U.S. Semiconductor News — Oct 9, 2025

Oct. 9, 2025

Today’s semiconductor update highlights new U.S. export control discussions, China’s response on rare earths, and continued momentum in Arizona’s growing chip ecosystem. AI demand and secure chip development also remain strong themes this week.

  • Policy / Regulation
    U.S. lawmakers are pushing to “dramatically expand” export controls on semiconductor manufacturing tools after a House Select Committee found China acquired $38 billion of such equipment despite existing restrictions. InsideTrade+2Reuters+2
    In parallel, China unveiled broader rare earth export controls targeting semiconductor and defense users—adding fuel to global supply chain tension. Reuters+2Bloomberg+2
  • Fabs / Manufacturing / Supply Chain
    Amkor has kicked off construction of a new advanced packaging and testing campus in Peoria, Arizona (investment up to $7B), aiming for production by early 2028. Manufacturing Dive+1
    SEMICON West is relocating from San Francisco to Phoenix—underscoring Arizona’s growing role as a U.S. semiconductor hub. Axios+1
  • Earnings / Market Moves
    TSMC reported Q3 revenue that beat forecasts, driven largely by AI demand, signaling sustained strength in global foundry markets. Reuters
  • Funding / M&A / Corporate Moves
    SEALSQ and Trusted Semiconductor Solutions announced a U.S. partnership to co‑develop post‑quantum cryptography–enabled secure chips, aiming to serve defense and government applications. GlobeNewswire
  • AI Chips / Technology Trends
    TSMC’s revenue strength is credited in large part to producing chips for AI workloads, confirming how generative AI demand continues to pull foundry orders upward. Reuters+1

Sources

  • Reuters: “US lawmakers call for broader bans on chipmaking tool sales to China” Reuters
  • InsideTrade: “Select panel calls for drastic expansion of export controls” InsideTrade
  • Reuters: “TSMC posts forecast‑beating Q3 revenue surge on AI boom” Reuters
  • Tom’s Hardware: “Amkor breaks ground on Arizona advanced packaging campus” Tom's Hardware
  • Manufacturing Dive: “Amkor expands Arizona semiconductor campus investment to $7B” Manufacturing Dive
  • Axios: “SEMICON West leaves Bay Area for Phoenix semiconductor boom” Axios
  • GlobeNewswire: “SEALSQ and Trusted Semiconductor Solutions Partner …” GlobeNewswire
  • Reuters / news wires: “China tightens rare earth export controls” Reuters+2Bloomberg+2