usatoday24

Chinese manufacturers of OLED panels for mobile phones face an enemy they did not expect: memory shortages

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Chinese companies whose business is based to a greater or lesser extent on the manufacture of OLED panels for mobile phones They are suffering. BOE, Visionox, Tianma or TCL CSOT are some of the companies that the shortage of memory chips has placed in a very delicate position. In fact, the market for OLED matrices for smartphones is going through its worst quarter in years, according to DigiTimes Asia. Global shipments fell 12% year-on-year and 20% compared to the previous quarter during the first quarter of 2026, according to data managed by the consulting firm. UBI Research. A priori it might surprise us that the memory market is degrading the business of Chinese manufacturers of small format OLED panels, but if we dig beyond the surface it is easy to understand precisely what is happening. And what is happening is that Android mobile phone manufacturers are buying many fewer organic matrix screens from their Chinese suppliers because they need to offset the increase in memory prices by reducing the cost of the screen. This scenario mainly affects entry- and mid-range Android smartphones, which are the ones that mostly opted for moderately priced OLED matrices manufactured in China. High-end Android terminals and iPhones usually have OLED screens from Samsung Display or LG Display, although Apple also uses BOE for some models. South Korean manufacturers are taking this blow much better The origin of this problem lies in a decision made by SK Hynix, Samsung and Micron Technology, the three companies that control more than 95% of global DRAM productiona year ago. The rise of data centers for artificial intelligence (IA) has skyrocketed the demand for HBM memories (High Bandwidth Memory) that coexist with GPUs. For the three large memory manufacturers, HBM chips leave a greater margin than conventional DRAM memories, which is why they have focused on the production of the former and have largely sacrificed the latter. The most surprising thing is that this situation has triggered an asymmetric problem This strategy has caused the price of DRAM and NAND memories to increase sharply, but the most surprising thing is that this situation has triggered an asymmetric problem. As we have seen, sales of Chinese OLED panel manufacturers have fallen, but Samsung Display and LG Display are taking the hit very well. And they are doing it because their most important customers are Apple and Samsung Electronics. These two mobile phone manufacturers work with wide margins and have agreed long-term supply contracts with Samsung Display and LG Display, which gives them greater room for maneuver. At the moment they have not been forced to cut the cost of their screens. Be that as it may, market shares during the first quarter of 2026 speak for themselves, according to Korea Herald. Samsung Display led the global market for OLED panels for smartphones with a share of 44.4%, up from 42.8% in the same period in 2025. LG Display reached 9%, rising from 7.6%. Both gained quota despite the fact that its absolute shipments also fell. Among Chinese companies the picture was mixed: BOE maintained the largest Chinese share at 16.3%, and Visionox rose to 10.7% from 9.3%. Tianma fell to 9% from 12.1%, and lastly, TCL CSOT fell to 7.8% from 9.8%. Image | Xataka More information | DigiTimes Asia | Korea Herald In Xataka | The US remains committed to stopping China. Now it has targeted the second largest Chinese chip manufacturer

Andalusia has been buying and burying garbage from the rest of Europe for decades. And now he has said “enough”

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Four years ago, 40,000 tons of contaminated soil and stones were blocked at the doors of the Nerva landfill in Huelva. They came from Montenegro and no, it is not an isolated event. During the last 25 years, Andalusia has been a massive recipient of hazardous waste. More than 100,000 tons traveled kilometers and kilometers each year to be buried south of Sierra Morena. That just ended. It’s good news and a huge problem. What has happened? On April 26, 2026, the last authorizations that still allowed companies from outside Andalusia to discharge hazardous waste into Andalusian landfills expired. Three years after the approval of the Andalusian Circular Economy Lawthe restriction on sending hazardous waste whose final destination is the landfill is now complete. It is not an absolute moratorium, of course. The entry of dangerous substances is still allowed for ‘recovery’: if waste from outside is recycled, regenerated or thermally treated on Andalusian soil, it can continue to be introduced into the community. That, according to the Association of Waste and Special Resources Management Companieshas left more than 100,000 annual tons of hazardous waste in the air that until April had been managed (‘burying’) in Andalusia. Hence the problem. Because hazardous waste landfills are rare and very expensive infrastructures; as they explained in Civio“any reordering of flows has an immediate impact on the economic viability of the plants.” These months are critical for the industry. However, the Andalusian movement is not well understood without some context: the Andalusian decision begins in the same place as this article, in Nerva. What exactly is Nerva? He Andalusia Environmental Complex, in the Río Tinto basin, has operated since 1995 and for decades it has received hazardous waste from the Huelva Chemical Pole, Campo de Gibraltar, the rest of Spain and abroad. It is, as a consequence of this and before this, a dangerous place. In Huelva, the main public health problems they associate to prolonged exposure to heavy metals and toxic compounds derived from decades of industrial activity (and from storing hazardous waste from other places). In fact, the two main focuses are the phosphogypsum ponds (about 500 meters from the city) and the Nerva landfill. I have to correct myself: they are not associated with that. Technically yes, health wise yes: but, in reality, the main public health problems are associated with the negligence of administrations, the lack of management and the recklessness that comes with just worrying about money. The Andalusian ban was necessary. Because, despite the legal tension (the fact of facing community law), at some point the administration had to assume its own responsibilities. This does not solve Nerva’s problem, as is evident. But it forces the industry to take charge of everything that has been going on for years without anyone watching. Image | Joe Patres In Xataka | China was the world’s dumping ground, today its problem is different: it does not have enough garbage to burn

