It has already been a tumultuous year for the US semiconductor industry.
The semiconductors industry plays a considerable role in the “breed to” to which the United States seem determined to win, that it is worth paying attention to the context: from the appointment of Intel of tanning for the lips to the CEO-Ci has not lost time to work in an attempt to revitalize the Legacy Company for the proposal for the offer of Joe who swept the new rules of export of chips to his way out of the office that would not be Never went to the clutch.
Here’s what happened in the first half of 2025.
June
Intel appoints a new leadership
June 18 – Intel announced New leadership four appointments That Intel says he will help him move to his goal of becoming an engineering company again. Intel has announced a new Chief Ratsed Officer as well as several high -profile engineering hires.
Intel to start layoffs
June 17 – Intel will begin to Strain a piece of reporting of its Intel Foundry staff In July. The company plans to label at least 15%and up to 20%, workers in that business unit. These layoffs are not a shock: it was said in April and the CEO of Intel Lip-Bu Tan said he wants to flatten the organization.
Nvidia will not report on China
June 13 – Nvidia does not count soon on the backup of its restrictions on chip export to any time soon. After the company has undergone a financial blow from the license requirements just imposed on its H20 AI chips, the CEO of Nvidia Jensen Huang said that the company will do so No long include the Chinese market In future performance and profit forecasts.
AMD acquired the team behind UNETHERE AI
June 6 – AMD makes another acquisition, this time focused on talent. The company Acquired the team behind UNETERHERWhich develops artificial intelligence inference chips, while the semiconductors giant continues to complete its artificial intelligence offers.
AMD is coming for the hardware domain AI of Nvidia
June 4 – AMD continued his madness for shopping. The company Acquired bri start of the optimization of the software toWhich helps companies to retfit of the AI software to work with different artificial intelligence hardware. With a lot of software to the designed thinking of Nvidia Hardware, this acquisition is not surprised.
May
Nvidia exposes the impact of the export restrictions of chips
May 28 – Nvidia reported that the United States license requirements on its H20 chips ai It costs to the company $ 4.5 billion in expenses During Q1. The company provides that these requirements involve a success of $ 8 billion returned by Nvidia in the second quarter.
AMD has acquired Ensemi
May 28 – AMD kicks off his madness of acquisition. The semiconductor company He announced that he had acquired in dosemsA fucking silicon startup. Enosemi’s technology, which uses light photons to transmit data, is becoming an increasing area of interest for semiconductors.
Tensions begin to vanish between China and the United States
May 21 – Chinese commercial secretary did not like the guide of the United States, published on May 13, who warned the US companies that the use of AI Huawei “chips” in any part of the world “was a violation of the export of American chips. The Secretary of Commerce Has issued a stadium that threatened the legal action Against anyone who has captured the application of this export restriction.
Intel could start downloading its non -core units
May 20 – The CEO of Intel Lip-bub is apparently, he was right to work on his plan to eliminate the business units of Intel Non Core. According to reports, the semiconductor giant Download its networking and edge unitsWhich produces chips for telecommunication equipment and has been responsible for $ 5.4 billion in 2024 of the company.
The diffusion rule of the Biden administration is officially dead
May 13 – A few days before the rule of spreading the artificial intelligence of the Biden Administration was destined to implement, the The United States Department of Commerce has formally revoked it. The DOC has said that it plans to issue new indications in the future, and in the meantime the companies should remember that the use of chips to Huawei ascends anywhere in the world is a violation of the US export rules.
A last minute reversal
May 7th: Only a week before the “framework for the spread of artificial intelligence” was destined to implement, the Trump administration plans to exploit a different path. Second more average, including Assios AND BloombergThe administration will not enforce the restrictions when they should start on May 15 and is instead working on their framework.
