Month: April 2025

The tariff snowball begins in the price of iPhone. The real problem is its ramifications

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It is not just that The iPhone can end up costing more “As many other things,” but everything that derives from the problem with The tariffs of Trump that today enter into force worldwide. The consequences of these measures are unpredictable, but there are some industries that will clearly be especially affected. He snowball effect It can be spectacular. Let’s put an initial example to Apple, One of the first great victims of tariffs. We do not know if the company will end up raising the price of its iPhone or other products, but the reality is that the company will cost everything more because of the tariffs. If that happens, you will have to apply measures so that the business remains profitable, because it is likely to sell less and that consumers tighten the belt. And they squeeze it, everyone else will squeeze it. Apple could make decisions and make cuts in certain business areas. One of the most obvious – in addition to template cuts – is In advertising spending. Apple could decide that (for example) you will invest half of what you invested in social networks such as Meta. It is something that already prevented in Emarketer, where they indicate that social networks They will be the most affected for the fall of advertising expenditure. Experts expect cuts between 12 and 41% of the advertising budget in the US because of tariffs. Source: Emarketer Now let’s put ourselves in the skin of Mark Zuckerberg, who sees how much less money will come precisely in what is the pillar of his business, advertising. And if the income goes down, you will have to face that fall trying to retain advertisers, but also adapting to the situation. That advertising spending cut will affect especially to the mediathey point out In Marketwatch. In some cases they may face it thanks to using mixed models that combine advertising and subscriptions. They will not even be safe, because in that snow ball many consumers will be trapped and will decide to spend less on those monthly payments and will unsubscribe, at least temporarily, in content. If there are fewer advertisement money, you have to make cuts too. And that usually means focusing on the business areas that work and leaving other divisions in “low consumption mode.” Again the layoffs are the clear resource, but a goal could also cut in stop your investment in your commitment to AI. The development of your Family of models call 4 It could stagnate, which would also affect the work of independent institutions, companies and developers that use it as the basis for their own projects. The same could happen in Redmond. For Microsoft the theoretically theoretically cause tariffs that maintaining their services and their gigantic infrastructure in the cloud comes out more expensive, so we face potential price increases from Microsoft 365 and many other of its services. But they would not be the only feasible cuts, because in fact Microsoft has already begun to move tab and prevent before healing. Thus, the company has made cuts in its projects to expand its infrastructure. Microsoft had not stopped in investing in new data centers throughout the world, but their plans have begun to change. Ha canceled or leisurely the Creation of data centers worldwide and that is a clear obstacle to its commitment to artificial intelligence. The snowball can be made much greater, of course, and the reprisals than Other countries They can take against Trump’s tariffs will only aggravate the situation. Thus, China He has already responded To the rise of 104% tariffs that Trump threatened to activate: now the tariffs for goods that the US exports to China will go from 34% to 84%. The EU too prepare your first answerand while the ball continues to become more and bigger … and more unstoppable. Image | JP Valery In Xataka | The US has finally formalized the 104% tariff to China. Act then Apple has ceased to be the most valuable company