Many people wake up between two and three in the morning. And science already knows what they have in common

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Waking up in the middle of the night can be a pleasant experience when we look at the clock and see that we still have several hours of sleep left. dream. However, for many people it can become a frustrating routine that reduces their ability to achieve restful sleep. It is therefore likely that people may wonder why this happens and to what extent it can be prevented. Many things can wake us from our sleep at night. From a mosquito stalking our bed to serious cases of insomnia. Each circumstance may have its particular characteristics, but in any case, a significant part of the population ends up waking up at some point during the night with some frequency. And why does it happen? Beyond the external factors, there are two internal processes related to this. The first is the circadian rhythm, and the second is the sleep cycle. The circadian rhythm refers to “biological clock“which tells us the sleep and wake cycles. It is a collection of biological processes that activates us throughout the day and prepares us for sleep in the afternoon and night. It does so through substances such as melatoninthe “sleep hormone” that transmits this information between different parts of our brain. Our body takes advantage the light we perceive as an indicator of when to secrete melatonin or not. The sleep cycle, for its part, refers to a series of stages that occur and repeat throughout our daily sleep. A night of sleep has between four and six sleep cycles, each with four stages: a REM (rapid eye movement) stage; and three non-REM stages, each deeper than the last. Although the cycles are repeated in their structure, each of the four phases can have greater or lesser presence in each cycle. In the first cycles, the deeper stages predominate. That is why from the first hours of sleep it is easier to wake up and more difficult to fall asleep again. However, there are numerous factors that can affect how often we wake up at night more or less frequently. It is about both internal and external circumstances that can affect our circadian rhythm or our sleep cycle. The age It is one of the main factors. Over time our circadian rhythms changejust like our need for sleep. Age is a determining factor to the point that older people can have their sleep interrupted up to four times a night. The menopause It can also affect our ability to sleep straight through (as well as pregnancy). Age is also linked to nocturiathe interruption of sleep caused by the need to go to the bathroom. Our psychological state can also affect. Stress, as well as disorders related to anxiety either depression They can have a negative effect on our quality of sleep. This is bad news if we take into account that poor sleep quality can aggravate these problemswhich has the potential to generate a vicious cycle. From a mild headache to chronic painphysical pain can also affect our sleep. Like some medications such as beta-blockerscorticosteroids, antidepressants or diuretics They can negatively affect our sleep. How to avoid interruptions Understanding the causes of our sleep problems can serve as the first step to solving them. Adapting to changes in our body can be complicated, but some general guidelines They can also be useful. Guidelines such as correct “sleep hygiene”. Something that can help us is to introduce changes to our schedule. The usual recommendations in this regard usually begin by maintaining regular schedules, going to bed at “prudential” hours, that is, ones that allow us to achieve the recommended seven or eight hours of sleep. Another habit change can happen eliminate nap. Napping can negatively affect our night’s sleep. However, in this sense, science tends to consider that the differences between individuals are high, so there may be important differences from person to person. Another important guideline is to avoid screens or other blue lights in the last hours of the day. Physical activity can also help, although it is usually recommended not to leave it until the last hours of the day. That is, not exercising before going to bed. Eliminating alcohol and tobacco in our daily lives can also help us improve our sleep. Many of the techniques that aim to help us sleep are relaxation techniques. These can also help us so that sleep interruptions do not result in hours of lost sleep. “Empty” our thoughts in a notebook before going to bed, controlling our breathing… these are ways to prevent our stress from affecting our sleep. Lack of sleep and rest has important effects on our physical health and our mood. It is not surprising therefore that it is an issue that worries Spaniards more and more, to the point of becoming one of the countries with increased drug consumption to sleep like benzodiazepines. Like any other health problem, many times treating it is not in our hands but rather health experts must be the ones to tell us the appropriate guidelines to solve our problem. Of course, taking the first steps towards a better dream is still in our hands. In Xataka | There are people who sleep four hours a day and are still functional. It’s the closest thing we have to genetic “superheroes” In Xataka | Drink water right before going to sleep? Science has finally clarified whether it is a good idea or a terrible enemy of sleep Image | Mathieu Bigard *An earlier version of this article was published in May 2023

