今年7月，罗唯仁退休，随后传出10月底已赴英特尔担任研发副总，同时爆出他在离职前疑似利用其高 阶主管身份，要求团队成员向他进行多场技术简报，同时带走涉及2纳米与1.4纳米等先进制程，共20箱 的复印与手写资料。 台积电中生代竞争暗潮浮现 针对罗唯仁"带枪投靠"传闻，英特尔执行长陈立武日前公开表示，所有指控都是谣言与臆测，毫无根 据，英特尔一向尊重他人知识产权。前外资分析师陆行之表示，台积电的提告仍需观察，是做做样子还 是真的要替股东争取权益。他同时断言罗唯仁可能会遭英特尔切割。 曾任台积电工程师的台北市议员曾献莹分析，台积电的提告动作至少有三层意义，包括向客户及投资人 宣示台积电处理泄密案原则一致、宣示PIP（机密信息保护）部门不是只打苍蝇不打老虎，最后是保护 制程机密的决心。曾献莹表示，未来观察的重点包括当局的态度，是否会上升到"国安法"层级，是否会 向美国法院提告打跨境官司，求偿的金额以及英特尔的态度。 来源：环球时报 【环球时报特约记者 程东】台积电日前爆出重量级人事震撼弹，退休资深副总罗唯仁遭指控在离职 前"扛走20箱机密"，"回锅"美国英特尔，引发岛内科技圈哗然。舆论担忧，罗唯仁如果携带台积电"机 ...

Core Viewpoint - TSMC has filed a lawsuit against former senior vice president Luo Wei-ren for allegedly violating employment agreements and potentially leaking trade secrets to Intel after his departure [3][5]. Group 1: Lawsuit Details - TSMC confirmed that it has officially filed a lawsuit against Luo Wei-ren, claiming he violated his employment contract, non-compete agreement, and trade secret laws [3]. - The lawsuit is based on TSMC's belief that Luo Wei-ren may have used or disclosed confidential company information to Intel, which poses a significant threat to TSMC's core competitive advantage [5]. - The court has acknowledged receipt of TSMC's lawsuit documents, and Taiwan's economic authorities will cooperate with investigations [3]. Group 2: Background on Luo Wei-ren - Luo Wei-ren joined TSMC in July 2004 and was promoted to senior vice president in February 2014, playing a crucial role in the company's advanced process technology development [4]. - After being reassigned to the Corporate Strategy Development Department in March 2024, he continued to engage with the R&D department, raising concerns about his intentions [4]. - During his exit interview on July 22, 2024, Luo Wei-ren indicated he would join an academic institution, failing to disclose his plans to join Intel [4]. Group 3: Industry Implications - The lawsuit highlights issues related to talent mobility and non-compete regulations within the semiconductor industry, raising concerns about the confidentiality of advanced process technology [6]. - Intel's CEO, Pat Gelsinger, publicly denied allegations that Luo Wei-ren brought confidential documents to Intel, emphasizing the company's respect for intellectual property [5].

Core Viewpoint - The article discusses the challenges and opportunities in managing excess inventory of electronic components, highlighting the need for effective promotion and sales strategies to mitigate financial losses from storage and capital costs [1]. Group 1: Inventory Management - The company faces significant costs associated with excess inventory, including monthly storage fees and capital costs, which can lead to substantial losses if not addressed promptly [1]. - A specific example is provided where holding 100,000 units of excess inventory for six months could result in a loss of 30,000 [1]. Group 2: Sales Opportunities - The company, Chip Superman, has successfully served 21,000 users and offers discounted sales to clear inventory, with transactions completed in as little as half a day [8]. - The article encourages potential sellers to utilize the company's platform for better pricing and sales opportunities for unsold inventory [9]. Group 3: Inventory Details - Chip Superman boasts a substantial inventory with over 1,000 models and 50 million chips, valued at over 100 million, stored in a 1,600 square meter smart warehouse [7]. - The inventory includes a diverse range of brands and models, with specific quantities listed for various components, indicating a robust supply chain [4][5]. Group 4: Purchase Requests - The article also includes a section for purchasing specific components, indicating active engagement in both selling and sourcing electronic parts [6].

Core Insights - Intel has made significant contributions to the semiconductor industry, exemplified by its foundational technologies and innovations such as Moore's Law and the Intel 4004 microprocessor [1] - The company has established a robust business network in China since its entry in 1985, with research, development, and manufacturing centers across the country [1] - Intel is committed to leveraging AI technology for environmental protection initiatives, showcasing its dedication to social responsibility [4] Business Performance - Since the appointment of CEO Chen Lifeng in March 2025, Intel has secured investments from SoftBank and NVIDIA, and reported a net profit of $4.1 billion in Q3, ending a six-quarter decline [5] - Strong demand for chips, particularly in data centers and telecommunications, is expected to continue until 2026, leading to supply constraints [5] Strategic Direction - Intel is focusing on a flatter organizational structure and enhancing its engineering culture to better serve partners [7] - The company has outlined three strategic priorities: maintaining robust operations, emphasizing the value of its X86 ecosystem, and developing its foundry business [7] AI and Technology Development - Intel views AI as an emerging field with vast potential, planning to expand its AI strategy and product offerings to meet market demands [8] - The introduction of the Intel 18A process technology is expected to enhance performance by over 15% at the same power consumption, while reducing power consumption by over 25% for the same performance [14] Product Innovations - The Panther Lake platform, based on Intel 18A technology, integrates high efficiency and performance, achieving a 50% increase in multi-core performance at the same power level [15] - The platform also features significant improvements in graphics performance, with over 50% enhancement compared to previous generations [15] Data Center Solutions - Intel is committed to providing comprehensive solutions for data centers, focusing on performance, software compatibility, and overall system reliability [16] - The launch of a dual-loop cold plate liquid cooling server aims to improve energy efficiency and reduce operational costs [18] Future Outlook - Intel aims to strengthen its partnerships and enhance its product offerings across various sectors, including client devices, data centers, and edge computing [19] - The company is determined to address critical market challenges and seize new opportunities in the evolving technology landscape [19]