If China wants to dodge US tariffs, Russia can teach you a shortcut: Kyrgyzstan

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In the middle of chaos that have generated United States tariffs, a theory as absurd as feasible Start circular. If in a few weeks we begin to hear that, for example, the Kyrgyzstan nation is shooting its exports suddenly and unexpectedly to the United States, it should not surprise us so much. It does not have to be Kyrgyzstan, of course, but, coincidences of a world more and more globalizedthe nation has become the protagonist for Russia … and China. Boom. To understand how a site like Kyrguistan It can be an important actor in a commercial war we must go back to the beginning of the War in Ukraine. Kyrgyzan’s economic panorama changed radically from March 2022. In a matter of months, country imports from traditional business partners They began to growhighlighting the case of China, whose exports almost tripled. However, the most striking phenomenon was the sudden rise of trade with countries with which Kyrguistan barely had previous economic ties. From different points of the European Union (such as Poland, Czech Republic and the Baltic States) began to register A wave of goods. In some cases, the increases were so extraordinary that it was difficult to assimilate. Data from the Institute of International Finance revealed that, between March 2022 and October 2023, German car exports and pieces towards Kyrguistan increased 5,500%. What the hell had happened? The Ukraine War. The date, obviously, was not trivial. Despite the striking of growth, the origin and destination of many of these goods was diffuse. On numerous occasions, the products are classified as coming from an “unknown” country and with equally “unknown” destination, which generated enormous opacity in commercial statistics. However, for researchers and analysts There was no doubt What is the true destiny: Russia. Far from representing a genuine boom of the Kyrgyse economy, that phenomenon was interpreted as proof of the efficacy of the Kremlin to avoid the international sanctions imposed after its large -scale invasion of Ukraine. According to the researcher Erica Marathassociated professor at the National Defense University of Washington DC, these commercial flows are part of a mechanism which facilitates the evasion of sanctions by Moscow, a mechanism that has been skillfully adopted throughout the region. Parallel imports. In May 2022, Russia promulgated legislation that institutionalized what it called “parallel imports“. This regulation allows the entry of sanctioned products through third countries, without requiring the permission of brand owners. It was enough to import products to another country (such as Kyrgyzstan) and then redirect them to Russian territory. The system was adopted quickly by Russian and foreign companies. In addition to conventional supplies, it also included “double -use” products: appliances, electronic components and other civil goods that can be de -slasamed and reused for military purposes. Between May and December 2022, Russia admitted to having imported 2.4 million tons of goods by a Value of 20 billion dollars Through this scheme. Kyrgyzstan map Kyrgyzistan, the epicenter. No doubt, the nation’s exports to Russia went from 393 million dollars in 2021 to More than 1,070 million in 2022. Not just that. The figures could be underestimated, since many countries (including Kyrgyzstan) classify large volumes of trade as appropriate or with “unknown” destination, using this emptiness as a legal loophole to channel goods towards Russia without raising formal suspicions. This practice, according to marath, It is not considered illegaland therefore the authorities feel comfortable ignoring it while receiving economic benefits. Plus: Kyrguistan is not the only country that facilitates the evasion of sanctions, but possesses particular characteristics that make it an ideal transit point. He is a member of the Eurasian economic union (EAEU), a block founded in 2015 that also includes Armenia, Belarus, Kazakhstan and Russia. This block guarantees the free movement of goods and services among its members, which significantly reduces The bureaucratic load For trade between them. The Chinese friend ”. And what does China look in all this? As we said at the beginning, coincidences of a world globalized And in the midst of a commercial war marked by the tariffs of the United States, China has also noticed Kyrguistan, although From another perspective. I told it This week The Economist: Although Beijing proclaims a cooperation relationship “back with back, shoulder shoulder” with Russia, in practice it is taking distance in a crucial aspect: the safety of its export routes to Europe. Yes, despite its geopolitical alliance with Moscow, China prefers not to depend on Russia to maintain the flow of its assets to the European continent, especially in a context marked by conflicts and sanctions. Solution? In December, the construction of an ambitious began officially Railway project that is going through Kyrguistan and Uzbekistan, with the aim of creating a direct route towards Europe that avoids the Russian territory. This new connection becomes more relevant to a possible intensification of the commercial war with the United States and the growing importance of the European market (China already exports more than America). The impulse. Although the railway project had almost three decades under discussion, its materialization only It was completed after the invasion Russian to Ukraine in February 2022. Before the conflict, the main railway routes to Europe passed through Russia, many times via Kazajistan. The war, however, raised security risks, triggered insurance costs and weakened the Russian rail infrastructure due to sanctions, forcing transport companies to look for alternatives. As a result, they began to deviate towards the call “transpian route“Or” Medium Corridor “, which is going through Kazakhstan and the Caspian Sea. Connecting the Chinese Railway Net A 520 km line that will consolidate this strategic option. Commercial Resilience. It is not the end of any “alliance”, because as The Economist toldChina continues to consider Russia as a pillar of its ambitious global infrastructure project (the Strip and the Route initiative, launched in 2013 by Xi Jinping), its current enthusiasm by the middle corridor responds rather to economic interests. China’s growth, increasingly dependent on exports, has lost impulse, and guaranteeing stable roads … Read more