learn the technology behind AI

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We bring you a collection of eight advanced AI courses created by Stanford University. These are video courses that have been released on YouTube so that any user can access them and learn the technology behind the artificial intelligence. These are very technical courses, in which you will learn the entire framework of mathematics and technology that makes AI work today. You will not need to spend hundreds of euros on these trainings because you will have them for free. Free advanced AI video courses CS221 – Artificial Intelligence: How AI finds solutions, analyzes problems and makes decisions: A starter course uploaded to YouTube. It has 60 videos of different lengths in which you are introduced to machine learning and the inner workings of artificial intelligence. Almost all the videos are from 2021, with some from 2023. Link. CS229 – Machine Learning (Andrew Ng): A series of 21 videos, each over an hour long, that introduce you to machine learning and statistical pattern recognition. They are theoretical courses on this technology before it exploded, in 2018. Link. CS230 – Deep Learning (Andrew Ng): Another course with 10 videos lasting more than an hour. It is from 2018 and they explain how convolutional networks, RNN, LSTM, Adam, Dropout, BatchNorm, Xavier/He initialization and much more work. Link. CS229M – Machine Learning Theory: A course in which you will learn the mathematics that explains why machine learning really works. With this you will learn the essence of how it works with 20 videos of almost an hour and a half each. Link. CS224N – NLP with deep learning: A course of 23 videos of around an hour in which it is explained in depth how AI reads, understands and generates language. These are the fundamentals of all artificial intelligence tools. Link. CS224U – Natural Language Understanding: A course made up of 63 videos in which you will learn the mechanics that artificial intelligence follows not only to learn words, but also what each one means. Link. CS231n – Deep learning for computer vision: A course in which you will learn the theory behind how AI is capable of interpreting images and videos in contexts such as medicine or even autonomous vehicle driving. Composed of 18 videos of more than an hour each. Link. CS234 – Reinforcement Learning: You will learn how AI agents learn to make decisions, measure results, and adjust their actions. There are 16 videos of more than 1 hour each. Link. In Xataka Basics | Free courses ChatGPT, Claude, Gemini, Copilot: 53 courses to get started or take advantage of the main artificial intelligences

