The year Rollercoaster of the semiconductor industry continues with another major development.
President Donald Trump said to CNBC’s Squawk box On Tuesday that his administration plans to announce invoices to semiconductors and brands just next week. However, the details of these invoices remain unclear.
Such invoices could cause enough disorder for hardware and AI companies. When the US chips and science law signed in 2022 – providing $ 52 billion in subsidies to boost domestic chips – the US is only produced approximately 10% of world chips. In spite of the small construction footprint, more than Half of the world semiconductor companies are based in the US
Since then, some progress has been made to strengthen the construction of domestic chips. Both Intel and Taiwan Semiconductor Manufacturing Company (TSMC) have received funding from brands law. TSMC has also pledged to spend “at least” $ 100 billion in the next four years in US chip production units
But installing chip construction plants takes time. Intel recently announced that it was delayed by the construction at the Ohio Chip production plant, again underlining the challenges of rapidly escalating production.
The invoice announcement comes as the industry is awaiting the administration’s decision on AI chip export limit – rules that control which countries can buy advanced semiconductors used in AI systems.
Trump’s administration formally ruled out the Biden Chip AI export rules in May. These rules had established a specific, multilevel approach to limiting the exports of chips based on national security concerns. The Trump administration then published the AI action plan in July, which emphasized the need for the US to implement chip export restrictions, but was light in details of what it might look like.
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According to SEMAFOR reporting reports of industry sources, Trump administration is now discussing whether or not it should pass with his plan to cancel and replace Biden’s AI export rules.
For more information on the turbulent year of the semiconductor industry, we have drafted a regularly updated timetable for market news since early 2025.