The Big Tech have played their whole future to AI. Tariffs are going to test that bet

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The world economy makes waters. The geopolitical and economic hurricane called tariffs It is affecting especially to large technology companiesthat fall remarkably in the stock market. There are many problems derived from that value of value of the Big Tech, but among them there is a remarkable one: the future of AI. Apple in low hours. The tariffs have just entered into force, but it is also that the US has officialized the 104% tariff to China. The global commercial war intensifies, and has already left a great loser: Apple has ceased to be the most valuable company in the world. This is the current situation of companies with the greatest market capitalization on the planet. Source: CompaniesMarketcap The great AI actors, in danger. But curiously Apple has not invested much less in AI and its rivals. Microsoft, Nvidia, Amazon, Google and Meta have suffered significant losses in recent weeks. Tariffs have been the decisive factor so that in 2025 they accumulate a negative balance that goes from 14.6% of the 33% of Apple according to data according to data from CompaniesMarketcap. This is not about the debated “AI bubble”. It is true that all AI companies have wanted to sell us the message that this technology was going to change everything. At the moment that has not happened and some talked about a potential “AI bubble“, But what is happening with tariffs is something very different, and does not help at all the future of this discipline. This table, created on February 10 for Xataka, indicated the market capitalization percentage that Big Tech would dedicate to capital expenses (CAPEX). The photo has changed in terms of the percentages, and we will see if it also does it as to those amounts. Capex in danger. Two months ago we talked about how Apple was the company that Less capital expenses (CAPEX) would have in 2025. In front of it, colossal investments and a common discourse: almost all those thousands would be focused on creating data centers for AI. Now those investments are in danger, because all these Big Tech can end up disincurning to mitigate the effects of tariffs on their account books. The AI ​​was already expensive, and now it will be more expensive. Being able to take advantage of the functions of AI means using the enormous resources of the data centers of those Big Tech. If the tariffs cause the dreaded and expected price increases in these infrastructure, that will make it cause Use ia more expensive For users and companies, which can lead to a drop in its use and a slowdown of its development. If everything is more expensive and the expense is trimmed, so does innovation and work in new AI models. Fear of investing. Investment companies, such as risk capital, can also be very affected by this panorama and start Measure very much Your future investment in AI startups. That is another danger to the evolution of a market that until now had taken advantage of Optimism and unbridled expectations about AI. And without so much investment once again the appearance of new startups and the rhythm of innovation can be clearly braking. Risk of recession. The consultant JP Morgan I already esteem that the risk of the US to enter recession in 2025 is 60%. In these periods, companies prioritize financial stability over innovation, which can decelerate the pace of technological innovation. A study A year ago of Deutsche Bundesbank and the Bank of Finland showed how a 1% drop in GDP can reduce investment in innovation to 0.3%. Precisely JP Morgan revealed that US GDP could fall 1% in the third quarter of 2025 for this circumstance. Image | Jamie Street In Xataka | The Copilot+ PC promised a revolution. I have tried one and for now there are more promises than realities