late night cafes for crying babies

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Japan may have few babies (of course many fewer than the authorities would like), but that does not mean that caring for them is easy. Especially for families for whom conciliation is difficult. To solve it in some locations in the country, an idea has begun to take shape: the yonakigoya or “cry night cafes”, places where parents (basically mothers) can go when their babies won’t let up and make them spend a sleepless night crying and lonely. In the yonakigoya Not only do they find places to sing lullabies without disturbing other family members who will have to get up early to face exhausting days of work. The idea is that they also serve as support networks and reach places where administrations do not. “Crying coffees”? Exact. They sound like science fiction. And it makes perfect sense that this is the case because the concept came from a manga published in 2023a work that talks about a place called Yonakigoya (‘House of Night Cry’) that serves as a refuge for mothers who are overwhelmed by the crying of their little ones. Straits Times assures that the author was speaking from her own experience and that she shared the idea for the first time online in 2017. The reception there was so good that she decided to reserve a place for it in her work. Something more than fiction. Beyond when, how and where the idea arose, what is undeniable is that the concept of yonakigoya It has penetrated Japanese society enough to make the leap from fiction to reality. It has revealed Kyodo Newsone of the most popular news agencies in the country. A few days ago, its reporter Maki Shinozaki published a report on how the phenomenon of late-night “cry coffees” is expanding throughout the country. The piece has been echoed by media around the world, from newspapers the Sanyo News either Sankei Shimbum to the british The Times. Between toast and books. The yonakigoya They seem to have more of a support network than places that seek to make money from the cries of babies and the anguish of their parents. In fact, in Hokkaido The service is provided in a cafeteria specializing in French toast that has decided to open certain nights a month to help mothers, in Tokushima there is another support center that organizes “coffees for crying children” every month and in Aichi a bookstore has decided to join the bandwagon by organizing evenings for babies. In the first case (the cafeteria) the premises open for free between 9:00 p.m. on Sunday and 6:00 a.m. on Monday and in the latter (the bookstore) the service is provided with the help of volunteers such as teachers or midwives from 8:30 p.m. to 12:00 p.m. Although Kiodo News and the Japanese media report only certain specific cases (which suggests that it is not a mass phenomenon), a quick search on Google shows that the concept generates interest and expands. For babies… and adults. At the French toast cafe in Hokkaido they have installed mats for babies to crawl and (hopefully) sleep, as well as spaces reserved for breastfeeding and diaper changes. However, usually yonakigoya They only look after the children. They also do it for the adults who arrive with them. The idea is that they serve as support for parents, mainly women, who are those who use them the mostespecially during their maternity leaves, while their husbands sleep before facing long days of work. Although the country has taken steps towards a labor model that allow conciliationat the end of 2024 the Government published a report which revealed that 10.1% of men and 4.2% of women work more than 60 hours per week. In the country it has even become sadly popular ‘karoshi’ conceptdeath from overwork. “A refuge”. Madoko Nozawa, owner of the toast cafe that is converted into yonakigoya Sunday mornings, has explained to Kyodo who decided to embark on the project inspired by her own experience. She is also a mother and in her day, she remembers, she spent sleepless nights because her baby wouldn’t stop crying and her husband had to get up early the next day. “I want this to be a refuge where people can feel like they are not alone in their struggles,” share. “While I was trying to put my children to sleep, I couldn’t move and felt totally overwhelmed,” points out another mother to whom the newspaper Chunichi Shimbun interviewed in the bookstore-yonakigoya from Aichi Prefecture. “I still don’t have many people I can talk to naturally about parenting. A place like this is a source of support.” A critical note. Although the yonakigoya They demonstrate Japan’s ability to create support networks, their success also leaves some critical readings. To begin with, the fact that those who use them are mostly women reveals that parenting still falls largely on them. It’s nothing new. In 2022 the Association of Medical Colleges of Japan published a study on childcare among doctors that revealed a significant gender gap: 31.8% of female doctors with children acknowledged that they shouldered 100% of the childcare and 55.2% estimated that they assumed more than 80% of the tasks. Among men, these percentages were respectively 8.4 and 14.5%. In the middle of the crisis. Another critical observation brings it Kaori Ichikawa, professor at the Tokyo University of Information Sciences, who points out the paradox that in the midst of demographic crisis and despite the huge amount of resources that the Government is allocating to promoting births, it must be the private and community initiative that cares for mothers at night. “Government support is often limited at night, weekends and holidays, so the public and private sectors must work together to create places like late-night cafes, where they can seek help when they need it,” claims. Images | Pema G. Lama (Unsplash), Kishor (Unsplash) In Xataka | In 1966, a superstition left a dent in the Japanese population pyramid. 60 years later, history threatens to … Read more

