{"id":676118,"date":"2025-06-19T14:25:15","date_gmt":"2025-06-19T11:25:15","guid":{"rendered":"https:\/\/en.buradabiliyorum.com\/a-timeline-of-the-us-semiconductor-market-in-2025\/"},"modified":"2025-06-19T14:25:15","modified_gmt":"2025-06-19T11:25:15","slug":"a-timeline-of-the-us-semiconductor-market-in-2025","status":"publish","type":"post","link":"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/","title":{"rendered":"A timeline of the US semiconductor market in 2025"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_85 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-6a3f417774e45\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #dd3333;color:#dd3333\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #dd3333;color:#dd3333\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-6a3f417774e45\" checked aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#June\" >June<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#Intel_appoints_new_leadership\" >Intel appoints new leadership<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#Intel_to_begin_layoffs\" >Intel to begin layoffs<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#Nvidia_wont_report_on_China\" >Nvidia won\u2019t report on China<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#AMD_acquires_the_team_behind_Untether_AI\" >AMD acquires the team behind Untether AI<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#AMD_is_coming_for_Nvidias_AI_hardware_dominance\" >AMD is coming for Nvidia\u2019s AI hardware dominance<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#May\" >May<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#Nvidia_lays_out_the_impact_of_chip_export_restrictions\" >Nvidia lays out the impact of chip export restrictions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#AMD_acquires_Enosemi\" >AMD acquires Enosemi<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#Tensions_start_to_flare_between_China_and_the_US\" >Tensions start to flare between China and the U.S.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#Intel_may_be_starting_to_offload_its_non-core_units\" >Intel may be starting to offload its non-core units<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#The_Biden_administrations_AI_Diffusion_rule_is_officially_dead\" >The Biden administration\u2019s AI Diffusion rule is officially dead<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#A_last-minute_reversal\" >A last-minute reversal<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#April\" >April<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#Anthropic_doubles_down_on_its_support_of_chip_export_restrictions\" >Anthropic doubles down on its support of chip export restrictions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#Planned_layoffs_at_Intel\" >Planned layoffs at Intel<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#The_Trump_administration_further_restricts_chip_exports\" >The Trump administration further restricts chip exports<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#Nvidia_appears_to_talk_its_way_out_of_further_chip_exports\" >Nvidia appears to talk its way out of further chip exports<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#An_alleged_agreement_between_Intel_and_TSMC\" >An alleged agreement between Intel and TSMC<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#Intel_spins_off_noncore_assets_announces_new_initiative\" >Intel spins off noncore assets, announces new initiative<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#March\" >March<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#Intel_names_a_new_CEO\" >Intel names a new CEO\u00a0<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#February\" >February<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#Intels_Ohio_chip_plant_gets_delayed_again\" >Intel\u2019s Ohio chip plant gets delayed again<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#Senators_call_for_more_chip_export_restrictions\" >Senators call for more chip export restrictions<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-26\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#January\" >January\u00a0<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-27\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#DeepSeek_releases_its_open_%E2%80%9Creasoning%E2%80%9D_model\" >DeepSeek releases its open \u201creasoning\u201d model<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-28\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#Joe_Bidens_executive_order_on_chip_exports\" >Joe Biden\u2019s executive order on chip exports<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-29\" href=\"https:\/\/buradabiliyorum.com\/en\/a-timeline-of-the-us-semiconductor-market-in-2025\/#Anthropics_Dario_Amodei_weighs_in_on_chip_export_restrictions\" >Anthropic\u2019s Dario Amodei weighs in on chip export restrictions<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<div>\n<p id=\"speakable-summary\" class=\"wp-block-paragraph\">It\u2019s already been a tumultuous year for the U.S. semiconductor industry.