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A timeline of the U.S. semiconductor market in 2025

  • The U.S. semiconductor industry has faced a tumultuous year, playing a significant role in the AI race.
  • Key events include Intel appointing Lip-Bu Tan as CEO and Joe Biden proposing new AI chip export rules.
  • In April, layoffs were planned at Intel, and the Trump administration further restricted chip exports.
  • Nvidia faced export licensing requirements, while Intel and TSMC allegedly considered a joint chipmaking venture.
  • In March, Lip-Bu Tan became CEO of Intel, focusing on an engineering-oriented approach.
  • February saw delays in Intel's Ohio chip plant, and senators called for more chip export restrictions.
  • In January, DeepSeek released its 'reasoning' model, and Biden proposed new export restrictions.
  • Anthropic supported chip export restrictions, emphasizing the importance of controls in the semiconductor industry.
  • The industry's landscape continues to evolve, influenced by geopolitical decisions and technological advancements.

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