A chronology of the American semiconductor market in 2025

It has already been a tumultuous year for the American semiconductor industry.

The semiconductor industry plays an important role in the “race of AI” that the United States seems determined to win, this is why this context deserves to be loaned: from the appointment of Intel de Tan to lips to the CEO – which has not waste time working to try to revitalize the inherited company – to Joe Biden Proposing new rules of export of the flea during its way FRUTION.

Here is an overview of what happened in the first half of 2025.

June

Intel appoints a new leadership

June 18 – Intel announced Four new leadership nominations This Intel says will help him to head towards his objective to become an engineering company again. Intel has announced a new income director in addition to several high -level engineering hits.

Intel to start layoffs

June 17 – Intel will start at dismiss a large part of its Intel Foundry staff in July. The company plans to eliminate at least 15% and up to 20% of workers from this commercial unit. These layoffs are not a shock: rumor said in April, and the CEO of Intel, Lip-Bu Tan, said that he wanted to flatten the organization.

Nvidia will not report on China

June 13 – Nvidia does not count on the American decline in its export restrictions of chips Ai soon. After the company has taken a financial blow from the newly imposed license requirements on its chips AI H20, the CEO of Nvidia, Jensen Huang, said that the company no longer include the Chinese market in future income and profits forecasts.

AMD acquires the team behind an AI

June 6 – AMD makes another acquisition – this time focused on talent. Business acquired to hired the team behind AI attentionWho develops AI inference chips, while the semiconductor giant continues to complete its AI offers.

AMD arrives for the material domination of Nvidia AI

June 4 – AMD continued its shopping trip. Business Ai acquired software optimization startup BriumThis helps companies modernize software to work with different AI hardware. With a lot of IA software designed with Nvidia hardware in mind, this acquisition is not surprising.

Can

Nvidia presents the impact of flea export restrictions

May 28 – Nvidia reported that American license requirements on her chips AI H20 cost the company $ 4.5 billion in fees During the first trimester. The company expects these requirements to lead to 8 billion dollars to Nvidia’s income in the second quarter.

AMD acquires Enosemi

May 28 – AMD launches its series of acquisitions. The semiconductor company announced that he had acquired EnosemiA silicon photonic startup. Enosemi technology, which uses light photons to transmit data, becomes an area of ​​growing interest in semiconductor companies.

Tensions are starting to move between China and the United States

May 21 – The Chinese Secretary of Commerce did not like councils of the United States, published on May 13, which warned American companies that the use of Huawei’s ia fleas “all over the world” was a violation of the export of American fleas. The Secretary of Commerce published a statement that threatened legal action Against anyone has taken care of this export restriction.

Intel can start unloading its non -fundamental units

May 20 – The CEO of Intel Lip-Bu Tan apparently is right to work on its plan to transform the non-essential commercial units of Intel. The giant of semiconductors would have sought to Discover its networking and edge unitswhich manufactures fleas for telecommunications equipment and was responsible for $ 5.4 billion in the company’s 2024 revenues.

The AI ​​dissemination rule of the Biden administration is officially dead

May 13 – Only a few days before the rule of dissemination of artificial intelligence of the Biden administration was to be set up, the The American Department of Commerce officially canceled it. The DOC said that he was planning to issue new advice in the future and, in the meantime, companies should remember that the use of Huawei ASCENS IA fleas around the world is a violation of American export rules.

A last minute inversion

May 7: Only a week before the “framework for the broadcasting of artificial intelligence” is put in place, the Trump administration plans to take a different path. According to several media, including Axios And BloombergThe administration will not apply the restrictions when they were to start on May 15 and rather works on its own framework.