作为新型生产力的算力，正在成为推动数字经济发展的重要底座，也是驱动经济社会加速数字化转型的新引擎。 今年中共中央、国务院印发的《数字中国建设整体布局规划》明确了算力基础设施的发展方向，要从系统优化算力基础设施布局，促进东西部算力高效互 补和协同联动，引导通用数据中心、超算中心、智能计算中心、边缘数据中心等合理梯次布局。近年来，在一揽子政策支持下，我国算力产业发展迅速， 绿色算力在技术产品创新和赋能传统产业转型升级等多方面取得积极成效，算力产业步入集成创新、快速发展、深度应用、结构优化的可持续发展新阶 段。 但在不少行业人士的观察和思考中，算力伴随着数字经济蓬勃发展迎来了需求爆发，其能耗问题也日益突出。如何优化算力的绿色、可持续发展路径，更 高质量地发挥对经济社会的赋能驱动作用，成为算力基础设施建设面临的重要课题。对此，人民网财经研究院于近日举行了"数实融合视野下的算力可持 续发展之路"金台圆桌研讨会，邀请政产学研代表共同探讨算力产业可持续发展路径，促进绿色算力更好地为千行百业赋智赋能，为高质量发展强根基、 添活力。 国家发改委宣传中心网络部主任左红军在发言中表示，在数智时代，用户对算力的需求呈不断增长趋势，大 ...

| | | 英特尔对此表示，台积电的收购将使IMS的估值达到约43亿美元。英特尔将保留IMS的大部分股权。 台积电官网宣布，董事会批准对软银旗下ARM投资至多1亿美元，批准以高达4.328亿美元的价格收购 英特尔旗下子公司IMS 10%的股份。 ...

Group 1 - Intel has entered a new foundry agreement with Tower Semiconductor, involving a $300 million investment in Intel's Rio Rancho facility in New Mexico [2] - Tower Semiconductor will gain production capacity of over 600,000 photo layers per month to meet customer demand for next-generation 300 mm chips [2] - The collaboration aims to focus on advanced power management and RF SOI solutions, with plans for full process qualification in 2024 [2] Group 2 - Intel's foundry services have seen significant growth, with Q2 revenue reaching $232 million, a year-over-year increase of over 300% [3] - Intel aims to become the second-largest external foundry provider globally by 2030 [3] - Prior to this agreement, Intel and Tower Semiconductor had terminated a previous acquisition deal, with Intel paying a breakup fee of $353 million [3]

Core Viewpoint - Intel has obtained a patent for a microelectronic device utilizing a modular substrate design with integrated fuses, indicating ongoing innovation in semiconductor technology [1] Group 1 - The patent is titled "Microelectronic device utilizing modular substrate design with integrated fuses" [1] - The patent was granted under the announcement number CN 109216318 B [1] - The application date for the patent was May 2018 [1]

具身智能要想往大规模应用走，像英特尔这样的头部芯片公司必须突破算力架构。 当俄罗斯首个 AI 人形机器人「艾多尔」伴着电影《洛奇》的主题曲蹒跚登场时，所有人都以为某个高光时刻 即将来临。 没想到，「帅不过三秒」 —— 向观众挥手后，它迅速失去平衡、倒地抽搐，被工作人员匆忙拖走。 近期翻车的机器人可不止这一家。 9 月，特斯拉 Optimus 因反应迟缓被吐槽； 1X 预售款 的「惊艳演示」因系远程遥控，被舆论 diss 到起 飞。 业内人士对此并不意外。很多演示高度依赖人工操控，大量机器人连「站稳完成操作」都难，在工厂里「插个 dongle 、贴个膜」，堪比「登月」。 英特尔在与数十家具身智能团队沟通过程中也发现，机器人「能跑会跳」和「能在产线干活」之间，还存在巨 大鸿沟。 到底是什么原因阻挡它们踏入生产一线呢？ ▍ 困在算力平台里的具身智能 11 月 19 日，重庆 ·2025 英特尔技术创新与产业生态大会的圆桌现场，训练数据、应用、「大脑 / 小脑分 家」的架构问题都被摆上台面。但有一个答案被反复提及，算力平台正成为横在具身智能落地面前的最大门槛 之一。 目前业内已量产、相对成熟的人形机器人，大多采用「 ...

Core Viewpoint - TSMC has filed a lawsuit against its former senior vice president, Luo Weiren, for allegedly violating non-compete agreements and potentially leaking trade secrets to Intel [2][4]. Group 1: Legal Action - TSMC officially announced the lawsuit against Luo Weiren, citing violations of employment contracts and non-compete agreements [2]. - The lawsuit is based on suspicions that Luo may have used, disclosed, or transferred TSMC's trade secrets to Intel after joining the company immediately following his retirement [4]. Group 2: Background of Luo Weiren - Luo Weiren served at TSMC for 21 years, starting in July 2004 and retiring on July 27 of this year [4]. - After retirement, Luo joined Intel as an executive vice president, raising concerns about potential conflicts of interest [4]. Group 3: Allegations of Misconduct - TSMC claims that Luo requested technical briefings on advanced processes, including 2nm technology, before his departure, which raises questions about his intentions [4]. - During an exit interview on July 22, Luo indicated he would pursue a position in academia, without mentioning his move to Intel, which TSMC views as deceptive [4].