A timeline of the US semiconductor market in 2025


It was already a wakeded year for the US semiconductor industry.

The semiconductor industry plays a large role in the “AI race” that the United States has been determined, so Joe Bayden, which revitalizes the recognition of CEO’s lip-TAN, offers to revive the new AI chip export rules to revive the recognition of the Lip-TAN

Let’s take a look at what happened in the first half of 2025.

June

Intel appoints new management

June 18 – Intel was declared Four new leadership meetings This Intel says that it will re-engineize the first company to move forward to become the first company. Intel has announced a new General Officer in addition to more than one high-level engineer.

Intel to start the floor

June 17 – Intel will start To draw an important part of Intel Casting staff In July. The company plans to eliminate the employees of the workers in this work unit, up to 20%, 20% and employees. These drawings are not shocked: It was rumored in April, and the CEO of Intel said that the lip-tan want to straighten the organization.

Nvidia does not know about China

June 13 – NVIDIA does not believe that the United States soon supports the restrictions of the AI ​​chip export. The company said that Nvidia CEO Jensen Huang will give the company after the financial hit from the newly applied licensing requirements in the H20 AI chips Does not include Chinese market anymore in future income and profit forecasts.

AMD Team gets behind AI

June 6 – AMD is another purchase – this time focused on talent. Company I got the team behind AISemiconductor giant AI offers continue to round up the AI, developing plugs of AI, developing the results of the AI.

AMD is coming for NVIDIA’s AI hardware dominance

June 4 – AMD continued his shopping festival. Company AI Software Optimization Starting BriiumHelp companies to the retrofit AI program to work with a different AI device. This shopping is not surprising with many programs, taking into account the NVIDIA supply.

Yeast

Nvidia reveals the effect of limits of chip export

May 28 – Nvidia reported US licensing requirements in the US H20 AI chips The company’s costs cost $ 4.5 billion During S1. The company expects these requirements that NVIDIA revenues will result in $ 8 billion.

AMD gets enosemic

May 28 – AMD begins the power of purchase. Semiconductor company Announced that he got enosemiastarting to a silicone photo. ENOSEMI TECH, who uses light photons to transmit data, becomes an increased interest in semiconductor companies.

Tension begins to ignite between China and the United States

May 21 – The Chinese Trade Secretary was a violation of US companies in the “anywhere in the world”, which uses US companies to Huawei’s AI chips, which warned US companies on May 13. Trading Secretary made a statement that threatens legal action Against anyone who applies the export limitation.

Intel can start downloading non-core non-core

May 20 – Intel CEO Lip-This tan was entitled to a plan to bend unated Intel’s unreasonable business units. Semiconductor giant is reportedly looking for Download network and edge partsIt was responsible for the telecom equipment and the company was responsible for $ 5.4 billion in 2024.

Biden’s leadership AI diffusion procedure is officially died

May 13 – A few days before the diffusion procedure of the artificial intelligence of the Biden administration The US Commerce Department has officially revoked him. Doc should not forget that the future planned to give a new leadership in the future, and in the meantime the companies should remember that we use Huawei’s Ascend AI chips anywhere in the world.

The last minute reverse

May 7: A week before the “framework frame for artificial intelligence diffusion”, Trump management plans to take a different way. Including more than one media outlets, including Axios and BloombergThe management will not apply restrictions when it is necessary to start on May 15 and instead of working.

April

Twice as high as supporting anthropic, chip export restrictions

April 30: Anthropical doubled his support For limiting a number of sticks such as the 2nd country level to apply more restrictions and resources at the level of 2nd country, including some tweaks in the United States’s artificial intelligence diffusion. A nvidia spokesman withdrewdeyərək, “Amerika firmaları böyük, ağır və həssas elektronikanın” körpə bumps “və ya ‘körpə bumps’ və ya ‘körpə bumps’ və ya ‘körpə bumps’ və ya ‘körpə bumps’ və ya ‘” nu ilə “qaçaqmalçılığının olması ilə bağlı yenilik və çağırışa diqqət yetirməlidirlər.

Affaires planned in Intel

April 22: Q1 Save call ahead, Intel said it plans to give it more 21,000 employees. The floors were planned to be managed, CEO Lip-Bu tan said that he needed a very long time and the company needs to reset the engineering focus.

Trump administration limits the export of chip

April 15: Nvidia’s H20 AI chip hit by an export Licensing requestThe company has been announced in a sec document. The company added that it spent $ 5.5 billion in the first quarter of the 2026 fiscal year. H20, the most advanced AI chip Nvidia can still export to China with some form or fashion. TSMC and Intel reported similar costs in the same week.

Nvidia then speaks by exit from chip export

April 9: Nvidia’s CEO Jensen Huang Donald took part in a dinner in Trump’s Mar-A-Lago Resort according to reports. Then, NPR reported Huang may reserve the export restrictions of NVIDIA H20 AI plugs after agreeing to invest in EI information centers in the United States

An agreement claimed between Intel and TSMC

April 3: Intel and TSMC Allegedly reached a preliminary agreement to launch a joint chipmmeking enterprise. This joint venture will manage Intel’s chipping facilities and the TSMC will receive a 20% stake in the new enterprise. Both companies refused to comment or confirm. If this agreement does not come to the fruit, it is a decent view of the potential deals in this area.

Intel turns off active assets, announces a new initiative

April 1: CEO lip-This tan immediately launched. A few weeks after the participation of Intel, the company announced that it went Close active assets Thus, he can pay attention. He also said that the company will launch new products, including custom semiconductors for customers.

March

Intel calls a new CEO

March 12: Intel announced that the industrial veteran and former board members, Lip-to-tan back to the company as CEO On March 18th. As soon as he was appointed, Tan, under the leadership of Intel, said he would be an engineering company.

February

Intel’s Ohio chip plant is delayed again

February 28: Intel had to start operating the first chip production plant in Ohio this year. Instead of, The company has slowed down construction in February for the second time in February. Now the $ 28 billion semiconductor project will not collapse until 2030 and will not be opened until 2031.

Senators call more chip export restrictions

February 3: US senators, including Elizabeth Warren (D-mass) and Josh Hawley (R-MO), wrote a letter to Howard Lutnick, who sets a trade secretary Called to further limit Trump management AI export export. The letter applies to Nvidia’s H20 AI chips, used in the preparation of Deepseek’s R1 “Regulation”.

January

DeepSseek announced the open “justifier” model

January 27: Chinese AI Startup Depth Caused quite an empty in silison valley in Silicon Valley Open version of R1 “Justification”. Although there are no semiconductor news, a transparent alarm in Deepseek’s release in the AI ​​and semiconductor industry continued to continue the effect of Ripple to the chip industry.

Joe Biden’s executive order in chip exports

January 13: Office remained a week, former President Joe Biden The proposed new export restrictions are swept AI chips made in the United States. This order has created a three-level structure that determines how many chips can export to each country. According to this proposal, no limits of the 1st country; The 2nd grade country has a chip purchase limit for the first time; And the 3rd country has additional restrictions.

Anthropics Dario Amodei is weighted in limits of chip export

January 6: An anthropic co-founder and CEO Dario Amodei an op-ed Wall Street Journal The existing AI chip confirms export control and points to them as a reason that China is behind the AI ​​market. ‘. He called on the incoming President to the Donald Trump and to close the gaps that allow EI companies to get their hands in these chips in China.



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