Your main competitor in chip manufacturing is your greatest ally

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Approximately 30% of Intel chips It is manufactured outside of its semiconductor plants. And most of these ICs are produced by TSMC. This Taiwanese company is the largest chip manufacturer on the planetand therefore it is also Intel’s main competitor in the market for custom semiconductor manufacturing for third parties. Despite this, Intel is deeply dependent on TSMC. Currently, the latter company manufactures Intel’s most advanced integrated circuits in those nodes where the company led by Lip-Bu Tan has not yet reached optimal wafer performance. The CEO of Intel has confirmed recently that his company is also outsourcing the production of those chips that have frequent demand peaks, and which, therefore, is not able to manufacture in sufficient quantities to satisfy the needs of its customers. TSMC is producing Intel’s entire Lunar Lake line, and most of Arrow Lake as well. In addition, Intel is one of the first clients of this Taiwanese company with access to 2nm node latest generation. In fact, TSMC has already started production testing of the compute tile of Nova Lake at its Hsinchu plant, and large-scale manufacturing should begin before the end of 2026. During Intel’s latest financial results presentation, Tan confirmed something indisputable: TSMC is an essential partner of your company. TSMC also depends on Intel Intel’s current dependence on TSMC is a consequence of the delay accumulated for years in the development of its manufacturing nodes, before the arrival of Lip-Bu Tan. In fact, the delays in the jump to 10 nmand later the 7nmcontributed to TSMC overtaking Intel from a technological point of view. In addition, dependence on Intel is also based on the need to cover short-term demand. The dependence on Intel is based on the need to cover short-term demand This scenario clearly reflects that Intel and TSMC are competitors. But they are also partners. In fact, few people know that Intel sells chip manufacturing equipment to TSMC. Pat Gelsinger confirmed itthe former CEO of Intel, at the end of 2024 during a meeting with his investors: “TSMC is an impressive company. They serve their customers well, and they serve us well. Lunar Lake would not exist without TSMC (…) But we also supply them with some of our advanced equipment. “It is a complex relationship that is important for Intel, for TSMC and for the entire industry,” Gelsinger explained. It is clear that the former CEO of Intel wanted to convey positivity with this statement, and, to the extent possible, defend his management. We all know how it ended. Be that as it may, there is no doubt about one thing: Intel’s dependence on TSMC is not temporary; It is structural. It is the result of years of technological delays, is maintained by TSMC’s superiority in mature advanced nodes and has been consolidated as part of a strategy that prioritizes flexibility over in-house production. Image | Xataka In Xataka | Bad news for Intel and Europe: construction of Germany chip factory will be delayed until 2029 or 2030 In Xataka | TSMC promised them very happy with their new factory in Arizona. I wasn’t aware of the nightmare I was facing.

We thought AI was laying off engineers. In reality, it has pilloried another profile: middle management.

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We’ve been hearing for several years that AI was going to change work as we know it. What perhaps no one anticipated is that the first mass casualty They would not be factory operators or data analysts, but the layer of professionals that holds together the structure of any company: middle management. The phenomenon is already leaving a trail of layoffs with the successive restructurings that the big technology companies have been applying for the last year. Departments are reduced by the implementation of AI and become increasingly autonomous in decision-making, so the intermediate step that united everything becomes unnecessary. The profile that worries the most. Middle managers have been acting as a transmission belt between the management that dictates strategies and the teams that execute them for decades. The function of these positions was to collect data, synthesize it, transfer decisions and coordinate day-to-day operations. That intermediary job is exactly the role that AI is automating most easily, making middle managers the most important link. likely to be fired in that chain because it is not related to either decision-making or their execution. The pressure on this intermediate profile has been building for some time and the data confirms it. By the end of 2025, job offers for middle managers in the US were 42% lower to the maximum recorded three years earlier, according to Revelio Labs. The consulting firm Gartner calculated that by 2026 one in five companies will use AI to eliminate more than half of their middle management positions. Companies are applying it. Just a few weeks ago, Block, the payments company founded by Jack Dorsey, announced the dismissal of 40% of its staff and presented a new organizational model in which AI assumes the role of a link between teams. In one later blog postDorsey and councilor Roelof Botha explained this move: “There is no need for a permanent layer of middle management.” Brian Armstrong picked up Dorsey’s baton in your ad of dismissal for 14% of the Coinbase workforce, specifying that the intermediate positions were going to disappear as such and that they were now going to contribute by “getting their hands dirty with their teams.” What is lost when a link disappears. In statements to GuardianFreeland Abbott, former CTO of Square, warned that “AI cannot provide team motivation, human connection, and support the way a person can,” removing the human component from middle management in companies. Furthermore, the elimination of this role could mean another obstacle in promotion options for junior employees, who usually find those opportunities by starting to manage the work of other junior employees as they gain experience. According to the study By Anastassia Fedyk, a professor at the Haas School of Business at the University of California, Berkeley, as AI tools allow more work to be shifted from managers to their subordinates, these structural changes could become permanent. Rehire middle management. Matthew Bidwell, professor of management at the Wharton School of the University of Pennsylvania, assured on his podcast on the labor market that there are precedents of companies that tried eliminate intermediate hierarchies and they ended up turning back. According to their analysis, middle managers are in an especially vulnerable position in restructurings because it is more difficult for them to demonstrate their value to management. Far from putting an end to the “productive” positions held by engineers and administrators, AI seems to have opened the door and the piece that is being most affected to the point of placing it as a species at risk of extinction are middle managers. Above all, after his post-pandemic proliferation. In Xataka | Generation Z is avoiding promotions to mid-level positions: too much stress and too little reward Image | Unsplash (Austin Distel)

