"Last year was a tumultuous one for the U.S. semiconductor industry. From leadership changes at legacy companies to continuously changing dialogue around AI chip export controls, a lot has happened. If the first few weeks of 2026, which saw new chip tariffs and international semiconductor deals, are any indicator - this year will be as unexpected as the last. But before we get too deep into 2026, here is a final look at everything that happened in the U.S. semiconductor industry in 2025:"
"While this wasn't an acquisition, Nvidia hired Groq's founder and president, in addition to other employees. The company also bought $20 billion worth of Groq's assets. Chips to China December 8: The U.S. Department of Commerce decided that Nvidia and AMD can send AI chips to China after all, a stark reversal to past messaging. The U.S. government specifically said Nvidia could sell its H200 chips, which are much more advanced than its H20 chips, to approved customers."
"The company racked up $57 billion in revenue in Q3, a 66% increase over the same quarter in 2024. A large portion of that revenue came from Nvidia's data center business. October Intel makes processor progress October 9: Intel announced a new processor, dubbed Panther Lake, that is part of the company's Intel Core Ultra processor family. This will be the first one built on the company's 18A semiconductor process and will be exclusively made at Intel's Arizona fab factory."
In 2025 the U.S. semiconductor industry experienced leadership changes, major licensing and asset deals, record revenue, new processors, shifting export permissions, and proposals for tariffs. Nvidia struck a non-exclusive licensing deal with Groq, hired Groq leadership, and acquired $20 billion in Groq assets. The U.S. Department of Commerce allowed Nvidia and AMD to send certain AI chips to China, including Nvidia's H200 to approved customers. Nvidia posted $57 billion in Q3 revenue, driven largely by its data-center business. Intel introduced the Panther Lake processor built on its 18A process and to be produced at its Arizona fab. Rumors emerged about proposed semiconductor tariffs and production requirements.
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