Foreign investment circle After the consensus is: TSMC does not evade, direct description of the incident, to help defuse market concerns, the new management to pass the first crisis treatment.
TSMC's share price was almost unaffected yesterday, only a small fall of 0.61%, received 245.5 yuan, showing the initial "intrusion of foreign investment circle, TSMC wound up, do not kill low shareholding" argument, to obtain funding recognition, international funds yesterday also sold only about 4,800, sales pressure is slight.
The note will include: CLSA semiconductor industry analyst Hou Mingxiao, Morgan Stanley Securities semiconductor industry analyst Janjiahong, Credit Suisse Taiwan Research Department Director Ailandi (Randy Abrams) were in person at the scene, the first time to collect TSMC response, to provide its customers operating guidelines. Janjiahong on the spot, his key point is that, according to TSMC, this is not a hacker attack, is the future of the potential hacker threat to be wary of?
In response, Wei Zhe responded that TSMC continued to increase its betting resources in the field of information security in the hope of preventing related events in the future.
Hou Mingxiao believes that TSMC has always been in the customer's mind is ' flawless executive power (flawless execution) ', which is TSMC almost dominated wafer foundry field of the largest weapons. Semiconductor industry veteran star analyst reminded that this incident dragged down the current quarter of TSMC's small revenue, customer shipments slightly deferred, the overall short-term impact in the controllable range.