一、中文資料
(一)書籍:
王承守,美國專利訴訟:攻防策略運用,元照出版,2007年。
張宇樞,美國專利訴訟實例,經濟部智慧財產局,第3版,2009年。
黃文儀,專利實務,三民出版,2004年。
陳森豐,科技藍海策略的保衛戰-2006美國專利訴訟(一),禹騰科技法律事務所 出版,2006年。
陳歆,美國專利訴訟關鍵案例解讀,元照出版,2012年。
經濟部智慧財產局,美國專利須知,台北:智慧財產局,2004年。
經濟部智慧財產局,光電產業專利趨勢與專利訴訟分析研究成果,台北:部智慧財產局,2011年。
經濟部智慧財產局,美國專利訴訟教戰手冊,台北:智慧財產局,2012年。
經濟部智慧財產局,資訊產業專利趨勢與專利訴訟分析研究成果,台北:智慧財產局,2012年
經濟部智慧財產局,美國專利訴訟教戰手冊進階版,台北:智慧財產局,2013年。
經濟部智慧財產局,通訊產業專利趨勢與專利訴訟分析研究成果,台北:智慧財產局,2013年。
經濟部智慧財產局,通訊標準專利訴訟教戰手冊,台北:智慧財產局,2014年。
楊崇森,專利法理論與應用,三民出版,2014年。
劉國讚,專利實務論,元照出版,2009年。
劉國讚,專利權範圍之解釋與侵害,元照出版,2011年。
劉尚志、王敏銓、張宇樞、林明儀,賴婷婷,美台專利訴訟-實戰暨裁判解析,元照出版,20012年。
羅炳榮,工業財產權叢書-美國專利基礎篇,瀚蘆圖書,2004 年。
羅炳榮,工業財產權論叢-美國專利侵害篇(二),翰蘆圖書出版,2005年。
(二)期刊論文:
尹守信,淺析美國專利法上之非顯而易知性要件,智慧財產權月刊,第84期,2005年。何美瑩,2011年美國專利改革法,專利師,第7期,2011年。沈宗倫,專利侵害均等論之過去、現在及未來-我國法應何去何從?東吳法律學報,第20卷2期,2008年。沈宗倫,以美國聯邦最高法院KSR案為借鏡再建構我國專利法下專利進步性要件之合理詮釋,國科會專題研究報告,2011/10,"http://nccur.lib.nccu.edu.tw/handle/140.119/55905".
沈宗倫,專利文義侵害認定-以美國法為借鏡探討「申請專利範圍」的解釋,國科會專題研究報告,2012/11,"http://nccur.lib.nccu.edu.tw/handle/140.119/55950",最後瀏覽日:2015/11/28。
沈宗倫,由專利法教示因果關係論專利進步性:以組合專利與類似專利為中心,台大法學論叢,第42卷2期,2013年。
李文賢,論專利侵害鑑定基準,月旦法學雜誌,第83期,2002年。周碧凰,依 Festo 推定阻卻均等論適用之修正基礎禁反言態樣介紹,萬國法律,第198期,2014。林恒毅,美國專利權利範圍之解釋,全國科技研討會論文集,2002年。
林明儀、劉尚志、王敏銓,美國專利訴訟中關於「馬克曼聽證」之探討,全國科技法律探討論文集,2004年。
祁明輝,美國專利商標局發佈35 U.S.C 112之補充審查指南(上),三達智慧財產權事務所,智慧財產權月刊,2011/04,第4期,"http://www.sundial.com.tw/service4file/201104vol401.pdf",最後瀏覽日:2015/10/15。
祁明輝,美國專利商標局發佈35 U.S.C 112之補充審查指南(下),三達智慧財產權事務所,智慧財產權月刊,2011/04,第4期,
"http://www.sundial.com.tw/service4file/201104vol401.pdf",最後瀏覽日:2015/10/15。
孫遠釗,論專利均等(等同侵權)與禁反言-兼評美國最近司法判例,法學叢刊,第183期,2001年。陳志杰、劉尚志,論均等論之比對方式-逐項測試法之優缺點探討,科技法學評論,第1卷第2期,2004年。陳秉訓,美國專利訴訟制度:以專利有效性問題為中心,智慧財產權月刊,第131期,2009年。陳秉訓,美國專利法新穎性新規定之解讀,新新季刊,第43卷第3期,2012年。陳秉訓,智財法院研討美專利侵權訴訟之進反言原則,第1709期,司法周刊,2014年。
陳裕禎,美國專利訴訟流程與策略錦囊,台灣法律網,2008/10,
"http://www.lawtw.com",最後瀏覽日:2015/10/12。
徐仰賢,美國專利訴訟外之新選項—多方複審程序(IPR)介紹暨實務分析,科技產業資訊室,2013/06,"http://cdnet.stpi.narl.org.tw/techroom/pclass/2013/pclass_13_A185.htm",最後瀏覽日:2015/12/8.
