A timetable for the US semiconductor market in 2025

It was already a loud year for the American conductors.

The semiconductor industry plays a major role in the “artificial intelligence race” that the United States seems to be determined to win, which is why this context deserves attention: from the appointment of Intel in the lips to the CEO-who has not lost time to work in an attempt to stimulate the Legacy-to Joe Biden, proposes new issuance rules from AI AI on his softness.

Here is a look at what happened in the first half of 2025.

June

Intel appointed a new leadership

June 18 – Intel announced Four new leadership dates Intel, who says he will help her move towards her goal of becoming an engineering company the first time again. Intel has announced a new revenue head in addition to many prominent engineering employees.

Intel to start demobilization

June 17 – Intel will start in Eliminate a large part of Intel Foundry employees In July. The company plans to get rid of at least 15 %, up to 20 %, of workers in this business unit. These hairstyles are not shock: it was popular in April, and the CEO of Intel said he wanted to flatten the organization.

Nvidia will not reports on China

June 13 – NVIDIA does not rely on the United States, which retracts the restrictions of the export of AI chip any time soon. After the company obtained a financial success from the newly imposed licensing requirements for H20 Ai chips, Nvidia Jensen Huang said that the company will do It no longer includes the Chinese market In future revenues and profit expectations.

Amd acquires the team behind Undether AI

June 6 – AMD makes another acquisition – this time focused on talent. Company I rented the team behind Undether AIWhich develops inference chips, Amnesty International, where the semiconductor giant continues to produce artificial intelligence shows.

AMD is coming to dominate AI devices in NVIDIA

June 4 – Amd continued shopping spree. Company The program of improving artificial intelligence programs was obtainedWhich helps companies to re -adjust the artificial intelligence program to work with various artificial intelligence devices. With the design of a lot of artificial intelligence programs with the NVIDIA devices in mind, this acquisition is not surprising.

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NVIDIA puts the effect of chips export restrictions

May 28 – NVIDIA reported that US license requirements are on H20 AI chips The company cost $ 4.5 billion in fees During the first quarter. The company expects these requirements to lead to an increase of $ 8 billion to NVIDIA revenue in the second quarter.

Amd acquires Enosemi

May 28 – AMD is the acquisition of the acquisition. The semiconductor company She announced that she acquired EnosemiStarting the silicone light. Enosemi technology, which uses light photons to transfer data, has become an increasingly interesting field for semiconductor companies.

Tensions begin to clarify between China and the United States

May 21 – China’s Minister of Commerce did not like the US guidelines, which were issued on May 13, which warned American companies that the use of artificial intelligence chips in Huawei “anywhere in the world” was a violation of export in the United States. Trade Secretary He issued a statement threatening legal procedures Against anyone who caught the imposition of export restrictions.

Intel may start emptying its non -basic units

May 20 – It seems that the lips of the CEO of Intel has obtained a right to work on his plan to bypass the non -basic Intel business units. It is said that the semiconductor giant looks forward to Unloading network and edge unitsWhich makes the telecommunications equipment chips, and was responsible for $ 5.4 billion in the company’s 2024 revenues.

Amnesty International Publishing Base Biden Administration has died officially

May 13 – Just a few days before the Biden Administration Publishing base, appointed The US Department of Commerce officially canceled. The document said that he is planning to issue new guidance in the future, and at the same time, companies should remember that using AI chips ascending in Huawei anywhere in the world is a violation of American export rules.

Reflection at the last minute

May 7Just one week before the “artificial intelligence spread framework” to enter its place, the Trump administration plans to take a different path. According to the multiple media, including Intuition and BloombergThe administration will not implement restrictions when it was supposed to start on May 15 and instead on its own framework.

