A timeline of the US semiconductor market in 2025

It was a turbulent year for the US semiconductor industry.

The semiconductor industry plays a huge role in the “AI Race” which seems to be determined to win in the United States, which is why it is appropriate to pay attention to this context: Intel’s CEO to recruit the Lip-Boo Tan to the Legacy Company to revive the new AI Chiping New Chiping New Chiping. The new AI chipping new AI chipping came to the new Chiping in the new chipping.

See here what has happened so far in 2025.

July

Intel continues to look for skill

July 24: Intel announced that it was Some of its manufacturing activities are pulling behindThe The company is no longer following its previously announced projects in Germany and Poland and integrating its examination activities. Intel has also announced plans to finish this year with about 75,000 employees.

Trump’s AI Action Plan

July 23: The Trump administration has unveiled the much expected AI Action Plan In addition to multiple related executive orders. Although the plan includes the need for controlling US chip export controls and coordinating with its allies in the United States, it does not provide any information about what these restrictions will be like.

Groundbreaking UAE AI Agreement

July 17: The Trump administration helped establish a groundbreaking agreement in May, resulting in the purchase of billions of dollars worth of AI chips from the UAE from the UAE. But now This agreement has been reported to be holding on Since the United States works through national security concerns and fear that these chips can be smuggled from the Middle East to China.

Nvidia chip a bargain

July 16: One day after we learned of the green light to start selling specific AI chips to China, such as Nvidia and AMD. US Commerce Protection Howard Lutnik says US companies are plans to allow AI chips to start selling AI chips in China Tied with the ongoing trade discussion Between the United States and China related to rare earth material.

US Chips back to China

July 14: Nvidia said that it was submitting an application Restart H20 AI Chips Sales In China, To confirm rumors from a few weeks agoThe The company also announced that it would sell a new chip, RTX Pro, which was designed especially for the Chinese market.

Malaysia fights to smuggle chip

July 14: Malaysia has declared that it is being launched Trade Permit for AI Chips made by usThe Under these new restrictions, any person or business needs to be given a 30 -day notice to the Malaysian government before exporting chips to any US.

June

Intel hiring new leadership

June 18: Intel announced Four new leadership appointments That Intel says it will help move forward to become an engineering-first company. In addition to multiple high-profile engineering fares, Intel announced a new chief revenue officer.

Intel to start the trim

June 17: Intel will start Leave a significant portion of the Intel Foundry staff In July The company plans to eradicate up to at least 15%and up to 20%of the workers in that business unit. These trims are not a push: it was rumored in April, and Intel’s CEO Lip-Boo Tan said he would like to flat.

Nvidia will not report about China

June 13: Nvidia is not counting to the United States at any time supporting its AI chip export restrictions at any time. The company said that after the financial damage from the new license requirement on its H20 AI chips, NVEDIA CEO Jensen Huang said the company is will No longer included in the Chinese market Future revenue and forecast for profit.

AMD has achieved the team behind UNTATH AI

June 6: Another acquisition of AMD – this time focuses on talent. Organization Anuth has appointed the party behind AIIWhich develops the AI inference chips, as the semiconductor monster continues to continue its AI offers.

AMD Nvidia is coming for AI Hardware Domination

June 4: AMD continues his shopping spree. Organization AI Software Optimization Startup Brium earnedWhich companies help AI software work with various AI hardware. A lot of AI software is being designed keeping Nvidia hardware in mind, this acquisition is not surprising.

May

Nvidia Chip affects export restrictions

May 28: Nvidia has reported that licensing requirements in its H 20 AI chips in the US Spend $ 4.5 billion in the company on charge Q1 time. The agency is expecting that these requirements are the result of an 8 billion dollar injury to NVidia’s revenue in Q2.

AMD acquires anneosmy

May 28: AMD stopped the self -acquisition of his acquisition. Semiconductor Declared that it has achieved AnosemmyA silicone photonix startup. The tech of the eneoshem, which uses light photons to transmit data, is becoming increasingly an area of interest for semiconductor companies.

As the tensions between China and the United States begin to burn

May 21: The Chinese Commerce Secretary did not like the United States Guidance issued on May 7, which warned US companies that Huawei’s AI Chips were used in “anywhere in the world”. Commerce secretary Has issued a statement threatened by legal action This export ban is caught against anyone.

Intel may start offloading its non-core units

May 20: Intel’s CEO Lip-Boo Tan apparently had the right to work on the plan to spread Intel’s non-core business units. The semiconductor is reported to be looking for the giant Open the networking and edge unitsWhich created chips for telecom equipment and was responsible for the company’s 2024 income $ 5.4 billion.

The Biden administration’s AI dispersion rule died officially

May 13: The artificial intelligence of the biden administration was set to go to place just a few days before the rules of dispersion, the The US Commerce Department has officially canceled itThe The dock says that there are plans to issue new guidelines in the future and companies in it should be remembered that using Huawei AI chips anywhere in the world is a violation of the US export rules.

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 Nonco’s 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 Turn off the resources of Nonco 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 overcome the construction 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: An OP-Aid In Written by Ethnic Co-founder and CEO Dario Amodai 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.

This story is originally published on May 9, 2025 and updated regularly with new information.