<\/p>\n<p class=\"wp-block-paragraph\">The semiconductor industry plays a sizable role in the \u201cAI race\u201d that the U.S. seems determined to win, which is why this context is worth paying attention to: from Intel\u2019s <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/download-scripts-themes-apps\/\" data-internallinksmanager029f6b8e52c=\"9\" title=\"Download Scripts &amp; Themes &amp; Apps\" target=\"_blank\" rel=\"noopener\">app<\/a>ointment of Lip-Bu Tan to CEO \u2014 who wasted no time getting to work trying to revitalize the legacy company \u2014 to Joe Biden proposing sweeping new AI chip export rules on his way out of office that never came to fruition. <\/p>\n<p class=\"wp-block-paragraph\">Here\u2019s a look at what\u2019s happened in the first half of 2025. <\/p>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"June\"><\/span>June<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Intel_appoints_new_leadership\"><\/span>Intel appoints new leadership<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>June 18 \u2013 <\/strong>Intel announced <a rel=\"nofollow\" target=\"_blank\" rel=\"nofollow\" href=\"https:\/\/www.intc.com\/news-events\/press-releases\/detail\/1743\/intel-appoints-sales-and-engineering-leaders\">four new leadership appointments<\/a> that Intel says will help it move toward its goal of becoming an engineering-first company again. Intel announced a new chief revenue officer in addition to multiple high-profile engineering hires.<\/p>\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Intel_to_begin_layoffs\"><\/span>Intel to begin layoffs<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>June 17 \u2013 <\/strong>Intel will begin to lay off a significant chunk of its Intel Foundry staff in July. The company plans to eliminate at least 15%, and up to 20%, of workers in that business unit. These layoffs aren\u2019t a shock: It was rumored back in April, and Intel\u2019s CEO Lip-Bu Tan has said he wants to flatten the organization.<\/p>\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Nvidia_wont_report_on_China\"><\/span>Nvidia won\u2019t report on China<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>June 13 \u2013 <\/strong>Nvidia isn\u2019t counting on the U.S. backing off of its AI chip export restrictions anytime soon. After the company took a financial hit from the newly imposed licensing requirements on its H20 AI chips, Nvidia CEO Jensen Huang said the company will no longer include the Chinese market in future revenue and profit forecasts.<\/p>\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"AMD_acquires_the_team_behind_Untether_AI\"><\/span>AMD acquires the team behind Untether AI<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>June 6 \u2013 <\/strong>AMD makes another acquisition \u2014\u00a0this time focused on talent. The company acqui-hired the team behind Untether AI, which develops AI inference chips, as the semiconductor giant continues to round out its AI offerings.<\/p>\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"AMD_is_coming_for_Nvidias_AI_hardware_dominance\"><\/span>AMD is coming for Nvidia\u2019s AI hardware dominance<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>June 4 \u2013 <\/strong>AMD continued its shopping spree. The company acquired AI software optimization startup Brium, which helps companies retrofit AI software to work with different AI hardware. With a lot of AI software being designed with Nvidia hardware in mind, this acquisition isn\u2019t surprising.<\/p>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"May\"><\/span>May<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Nvidia_lays_out_the_impact_of_chip_export_restrictions\"><\/span>Nvidia lays out the impact of chip export restrictions<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>May 28 \u2013 <\/strong>Nvidia reported that U.S. licensing requirements on its H20 AI chips cost the company $4.5 billion in charges during Q1. The company expects these requirements to result in an $8 billion hit to Nvidia\u2019s revenue in Q2.<\/p>\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"AMD_acquires_Enosemi\"><\/span>AMD acquires Enosemi<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>May 28 \u2013<\/strong> AMD kicks off its acquisition spree. The semiconductor company announced that it acquired Enosemi, a silicon photonics startup. Enosemi\u2019s tech, which uses light photons to transmit data, is becoming an increasing area of interest for semiconductor companies.<\/p>\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Tensions_start_to_flare_between_China_and_the_US\"><\/span>Tensions start to flare between China and the U.S.<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>May 21 \u2013 <\/strong>China\u2019s Commerce Secretary didn\u2019t like the U.S.