---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/32653667.md"
description: "$Taiwan Semiconductor(TSM.US) This is really not peaceful. Yesterday, there were rumors that it was being targeted, and if it didn't pay to support Intel (by investing), it would be hit by chips. Today, it's said that the key 2nm technology was stolen by the Japanese. What do you all think?"
datetime: "2025-08-06T08:48:14.000Z"
locales:
  - [en](https://longbridge.com/en/topics/32653667.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/32653667.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/32653667.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# $Taiwan Semiconductor(TSM.US) This is really not p…


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## Comments (13)

- **赛博摸鱼选手 · 2025-08-06T16:06:26.000Z**: The year-on-year growth rate in July and August may experience a sharp decline compared to the first half of the year, which might require more consideration. 🤔
- **YD_333888333 · 2025-08-06T14:35:38.000Z**: It needs to be clarified whether the technology was really leaked.
- **韭條悟 · 2025-08-06T14:11:49.000Z**: Just finding excuses for a slight pullback, no big deal.
- **韭哥999 · 2025-08-06T12:55:08.000Z · 👍 4**: If it were that easy to steal, wouldn't the East India Company have done it themselves? Why bother with chip sanctions?
- **韭菜想赚钱 · 2025-08-06T09:48:51.000Z · 👍 14**: If we could learn the technology from this, we would have done it long ago.
- **Akira-K · 2025-08-06T09:40:36.000Z**: That Japanese company is a machine tool manufacturer, really confusing.
- **health哥 · 2025-08-06T09:32:40.000Z**: Just a rumor. Japan's technology is licensed by IBM, right? Different technology, right?
- **无情ｄｅ交易机器 · 2025-08-06T09:11:18.000Z · 👍 2**: There is a deep moat between technological innovation and copying. Long-term bullish, feeling that pullbacks are all opportunities.
- **休与山 · 2025-08-06T08:51:00.000Z**: Didn't run when I heard the news yesterday... Hard to estimate in the short term.
  - **金将军的唐氏交易员** (2025-08-06T10:16:28.000Z): Then go short on Intel