It has already been a year shocked for the US semiconductor industry.
The semiconductor industry plays a considerable role in the “race of the one” that the US seems determined to win, which is why this context is worth paying attention to: from the appointment of Lip-Bu Tan Intel to CEO who spent no time working at work, trying to revitalize his hereditary company Joe Biden. his from what may be possible or may not actually be climbed.
Here’s a look at what has happened since the beginning of the year.
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An overthrow of the last minute
May 7: Just one week before the “artificial intelligence distribution framework” was set to enter the country, the Trump administration plans to take a different way. According to numerous media, including Axios and Bloomberg, the administration will not implement the restrictions when they had to begin on May 15 and on the contrary they were working in their framework.
APRIL
Anthropic doubles to his support for chip export restrictions
April 30: Anthropic doubled in its support for restricting exports of chips made by the US, including some changes in the framework for the distribution of artificial intelligence, such as imposing further restrictions on level 2 countries and the dedication of resources for implementation. A Nvidia spokesman shot again, saying, “US firms must focus on innovation and rise to challenge, rather than telling high -ranging tales that large, heavy and sensitive electronics are somewhat smuggled into ‘children’s bumps’ or ‘along with vivid caraves.'”
Planned holidays on Intel
April 22: Before calling her profits at Q1, Intel said she was planning to rest more than 21,000 employees. The breaks were meant to direct management, something CEO Lip-Bu Tan has long said Intel had to do, and help rebuild the company’s engineering focus.
Trump administration further limits chip exports
April 15: The Nvidia chip H20 was hit with an export licensing request, the company revealed in a SEC layout. The company added it expects $ 5.5 billion in fees associated with this new demand in the first quarter of its fiscal year 2026. H20 is more advanced that Chip Nvidia can still export to China in a form or fashion. TSMC and Intel reported similar expenses in the same week.
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Nvidia seems to be talking about exit from further exports of chips
April 9: Nvidia General Director Jensen Huang was noticed at dinner at Donald Trump’s Mar-A-Lago resort, according to reports. At that time, NPR reported that Huang may have been able to save the H20 chip of Nvidia from export restrictions when he agreed to invest in the data centers in the US
An alleged agreement between Intel and TSMC
April 3: Intel and TSMC allegedly reached a probative agreement to start a joint venture. This joint venture would operate the objects of making Intel, and the TSMC would have a 20% shares in the new enterprise. Both companies refused to comment or confirm. If this agreement is not realized, this is likely to be a good observation of possible agreements in this coming industry.
Intel rotates from non -core assets, notifies the new initiative
April 1: CEO LIP-BU Tan was forced to work immediately. Just weeks after he joined Intel, the company announced that it would rotate non -arrivals so that it could concentrate. He also said the company would launch new products, including custom semiconductors for customers.
March
Intel appoints a new CEO
March 12: Intel announced that the industry veteran, and former board member Lip-Bu Tan, would return to companies like CEO on March 18th. At the time of his appointment, Tan said Intel would be a “company focused on engineering” under his leadership.
February
Intel chip plant in Ohio is delayed again
February 28: Intel had to start operating its first chip fabrication plant in Ohio this year. Instead, the company slowed the construction at the factory for the second time in February. Now the $ 28 billion semiconductor project will not complete the construction by 2030 and may not even open by 2031.
Senators require more export limitations of chips
February 3: US senators, including Elizabeth Warren (D-Mass) and Josh Hawley (R-Mo), wrote a letter to the Nomination Secretary of Nomination Howard Lutnick asking the Trump administration to further limit the chip exports. The letter specifically referred to H20 chips that of Nvidia, which were used in the training of the “Reasoning” model of Deepseek.
January
Deepseek releases its open “Reasoning” model
January 27: The Chinese start of Ai Deepseek caused a lot of shock to Silicon Valley when he released the open version of his model “reasoning” R1. While this is not the semiconductor news specifically, the full alarm in the industry of he and the semiconductors, the release of the caused Deepseek continues to have major effects on the chip industry.
Joe Biden’s executive order for chip exports
January 13: With only one week left in office, former President Joe Biden proposed new export restrictions on chips made by the USA. According to this proposal, level 1 countries did not face restrictions; Tier 2 seats had a border of buying chip for the first time; and the 3 level countries received additional restrictions.
Dario Amodei of Anthropic weighs Chip export restrictions
6 January: Anthropic Co-founder and CEO Dario Amodei co-wrote an optimal in Wall Street Journal adopting existing chip export controls he and showing them as a reason why China’s market was after the US. He also called on the President at the entrance to Donald Trump to impose further restrictions and close the gaps the companies have allowed in China to still take their hands in these chips.
