半导体芯闻·2025-11-21 10:49Core Viewpoint - Intel's CEO Lip-Bu Tan refuted rumors regarding the alleged transfer of trade secrets by former TSMC executive Lo Wen-jen, emphasizing the company's respect for intellectual property [1]. Group 1: Intel and TSMC Developments - TSMC, with a market capitalization exceeding $1.15 trillion, has surpassed Intel to become the undisputed leader in semiconductor foundry services [2]. - Local prosecutors in Taiwan have initiated an investigation into the reports concerning Lo Wen-jen to determine if any illegal activities occurred [2]. - Lo Wen-jen, who retired from TSMC in July 2023, played a crucial role in the production of advanced chips, including those for AI accelerators [2]. Group 2: Intel's Foundry Services - Intel's foundry services are gaining traction, particularly in advanced packaging, attracting interest from major U.S. clients previously ordering chips from TSMC's Arizona facility [4]. - The U.S. aims to establish a self-sufficient supply chain for semiconductors, with Intel positioned to offer a comprehensive range of advanced packaging products [4]. - The recruitment of Lo Wen-jen is seen as a strategic move to enhance Intel's capabilities in advanced packaging, potentially allowing it to match TSMC's technology standards [5]. Group 3: Market Dynamics - Companies like NVIDIA and AMD are currently shipping wafers produced in Arizona to Taiwan for packaging, which increases costs and delivery times [6]. - Intel's involvement is expected to provide a one-stop service for semiconductor manufacturing and advanced packaging in Arizona, benefiting both Intel and TSMC in the U.S. market [6].