第一财经·2025-11-27 04:09Core Viewpoint - The article discusses a legal dispute between TSMC and Intel, focusing on allegations of trade secret theft involving a former TSMC executive who allegedly shared confidential information with Intel [3][4]. Group 1: Legal Dispute - TSMC has filed a lawsuit against former senior vice president Luo Wei-ren for allegedly violating confidentiality agreements and transferring advanced process secrets to Intel [3][4]. - Intel has responded to the allegations, asserting that it has strict policies against using third-party intellectual property and that its technology differs fundamentally from TSMC's [5][6]. Group 2: Technology and Market Implications - Intel's 18A process technology, which has begun mass production in Arizona, utilizes RibbonFET transistors and PowerVia technology, achieving a 30% increase in transistor density and a 15% performance improvement at the same energy consumption compared to previous generations [6]. - The global pure wafer foundry industry saw a 33% year-on-year revenue growth in Q2 2025, driven by advanced processes in AI GPU applications, highlighting the competitive landscape [7]. Group 3: Strategic Importance of Luo Wei-ren - Luo Wei-ren, who retired from TSMC in July 2025, is seen as a key figure for Intel to accelerate its technology deployment, as he has extensive industry experience [6][7].