Intel(US:INTC) 是说芯语·2025-12-18 04:07Core Viewpoint - Intel is facing accusations from Republican lawmakers regarding potential threats to U.S. national security due to its evaluation of chip manufacturing equipment linked to a company with strong ties to China [1][3]. Group 1: Allegations and Concerns - Intel is assessing equipment from ACM Research, a company whose subsidiaries were placed on the U.S. technology blacklist last year for allegedly assisting the Chinese government in military applications [3][5]. - Senator Marsha Blackburn expressed that testing equipment related to China could compromise U.S. semiconductor capabilities and called for legislation to prevent subsidized chip manufacturers from using Chinese equipment in government-supported expansion plans [3][5]. - There is currently no confirmation that Intel has decided to incorporate the equipment into its manufacturing process, nor evidence that it has violated U.S. regulations [3]. Group 2: Intel's Response - Intel emphasized its commitment to U.S. national security and adherence to strict IT and cybersecurity protocols to protect sensitive information [4]. - The company stated it would limit data access for individual devices in the manufacturing process and ensure that devices cannot interconnect, while also monitoring all communications [4]. - Intel is open to ongoing dialogue with policymakers to address concerns related to manufacturing and security [4]. Group 3: Broader Implications - U.S. hardliners warn that incorporating equipment from sanctioned companies could lead to sensitive technology being transferred to China, undermining the competitive edge of trusted Western suppliers [5]. - John Mulvaney, chairman of the House China Task Force, highlighted that introducing Chinese manufacturing equipment into U.S. factories could rapidly erode American advantages in AI chips and related manufacturing technologies [5].