It was already a loud year for the American conductors.
The semiconductor industry plays a major role in the “artificial intelligence race” that the United States seems to be determined to win, which is why this context deserves attention: from the appointment of Intel in the lips to the CEO-who has not lost time to work in an attempt to stimulate the Legacy-to Joe Biden, proposes new issuance rules from AI AI on his softness.
Here is a look at what happened in the first half of 2025.
June
Intel appointed a new leadership
June 18 – Intel announced Four new leadership dates Intel, who says he will help her move towards her goal of becoming an engineering company the first time again. Intel has announced a new revenue head in addition to many prominent engineering employees.
Intel to start demobilization
June 17 – Intel will start getting rid of a large part of the Intel Foundry employees in July. The company plans to get rid of at least 15 %, up to 20 %, of workers in this business unit. These hairstyles are not shock: it was popular in April, and the CEO of Intel said he wanted to flatten the organization.
Nvidia will not reports on China
June 13 – NVIDIA does not rely on the United States, which retracts the restrictions of the export of AI chip any time soon. After the company obtained a financial success from the newly imposed licensing requirements for H20 Ai chips, Nvidia Jensen Huang CEO said that the company will not include the Chinese market in future revenues and profit expectations.
Amd acquires the team behind Undether AI
June 6 – AMD makes another acquisition – this time focused on talent. The company hired the team behind Untther AI, which develops intelligence inference chips, as the semiconductor giant continues to produce AI’s shows.
AMD is coming to dominate AI devices in NVIDIA
June 4 – Amd continued shopping spree. The company captured the start of the AI Optimization Brium program, helping companies to adjust the artificial intelligence program to work with various AI devices. With the design of a lot of artificial intelligence programs with the NVIDIA devices in mind, this acquisition is not surprising.
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NVIDIA puts the effect of chips export restrictions
May 28 – NVIDIA reported that the US license requirements on H20 AI chips cost the company $ 4.5 billion of fees during the first quarter. The company expects these requirements to lead to an increase of $ 8 billion to NVIDIA revenue in the second quarter.
Amd acquires Enosemi
May 28 – AMD is the acquisition of the acquisition. The semiconductor company has announced that it had acquired Enosemi, an emerging silicon optical company. Enosemi technology, which uses light photons to transfer data, has become an increasingly interesting field for semiconductor companies.
Tensions begin to clarify between China and the United States
May 21 – China’s Minister of Commerce did not like the US guidelines, which were issued on May 13, which warned American companies that the use of artificial intelligence chips in Huawei “anywhere in the world” was a violation of export in the United States. The Minister of Commerce issued a statement threatening legal procedures against any person who was arrested in enforcing export restrictions.
Intel may start emptying its non -basic units
May 20 – It seems that the lips of the CEO of Intel has obtained a right to work on his plan to bypass the non -basic Intel business units. According to what the semiconductor giant is looking to empty the network and edge units, which create chips for telecommunications equipment, and was responsible for $ 5.4 billion in the company’s 2024 revenues.
Amnesty International Publishing Base Biden Administration has died officially
May 13 – A few days before the base of spreading the Biden Administration of the Biden Administration, it was appointed to officially enter the US Department of Commerce. The document said that he is planning to issue new guidance in the future, and at the same time, companies should remember that using AI chips ascending in Huawei anywhere in the world is a violation of American export rules.
Reflection at the last minute
May 7Just one week before the “artificial intelligence spread framework” to enter its place, the Trump administration plans to take a different path. According to the multiple media, including Intuition and BloombergThe administration will not implement restrictions when it was supposed to start on May 15 and instead on its own framework.