With AI saturating TSMC’s factories, there’s someone ready to take over: Chinese foundries

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Semiconductor Manufacturing International Corp, or SMIC, is the backbone of the semiconductor industry in China. Together with Huawei, he is the architect of the great government plan so that Chinese companies and data centers stop depending on foreign chips that, since punch on the table given in mid-2023 with the SoC of Huawei Mate 60 Prohas called a lot attention on the international scene. So much so that SMIC itself points out that there are already foreign clients who are changing orders so that they can manufacture them themselves. The reason? In the midst of the semiconductor crisis, China is one of the few places with available production capacity. Bottleneck. SMIC, and Chinese foundries, are in a different war: volume over sophistication. While TSMC, Intel and Samsung are fighting for superiority in the 2 nanometer war, China does not seem interested in that battle of the advanced nodes. The reason is simple: they barely represent 20% of the global chip market and producing them is extremely expensive. That strategy of being out of the forefront of the spotlight is working out well for them. It is estimated that between January and February, China has exported integrated circuits worth more than 43 billion dollars. It represents a growth of 21.8% and the reality is that, at this time, China cannot compete in technology with the one that dominates the segment: TSMC. The Taiwanese company is developing the most advanced nodes for clients such as Nvidia and Apple and a few years ago they stated that they could not handle all the demand. Today, that demand has skyrocketed with AI and TSMC is already saying that there may not be something for everyone. That is why there are 64 new factories planned to unblock the situation, 58 of them located in China. Orders. Returning to SMIC, Zhao Haijun, the company’s co-CEO, pointed out a few days ago during the earnings call that China is one of the few regions that has manufacturing capacity, which is motivating “many foreign clients to redirect their orders.” This is not news if we take into account the world situationbut the manager assures that some of these products “were previously manufactured in foundries abroad and are no longer produced there.” That is the relevant point in all this, since it states that, although SMIC as the largest national foundry is receiving the largest burden of these orders, there are other smaller companies that are also benefiting from the situation. This situation is occurring out of necessity, out of TSMC’s need, according to data from TrendForce. Because the Taiwanese company plans to reduce part of its capacity in mature nodes (to focus on cutting-edge ones), it is diverting part of that production and excess orders to Chinese suppliers and second-line foundries. This will also cause the wafers to be used to the millimeter and that from an average utilization rate of 80% in eight-inch wafers, the industry will go to 90% in 2026. Chips are needed and they will have to be scraped from wherever they can. domino effect. The situation is going well for a SMIC that reported revenues of 2,505 million dollars in the first quarter of this year, 11.5% year-on-year that will be surpassed in the second period of the year, with revenue growth of between 14% and 16%, well above the 7% that Wall Street expected. But it seems that not only SMIC is having good news within the current catastrophic situation in the components, memory and other segment. We already commented a few months ago that “crisis” could be synonymous with “opportunity” for the Chinese semiconductor industry because there were foreign manufacturers that were approaching them to have supplies, especially of RAM memories, which could cause the international flourishing of this industry traditionally overshadowed by the Samsung – SK Hynix – Micron trident. As we see in SCMPHua Hong is another Chinese foundry that is smaller than SMIC, but also saw its revenue grow 22.2% year-on-year due to increased wafer shipments and a higher average selling price. These companies that make NAND, DRAM and NOR memory chips are seeing their business grow, and analysts expect other domestic foundries focused on logic chips to also continue to grow over the coming months. not so untouchable. In any case, it is evident that the market leader continues to be TSMC, but if before it was an undisputed giant, now it is still that Goliath… for which its David is emerging. Several, in fact. Apple is no longer the preferred customer of a TSMC that has in mind Nvidia to your best ally and it has been ringing for a while that Intel could fill that spot in the heart of Apple. And, returning to 2 nanometers, AMD has been deeply involved in the battle for both consumer and AI segments for a few years and is looking for advanced chips. And, as in the case of Apple, since it is now Nvidia that has all the privileges of TSMC, AMD has looked a little further east to manufacture its 2nm chips. The lucky one? Samsung. Image | ASML In Xataka | ByteDance has already chosen its partner to manufacture its own chip. And it is a harsh message for China’s industry

