Intel has conducted early tool qualification tests on wet etch systems from ACM Research as part of its preparations for the next-generation 14A node , which is scheduled for volume production in 2027. These evaluations have drawn external political attention because ACM has significant research and manufacturing facilities in China and has faced U.S. restrictions on its overseas company departments. The situation is further complicated by a past investment in ACM through Walden International, a firm associated with Lip-Bu Tan, who now leads Intel. Intel has not yet announced a decision to adopt ACM's tools for 14A production, nor provided any statement.

The new tool testing has led to political scrutiny and calls for stricter procurement rules for companies that have received government support. Although ACM Research is a U.S. company, its research and operations expansion in China pose a security threat to government-backed Intel, which is striving to maintain American semiconductor independence. At the same time, Intel has already confirmed its use of ASML's High-NA EUV lithography, another tool from the West that is prohibited from being sold to Chinese entities. ASML operates 12 offices across China , primarily for operational purposes, but it is not under the same level of scrutiny. We are awaiting any possible updates to determine if there are additional underlying reasons why Intel and ACM Research are facing challenges in this situation.