Here’s a roundup of U.S. semiconductor industry developments in the last 24 hours (as of September 15, 2025), focused on policy, supply chain, and regulations.
Key Announcements
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Trade / China Probes
Sep 15, 2025 - China’s Ministry of Commerce launched two investigations - an anti‑dumping probe on U.S. analog IC chip imports and an anti‑discrimination probe related to U.S. semiconductor trade practices ahead of trade talks between U.S. and China in Madrid. Reuters+1
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Corporate / Antitrust
Sep 15, 2025 - Chinese regulators formally accused Nvidia of violating Chinese antitrust laws, particularly in relation to its 2020 acquisition of Mellanox, expanding regulatory risk for the U.S. chipmaker amid ongoing export control and trade friction. Business Insider+1
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Supply Chain / Export Licenses
Sep 15, 2025 - Samsung Electronics and SK hynix will lose “Validated End‑User” (VEU) indefinite waivers for shipping U.S. chipmaking equipment to their Chinese plants; under revised U.S. Commerce Department rules, they’ll require licenses that are site specific after December 31. The Korea Times
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Market / Investment Outlook
Sep 15, 2025 - PwC projects that between 2024 and 2030, more than US$1.5 trillion will be invested in semiconductor fabrication facilities globally, driven by demand from AI workloads and data centers. Data Centre Magazine
Sources
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“China launches discrimination and dumping probes into US chips ahead of trade talks” - Reuters Reuters
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“China launches probes targeting US semiconductors ahead of Madrid trade talks” - AP News AP News
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“China says Nvidia violated antitrust laws” - Business Insider Business Insider
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“Samsung, SK hope for eased US chip equipment regulation for China plants” - The Korea Times (via Semiconductor Packaging News) The Korea Times
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“Data Centres to Drive $1.5tn Chip Boom by 2030” - PwC report via Data Centre Magazine Data Centre Magazine
- Jobs at Micron Technology