U.S. Semiconductor News — Sept 29–30, 2025

  • Policy / Regulation (Sept 30, 2025): The U.S. Commerce Department tightened export controls by automatically adding subsidiaries (50%+ ownership) of blacklisted firms to the entity list, further targeting Chinese tech firms. Financial Times
  • Policy / Regulation (Sept 30, 2025): Commerce Secretary Howard Lutnick said a U.S.–Taiwan chip agreement is “coming soon,” aiming to boost U.S. chip self-sufficiency and reduce Taiwan dependence. Tom's Hardware
  • Company / M&A / Funding (Sept 30, 2025): Air Liquide announced a €130 million investment to strengthen its electronics materials business supporting semiconductor manufacturers. Air Liquide
  • Market / Stocks (Sept 29, 2025): Investors increased exposure to semiconductor equipment names (e.g. Teradyne) as AI‑driven demand trends filter down to secondary chip supply. Bloomberg
  • Sector Trend / AI Chips (Sept 30, 2025): Ongoing AI infrastructure demand is reshaping chip revenues, with projections showing global semiconductor revenue hitting ~$800 billion in 2025, largely driven by data center compute demand. Techloy