April

Anthropic doubles its support for flea export restrictions

April 30: Anthropic doubled his support To restrict exports of flea-made in the United States, including some adjustments to the dissemination of artificial intelligence, such as imposing other restrictions on level 2 countries and dedicating resources to application. An Nvidia spokesperson retaliatedBy saying: “American companies should focus on innovation and take up the challenge, rather than telling big stories that large, heavy and sensitive electronics are somehow smuggling in” Baby Bumps “or” alongside living lobsters “.” »»

Layoffs planned at Intel

April 22: Before his appeal to the results of the first quarter, Intel said he was planning to dismiss more than 21,000 employees. The layoffs had to rationalize management, which CEO LIP-BU Tan has long said that Intel should do and help rebuild the company’s engineering objective.

Trump administration also restricts fleas exports

April 15: Nvidia’s AI H20 chip was struck with export license requirementThe company has disclosed in a dry file. The company added that it provides $ 5.5 billion in fees related to this new requirement in the first quarter of its 2026 fiscal year. The H20 is the most advanced AI chip that Nvidia can always export to China in a form or a way. TSMC and Intel reported similar expenses the same week.

Nvidia seems to make her way out of flea exports

April 9: CEO of Nvidia Jensen Huang was seen to attend dinner at Donald Trump’s Mar-A-Lago Resort, according to reports. At the time, NPR reported Huang may have been able to spare Nvidia AI H20 fleas from export restrictions by agreeing to invest in AI data centers in the United States

An alleged agreement between Intel and TSMC

April 3: Intel and TSMC would have reached a provisional agreement To launch a joint tamias manufacturing company. This joint venture would use the Tamias of Intel manufacturing facilities, and TSMC would have a 20% stake in the new company. The two companies refused to comment or confirm. If this agreement does not materialize, it is probably a decent overview of potential offers in this upcoming industry.

Intel is running on non -Ore active ingredients, announces a new initiative

April 1: The CEO LIP-BU TAN has put to work right away. Only a few weeks after joining Intel, the company announced that it was going Spin OFF OF ACTIFICES NO ORE He could therefore concentrate. He also said that the company would launch new products, including personalized semiconductors for customers.

March

Intel appoints a new CEO

March 12: Intel has announced that the veteran of the industry and the former member of the board of directors, Lip-Bu Tan would return to the company as CEO March 18. At the time of his appointment, Tan said that Intel would be a “company focused on engineering” under his direction.

FEBRUARY

The Intel factory of Ohio Chip is again delayed

February 28: Intel was supposed to start using its first flea manufacturing plant in Ohio this year. Instead, The company has slowed down construction On the factory for the second time in February. From now on, the semiconductor project of $ 28 billion will not finish construction before 2030 and cannot even open before 2031.

Senators call for more flea export restrictions

February 3: The American Senators, including Elizabeth Warren (D-MASS) and Josh Hawley (R-MO), wrote a letter to the Secretary of Commerce, the candidate, Howard Larnick Undering the Trump administration to restrict more Exports of flea market AI. The letter has specifically referred to the NVIDIA AI H20 fleas, which were used in the formation of the “R1 reasoning of Deepseek.

January

Deepseek takes out his open “reasoning” model

January 27: Chinese AI startup In depth caused the agitation of the Silicon Valley when she released the Open version of its “reasoning” model R1. Although this is not news of semiconductors in particular, the pure alarm of the IA industries and Deepseek semiconductors has caused training effects on the flea industry.

Joe Biden Executive Order on flea exports

January 13: With only a week to play, former president Joe Biden proposed new sweeping export restrictions On the AI ​​fleas made in the United States. This order created a three -level structure that determined the number of American chips to export to each country. Under this proposal, the level 1 countries faced any restriction; Level 2 countries had a chip purchase limit for the first time; And level 3 countries have obtained additional restrictions.

Dario Amodei of Anthropic weighs on flea export restrictions

January 6: The co-founder and CEO of Anthropic Dario Amodei co-written an editorial The Wall Street Journal Approving export controls for existing AI chips and pointing them to them as a reason why the China AI market was behind the United States. ” He also called on the new President Donald Trump to impose other restrictions and to fill the gaps that allowed AI companies in China to get their hands on these chips.