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A timeline of the US semiconductor market in 2025


From leadership changes at legacy semiconductor companies to wishy washy policy around chip exports, a lot has happened already.

An Nvidia spokesperson shot back, saying, “American firms should focus on innovation and rise to the challenge, rather than tell tall tales that large, heavy, and sensitive electronics are somehow smuggled in ‘baby bumps’ or ‘alongside live lobsters.’” February 3: U.S. senators, including Elizabeth Warren (D-Mass) and Josh Hawley (R-Mo), wrote a letter to Commerce Secretary Nominee-Designate Howard Lutnick urging the Trump administration to further restrict AI chip exports. He also called on incoming president Donald Trump to impose further restrictions and to close loopholes that have allowed AI companies in China to still get their hands on these chips.

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