智通财经网·2025-11-27 09:13Core Viewpoint - Intel denies allegations from TSMC regarding the leakage of trade secrets by former TSMC executive Lo Wen-jen, emphasizing its commitment to protecting intellectual property and welcoming Lo's return to the company [1][2]. Group 1: Allegations and Responses - TSMC has filed a lawsuit against Lo Wen-jen, claiming he may have leaked confidential information to Intel, prompting an investigation by Taiwan's Ministry of Economic Affairs [2]. - Intel's CEO Lip-Bu Tan refuted any speculation of wrongdoing, asserting that the company respects all chip manufacturing intellectual property [2][3]. Group 2: Industry Context - Intel and TSMC have a complex relationship, where Intel is both a customer and a competitor to TSMC, which holds a dominant position in the semiconductor foundry market [3]. - TSMC's market capitalization exceeds $1.15 trillion, making it the leading chip foundry globally, far surpassing Intel's historical prominence in the semiconductor industry [2]. Group 3: Intel's Strategic Shift - Intel is focusing on advanced process technology to compete with TSMC and Samsung, aiming to develop cutting-edge chips at 2nm and below [4][5]. - The company is transitioning to a foundry model, targeting high-end chip manufacturing for major clients like NVIDIA and AMD, with the success of its 18A and 16A technologies being crucial for its turnaround [5].