\u2019s guidance, issued on May 13, that warned U.S. companies that using Huawei\u2019s AI chips \u201canywhere in the world\u201d was a U.S. chip export violation. The commerce secretary issued a statement that threatened legal action against anyone caught enforcing that export restriction.<\/p>\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Intel_may_be_starting_to_offload_its_non-core_units\"><\/span>Intel may be starting to offload its non-core units<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>May 20 \u2013 <\/strong>Intel CEO Lip-Bu Tan seemingly got right to work on his plan to spin out Intel\u2019s non-core business units. The semiconductor giant is reportedly looking to offload its networking and edge units, which makes chips for telecom equipment, and was responsible for $5.4 billion of the company\u2019s 2024 revenue.<\/p>\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"The_Biden_administrations_AI_Diffusion_rule_is_officially_dead\"><\/span>The Biden administration\u2019s AI Diffusion rule is officially dead<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>May 13 \u2013<\/strong> Just days before the Biden administration\u2019s Artificial Intelligence Diffusion Rule was set to go into place, the U.S. Department of Commerce formally rescinded it. The DOC said that it plans to issue new guidance in the future, and in the meantime companies should remember that using Huawei\u2019s Ascend AI chips anywhere in the world is a violation of U.S. export rules.<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-a-last-minute-reversal\"><span class=\"ez-toc-section\" id=\"A_last-minute_reversal\"><\/span>A last-minute reversal<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>May 7<\/strong>: Just a week before the \u201cFramework for Artificial Intelligence Diffusion\u201d was set to go into place, the Trump administration plans on taking a different path. According to multiple <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/social-mediaa\/\" data-internallinksmanager029f6b8e52c=\"1\" title=\"Social Media\" target=\"_blank\" rel=\"noopener\">media<\/a> outlets, including <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.axios.com\/2025\/05\/07\/ai-rule-trump-biden-nvidia\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Axios<\/a> and <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.bloomberg.com\/news\/articles\/2025-05-07\/trump-to-rescind-global-chip-curbs-amid-ai-restrictions-debate\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Bloomberg<\/a>, the administration won\u2019t enforce the restrictions when they were supposed to start on May 15 and is instead working on its own framework.\u00a0<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-april\"><span class=\"ez-toc-section\" id=\"April\"><\/span>April<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 class=\"wp-block-heading\" id=\"h-anthropic-doubles-down-on-its-support-of-chip-export-restrictions\"><span class=\"ez-toc-section\" id=\"Anthropic_doubles_down_on_its_support_of_chip_export_restrictions\"><\/span>Anthropic doubles down on its support of chip export restrictions<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>April 30:\u00a0<\/strong>Anthropic doubled down on its support for restricting U.S.-made chip exports, including some tweaks to the Framework for Artificial Intelligence Diffusion, like imposing further restrictions on Tier 2 countries and dedicating resources to enforcement.\u00a0An Nvidia spokesperson shot back, saying, \u201cAmerican firms should focus on innovation and rise to the challenge, rather than tell tall tales that large, heavy, and sensitive electronics are somehow smuggled in \u2018baby bumps\u2019 or \u2018alongside live lobsters.\u2019\u201d\u00a0<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-planned-layoffs-at-intel\"><span class=\"ez-toc-section\" id=\"Planned_layoffs_at_Intel\"><\/span>Planned layoffs at Intel<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>April 22:\u00a0<\/strong>Ahead of its Q1 earnings call, Intel said it was planning to lay off more than 21,000 employees. The layoffs were meant to streamline management, something CEO Lip-Bu Tan has long said Intel needed to do, and help rebuild the company\u2019s engineering focus.\u00a0<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-the-trump-administration-further-restricts-chip-exports\"><span class=\"ez-toc-section\" id=\"The_Trump_administration_further_restricts_chip_exports\"><\/span>The Trump administration further restricts chip exports<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>April 15:\u00a0<\/strong>Nvidia\u2019s H20 AI chip got hit with an export licensing requirement, the company disclosed in an SEC filing. The company added it expects $5.5 billion in charges related to this new requirement in the first quarter of its 2026 fiscal year. The H20 is the most advanced AI chip Nvidia can still export to China in some form or fashion. TSMC and Intel reported similar expenses the same week.