It was a matter of time for others to imitate OpenAi

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Artificial intelligence companies are making clear a message: accessing the most advanced functions of their chatbots requires paying, and increasingly. It is not a completely new something, but now they begin to appear subscription plans with three -digit prices. At the end of 2024, Openai surprised with Chatgpt Proa modality of 200 dollars a month focused on professional users. It was an important leap compared to the Plus Plan of 20 dollars. Now is Anthropic’s turn, which has launched its own premium proposal for Claude: We are talking about the Max Plan. Claude Max: More use, more expensive. Anthropic, founded by former OpenAI members, offers two variants of the Max Plan. The first costs $ 100 per month (about 90 euros plus VAT) and multiplies the use available in the 20 dollars for five. The second elevates the commitment to $ 200 per month (180 euros plus VAT), with twenty times more use than the basic plan. Both options are already available for those who need a capacity to use much greater than the standard. What does Anthropic offer in front of Openai? Both the 100 and 200 dollars plan give priority access to new functions and models, but with an important difference with respect to OpenAI. While Chatgpt Pro boasts of unlimited use, Claude Max imposes limits. They are quite generous, but they are there. Is the AI ​​price uploading? Artificial intelligence progresses fast and companies are taking advantage of that evolution to launch increasingly expensive plans with premium functions. Scott White, Product Manager of Anthropic, has already dropped in an interview with TechCrunch that could launch even more expensive subscriptions in the future. A career expensive towards profitability Startups such as Openai or Anthropic are not yet profitable. OpenAi has marked 2029 as a goal, According to The Information. Anthropic, meanwhile, continues to increase its income while trying not to be left behind. Along the way, he continues to burn resources as if there were no tomorrow. Startups has some notable advantages, such as the ability to assume high levels of risk and, above all, move very fast. Google or Microsoft, meanwhile, do not have these advantages, but their strength is in a financial support that allows them to move forward even if some of their most ambitious projects fail. Images | Anthropic In Xataka | OpenAi has broken his roof. Its pro plan is a jump to ultra -chair that makes all the meaning of the world In Xataka | The Ghibli paradox: the most viral success of AI is at the same time a symptom of its problems as a daily product

will put tariffs of 84% to all imports from the US

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Yesterday Donald Trump fulfilled his threat and The 104% tariff formalized China. The Asian giant has not been intimidated and has just announced his response, which is remarkable and expected: US imports in China will have tariffs that pass from 34% to 84%. It is a spectacular and apparently equivalent increase that the Trump government announced, but it is important to contemplate the news with perspective. China responds. The Chinese Office of the State Council for Tariffs Commission Indian that tariffs in goods imported from the United States will become 84% instead of 34% previously announced. These tariffs will be activated on April 10. If you go up, I too. This Chinese counterattack in the commercial war unleashed by the United States is a clear response to the increase announced yesterday by the Trump administration, which indicated that the products imported from China would have tariffs that would go from 54% to 104%. These tariffs are activated today, April 9. According to the Chinese Ministry of Economy, “The US practice of increasing tariffs to China is a mistake after another, which severely violates China’s legitimate rights and interests and seriously damages the multilateral trade -based trade system.” But the US matters much more than China. The problem, however, is more serious for China. Data from the US Commercial Representative Office reveal That in 2024 the United States exported goods worth 143.5 billion dollars, while importing goods worth 438.9 billion dollars. A worrying takes and daca. China buys much less than it sells to the US, which makes this tariff adjustment, although significant, does not affect the US economy so much. Scott Besent, US Treasury Secretary, explained In Fox Business that “I can tell him that this climb is loser for them.” However, this only contributes to this dangerous domino effect whose consequences are unpredictable. The bags tremble. This new episode of the global trade war raises new devastating effects on the bags of the entire planet. We have seen it In Taiwan’s bag And now this announcement begins to cause downward reactions in the merccands. As indicated in fifitionsthe Ibex 35 already drops 3.5%, in Asia the Japan Nikkei has fallen 3.78% and now it remains to be seen how they receive this news on Wall Street. Image | Gage Skidmore | Wikipedia In Xataka | There is a clear winner with the 25% tariffs to the car: it is called byd and represents everything that China has to win

