TSMC's board kicked off a two-day meeting on August 11, focusing on the high-profile 2nm trade secret leak alongside regular agenda items like Q2 dividends and capital budgets. Management will present a detailed case report, drawing intense external attention.
The leak—allegedly involving TSMC’s critical 2nm process technology and Japanese firms—has shocked the industry. TSMC has imposed severe penalties on involved staff and initiated legal action; Japan’s semiconductor equipment firm TEL has also fired a Taiwan subsidiary employee linked to the case.
TSMC board member Liu Ching-ching noted the board will elaborate on the case, with prosecutors investigating motives. He clarified it is unrelated to TSMC’s Japan investments.
Typically secretive about board details, TSMC will announce resolutions (likely August 12). Reports suggest the meeting is held at its Tainan plant, with executives spotted traveling to report on the leak.
The board is expected to approve a minimum NT$5 per share Q2 cash dividend (aligning with its stable growth policy) and a capital budget for expansion. No resolutions on the leak will be made, though it will be thoroughly discussed.
ICgoodFind: The 2nm leak’s significance and board focus may accelerate investigations, with outcomes potentially reshaping the semiconductor sector.
