A timeline of the U.S. semiconductor market in 2025
It has already been a tumultuous year for the American semiconductor industry.
The semiconductor industry plays a sizable role in the “ai racing” that the us seems determined to win, which is why context is horth paying attention to: from intel’s appointment of lip-bu tan-whoasted no time getting to tryying to tryying to try tray, Joe Biden Proposing Sweeping New Ai Chip Export rules on his way out of office that may or may not actual stick.
There is a look at what happened since the beginning of the year.
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A last-minute reversal
May 7: Only a week before the “Framework for Artificial Intelligence Diffusion” was set to go into place, the Trump administration is planning to take a different path. According to several media, including Axios And BloombergThe administration will not enforce the restrictions if they should start on 15 May and instead work on his own framework.
April
Anthropic doubles his support for Chip’s export restrictions
April 30: Anthropic doubled the support for limiting American chip exports, including a few tweaks on the framework for diffusion of artificial intelligence, such as imposing further restrictions on Tier 2 countries and the devotions to enforcement. A spokesperson for Nvidia shot back and said: “American companies must concentrate on innovation and take on the challenge, instead of telling high stories that large, heavy and sensitive electronics are somehow smuggling in ‘baby bumps’ or ‘besides live lobsters’.”
Planned dismissed at Intel
April 22: Prior to the profit of Q1, Intel said that it was planning to dismiss more than 21,000 employees. The dismissals were intended to streamline management, something that CEO LIP-BU TAN had long said that Intel had to do and reinstalled the technical focus of the company.
The Trump government continues the export of the chip
April 15: The H20 AI chip from Nvidia was hit with an export permit requirement, the company revealed in a sec application. The company added that the $ 5.5 billion is expected in costs with regard to this new requirement in the first quarter of its fiscal year of 2026. The H20 is the most advanced AI chip NVIDIA can still export to China in some form or fashion. TSMC and Intel reported similar expenses the same week.
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NVIDIA seems to make its way from further chip export
April 9: Jensen Huang, CEO of Nvidia, was noticed according to reports in the dinner in the Donald Trump resort. At that time, NPR reported Huang was able to save the H20 AI chips from Nvidia from export restrictions at the agreement to invest in AI data centers in the US
An alleged agreement between Intel and TSMC
April 3: Intel and TSMC have reportedly reached a provisional agreement to launch a joint chip -making company. This joint venture would exploit the chipping facilities of Intel and TSMC would have a 20% interest in the new company. Both companies refused to comment or confirm. If this deal does not flourish, this is probably a considerable preview of potential deals in this industry.
Intel Spins from non-core assets, announces a new initiative
April 1: CEO LIP-BU TAN immediately went to work. Only a few weeks after he came to Intel, the company announced that the non-core asset would split off so that it could concentrate. He also said that the company would launch new products, including adapted semiconductors for customers.
March
Intel mentions a new CEO
March 12: Intel announced that the industrial veteran and former board member, LIP-BU TAN would return to the company on March 18. At the time of his appointment, Tan said that he would be a “technique -oriented company” under his leadership.
February
Intel’s Ohio Chip Plant is delayed again
February 28: Intel should operate its first chip manufacturing factory in Ohio this year. Instead, the company delayed the construction of the factory for the second time in February. Now, the $ 28 billion semiconductor project, construction does not close until 2030 and it may not be open until 2031.
Senators ask for more chip export restrictions
February 3: American senators, including Elizabeth Warren (D-Mass) and Josh Hawley (R-MO), wrote a letter to the trading secretary-nominated Howard Lutnick Insist on the Trump government to further limit Ai Chip Exports. The letter specifically referred to the H20 AI chips from Nvidia, which were used in the training of the R1 “reasoning” model of Deepseek.
January
Deepseek releases its open “reasoning” model
January 27: The Chinese AI startup Deepseek caused a lot of storage in Silicon Valley when it released the open version of his R1 “Reasoning Model”. Although this is not specifically not a semiconductor news, the pure alarm remains in the release of the AI and semiconductor industries that caused the release, wrinkle effects on the chip industry.
Joe Biden’s Executive Order on Chip Exports
January 13: With another week in function, former President Joe Biden proposed to wipe new export restrictions by the US AI chips. This order created a threefold structure that determined how many US chips can be exported to each country. Under this proposal, Tier 1 -Landen did not stand for restrictions; Tier 2 -countries had a chip -purchase limit for the first time; And Tier 3 -countries received extra restrictions.
Dario Amodei from Anthropic weighs on chip export restrictions
January 6: Anthropic co-founder and CEO Dario Amodei wrote an OP-ED together The Wall Street Journal The endorsing of existing AI chip export checks and pointing it as a reason why the AI market of China was behind the US ‘. He also called on incoming President Donald Trump to impose further limitations and to close meshes with which AI companies in China still have these chips in their hands.