NASA breathes relieved, Jared Isaacman is not an Elon Musk puppet

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He has never worked at NASA. It does not have Background scientist, or university studies. None of that matters. He has flown twice to the space in missions he financed. He is a bold and billionaire entrepreneur; The values ​​that conquered Donald Trumppossibly under Elon Musk’s advice. Now Jared Isaacman It is one step away from being confirmed as the youngest administrator that NASA has ever had. The priority is to get to Mars. At his audience to the United States Senate, which will confirm his choice as NASA’s head, Isaacman has not diverted from the slogan of Trump, who appointed the conquest of Mars as the “manifest destination” of the United States In his inaugural speech. “As the president declared, we will prioritize the sending of American astronauts to Mars,” said the businessman before the Senatorial Committee for Commerce, Science and Transportation. In the public there were also the four crew of the future Artemis II mission to the moon. But Elon Musk is separated. The richest man in the world surprised NASA at the beginning of the year saying that “the moon was a distraction”, and that Spacex would focus on the conquest of Mars. Taking into account that Spacex is a key contractor in NASA’s return to the satellite, the industry took it as a sign that the Artemis missions They could cancel, leaving in the hands of China the opportunity to send to the first woman To the moon. During his audience, Isaacman was inquired in multiple occasions about the flights manned to the moon. Senator Tammy Duckworth asked him if he agreed to maintain the Lunar Objectives of NASA in the long term. “I think it is imperative that we do both,” Isaacman said. “I think we can get to the moon, Mars and beyond.” Ted Cruz was more direct: he asked if he promised to bring American astronauts to the moon surface before Trump ceased to be president. Isaacman defended the idea of ​​the springboard: “I want us to return to the moon while we also move towards Mars.” Cruz reformulated the question: “If China advances us in the conquest of the Moon, what consequences could the United States face?” “Certainly, we can’t lose,” Isaacman said. “The space is the maximum advantage; we cannot afford to give it up.” Another point where Isaacman separated from Musk was in his idea of destroy the International Space Station Before time. “Are you in favor of maintaining a sustained presence in the low land orbit?” They asked him. “Yes, reuse is a sustainable way to send US astronauts to orbit, I would like to understand the reasons that Elon Musk has to exorbit the international space station before 2030,” he said. It does not maintain contact with Musk. The fear of losing symbolic battles against China, such as sending the first woman to the moon or maintaining the presence in the low land orbit was a constant throughout the audience. But the most tense moments occurred when Isaacman had to answer questions about his relationship with Elon Musk. After all, there is a direct relationship between the nominee to direct NASA and Spacex, a company with which it was associated for the missions Inspiration4 and Polaris. Isaacman denied having been in contact with Elon Musk to talk about NASA, and noted that the businessman does not owe loyalty but to the United States. But when Senator Ed Markey insistently asked if Elon Musk was at the meeting that Isaacman had with Trump for his nomination, Isaacman was not honest. He always replied with the same phrase: “Senator, my meeting was with the president of the United States.” He did not deny or confirm that Musk was in the room (implying that, obviously, he was). There is money to do everything. It does not seem that Isaacman will complain about the cuts that Doge Government Efficiency Department Directed by Elon Musk, it is applying to NASA. The young entrepreneur believes that there is enough money to quickly get to the moon while advancing in the plans to conquer Mars as soon as possible. The speed is the key in Isaacman’s plans, which wants to revitalize the “Mission First” culture of the Apollo program: Neil Armstrong stepped on the moon just eight years after Alan Shepard became The first American to fly to spacethe name recalled to direct NASA. Instead, it does not seem that he is very excited about the idea of ​​launching the Lunar Gateway station or building a lunar base, as China looks for. He did not expressly said it, but commented that “we will have to determine the scientific, economic and national security benefits to maintain a presence on the lunar surface.” As for the SLS and the Orion ship. Boeing can breathe calm, at least for a few months. It seems that Isaacman is willing to respect the current architecture of Artemis missions, however expensive and inefficient it isat least for the moment, while an alternative architecture develops. “It’s the current plan. I think it’s the best and faster way to achieve it,” said Isaacman. But then he added that this architecture is not the way to follow for high frequency flights to the moon, a clear nod to the New Space launch options: The Spacex Starship and the ship Blue Moon from Blue Originwhich will be launched aboard the new Glenn rocket. Images | POT In Xataka | Elon Musk has said that Mars will be part of the United States. It is an unusual affront to the outdoor space treaty