April
Double Anthropic Down to his support of the e -mail restrictions of chips
April 30: Anthropic Doubled on its support To limit the exports of US manufacturing chips, including some changes to the framework for the spread of artificial intelligence, such as imposing further restrictions on level 2 countries and dedicating resources to execution. A spokesman from Nvidia shotBy saying: “American companies should focus on innovation and approach the challenge, rather than telling high stories that the large, heavy and sensitive electronics is just a smuggling in” baby dumps “or” along the lobsters live “.
Layoffs planned on Intel
April 22: Aherad of his call for earnings of the first quarter, Intel said he was planning to fire more than 21,000 employees. The layoffs were intended to simplify management, something that CEO Lip-bub tant has long said that Intel had to do and help to reconstruct the company’s engineering attention.
The Trump administration further limits chip exports
April 15: The Nvidia H20 chip was hit by an export Life requirementThe company revealed in a dry storage. The company has added expections $ 5.5 billion of charges relating to this new requirement in the first quarter of its tax year 2026. The H20 is the most advanced nvidia chip that can still export to China in some form or fashion. TSMC and INTEL report the same week similar expenses.
Nvidia is passionate to get out of the exports of rope chips
April 9: CEO of Nvidia Jensen Huang was sighted to smooth the dinner at Donald Trump’s Mar-A-Lago Resort, according to reports. At the moment, NPR reported Huang may have been able to save Chips at the Nvidia H20 from export restrictions after accepting to invest in the Data Center in the United States
An alleged curling between Intel and TSMC
April 3: Intel and TSMC Presumably reached he tried to make the attempt For the launch, he became part of the Chipmaking Venture. This joint venture would manage the structures for Intel and TSMC chipmaking would have a 20% participation in the new company. Both companies refused how or confirm. If this agreement does not reach fruit, this is probably a decent preview of potential business in this sector.
Intel runs non -core activities, announces a new initiative
April 1: CEO LIP-BU tAN worked immediately. A few weeks after joining Intel, the company announced that she would do Non -core asset So it could focus. He also said that the company will launch new products, included custom semiconductors for customers.
March
Intel appoints a new CEO
March 12: Intel announced that the veteran of the sector and the member of the Board of Directors, Tan dual lap-dual wow returns to the company as CEO March 18. At the time of his coverage, Tan said that Intel would be a “society focused on engineering” under his leadership.
February
The Intel Ohio Chip plant is delayed again
February 28: Intel should have started managing his first chip production plant in Ohio this year. INSTEAD, The company has slowed down the construction On the plant for the second time in February. Now the semiconductor project of $ 28 billion will not conclude the construction until 2030 and may not be even open until 2031.
The senators ask for further restrictions exporting chips
February 3: The US senators, including Elizabeth Warren (D-Mass) and Josh Hawley (R-Mo), wrote a letter to the secretary of the Howard Bigk By exhorting the Trump administration to limit further Chip exports. The letter was specifically recovered to the chips at the H20 of Nvidia, which were used in the training of the “reasoning” model of Deepseek.
January
Deepseek releases its model of “reasoning” open
January 27: Chinese startups ai Deep -week Ca Ca allows misery in Silicon Valley when he released the Open version of its “reasoning” R1 model. Although this is not a semiconductor news, the transparent alarm in the industries Ai and semiconductors released continues to have chain effects on the chip industry.
Joe Biden’s executive order on chip exports
January 13: With only one week remained in office, the formation of President Joe Biden proposals new large restrictions of export We are chips made in the United States. This order has created a three -level structure that has determined how many US chips can be exported to each country. On the basis of this proposal, level 1 countries have not had to face restrictions; Level 2 countries have had a first time purchase of chip limit; And level 3 countries have obtained further restrictions.
The weight of Dario Amodei of the anthropic in on the export restrictions of chips
January 6th: Co-founder and anthropic CEO Dario Amodei wrote an OP-ED in The Wall Street Journal By arguing that the controls exported from export of to existing and specify them as a reason why the AI market in China was behind the United States. “The president arriving Donald Trump also invited to impose further restrictions and close the gaps that have allowed artificial intelligence companies in China to still put their hands on these chips.
