Intel's Test with Chinese-Linked Chip Tools Raises Concerns

Background

• Intel is exploring chipmaking tools from ACM Research, a company with strong ties to China and some units under U.S. sanctions.
• These wet etch tools are being considered for Intel's cutting-edge 14A chipmaking process, set to launch in 2027.

ACM Research: A Company Under Scrutiny

• Based in California, ACM Research has units in Shanghai and South Korea that were sanctioned by the U.S. for alleged support of China's military tech efforts.
• ACM denies any wrongdoing, claiming its U.S. operations are separate from the sanctioned units.

National Security Concerns

• Intel, now partly owned by the U.S. government, faces scrutiny over the use of these tools.
• Critics worry about:
• Potential transfer of sensitive tech to China.
• Replacement of trusted Western suppliers.
• Risk of sabotage.

Political and Industry Landscape

• President Trump has eased some chip export restrictions to China.
• Lawmakers from both parties are pushing to bar U.S.-subsidized chipmakers from using Chinese equipment.
• Chinese toolmakers are making their mark on the global market.

ACM Research's Strategic Position

• Founded by David Wang, ACM has most of its R&D in China.
• Serves sanctioned Chinese chipmakers like YMTC and CXMT.
• Despite a small global market share, ACM is part of China's push to become a major player in semiconductor manufacturing.

Recent Developments

• In 2023, ACM opened a new facility in Oregon, close to Intel's R&D plant, to support its relationship with the tech giant.
• This strategic move could lead to more collaborations in the future.

Cost vs. Risk

• ACM's tools are cheaper than those from established competitors.
• However, the national security risks associated with using equipment from a company with Chinese links remain a significant concern.