It has already been a tumultuous year for the American semiconductor industry.
The semiconductor industry plays a huge role in the “AI Race” that the United States is committed to winning, which is why this context is worth paying attention to: Intel’s lipbuel tan appointment-which did not waste the time to work in the new way, to try to resurrect the League company, which did not waste it. Is
Take a look at what has happened since the beginning of the year.
May
A last -minute reversal
May 7: Just a week before the “artificial intelligence spread framework”, the Trump administration plans to take a different way. According to multiple media outlets, including Axios And BloombergThe administration will not enforce sanctions as they begin on May 15 and are instead working on their framework.
April
Enhenropic chip is doubled on support of export restrictions
April 30: Anthropic Doubled on his support Living US -made chip exports, including some adaptation to the spread of artificial intelligence framework, such as imposing more restrictions on tire 2 countries and dedicating resources for implementation. A newlyweds spokesman shotSaying, “American firms should focus on innovation and focus on moving towards the challenge, rather than telling long stories that big, heavy and sensitive electronics are somehow smuggled into ‘Baby Bumps’ or ‘directly lobsters’.”
Planned roofs in Intel
April 22: Before his Q1 income call, Intel said he was planning to leave more money than 21,000 employees. The goal was to smooth the administration, the CEO’s CEO Ho Lip-Bo Tan has long said that Intel needs to be done, and the company needs to help rebuild engineering focus.
The Trump administration further bans chip exports
April 15: NVIDIA’s H20 AI chip affected with export Licensing RequiredThe company revealed in an SEC filing. The company added that it expects $ 5.5 billion about this new requirement in the first quarter of its 2026 fiscal year. H20 The latest AI chip Nvidia can still export China in some form or fashion. TSMC and Intel reported similar expenses this week.
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NVIDIA talks on the way out of more chip exports
April 9: CEO of Nvidia Jenson Huang was seen to attend Donald Trump’s Mar-A-Logo dinner Resort, according to reports. At this time, NPR reported Huang Nvidia’s H20 AI chips may have been able to protect Huang Nvidia’s H20 AI chips from export restrictions if he agreed to invest in AI data centers in the United States.
An alleged agreement between Intel and TSMC
April 3: Intel and TSMC Allegedly reached a temporary agreement To launch a joint chip making plan. The joint venture will run Intel’s chipmost facilities, and TSMC will have a 20 % share in the new project. Both companies refused to comment or confirm. If this deal is not fruitful, this is a reasonable preview of the potential deals in the incoming industry.
Intel revolves away from non -core assets by announcing a new move
April 1: CEO Lip Bow Tan immediately. Get to work. Just weeks after Intel joined, the company announced it was going Remove non -core assets So it can focus. He also said that the company will launch new products including customs semiders for consumers.
March
Intel named a new CEO
March 12: Intel announced that the former soldier of the industry, and the former member of the board, Lipo will return to the company as a tan CEO March 18. At the time of his appointment, Tan said he would be “engineering company” under his leadership.
February
Intel’s Ohio Chip Plant is delayed once
February 28: Intel had to start operating its first chip fabric plant in Ohio this year. Instead, The company slowed down the construction For the second time in February. Now, the Billion 28 billion semiconductor project will not summon the construction by 2030 and cannot open by 2031.
Senators demand further sanctions for chip exports
February 3: US Senators, including Elizabeth Warren (D-MS) and Josh Holi (R-M), wrote a letter to the nominee named Howard Lotnik, a commerce secretary. To urge the Trump administration to impose further bans AI chip exports. The letter specifically cites NVIDIA’s H20 AI chips, which were used in the training of the DPCAC’s R1 “reasoning” model.
January
DiPsic released his open “reasoning” model
January 27: Chinese AI Startup Depressic Silicon Valley created considerable stir when he released The open version of its R1 “reasoning” model. Although this is not particularly semiconductor news, the AI and the semiconductor industries have an impact on the chip industry due to the release of the sheer alarm depressic.
Related to chip exports that Biden’s Executive Order
January 13: Only one week left in the office, former president Joe Biden Suggested to clear new exports of exports US -made AI chips. This order created a three -level structure in which it is determined how many US chips can be exported to each country. Under this proposal, Tire 1 countries did not face any restrictions. For the first time in tire 2 countries, there was a chip purchase limit. And 3 countries received additional restrictions.
Anthropic’s Dario Amodi’s weight is on Chip export restrictions
January 6: Anthropic co -founder and CEO Dario Amudi wrote in an OPID Wall Street Journal Confirming and pointing to current AI chip export controls and pointing to why China’s AI market is behind the United States. He also called on the incoming President Donald Trump to impose more sanctions and close the boxes that allow AI companies in China to hold their hands on these chips.