Its biggest machine manufacturer

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The income of the Chinese company Naura Technology Group is increasing in the middle of The tariff war Between the US and China in which many other countries have been involved. A spokesman for this company has confirmed that Naura’s income and benefits They have shot during the first quarter of 2025, and provides that this trend continue for at least this year despite global instability. This company is one of the producers of the teams involved in the manufacture of largest integrated circuits in China. In March 2024 he embarked on preliminary investigation that pursued to develop new exclusively Chinese integration technologies. We have hardly any information about the result of this project, but if we stick to the current economic performance of Naura it seems reasonable to conclude that it has achieved its purpose. Naura is one of China’s essential pieces on the road to self -sufficient During the last three years this company has not stopped growing. And its current performance indicates that US tariffs are not going to immutan it. It makes sense. As we have just seen, your business is held on the production of equipment to make chips, and its main market is China. However, if we only say that we are doing well, we would be very short. And it is that Naura, whose headquarters are in Beijing, has confirmed Just a few hours ago that its income during the first quarter of this year has increased 51% compared to the same period of 2024. and its benefits have increased by 53%. Naura has attributed its success to the technological innovations that it has achieved during the development of its new engraving and deposition teams In any case, the really important thing is the reason why your income is increasing with such a high rhythm. We do not need to elucidate to find out; Naura herself has attributed its success to the technological innovations that it has achieved during the development of Its new engraving and deposition equipment. These machines are not the devices responsible for transferring the geometric pattern that contains the design of the chips to silicon wafers, which is what ASML photolithography equipment does, but, even so, these processes are also crucial during the production of semiconductors. The Chinese market is so large that many companies in the country led by Xi Jinping do not need to go abroad to obtain a very high economic performance, especially if their business is supported by a strategic sector. Naura’s actions 0.4% have fallen a few hours ago Due to global instability, but it is probably a mirage. Your medium -term future, like that of Chinese lithography equipment manufacturers Sicarrier and Amec (Advanced Micro-Fabrication Equipment China), is promising. More information | SCMP In Xataka | The comeback in the chips industry for which China fights has an epicenter of 13.8 billion: Shanghai

If the question is “how tariffs are going to affect the price of mobiles”, none of the answers is optimistic