馮浩庭,美國專利訴訟程序之研究-現況、困境與美國國會之修法因應,智慧財產權月刊,第110期,2008年。馮震宇,美國專利訴訟制度與程序要件,資訊法務透析,1995年。馮震宇,論專利專利侵害之認定與抗辯原則,資訊法務透析,1995年。馮震宇,美國專利訴訟制度與程序要件,資訊法務透析,第7卷8期,台北:財團法人資訊工業策進會科技法律中心,1995年。黃蘭閔,美國AIA系列修法:AIA技術性修訂,北美智權,2013/04,"http://www.naipo.com/Portals/1/web_tw/Knowledge_Center/Laws/U.S.-72.htm#1",最後瀏覽日:2015/12/20。
葉雲卿,美國專利訴訟介紹-陪審團在專利訴訟的角色,北美智權公司,2012/12,"http://www.naipo.com/Portals/1/web_tw/Knowledge_Center/Infringement_Case/publish-37.htm20121203",最後瀏覽日:2016/2/18。
楊仲榮、陳威霖,撥雲見日-美國聯邦最高法院FESTO案剖析(上),第47-65頁,智慧財產權季刊,第42期,91年7月。楊仲榮、陳威霖,撥雲見日-美國聯邦最高法院FESTO案剖析(下),第51-69頁,智慧財產權季刊,第43期,91年10月。楊智傑,美國智慧財產權訴訟中核發禁制令之審查,智慧財產權月刊,第60期,2012年。劉法正,"由Honeywell v. Hamilton案例看申請過程限縮請求項與禁反言及均等論之關係",聖島國際智慧財產權實務報導,第14卷9期,2012年。
劉尚志,「Patent Wars 美台專利訴訟─實戰暨裁判解析」,元照出版公司,2005。
謝祖松,專利周邊限定主義及中心限定主義之辯與辨-兼論折衷主義,專利師,第22期,2015年。羅炳榮,衡平禁反言---美國案例,工業財產與標準,第62期,1998年。
羅炳榮,換發專利及禁反言---美國案例,智慧財產權月刊,第7期,1999年。(三)學位論文:
王俊凱,由美國聯邦法院論專利侵害判斷之專利權利範圍解釋原則,交通大學科技法律研究所碩士論文,(2007)。江守田,可預見規則對禁反言的影響,世新大學法律學研究所碩士論文,(2005)。吳永川,中美專利侵害分析之比較研究,東吳大學法律研究所碩士論文,(1996)。
沈欣儀,專利侵權案件中被告防禦方法之研究,中原大學財經法律研究所碩士論文,(2007)。杜冠潔,論申請專利範圍解釋-以Phillips v. AWH Corps. 案與其後案件發展中心,交通大學科技法律研究所碩士論文,(2008)。林榮琳,附隨禁反言在專利訴訟上之適用,世新大學法律學研究所碩士論文,(2005)。陳志杰,美國專利案例侵害判斷之均等論研究--兼論我國實務之改進,交通大學科技法律研究所碩士論文,(2003)。陳郁勝,兩岸專利訴訟抗辯事由之比較研究, 東吳大學法律研究所碩士論文,(2007)。陳薈穎,專利侵權鑑定的新解藥?請求項破壞原則之研究,交通大學科技法律研究所碩士論文,(2008)。高鼎懿,美國專利延續案與布局策略之分析,,交通大學科技法律研究所碩士論文,(2008)。粟國泰,我國專利鑑定機關對禁反言適用之研究,世新大學法律學研究所碩士論文,(2007)。盛慰先,論美國專利法之申請過程禁反言-以Festo及Honeywell案例之禁反言為例,中原大學財經法律研究所碩士論文,(2012)。曾世昌,申請過程禁反言在專利訴訟適用之研究,世新大學法律研究所碩士論文,(2005)。廖學章,方法界定產物請求項之侵權解釋,世新大學法律學研究所碩士論文,(2005)。蘇恆毅,美國法上專利被授權人禁反言原則之研究,中正大學財經法律研究所碩士論文,(2009)。(四)網站資料:
三達智慧財產權事務所,"http://www.sundial.com.tw/ip2.php"。
中國知識產權網," http://www.chinaipmagazine.com/index.asp"。
北美智權網,"http://tw.naipo.com/portals/1/web_tw/Knowledge_Center/Design_Patent/index.htm"。
科技產業資訊室,
"http://cdnet.stpi.narl.org.tw/techroom/pclass/main_pclass.htm"。