April
Humans are multiplied by their support for chips export restrictions
April 30: Anthropor has multiplied in its support to restrict chips exports in the United States, including some amendments to the framework of spreading artificial intelligence, such as imposing more restrictions on second -level countries and dedicating resources for implementation. A NVIDIA spokesman has returned, saying: “American companies should focus on innovation and upgrade to the challenge, instead of telling long tales that large, heavy and sensitive electronics are smuggled in one way or another in” children’s bumps “or” besides the livestock color. ”
Intel planned workers’ demobilization
April 22: Before calling the first quarter profit, Intel said it was planning to lay off more than 21,000 employees. Workers’ layoffs were supposed to simplify the administration, which was said by the CEO of Lip-BU Tan a long time ago, Intel needed to do it, and to help rebuild the engineering focus of the company.
The Trump administration restricts chips exports
April 15: H20 Ai from NVIDIA has obtained the export license requirements, and the company was revealed in the SEC file. The company added that it expects 5.5 billion dollars in fees related to these new requirements in the first quarter of its fiscal year 2026. H20 is more than artificial intelligence that NVIDIA still can export to China in one way or a form. TSMC and Intel have received similar expenses in the same week.
NVIDIA seems to talk about more digital exports
April 9: The NVIDIA CEO, the CEO of NVIDIA, was seen attending dinner at the Mar-AGo Resort in Donald Trump, according to reports. at that time , NPR mentioned HUANG may have managed to avoid H20 AI chips from NVIDIA from export restrictions when agreeing to invest in artificial intelligence data centers in the United States
An alleged agreement between Intel and TSMC
April 3: It is claimed that Intel and TSMC have reached an initial agreement to launch a joint manufacturing project. This joint project will operate the Intel industry facilities, and TSMC will have a 20 % stake in the new project. The two companies refused to comment or confirm. If this deal does not succeed, this is likely to be a decent examination of possible deals in this industry to come.
Intel announces unlimited assets, announces a new initiative
April 1: Lips Tan CEO got the work immediately. A few weeks after joining Intel, the company announced that it would rotate unpleasant assets so that it can focus. He also said that the company will launch new products, including semiconductors for customers.
He walks
Intel is called the new CEO
March 12: Intel announced that the veteran in the industry, and a former member of the board of directors, will return Lip-Bu Tan to the company as CEO on March 18. At the time of his appointment, Tan said that INTEL will be a “focusing engineering company” under his leadership.
February
Ohayu slices from Intel is late again
February 28: Intel was supposed to start running the first chips manufacturer in Ohio this year. Instead, the company’s construction slowed for the second time in February. Now the semiconductor project of 28 billion dollars will not be concluded until 2030 and may not open until 2031.
Senate members call for more chips export restrictions
February 3: American Senate members, including Elizabeth Warren (MBM) and Josh Holi (R-MO), wrote a letter to the candidate of Trade Minister Howard Lootnick The Trump administration urged further restriction Artificial intelligence chip exports. The message specifically refers to NVIDIA H20 Ai chips, which were used in the “thinking” model training in Deepseek.
January
Deepseek launches an open “thinking” model
January 27: Deepseek in the Chinese AI caused a stir in the Silicon Valley when it released the open version of the “R1” model. Although this is not specifically semiconductor news, the absolute warning of artificial intelligence and semiconductor industries causes continued effects of ripples on the chips industry.
Joe Biden’s executive on chips exports
January 13: With only one week remaining in office, former President Joe Biden proposed to sweep new export restrictions on artificial intelligence chips in the United States. This arrangement has created a three -level structure that determines the number of US chips that can be exported to each country. According to this proposal, the countries of the 1st level did not face any restrictions; The second level countries had a limit to buy chips for the first time; Level 3 countries obtained additional restrictions.
Dario Amodei from Anthropor weighs the limits of chips
January 6: The co -founder and CEO of Dario Amodei participated in his writing Wall Street Magazine Support the current controls for exporting artificial intelligence chips and referring to them as a reason for the presence of the artificial intelligence market in China behind the United States. Next President Donald Trump also called for more restrictions and the closure of gaps that allowed artificial intelligence companies in China to stay on these chips.
