It is already a tumultuous year for the US semiconductor industry.
The semiconductor industry plays a considerable role in the “career of AI” that the United States seems to be determined to win, so the context is paying attention to: from the appointment of Intel of the lips-bu-bu-that it was not done without time to try to try to try a tray, join the new export rules of the chips of ia in its exit of the office that may or may not be a real.
Here is a look at what happened since the beginning of the year.
Can
A last minute reversal
May 7: Only a week before the “framework for the dissemination of artificial intelligence” was established in its place, the Trump administration plans to take a different path. According to multiple media, including Axios and Bloomberg, the Administration won the restrictions when they were supposed to begin on May 15 and, on the other hand, is working on its own framework.
April
Anthrope doubles your support for chips export restrictions
April 30: Anthrope doubled his support to restrict chips exports manufactured in the United States, including some adjustments to the framework for the dissemination of artificial intelligence, such as imposing more restrictions on countries of level 2 and dedicating resources to the application. A Nvidia spokesman replied, saying: “American companies should focus on innovation and ascend on the challenge, instead of telling them that somehow the large, heavy and sensitive electronics feel.
Intel planned layoffs
April 22: Before his earning call from the first quarter, Intel said he was planning to say goodbye to more than 21,000 employees. The dismissals were destined to rationalize the management, something that the Lip-Bu CEO has long said that Intel needed to do and help reconstruct the company’s engineering approach.
Trump administration further restricts chips exports
April 15: Nvidia’s H20 AI chip was beaten with an export license requirement, the company revealed in a SEC presentation. The company added that he expects $ 5.5 billion in positions related to this new requirement in the first quarter of its fiscal year 2026. The H20 is the most advanced chip that NVIDIA can still export to China in some way or way. TSMC and Intel reported similar expenses the same week.
Techcrunch event
Berkeley, ca.
|
June 5
Book now
Nvidia Aparsars to talk about more chips exports
April 9: The CEO of Nvidia, Jensen Huang, was seen admitting dinner at the Donald Trump Mar-Lago Resort, Chordination to the reports. At that time, NPR reported that Huang May Bone capable of avoiding the NVIDIA H20 AI chips of export restrictions by accepting investing in AI data centers in the USS in the USS
An alleged agreement between Intel and TSMC
April 3: Intel and TSMC allegedly reached an tentative agreement to launch a joint chip manufacturing company. This joint company would operate the Intel chips manufacturing facilities, and TSMC would have a 20% participation in the new company. Both companies declined to comment or confirm. If this agreement does not come to fruition, it is likely to be a decent view of the possible agreements in this industry to come.
Intel revolves non -coreal assets, announces a new initiative
April 1: The Lip-Bu CEO so started to work immediately. Just a week after Intel joined, the company announced that it was going to split non -basic assets so that it could concentrate. He also said that the company would launch new products, including custom customer semiconductors.
March
Intel names a new CEO
March 12: Intel announced that the veteran of the industry and former member of the Board, Lip-Bu as would return to the company as CEO on March 18. At the time of its appointment, so he said that Habold would be a “engineering -centered company” under his leadership.
February
Intel’s Ohio chips plant is delayed again
February 28: Intel was supposed to start operating his first chips manufacturing floor in Ohio this year. Instead, the company slowed the construction of the plant for the second time in February. Now, the semiconductor project of $ 28 billion won the construction of conclusion until 2030 and cannot even open until 2031.
Senators ask for more chips export restrictions
February 3: American senators, including Elizabeth Warren (D-Mass) and Josh Hawley (R-MO), wrote a letter to the Secretary of Commerce, Howard Lutnick, urged the Trump administration to further restrict chips exports of AI. The letter was specifically referred to the NVIDIA H20 AI chips, which were used in the Deepseek “R1 Reasoning Model.
January
Deepseek releases its open “reasoning” model
January 27: The Deepseek China Startup caused a lot of agitation in Silicon Valley when it launched the open version of its “reasoning” model R1. While this is not specifically news of semiconductors, the great alarm in AI and the launch of Deepseek of AI and semiconductor caused that it continues to have dominant effects in the chip industry.
Joe Biden’s executive order on chips exports
January 13: With only one week in office, former President Joe Biden proposes wide export restrictions on chips manufactured in the US. UU. This order created a three -level structure that determined how many US chips. UU. They can be exported to each country. According to this proposal, level 1 countries did not face restrictions; Level 2 countries had a chip purchase limit for the first time; and level 3 countries obtained additional restrictions.
Dario Amodei of Anthrope intervenes in chips export restrictions
January 6: The co -founder and CEO of Anthrope, Dario Amodei, combines an opinion article on the Wall Street Journal that supports the existing exports of AI chips and points them out as a reason why the China’s market was’. He also asked incoming president, Donald Trump, to impose more restrictions and close gaps that have allowed AI companies in China still to have their hands in these chips.