科技政策與資訊中心,"http://www.stpi.narl.org.tw"。
資策會科技法律中心,"http://stlc.iii.org.tw"。
聖島國際專利商標聯合事務所,"http://www.saint-island.com.tw/ch/bt_sitemap.htm"。
廣流智權事務所," http://www.wipo.com.tw/wio/?p=4843"。
二、外文資料
(一)書籍:
ABA Section of Intellectual Property Law, Drafting Patents for Litigation and Licensing, 2nd ed., Bloomberg BNA, 2013.
Aspatore Books, Recent Trends in Patent Infringement Lawsuits: Leading Lawyers on Analyzing Significant Patent Infringement Cases and Developing Successful Litigation, Thomson West, 2010.
Burton A. Amernick, Patent Law for the Nonlawyer: A Guide for Engineer, Technologist, and Manager, 2nd ed., Vn Nostrad Reinhold,1991.
Donald S. Chisum, Craig Allen Nard, Herbert F. Schwartz, Pauline Newman and F. Scott Kieff, Principles of Patent Law – Cases and Materials, 2nd ed., Foundation Press, 2001.
Edward Manzo, The America Invents: A Guide to Patent Litigation and Patent Procedure, 2015-2016 ed., LegalWworks, 2016.
Robert C. Faber, Landis on Mechanics of Patent Claim Drafting, Practising Law
Institute, 5th ed. 2008.
Irah H. Donner, Patent Prosecution Law, Practice and Procedure, 7th ed., BNA Books, 2012.
Janice M. Mueller, A introduction to Patent Law, Wolters Kluwer Law & Business, 2006.
John C. Donch, JR., Festo and The Doctrine of Equivalents – Brief History of Festo Decision, January, 2004.
Larry M. Goldstein, Litigation-Proof Patents: Avoiding the Most Common Patent Mistakes, True Value Press, 2014.
Lawrence H. Pretty, Patent Litigation, 2th ed., Practicing Law Institute, 2012.
Lester L. Hewitt, Patent Infringement:A Step-by-Step Guide from Dispute through Trial for Executives, Witness, and In-House Counsel, Aspatore, Inc., 2005.
Mark D. Schuman Esq. & Sarah M. Stensland Esq., A Guide to United States Patent Litation, CreateSpace Independent Publishing Platform, 2014.
