A timeline of the U.S. semiconductor market in 2025

It has already become a turbulent year for the US semiconductor industry.

The semiconductor industry plays a huge role in the “AI race” that seems to be determined to win in the United States, which is why it is appropriate to pay attention to this in this context: Intel’s Lip-Boo Tan’s appointment-which is not a long time to work for the Legacy Company, is to be wasted with a new chipping.

See what happened from the beginning of the year.

May

The opposite of an last moment

May 7: Just a week before the “expansion of artificial intelligence”, the Trump administration plans to take another way. , In accordance with multiple media outlets, including Axis And BlombergThese restrictions will not be implemented when the administration was supposed to start on May 15 and work in its own structure instead.

April

Ethnographic twice with the support of chip export restrictions

April 30: Ethnographic Its support is twice as much To restrict the export of US-Tairi chip with some tweets of artificial intelligence, such as to impose further restrictions on Tear 2 countries and depart the resources. A spokesperson of Nvidia shotIt says, “American companies should be concentrated towards innovation and get up to the challenge, but rather than tell long stories,” baby bums “or ‘live lobster’ have been smuggled into ‘baby bums’ or ‘live lobster’.”

Intel planned trim

April 22: Before the Q1 earn call, Intel said it was planning to quit more 21,000 employeesThe The trims were meant to facilitate management, CEO Lip-Boo Tan had long said that Intel needs to be done, and helping to restructure the company’s engineering focus.

The Trump administration limit the export of further chips

April 15: Nvidia H20 AI Chip has been hit with an export Licensing requirementsThe company has released an SEC filing. The company has added that it expects $ 5.5 billion in charges related to this new requirement in the first quarter of the fiscal year. H20 is the most advanced AI chip nvidia can still export to China in any form or fashion. TSMC and Intel reported similar expenditures in the same week.

Nvidia seems to be out of the export of more chips

April 9: Nvidia CEO Jensen Huang was seen in Donald Trump’s Mar-E-Lago to attend dinner Resort according to the report. At this time, NPR has reported Huang may be able to protect NVEDIA H20 AI chips from export restrictions after Huang agrees to invest in AI data centers in the United States

An alleged deal between Intel and TSMC

April 3: Intel and TSMC The allegedly reached a temporary agreement To introduce a joint chipming initiative. This joint venture will handle Intel’s chipming facilities and the TSMC’s new initiative will have 20% portion. Both companies have refused to comment or confirm. If this agreement is not effective, it is probably a decent preview of the possible agreement of this industry.

Intel stops non-core assets, announces new initiatives

April 1: The CEO lip-boan was able to work right now. Just a few weeks after he joined Intel, the company announced that it was going on Spin of non-core resources So it could focus. He added that the company will launch new products, including custom semiconductor for customers.

March

Intel named a new CEO

March 12: Intel declared that the elderly of the industry and the former member of the board, Lip-boo tan used to return to the organization as CEO March 7th. During his appointment, Tan said that Intel would be a “engineering-centric company” led by him.

February

Intel’s Ohio Chip Plant is delayed again

Feb 28: Intel was supposed to start managing his first chip fabric plant in Ohio this year. Instead of, The company has slowed down the construction In February for the second time in the plant. Now, the $ 28 billion semiconductor project will not be constructed up to 2030 and may not even open up to 2031.

Senators also call for further chip export restrictions

Feb 3: US Senators, including Elizabeth Warren (D-MAS) and Josh Hawli (R-MO), wrote a letter to nominate Commerce Secretary designated Howard Lutnik By calling on the Trump administration to limit more AI chip export. The letter is especially mentioned to the NVEDIA H20 AI chips, which was used in the training of the DIPSC’s R1 “logic” model.

January

DEPSEC reveals its exposed “logic” model

January 27: Chinese AI startup Dipsc Silicon created quite stirred in the valley when it was published Open version of the R1 “Argument” modelThe Although this is not especially semiconductor news, the perfect alarm of the release of AI and Semiconductor Industries DEPSEC has to have a repulsive impact on the chip industry.

Joe Biden’s Executive Order on Chip Export

13 January: Former President Joe Biden is only one week left in the office Proposed new export restrictions AI chips made by us. This order has developed a three-level structure that determines how many US chips can be exported in each country. Under this proposal, level 1 countries have not faced any restrictions; For the first time Tier 2 countries had a chip purchase limit; And level 3 countries have received additional restrictions.

Anthropic’s Dario Amodi Chip Export Weight Weight

January 6: Ethnic co-founder and CEO Dario Amodai co-authored Wall Street Journal The existing AI chip supports export control and China’s AI market points to them as the reason for being behind the United States. He called for the upcoming President Donald Trump to impose further restrictions and to close the gaps that allowed Chinese AI companies to get their hands on these chips.