Intel’s Tool Evaluation Amid Sanctions Raises Supply Chain and Security Concerns
Intel Corporation faces regulatory scrutiny after testing semiconductor equipment from ACM Research, a U.S. firm with blacklisted Chinese and Korean subsidiaries. The evaluation of wet etch tools for Intel's upcoming 14A node (2027 target) highlights tensions between technological advancement and export control compliance.
Unclear U.S. export rules create a gray area for ACM's American operations, potentially disrupting supply chains. Policymakers warn that continued engagement with ACM-linked tools could risk sensitive technology transfers, possibly shifting market demand toward compliant suppliers in the U.S., Japan, and Europe.