Nancy J. Fannon, Calculating Lost Profits in IP and Patent Infringement Cases, Business Valuation Resources, 2011.
Nard, Craig Allen &; R. Polk Wanger, Patent Law, Foundation Press(2008).
Robert C. Faber, Landis on Mechanics of Patent Claim Drafting, Practising Law Institute, 5th ed., 2008.
Robert A. Mathews, Annotated Patent Digest, West Law, Thomason Reuters. No Claim to Orig. U.S. Govt. Works, CH. 14:1 A Definition of Prosecution History Estoppel ,2011.
Thomas Creel, Patent Claim Construction and Markman Hearings, Practicing Law Institute, 2013.
USPTO, Manual of Patent Examining Procedure, 9th ed., U.S. Patent and Trademark Office(USPTO), 2015.
(二)期刊論文:
Biela, J. A., Claim Interpretation: A Claim Indefiniteness Analysis Proposal. IDEA, 47, 561(2006).
Blaine Larson, Comment:How Tangential Does It Have To Be:Making Sense of Festo’s Tangential Limitations Doctrine, 48 Hours. L. Rev. 959(2011).
Burk, Dan L. and Lemley, Mark A., "Fence Posts or Sign Posts? Rethinking Patent Claim Construction", Vol. 157, No.6, Symposium: The Foundations of Intellectual Property Reform, U. PA. L. REV. 1743-1799(2009).
Derek Walter, "Prosecution History Estoppel in the Post-Festo Era: The Increased Inportance of Determing What Constitutes a Relevant Narrowing Claim Amendmnet", Vol 20, Issue 1, Art. 10, Berkely Technology Law Journal.(2005).
Henry, M. D., & Turner, J. L., The Court of Appeals for the Federal Circuit’s impact on patent litigation. The Journal of Legal Studies, 35(1), 85-117(2006).
James, Kurt F. Patent Claims and Prosecution History Estoppel in the Federal Circuit, Mo. L. Rev. 53(1988).
Jason Rantanen & Petherbridge, Toward A System Of Invention Registration: The Leahy-Smith America Invents Act, 110 Mich. L.Rev.First Impressions 24(2011).
John L. Cooper and Jeffrey M. Fisher, Discovery of Electronically Stored Information,月旦法學雜誌,第140期,2007。
Lawrence M. Sung, Echoes of Scientific Truth in the Halls of Justice: The Standards of Review Applied by the United States Court of Appeals for the Federal Circuit in Patent-Related Matters, 48 AM. U.L. REV. 1233, 1236-37(1999).
Lemley, Mark A., The Changing Meaning of Patent Claim Terms, 104 MICH. L. REV. 101(2005).
Lichtman, Douglas., Rethinking prosecution history estoppel , The University of Chicago Law Rew. 151-182(2004).
Maebius, Stephen B. &; Harold C. Wegner, The Honeywell Nail in the Festo Coffin: A Narrowing Amendment Does Create a Presumption of Prosecution History Estoppel, 23 Biotechnology Law Report 417 No. 4, Mary Ann Libert, Inc.(2004).
Mark D. Janis & Timothy R. Holbrook, Patent Law’s Audience, 97 Minn. L. Rev. 72(2012).
Menell, Peter S. et al, Patent Claim Construction: A Modern Synthesis and Structured Framework, 25 Berkeley Tech. L.J. 711(2010).
Nard, Craig Allen, A Theory of Claim Interpretation, 14 HARV. J. LAW & TEC 2(2000).
Peter S. Menell, Matthew D. Powers, and Steven C. Carlson, Patent Claim Construction: A Modern Synthesis and Structured Framework, 25 Berkeley Tech. L.J. 711(2010).
Rochelle Cooper Dreyfuss, In Search of Institutional Identity: The Federal Circuit Comes of Age, 23 Berkeley Tech. L.J. 787-789(2008).