\u00a0<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-nvidia-appears-to-talk-its-way-out-of-further-chip-exports\"><span class=\"ez-toc-section\" id=\"Nvidia_appears_to_talk_its_way_out_of_further_chip_exports\"><\/span>Nvidia appears to talk its way out of further chip exports<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>April 9:\u00a0<\/strong>Nvidia\u2019s CEO Jensen Huang was spotted attending dinner at Donald Trump\u2019s Mar-a-Lago resort, according to reports. At the time, <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.npr.org\/2025\/04\/09\/nx-s1-5356480\/nvidia-china-ai-h20-chips-trump\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">NPR reported<\/a> Huang may have been able to spare Nvidia\u2019s H20 AI chips from export restrictions upon agreeing to invest in AI data centers in the U.S.\u00a0<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-an-alleged-agreement-between-intel-and-tsmc\"><span class=\"ez-toc-section\" id=\"An_alleged_agreement_between_Intel_and_TSMC\"><\/span>An alleged agreement between Intel and TSMC<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>April 3:\u00a0<\/strong>Intel and TSMC allegedly reached a tentative agreement to launch a joint chipmaking venture. This joint venture would operate Intel\u2019s chipmaking facilities, and TSMC would have a 20% stake in the new venture. Both companies declined to comment or confirm. If this deal doesn\u2019t come to fruition, this is likely a decent preview of potential deals in this industry to come.\u00a0<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-intel-spins-off-noncore-assets-announces-new-initiative\"><span class=\"ez-toc-section\" id=\"Intel_spins_off_noncore_assets_announces_new_initiative\"><\/span>Intel spins off noncore assets, announces new initiative<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>April 1:\u00a0<\/strong>CEO Lip-Bu Tan got to work right away. Just weeks after he joined Intel, the company announced that it was going to spin off noncore assets so it could focus. He also said the company would launch new products, including custom semiconductors for customers.\u00a0<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-march\"><span class=\"ez-toc-section\" id=\"March\"><\/span>March<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 class=\"wp-block-heading\" id=\"h-intel-names-a-new-ceo-nbsp\"><span class=\"ez-toc-section\" id=\"Intel_names_a_new_CEO\"><\/span>Intel names a new CEO\u00a0<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>March 12:\u00a0<\/strong> Intel announced that industry veteran, and former board member, Lip-Bu Tan would return to the company as CEO on March 18. At the time of his appointment, Tan said Intel would be an \u201cengineering-focused company\u201d under his leadership.\u00a0<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-february\"><span class=\"ez-toc-section\" id=\"February\"><\/span>February<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 class=\"wp-block-heading\" id=\"h-intel-s-ohio-chip-plant-gets-delayed-again\"><span class=\"ez-toc-section\" id=\"Intels_Ohio_chip_plant_gets_delayed_again\"><\/span>Intel\u2019s Ohio chip plant gets delayed again<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>February 28:\u00a0<\/strong>Intel was supposed to start operating its first chip fabrication plant in Ohio this year. Instead, the company slowed down construction on the plant for the second time in February. Now the $28 billion semiconductor project won\u2019t wrap up construction until 2030 and may not even open until 2031.<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-senators-call-for-more-chip-export-restrictions\"><span class=\"ez-toc-section\" id=\"Senators_call_for_more_chip_export_restrictions\"><\/span>Senators call for more chip export restrictions<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>February 3:\u00a0<\/strong>U.S. senators, including Elizabeth Warren (D-Mass) and Josh Hawley (R-Mo), wrote a letter to Commerce Secretary Nominee-Designate Howard Lutnick <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.banking.senate.gov\/newsroom\/minority\/warren-hawley-call-on-trump-administration-to-quickly-address-export-control-failures-revealed-by-deepseek-breakthrough\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">urging the Trump administration to further restrict<\/a> AI chip exports. The letter specifically referred to Nvidia\u2019s H20 AI chips, which were used in the training of DeepSeek\u2019s R1 \u201creasoning\u201d model.