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.