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If you are wondering if the phones are going to rise in price in this scenario of Tariff warthe most honest answer in a “we don’t know.” But the most predictable “is practically impossible not to do so.” Apple and Samsung, two of the main names in the middle of this storm, They can completely move the current price photography as we know it. Although the phones from China can better alleviate the storm, the tariff war will also have an inevitable impact on its strategy. So if you were doubting to renew or non -device waiting for this conflict to be resolved, doing so is no longer a bad idea. The Apple case. Apple is, by far, The most affected manufacturer of this commercial war. Trump is convinced that it is possible to achieve 100% national manufacturing, but this is nothing more than a utopia. Apple has been with a strong agency for China for years to manufacture its devices, although trying to Diversify production chain betting on countries like India or Vietnam. Despite this, 80% of the iPhone continue to manufacture in China, a figure that will simply inevitable that Apple does not raise prices if you want to remain profitable. In a 54% tariff scenario, it was already raised as unassumable to absorb part of them to minimize the rise. With a 104% Apple tariff you need to move a file in another direction: get the manufacture of China. The Samsung case. Samsung is the most affected Asian firm by the commercial war, although the having moved the production chain mainly to Vietnam It will help you partially alleviate the situation. But there is no miracle: Samsung no longer manufactures in China, but Vietnam is also in the sight of Tru The company has been betting on this territory for almost 20 years, having minimized its dependence with China. However, the Vietnam tariff is 46%, the third highest after China and Cambodia. The US case. In the United States the photo is complicated for every national manufacturer that manufactures outside the country, such as Qualcomm. This semiconductor giant delegates to TSMC (Taiwan) the manufacture of its chips. Inevitable increases. These two cases are the most extreme, drawing a more than possible scenario of global ups. Except Milagro, it seems impossible to assume a 104 and 46% tariff in imported products from China and Vietnam to the United States, a situation that can only be solved by rethinking the product strategy in the rest of the markets. Moving production chain outside these countries is not profitable either. If Apple, Samsung and the rest of the manufacturers have been focusing on Vietnam or India for years, it is due to the cost of their qualified workforce. Produce outside and keep prices is pure science fiction. Chinese mobiles. Chinese manufacturers have been with a very clear strategy in the United States for years: not selling mobiles in the United States. Only some names such as OnePlus, TCL or Motorola sound with some force in the country, especially in the case of Motorola (property of the China Lenovo), third manufacturer there. Saving the Motorola case, with mainly China manufacturing and a little flattering scenario if you want to continue importing products from there, Xiaomi, Oppo, Vivo or Huawei do not impact this measure so directly. They are manufacturers that have been focused on both their local market and markets outside the United States. With overwhelming success, by the way. What will the climbs will be. The question we would all want to answer, and the one that will mark a new photograph in the global smartphones market. For years, the price of the iPhone has depended on the strategy in the United States plus the corresponding taxes and fees to be paid by bringing it to other countries. Apple will have more than complicated to maintain its historical rate of $ 999 for the pro model, a strategy that It would affect the global price. The rise in the United States, however, does not have to move exactly to other markets. The price of the iPhone will have to adapt to the new Apple calculations. Some in which you will need to juggle your margins so as not to cool the demand. An inevitable situation. The problem, despite the slightest tariff, is identical for Samsung. It faces a global readjustment scenario to alleviate the situation in the United States, where It is currently the second manufacturer. The situation of the rest of the manufacturers does not seem much better. Although Chinese manufacturers do not sell their mobiles in the United States, there is the presence of televisions, monitors, home products and more technologies. The doubt is whether they will absorb this impact by increasing the price in products of these categories, or if they will bet on a generalized increase, included smartphones (something very sweet, by sales volume of this segment), to square their accounts. Demand as a key. A basic law of the free market is that there is no price increase without demand. Manufacturers face a more than complex scenario: they need to raise prices to remain profitable, but consumers may not be willing to accept them. The smartphones market has been facing constant uploadsboth in devices prices and in The components and logistics costs. However, the Consumer tolerance margin It seems to be reaching its limit. We still do not know what the roof through which buyers are willing. Tariffs aim to bring us the answer. Image | Xataka In Xataka | China is doing business with tariffs in the most unexpected way: Reversing American gas to Europe

TSMC is being investigated by the US. It faces a possible fine of 1,000 million dollars, according to Reuters

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TSMC is at a crossroads. This manufacturer of Taiwanese semiconductors, The Major on the Planetis subject to an investigation of the US Commerce Department Since October 2024. The organization that Gina Raimondo then led suspected that this company could secretly arrived agreements with Huawei to take care of the manufacture of your semiconductors for smartphones and applications of artificial intelligence (AI). At the current situation of tension between the US and China this accusation is very serious. The US government definitely included Huawei in its blacklist in 2020, and one of the immediate consequences of this decision was that TSMC should stop producing semiconductors for this Chinese company. Two years later, in October 2022, the US administration decided to include All the Chinese semiconductor industry In his blacklist, which further cut the TSMC client portfolio. Fortunately for this company, Everything seemed to be clarified just a month ago. Finally, TSMC is likely to be unscathed from this conflict In December 2024 TSMC broke its commercial relationship with Powerair, a Singapore company that, apparently, was responsible for delivering to Huawei the chip manufactured by TSMC that appeared on the card for the Ascend 910b. Interestingly, this was the second company presumably responsible for reaching Huawei integrated circuits produced by TSMC. In 2023 this last company stopped offering its manufacturing service to the Chinese Chips Design Company Sophgo to illegally mediate with Huawei. The CSIS has accused TSMC of having made two million Ascend 910 chips indirectly for Huawei However, their problems did not end here. At the beginning of last March the CSIS (Center for Strategic and International Studies), An American organization that is dedicated to elaborating strategies that seek to guarantee the security of the US, accused TSMC of have manufactured indirectly for HuaweI For 2024, no less than two million chips of the Ascend 910. With these integrated circuits this Chinese company could have produced a huge number of units of its ascend 910c solution, which is currently its hardware for the most advanced. The most interesting thing was that the CSIS argued that Huawei had once again resorted to “ghost” companies that acted as intermediaries between her and TSMC. However, the author of the report did not exculpate the Taiwanese company: “TSMC manufactured large amounts of Ascend 910b of Huawei in the name of ghost companies and sent them to China, thus violating US export controls.” This is the reason why, According to Reutersthis integrated circuit manufacturer could receive a fine of billion dollars, or even more, from the Department of Commerce. US regulation establishes that in this context The sanction can ascend twice the value of the transactions that have violated export restrictions, which could place this fine as one of the highest in history by this type of infraction. Image | TSMC More information | Reuters In Xataka | The US tariffs are already hurting two of the companies that support Taiwan’s economy: TSMC and Foxconn