\u00a0<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-january-nbsp\"><span class=\"ez-toc-section\" id=\"January\"><\/span>January\u00a0<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 class=\"wp-block-heading\" id=\"h-deepseek-releases-its-open-reasoning-model\"><span class=\"ez-toc-section\" id=\"DeepSeek_releases_its_open_%E2%80%9Creasoning%E2%80%9D_model\"><\/span>DeepSeek releases its open \u201creasoning\u201d model<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>January 27:\u00a0<\/strong>Chinese AI startup DeepSeek caused quite the stir in Silicon Valley when it released the open version of its R1 \u201creasoning\u201d model. While this isn\u2019t semiconductor <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/news\/\" data-internallinksmanager029f6b8e52c=\"2\" title=\"News\" target=\"_blank\" rel=\"noopener\">news<\/a> specifically, the sheer alarm in the AI and semiconductor industries DeepSeek\u2019s release caused continues to have ripple effects on the chip industry.\u00a0<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-joe-biden-s-executive-order-on-chip-exports\"><span class=\"ez-toc-section\" id=\"Joe_Bidens_executive_order_on_chip_exports\"><\/span>Joe Biden\u2019s executive order on chip exports<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>January 13:\u00a0<\/strong>With just a week left in office, former president Joe Biden proposed sweeping new export restrictions on U.S.-made AI chips. This order created a three-tier structure that determined how many U.S. chips can be exported to each country. Under this proposal, Tier 1 countries faced no restrictions; Tier 2 countries had a chip purchase limit for the first time; and Tier 3 countries got additional restrictions.\u00a0<\/p>\n<h3 class=\"wp-block-heading\" id=\"h-anthropic-s-dario-amodei-weighs-in-on-chip-export-restrictions\"><span class=\"ez-toc-section\" id=\"Anthropics_Dario_Amodei_weighs_in_on_chip_export_restrictions\"><\/span>Anthropic\u2019s Dario Amodei weighs in on chip export restrictions<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p class=\"wp-block-paragraph\"><strong>January 6<\/strong>:\u00a0Anthropic co-founder and CEO Dario Amodei co-wrote an op-ed in <a rel=\"nofollow\" target=\"_blank\" href=\"https:\/\/www.wsj.com\/opinion\/trump-can-keep-americas-ai-advantage-china-chips-data-eccdce91\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">The Wall Street Journal<\/a> endorsing existing AI chip export controls and pointing to them as a reason why China\u2019s AI market was behind the U.S.\u2019. He also called on incoming president Donald Trump to impose further restrictions and to close loopholes that have allowed AI companies in China to still get their hands on these chips.<\/p>\n<\/div>\n<blockquote><p><strong><span style=\"color: #ff6600;\">If you liked the article, do not forget to share it with your friends. Follow us on\u00a0<span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/news.google.com\/publications\/CAAqBwgKMN63nwsw68G3Aw\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Google News<\/a><\/span>\u00a0too, click on the star and choose us from your favorites.<\/span><\/strong><\/p><\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\"><strong>If you want to read more like this article, you can visit our <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/en.buradabiliyorum.com\/category\/technology\/\" target=\"_blank\" >Technology<\/a><\/span> category.<\/strong><\/p>\n<\/blockquote>\n<p><span style=\"color: black;\"><a style=\"color: #ff9900;\" href=\"https:\/\/techcrunch.com\/2025\/06\/19\/a-timeline-of-the-u-s-semiconductor-market-in-2025\/\" target=\"_blank\" >Source<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>It\u2019s already been a tumultuous year for the U.S. semiconductor industry. The semiconductor industry plays a sizable role in the \u201cAI race\u201d that the U.S. seems determined to win, which is why this context is worth paying attention to: from Intel\u2019s appointment of Lip-Bu Tan to CEO \u2014 who wasted no time getting to work&#8230;<\/p>\n","protected":false},"author":1,"featured_media":676119,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/techcrunch.com\/wp-content\/uploads\/2025\/05\/GettyImages-1366897838.jpg?resize=1200,800","fifu_image_alt":"","footnotes":""},"categories":[18],"tags":[77337,75885,77134,152300,4973,152777,151410,52711,78232,151593,155333,67874],"class_list":["post-676118","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology","tag-ai","tag-enterprise","tag-nvidia","tag-anthropic","tag-china","tag-chips","tag-evergreens","tag-hardware","tag-intel","tag-semiconductor","tag-tsmc","tag-united-states"],"_links":{"self":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/676118","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/comments?post=676118"}],"version-history":[{"count":0,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/676118\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media\/676119"}],"wp:attachment":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media?parent=676118"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/categories?post=676118"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/tags?post=676118"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}