The U.S. semiconductor industry has faced significant changes this year. From Intel appointing a new CEO to Joe Biden proposing AI chip export rules, the industry is in a state of flux. In May, the Trump administration reversed course on AI chip restrictions, while the company Anthropic supported tighter controls on chip exports. April saw Intel planning layoffs and Nvidia facing new export requirements, with rumors of an Intel-TSMC joint venture. CEO Lip-Bu Tan announced plans to spin off assets and focus on new products in April. In March, Intel named Lip-Bu Tan as CEO. The year started with DeepSeek releasing its reasoning model and Biden’s executive order on chip exports. The industry continues to evolve with challenges and opportunities.
2025 US Semiconductor Market Timeline: Trends and Insights
