Here’s the article rewritten in the third person:
2023 has been a challenging year for the U.S. semiconductor industry. As a key player in the global competition for artificial intelligence (AI) dominance, the U.S. is focusing heavily on this sector. Significant developments include the appointment of Lip-Bu Tan as CEO of Intel, who promptly began efforts to rejuvenate the company, and Joe Biden’s proposal for extensive new AI chip export regulations before leaving office, which may or may not be upheld.
May
May 7: Just a week before the "Framework for Artificial Intelligence Diffusion" was to be implemented, the Trump administration opted to change course. According to media reports from Axios and Bloomberg, the administration decided not to enforce the restrictions from May 15 and began developing its own framework.
April
April 30: Anthropic reinforced its support for limiting U.S.-made chip exports and suggested modifications to the Framework for Artificial Intelligence Diffusion, such as additional restrictions on Tier 2 countries and increased enforcement resources. Nvidia responded by urging American firms to focus on innovation rather than spreading unfounded claims.
April 22: Intel announced that it planned to lay off over 21,000 employees before its Q1 earnings call. CEO Lip-Bu Tan indicated that the layoffs aimed to streamline management and refocus the company on engineering.
April 15: Nvidia disclosed that its H20 AI chip was subject to a new export licensing requirement, anticipating $5.5 billion in related charges for the 2026 fiscal year. This chip remains one of the most advanced AI chips that can still be exported to China to some extent. TSMC and Intel reported similar costs during the same period.
April 9: Nvidia’s CEO, Jensen Huang, was reportedly seen at a dinner with Donald Trump at Mar-a-Lago. NPR suggested that Huang might have managed to prevent export restrictions on Nvidia’s H20 AI chips by agreeing to invest in U.S. AI data centers.
April 3: Intel and TSMC reportedly reached a tentative agreement to embark on a joint chipmaking venture, where Intel would operate manufacturing facilities and TSMC would hold a 20% stake. Both companies chose not to comment on the matter.
April 1: Shortly after his appointment, CEO Lip-Bu Tan set to work at Intel by announcing plans to spin off non-core assets to streamline focus and introduce new products, including custom semiconductors.
March
March 12: Intel revealed that Lip-Bu Tan, an industry veteran and former board member, would return to the company as CEO on March 18. Tan emphasized his intent to steer Intel towards being an "engineering-focused company."
February
February 28: Intel delayed the start of operations at its first Ohio chip fabrication plant for the second time, pushing the $28 billion project’s completion to 2030, with a potential opening in 2031.
February 3: U.S. senators Elizabeth Warren and Josh Hawley urged the Trump administration, through a letter to Commerce Secretary Nominee-Designate Howard Lutnick, to impose more stringent AI chip export restrictions, specifically pointing to Nvidia’s H20 AI chips.
January
January 27: Chinese AI startup DeepSeek stirred Silicon Valley with the release of its open R1 "reasoning" model, causing widespread concern in the AI and semiconductor sectors.
January 13: As one of his final acts before leaving office, former President Joe Biden proposed a new export framework categorizing countries into three tiers with varying chip export restrictions.
January 6: Dario Amodei, co-founder and CEO of Anthropic, co-authored an opinion piece in The Wall Street Journal endorsing existing AI chip export controls and advocating for stricter measures to prevent loopholes that allowed AI firms in China to access these chips.
