US semiconductor market sees leadership, export, and production changes

The U.S. semiconductor industry has faced significant shifts in 2025, including new leadership at Intel and potential changes to AI chip export regulations. These developments are occurring amidst the ongoing "AI race." Intel appointed Lip-Bu Tan as CEO in March, who initiated layoffs and asset spin-offs. Nvidia faced export licensing requirements for its H20 AI chip, and the Trump administration is reconsidering Biden's proposed export restrictions. Other key events include a potential joint venture between Intel and TSMC, and construction delays for Intel's Ohio chip fabrication plant. These events highlight the dynamic nature of the industry.