Tariffs are already being charged to their first great victim of the global economy: the price of oil

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In this tariff war, China He has decided to get back to the United States with tariffs of 84% to all imports. A blunt response of the Asian giant, which has charged its first victim by crossfire: oil. Price drop. The price of barrels is below Los 60 dollars and going down. As He explained Energy expert Javier Blas, the oil market is going through a perfect storm: on the one hand, the fall in global demand as a direct consequence of the tariff war, and on the other hand, The answer a few days ago of the OPEC+ to continue producing more, which causes the offer to continue increasing. If this situation extends, it could evolve towards a real supply shock affecting two giants. The matter is more complex. OPEC+ decided to increase its oil production despite the fall in prices due to tariffs and concerns of a global economic slowdown. The organization I was looking to recover the market share I had lost due to the previous cuts. In addition, the growing production of non -member countries and Failurers of the rules to raise the offer. It will be very expensive. In all this situation, Saudi Arabia is one of the affected giants because in its recent projects it is diversifying its economy with the initiative, Vision 2030. It is betting on an economic model that is disconnected from oil, but It is still your currency To continue financing their mega -structures, such as Neom. As have indicated from Reutersthe fall in prices threatens to cut tens of billions of state dollars, as is already being seen in the stock market of the state oil company, Saudi Aramco. The impact is capital, since Riad can be forced to increase his indebtedness or postpone large infrastructure projects. In fact, according to the same news agency, the International Monetary Fund has estimated that Saudi Arabia needs prices greater than $ 90 per barrel to square its accounts. The other giant. The fall in prices takes with him another great economy ahead: Russia. As He has warned for Reutersthe governor of the Central Bank, Elvira Nabiullina, that the escalation of tariff wars represents a clear risk for Russia due to the fall in crude oil prices. In his words, the continuity of the commercial conflict reduces global trade, slows down the world economy and, consequently, decreases the demand for Russian energy resources. In fact, with the current situation of war, the dependence of Moscow of oil and gas is key, but the data is showing how in March 17% fell and it is expected that in April it will continue to descend. From Moscow. Kremlin spokesman Dmitri Peskov has acknowledged that the oil market is going through an “extremely turbulent” situation, derived from commercial tension caused by the United States. Meanwhile, the price of raw Urals, the Russian referent barrel, is dangerously approaching to the threshold of 50 dollars By barrel, the lowest level in almost two years. As Oilprice has had accessRussian authorities have indicated that a technical fiscal rule will help mitigate the effects on the budget, but oil prices are in free fall. Forecasts. The price of oil can continue down with all the situation that is being experienced: wars, sanctions and territorial instability. All this affects perception Investor risk and without a clear OPEC+ response the price falls without brakes. Image | Javier Colmenero Xataka | For great technological tariffs are an existential threat: their empires depend on the “world system”

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