April

Humans are multiplied by their support for chips export restrictions

April 30: man It doubled on its support To restrict the exports of chips in the United States, including some amendments to the framework of spreading artificial intelligence, such as imposing more restrictions on second -level countries and dedicating resources to enforce them. NVIDIA spokesman launched againSaying: “American companies should focus on innovation and upgrade to the challenge, instead of telling long stories that large, heavy and sensitive electronics are smuggled in one way or another in” children’s bumps “or” besides the livestand “.

Intel planned workers’ demobilization

April 22: Before calling the first quarter profit, Intel said she plans to lay off more than 21,000 employees. Workers’ layoffs were supposed to simplify the administration, which was said by the CEO of Lip-BU Tan a long time ago, Intel needed to do it, and to help rebuild the engineering focus of the company.

The Trump administration restricts chips exports

April 15: Nvidia H20 AI chip was hit by exporting Licensing requirementsThe company revealed in the SEC file. The company added that it expects 5.5 billion dollars in fees related to these new requirements in the first quarter of its fiscal year 2026. H20 is more than artificial intelligence that NVIDIA still can export to China in one way or a form. TSMC and Intel have received similar expenses in the same week.

NVIDIA seems to talk about more digital exports

April 9: CEO of Nafidia Jensen Huang was seen attending dinner at Mar-A-Lago from Donald Trump Resort, according to reports. at that time , NPR mentioned HUANG may have managed to avoid H20 AI chips from NVIDIA from export restrictions when agreeing to invest in artificial intelligence data centers in the United States

An alleged agreement between Intel and TSMC

April 3: Intel and TSMC It claims that reaching an initial agreement To launch a joint manufacturing project. This joint project will operate the Intel industry facilities, and TSMC will have a 20 % stake in the new project. The two companies refused to comment or confirm. If this deal does not succeed, this is likely to be a decent examination of possible deals in this industry to come.

Intel announces unlimited assets, announces a new initiative

April 1: Lips Tan CEO got the work immediately. Just weeks after joining Intel, the company announced that it would go It revolves around unpleasant assets So it can focus. He also said that the company will launch new products, including semiconductors for customers.

He walks

Intel is called the new CEO

March 12: Intel announced that the veteran is in the industry and a former member of the board of directors, Bulla Tan lips will return to the company as CEO On March 18. At the time of his appointment, Tan said that Intel will be a “engineering company” under his leadership.

February

Ohayu slices from Intel is late again

February 28: Intel was supposed to start running the first chips manufacturer in Ohio this year. instead of, The construction company slowed down The factory for the second time in February. Now the semiconductor project of 28 billion dollars will not be concluded until 2030 and may not open until 2031.

Senate members call for more chips export restrictions

February 3: American Senate members, including Elizabeth Warren (MBM) and Josh Holi (R-MO), wrote a letter to the candidate of Trade Minister Howard Lootnick The Trump administration urged further restriction Artificial intelligence chip exports. The message specifically refers to NVIDIA H20 Ai chips, which were used in the “thinking” model training in Deepseek.

January

Deepseek launches an open “thinking” model

January 27: Chinese start starting Dibsic Caused An open version of the “Thinking” model R1. Although this is not specifically semiconductor news, the absolute warning of artificial intelligence and semiconductor industries causes continued effects of ripples on the chips industry.

Joe Biden’s executive on chips exports

January 13: With only one week left his position, former President Joe Biden A new export restriction proposal On artificial intelligence chips in the United States. This arrangement has created a three -level structure that determines the number of US chips that can be exported to each country. According to this proposal, the countries of the 1st level did not face any restrictions; The second level countries had a limit to buy chips for the first time; Level 3 countries obtained additional restrictions.

Dario Amodei from Anthropor weighs the limits of chips

January 6: The co -founder and CEO of Dario Amodei participated in his writing Wall Street Magazine Support the current controls for exporting artificial intelligence chips and referring to them as a reason for the presence of the artificial intelligence market in China behind the United States. Next President Donald Trump also called for more restrictions and the closure of gaps that allowed artificial intelligence companies in China to stay on these chips.