growth mentioned in July 19th.
TSMC stressed that most of the customers have received notices about relevant matters and will continue to work closely with customers to communicate the wafer delivery schedule. TSMC will also communicate detailed information with individual customers in the next few days.
TSMC reiterated that the reason for the virus infection was that the new machine was operating incorrectly during the installation of the software. Therefore, the virus spread when the new machine was connected to the company's internal computer network; however, TSMC's data integrity and confidential information were not affected. Impact, TSMC has taken measures to make up for this safety issue and will further strengthen information security measures.
3. TSMC: The cause of the virus infection is an operation error when installing the software on the new machine;
TSMC issued a renewed news at 4:46 pm today to provide further explanations for computer virus infections. TSMC pointed out that the cause of the virus infection was 'the new machine was operating incorrectly during the installation of the software', so the virus was connected to the new machine. The virus spread during the company's internal computer network, but TSMC's data integrity and confidential information were not affected. By about 2 pm today, about 80% of the affected machines have returned to normal.
TSMC pointed out that it was infected with computer viruses in the evening of the third day, affecting some computer systems and factory machines in Taiwan. The degree of virus infection varies from factory to factory. TSMC has controlled the scope of this virus infection and found a solution. As of the point, about 80% of the affected machines have returned to normal. TSMC expects that all affected machines will return to normal before August 6.
TSMC said that the virus infection incident will lead to delays in wafer shipments and increased costs. The impact on TSMC's third quarter revenue is about 3%, and the gross profit margin impact is about one percentage point. TSMC is confident. The number of wafer shipment delays in the third quarter will be replenished in the fourth quarter, and the full-year outlook will continue to maintain the high single-digit growth stated in July 19 in US dollars.
TSMC said that most of the company's customers have received notice of relevant events. TSMC is also working closely with customers to communicate their wafer delivery schedules. TSMC will communicate detailed information with individual customers in the next few days.
TSMC said that measures have been taken to make up for this safety issue, and information security measures will be further strengthened.
4. Hundreds of TSMC stopped to stop the virus: 60 hours of combat
TSMC suffered the biggest threat to the company in the history of the company. It is understood that including Chairman Liu Deyin and President Wei Zhejia, they are in the first place to grasp the information and demand to prevent the spread of the 'epidemic'. Although the weekend, TSMC’s security personnel also stopped. Returning to the post, the rough estimate mobilized hundreds of personnel security engineers to complete the 'detoxification' within 60 hours. At the same time, the company also took the initiative to explain the content and impact of the event to the customer.
Although TSMC did not further explain the internal mobilization situation, in the major domestic online forums, many TSMC employees or relatives have talked about this matter. Many people mentioned that after the incident, 'stopping', 'rushing back to the factory area Handling problems' and other conditions.
TSMC mobilized all information engineers to clean up the virus in the past two days. After the parameters of the machine were refilled, the parameters were reloaded from the cloud, but the internals were afraid of leaking after the network was connected, and it was the most critical advanced process equipment. This allows the information staff to spend more time and ensure that the information is fully protected before downloading, resulting in a one-day recovery time more than expected.
In addition, the poisoning incident, including major manufacturers such as Apple and Huida, was affected. TSMC also actively contacted customers. Since this is the first time that the TSMC production line has been poisoned by the control system, it has always been regarded as a capital. TSMC, which protects the water from leaking, is a heavy hammer. Especially after the retirement of TSMC founder Zhang Zhongmou and former information chief Zuo Dachuan, many speculations were triggered.
Zuo Dachuan once shared the TSMC flood prevention strategy and practices in the Flood Control Forum held by the Economic Daily. He revealed that TSMC was attacked by viruses and hackers thousands of times a day, but TSMC has strict multi-layer protection. First, Through various software, many malicious attack programs or phishing letters are blocked before entering the corporate network. However, if there is a loophole in the protection, hackers enter the company and then layer-by-layer protection to limit these hackers to a certain area. And let them not do anything.
However, on the third day of TSMC, it was still a hundred secrets. Because the operation of the new machine was wrong during the installation of the software, the operator did not pre-install the program installed on the USB machine, so that the virus was connected to the company on the new machine. Virus spread during internal computer network.
TSMC has been threatened by the biggest security in history, but it has also relied on a rigorous team to quickly resolve the crisis and return the production line to normal. But one mistake made TSMC's revenue this quarter short of about 7.8 billion yuan, which is not too small. Corporate vigilance