The US semicondux market line in 2025


It has been a year to celebrate for the US semicondux industry.

The semiconductor industry has the photo role in the “Race AI” if the US seems to win, from an appointment to be done to unite companies – for Joe Biden

Here’s the look of happening in the first half of 2025.

June

Intel indicate a new leader

June 18th – Intel announced Four new leadership appointments The intel said that it would help go to the destination as a technique company. Intel announced a new major employment office additionally in addition to a hipped rental.

Intel to start Layoff

June 17th – Intel will start Layage Intel Foundry staff In July. The company is planning to break at least 15%, and up to 20%, workers in the business unit. This letter is not shock: This is reversed in April, and COO CEO CEO CEO is not saying that they want to flatten organizations.

NVIDIA will not report in China

13 13 – NVIDIA does not count in the US that make loud from the export AI limit at any time. Once the company takes a financial hit from the newly launched licensed terms on the crime h20 AI, CEO Nvidia CEO JENSEN HUANG said that the company will no longer includes Chinese markets in the income and profit convenience.

ADD got a Book that is not related to AI

June 6 – Amd makes another acquisition – this time focuses on talent. The company hire the team’s team belowThat produces AI inferior chip, because the semiconductor giant continues around the AI ​​offering.

Amd will come to NVIDIA hard dominance

June 4 – Amd forward a shopping spree. The company As for Software Software Optimization BriumThat helps the AI ​​retrofit software company for working with different hardware. With the software AI designed with Nvidia Hardware, this acquisition is not surprising.

May

NVIDIA dropped the Impact of Chip Export Limitations

May 28 – NVIDIA reported that our license requirements on the Chips AI AI Cost of a $ 4.5 billion in charge During Q1. The company expects the terms to produce $ 8 billion income for Nvidia’s income in Q2.

ADD got enoresemi

May 28 – AMD kicked the acquisition spree. A semiconductor company announced that the essence of enoressilicone photographic opening. Tech Enosmi, the use of light to transmit data, becomes an interest area for semiconductor companies.

Tension starts flare between China and US

May 21 – Chinese comretarce is not like the US guidance, responding on May 13, which reminds the company that uses the Chip Ai Huawei “What is the US CHIP exporting infringement. Trade secretary Imponents a statement that threatens legal action against anyone who holds the restriction of the limit.

Intel may start to solve the non-core unit

May 20 – Intel CEO lip-bu apparently gaining the right to play the plan to play non-Intel business units. The semiconductor giants are reported With a network unit and edgeThat makes chips for telecommunications equipment, and responsibly $ 5.4 billion 2024 companies.

Ai’s deployment rules AI AI adivers off

May 13 – Just a few days before the default intellectual rule of fruit should be signed, The official US trading departmentSee rankings-. The physician said the plan to issue a new guide in the future, and at the time the company should be remembered that using the world ‘sigh of the United States.

The reversion of last minute

May 7: Just a week before “the framework for the spread of artificial intelligence” is set to a place, a trump plan to take a different road. According to various media stores, including AXIOS and BloombergAdministration will not apply the limit when it is supposed to start on May 15 and used in your own framework.

April

Big Antropip DOWN IN COMPLETE OF CRIP Export Limitations

April 30: Anticroppropic double-doubled To limit the export chip made from us, including some tweaks on the form of artificial intelligence, as applying for the restrictions about 2 countries and the resources to do the constraints. Nvidia speakers shot backsaid, “A central company should focus on innovations and increase the challenge, rather than not informing a large, or very sensitive, or ‘inquiry,’ alongside the living lobsters ‘or’

Intel Rancaratorium

April 22: In front of the Q1 Number, Intel’s telephone calls that planned to spend more than 21,000 employeesSee rankings-. Layoffe for slaughter Management, whatever CEO lip-bu tires are long to say that intel, and help you complete corporate technical focus.

The Trump is more limiting the chip’s export

April 15: Chip H20 AI Nvidia is hit with an export Requirements LicenseThe company exposes in sec. Company adds $ 5.5 billion in charges with this new requirement in the first time of 2026 fiscal year 2026. H20 MOST Ai Chip Nvidia can still export to China in some form or dress. TSMC and Intel reported the same cost in the same week.

NVIDIA appears to talk about the further chip export

April 9: CEO Nvidia Jensen Huang was wishes to dinner dinner at Donald Trump’s Mar-Aa-Lago Resorts, according to reports. At the time, NPR reported Huang May may be able to eliminate H20 A NVIDIA h20 AI NVIDIA circumstances from export limitations when agree to investing data center in the US

The agreement that is alleged between Intel and TSMC

April 3: Intel and TSMC alleged to the tentative approval To start the business of chipmaking together. This joint venture will operate Intel chipmaking facilities, and TSMC will have a 20% stake in the new effort. The two companies refused to comment or confirm. If this Agreement does not come again, this may preview the potential transaction in this industry.

Intel spraying noncore assets, declared a new initiative

April 1: The CEO lip-bu tan tall can work. Just a few weeks after he participated in Intel, the company announced that it was going Play from noncore assets So it can focus on. He also said that the company would launch a new product, including a special semiconductor for customers.

march

The name of the new Intel CEO

March 12: Intel announced industry veterans, and former Board Members, Lip-bu tan will return to the company as CEO On March 18th. When the time, the Intel said would be a “technical focus company” in the leader.

February

The Group Ohoho Intel will be late again

February 28: Intel is supposed to start to apply for the first chip chips in Ohio this year. But, The company slowly down the construction In the plant twice in February. Now the $ 28 billion semiconductor project will not wrap the construction up to 2030 and may not open up to 2031.

Senator calls for more chip exposure limitations

February 3: Senator US, including Elizabeth Warren (D-Mass Mass) and Josh Hawley (R-Mo), writes a letter to the Secretary Trade Nonity Lutnick Create Trump Administration to restrict Export Chip AI. The letter is specifically mentioned the Chips of the H20 A NVIDIA H20 AI NVIDIA cricket, which is used in model training “R1 deepseek’s R1.

January

DeepSeek release the model “reasonable”

January 27: Chinese Ai station Deepeek cause to take a bath in a silicon valley when it was released Open the R1 version “See rankings-. While this is not a special semiconductor News, the alarm is magnitude in industry AI and semiconductor in the DeepSeek industry causing ripple effects in the Chip Industry.

Joe Bider Executive Orders Bider Bider In Export Chip

January 13: With a long week in the office, former President Joe Biden Proposed a new export ban The AI ​​chips are made. This order makes three levels of structures that determine how many US chips can be exported to each country. In this proposal, 1-state tier facing prohibition; The Tier 2 state has a credit limit for the first time; and tier 3 countries get additional restrictions.

Dario AMODEI AMDHOLOPIK SEND BUY IN THE CHIP Export Limit

January 6: Co-founder anticroppip and CEO Dario Amodei Co-wrote and Op-ed IN The Wall Street Journal Apply controlled control of an existing chip and pointing her as a reason why china ai market is at the end of the US ‘. He also called the President Donald Trump to apply for more advanced ban and close loopholes that allow AI AI in China still catch chips.



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