According to sources, TSMC was invaded by computer viruses at about 5 or 6 pm last Friday and spread to the three major factories at 10 o'clock that night. According to the TSMC announcement, about 40 hours after the incident, 80% of the machines have been restored. Taiwan production operations are expected to eliminate computer viruses after the critical 60-hour 'detox action'; but it is about one day slower than originally expected, and the impact revenue is also larger than expected.
TSMC issued a major message on Saturday afternoon, stating that the cause of the incident was mainly due to 'the operation error of the new machine in the process of installing the software'. When the virus was connected to the internal computer network of TSMC in the new machine, the virus spread, but The integrity and confidential information of the company's data have not been affected; the company has taken measures to make up for this security issue, and will further strengthen information security measures.
TSMC engineers pointed out that TSMC's wafer fabrication and testing machines are all externally purchased, and the software system is filled by the manufacturers. After the machines are sent to the factory for installation, they must be cleaned according to the standard operating procedures (SOP). It is the third-party or TSMC employee who did not act according to the SOP and pre-installed the program installed on the USB machine to allow the virus to spread when the new machine was connected to the company's internal computer network.
TSMC's supply key revealed that TSMC was attacked by the virus, which led to the eight-inch factory and the twelve-inch factory of Zhuke, as well as the Fab of the Chinese Fab and the Fab of the South Fab. Among them, the most severely affected was the Chinese Fab. Fifteen, the local is the main production center of TSMC 7nm; the 7nm and 12nm processes of Nanke Fab XIV and Zhuke 12 are affected. In other words, including Apple, AMD, Huida, MediaTek, Xilinx, etc. Dachang wafer products are affected.
TSMC pointed out 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 the high single digit growth released by the law on July 19 will remain unchanged. .
According to the impact of TSMC yesterday, the virus infection will lead to an increase in wafer shipment delay costs, meaning that scrap silicon wafers are higher than the previous day's estimate. The impact of TSMC's revenue for the third quarter is about 100. In three parts, the number of scrapped wafers exceeds 10,000.