Di Yi Cai Jing Zi Xun·2025-11-27 03:52Core Viewpoint - The semiconductor industry is currently facing a significant legal dispute between Intel and TSMC, centered around allegations of trade secret theft involving a former TSMC executive [1][2]. Group 1: Legal Dispute - TSMC has filed a lawsuit against former senior vice president Luo Wei-ren, accusing him of violating confidentiality agreements and transferring advanced process secrets, including 2nm technology, to Intel [1][2]. - Intel has responded by asserting that it has strict policies against using third-party confidential information and claims that the allegations are unfounded [2]. Group 2: Technology and Market Position - Intel's 18A process technology, which utilizes RibbonFET transistors and PowerVia technology, has begun mass production in Arizona, with a 30% increase in transistor density and a 15% performance improvement at the same energy consumption compared to the previous generation [2]. - The global pure wafer foundry industry is projected to see a 33% year-on-year revenue growth in Q2 2025, driven by advanced processes in AI GPU applications [3]. - If Intel fails to improve the yield of its 18A process to commercial levels within the next 1-2 years, it risks losing its entry into the high-end foundry market to TSMC and Samsung [3]. Group 3: Executive Background - Luo Wei-ren, who recently joined Intel after retiring from TSMC, has extensive experience in advanced technology manufacturing and was instrumental in introducing EUV lithography technology at TSMC [3].