The U.S. semiconductor industry is something that has gotten a lot of attention recently.

Number one, we just had Trump with his big AI plan come out, and there's a huge focus on how to

grow semiconductor, deregulate that industry, data centers much faster in the United States.

We know that there is a bit of a competitive advantage.

We have Taiwan Semiconductor company coming into the United States and building

out fabrication in Arizona, as people have questions about if China is going to launch a military

strike on Taiwan to capture the island. There's a lot of rules about the chips that they can ship to

China. They can't ship to China. There's a lot going on in this industry. And I wanted to take a

podcast to basically break down the last

six months of 2025, what has happened over the industry, the big pieces of news, because it paints

a very interesting picture of where we're going in the future. A lot of huge news, different things

have slipped through the cracks. I feel like if you don't see this full picture, it's a little

difficult to understand what the state of the industry is. So I want to break down the top stories from the beginning of the year till now with the semiconductor industry ending in some of the big news that's been announced. Of course, everyone is talking about this. There's a $500 billion deal with Open AI and Oracle and a lot of other crazy stuff. So we're going to get into all of that. Before we do, I wanted to mention if you want to try out any of the top AI models I talk about on the show, I'd love for you to go check out AIbox.AI. This is my own AI startup. And we're in beta right now. We'll essentially allow you to access the top 40 AI models all on one platform for one subscription

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that out. There's a link in the description. All right, let's get into what is going on with the

US semiconductor industry. So I wanted to start out in January. So the CEO of Anthropic, Dario Amadeo, he co-authored an op-ed in the Wall Street Journal. This was quite famous. A lot of people talked about this. But basically, he was advocating for stricter U.S. chip export controls. Now, we know that obviously this is a bit of trying to play to his strengths. He's an American company. So he's like, look, don't ship chips to

China. Then he knows he's got less competition from some competitors on China, et cetera, et

cetera. So in fact, to the point where Nvidia CEO, Jensen Huang, kind of called him out

later this year and said, like, hey, you guys just work on your innovation. Stop telling us who we

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