Silfen, Molly, Claim Interpretation Recommendations for the Federal Circuit Court of Appeals in Phillips v. AWH, 14 U. Balt. Intell. Prop. L.J. 47(2005).
Sue Ann Mota, The Doctrine of Equivalents and Prosecution History Estoppel: The Supreme Court Supports Flexibility Over Certainty in Patent Cases in Festo v. SMC, Vol. 9, Issue 1, Richmond Journal of Law and Technology(2002).
Wagner, R. Polk and Petherbridge, Lee, Did Phillips Change Anything? Empirical Analysis of the Federal Circuit’s Claim Construction Jurisprudence in Intellectual Property and The Common Law, S. Balganesh, ed., Cambridge University Press, 2012 ; U of Penn, Inst for Law & Econ Research Paper No. 11-27; U of Penn Law School, Public Law Research Paper No. 11-33; Loyola-LA Legal Studies Paper No. 2011-28.
Whitley T. Chandler, Prosecution History Estoppel, The Doctrine of Equivalents, and The Scope of Patents, Vol. 13, Harward Journal of Law & Technology(2000).
(三)美國判決資料:
Alexamder Milburn Co. v. Davis-Bournonville Co., 270 U.S. 390(1926).
All Eng’g Corp. v. Bartell Indus. Inc., 299 F.3d 1336, 1349(Fed. Cir. 2002).
Amini Innovation Corp. v. Anthony California, Inc., 439 F.3d 1365, 1368(Fed. Cir. 2006).
Amazon.com, Inc. v. Barnesandnoble.com, Inc., 239 F.3d 1343, 1347(Fed. Cir.2001).
Atl. Thermoplastics Co. v. Faytex Corp., 974 F.2d 1299, 1300, 24 USPQ2d 1138, 1139-40(Fed. Cir. 1992).
AT&T Corp. v. Microsoft Corp. 414 F.3d 1366, 75 U.S.P.Q2d 1506(2005).
Autogiro Co. of Am. v. United States, 384 F.2d 391, 155 U.S.P.Q. 697, 702(Ct. Cl. 1976).
Biodex Corp. v. Loredan Biomedical, Inc., 946 F.2d 850, 858(Fed. Cir. 1991).
Biogenm Inc., 318 F.3d 1132, 1139-40(Fed. Cir. 2003).
Basell Poliolefine Italia S.P.A., 547 F.3d 1371, 1373-74(Fed. Cir. 2008).
Bayer AG v. Elan Pharm. Res. Corp., 212 F.3d 1241, 1252(Fed.Cir. 2000).
Christianson v. Colt Industries Operating Corp., 486 U.S. 800, 807(1988).
Chikezie Ottach v. Verifone System Inc., No. 11-CV-06187-RMB,(S.D.N.Y,. 2012).
Chikezie Ottach v. First Mobile Technologues, 10-CV-7296, Dkt. No. 49, Decision and Order Granting Defendant’s Motion for Summary Judgement at pp.11-13,(S.D.N.Y., Feb. 17, 2012, McMahon, J.).
Chikezie Ottach v. Verifone System Inc., 524 Fed. Appx. 627, 2013 WL 1395848.
Conoco Inc. v. Energy & Envtl. Int’l, L.C., 460 F.3d 1349, 1364(Fed.Cir.2006).
Cordis Corp. v. Medtronic Ave, Inc., 511 F.3d 1157(Fed. Cir. 2008).
Cybor Corp. v. FAS Techs., Inc., 138 F.3d 1448, 1457(Fed.Cir.1998)(en banc).
Deering Precision Instruments, L.L.C v. Vector Distribution System, Inc., 347 F.3d 1314(Fed. Cir. 2003).
Eagle Comtronics, Inc. v. Arrow Communication Laboratories, Inc. 305 F.3d 1303 64 U.S.P.Q 2d 1481(Fed. Cir. 2002).
Elkay Mfg. Co. v. Ebco Mfg. Co., 192 F.3d 973, 979, 52 U.S.P.Q 2d 1109, 1103(Fed. Cir. 1999).
Exparte Jepson, 243 Off. Pat. Off. 525(Ass’t Comm’r Pat. 1917).
EMD Millipore Corp. v. AllPure Techs., Inc., No. 11- 10221-DPW, 2012 WL 4862772(D. Mass. Oct. 11, 2012)
EMD Millipore Corp. v. AllPure Techs., Inc., No. 11- 10221, 2013 WL 5299372(D. Mass. Sept. 17, 2013)
EMD Millipore Corp. v. AllPure Technologies, Inc., 768 F.3d 1196(Fed. Cir. 2014).
Energy Transportation Group Inc. v. Sonic Innovations Inc. et al., 2008 WL 6060516(D. Delaware, 2008).
Energy Transportation Group Inc. v. Sonic Innovations Inc. et al., C.A. No. 05-422, 2011 WL 2222066(D. Delaware, 2011).
Energy Transportation Group Inc. v. William Demant Holding Inc.and Widex Inc., 697 F.3d 1342(Fed Cir. 2012).
Energy Transportation Group, Inc. v. Wwilliam Demant Holding A/S, 697 F.3d 1342(Fed. Cir. 2012).
Ericsson Inc., v. Harris Corp., 352 F.3d 1369, 69 U.S.P.Q 2d 1109(Fed. Cir. 2003).
Ethicon Endo-Surgery, Inc. v. U.S. Surgical Corp., 149 F.3d 1309, 1315(Fed. Cir. 1998).
Festo Corp. v. Shoketsu Kinzoku Kogyo Kabushiki Co., 1994 WL 1743984(D. Mass 1994)(Festo I).
Festo Corp. v. Shoketsu Kinzoku Kogyo Kabushiki Co., 234 F.3d 558, 564(Fed. Cir. 2000)(en banc)("Festo VI").
Festo Corp. v. Shoketsu Kinzoku Kogyo Kabushiki Co. 533 U.S. 915, 121 S.Ct.(2001)("Festo VII").
Festo Corp. v. Shoketsu Kinzoku Kogyo Kabushiki Co., 535 U.S. 722,122 S.Ct. 1831(2002)("Festo VIII").
Festo Corp. v. Shoketsu Kinzoku Kogyo Kabushiki Co., 535 U.S. 733, 740(2002).
Festo Corp. v. Shoketsu Kinzoku Kogyo Kabushiki Co., 122 S.Ct. 1842,(2002).
Festo Corp. v. Shoketsu Kinzoku Kogyo Kabushiki Co., 344 F. 3d 1359(Fed. Cir. 2003)(en banc).
Festo Corp. v. Shoketsu Kinzoku Kogyo Kabushiki Co., 2006 WL 47695(D.Mass. 2006).
Festo Corp. v. Shoketsu Kinzoku Kogyo Kabushiki Co., F.Support. 2d, 2006 WL 47695(D. Mass. 2006).
Festo Corp. v. Shoketsu Kinzoku Kogyo Kabushiki Co., 493 F.3d 1368(Fed.Cir. 2007).
Forest Laboratories, Inc. v. Ivax Pharmaceuticals, Inc., 501 F.3d 1263, 1268(Fed. Cir. 2007).
Frolow v. Wilson Sporting Goods Co., 710 F.3d 1303(Fed. Cir. 2013).
Graver Tank v. Linde Air Products Co., 339 U.S. 605(1950).
General Instrument Cop. V. Huges Aircraft Co. 226 U.S.P.Q 289(1968).
Goodyear Dunlop Tires Operations, S.A. v. Brown, 131 S.Ct. 2846(2011).
Hester Indus., Inc. v. Stein, Inc., 142 F.3d 1472, 1479 46 USPQ2d 1641, 1647(Fed. Cir. 1998).
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