only for Xtra members

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Next May 28, don’t go too far, because we have an appointment. Yes, you, the xatakeros, and we, the editors of Xataka, will see each other again in the second live Q&A. We had a really good time at the first and the truth is that we talk about everything. If you already joined us, we invite you to come again; If you didn’t do it, we invite you to join in if you feel like it, we had a really nice time! We will review the dynamics shortly, but first we leave you the coordinates of this second edition: Day: May 28. Hour: 17:00, Spanish peninsular time (16:00 in the Canary Islands, 9:00 in Mexico). Assistants: Amparo Babiloni, César Muela, Javier Jiménez, Javier Márqez and Antonio Vallejo. Connection link: we will provide it to you later by email. How Q&As work The Q&As are virtual meetings between xatakeros and Xataka editors and are part of the advantages included in Xataka Xtra. There is no agenda, no topics or anything predefined. It’s like meeting up for coffee with friends and colleagues to chat about whatever we want. The topics are set by the xatakeros, so we can talk about technology, science, space or answer questions from Xataka, which we did in the first edition, for example. It is not a formal meeting by any means, but rather a casual time to see each other, catch up and unwind talking about whatever you want. Like last time, the meeting will take place through Google Meet, so there will be no need to download software. We will send you the link by email one hour before the event so that you can connect from the device you have closest to hand. Needless to say, using the camera or microphone is completely voluntary, as is participation. If you don’t feel like it or it doesn’t work for you, absolutely nothing happens. As for the participants, we will do a rotation in each Q&A so that you can put a face to us all. For this second meeting we will have Amparo Babiloni, César Muela, Javier Jiménez, Javier Márqez and Antonio Vallejo. In Xataka | Subscribe to Xataka Xtra

The big question behind the US visit to Beijing is not Taiwan. They are two Chinese SUVs with roofs that have fired the imagination

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The scene took place in 2018, during a military parade in Moscow. So several Western analysts spent hours trying to identify a strange russian truck covered by tarps and antennas of which no one offered explanations. Years later it was learned that it was part of one of the systems electronic warfare most advanced in the Kremlin. Since then, every rare vehicle that appears near a world leader has ceased to seem like a simple logistical eccentricity. Two SUVs and an uncomfortable question. For years, American presidential visits to Beijing revolved around the same topics: Taiwan, trade, sanctions or the military balance in Asia. However, they had TWZ analysts that in Donald Trump’s recent visit there was a detail that ended up attracting much more attention among military analysts and technological observers: two Chinese Hongqi SUVs with huge modified roofs that seemed to hide some kind of special system. They were not particularly elegant or discreet. In fact, they seemed heavy and strange. That is precisely why they attracted so much attention. The feeling they left is that China wanted teach something without showing it really. The big question after the trip was no longer just what Washington and Beijing had talked about, but what the hell exactly those vehicles were hiding. Modern warfare and protecting the sky. The most repeated theory links to something that we have been countingand these roofs could house electronic warfare systems, advanced communications or even anti-drone capabilities. The idea makes sense because the presidential caravans begin to face a relatively new problem: cheap drones capable of threatening even extremely protected world leaders. Ukraine, the Middle East and the Red Sea have shown that it no longer takes a sophisticated missile to create a huge security problem. That’s it forcing to transform VIP convoys in small fortresses mobile electronics. The Hongqi seen in Beijing fit perfectly in that trend: lots of interior space, extra weight and modifications probably designed to transport complex equipment rather than people. Caravan converted into a command center. The interesting thing is that those SUVs were not an isolated anomaly. The caravan also included Modified Suburbans, Lincoln Navigators, and Ford vans with antennas, sensors, and special roof structures. Everything suggested a mobile architecture of communications, surveillance and electronic interference much more sophisticated than usual. In practice, presidential convoys are beginning to look less like simple armored columns and more to command centers capable of operating in environments saturated with drones, electronic signals and autonomous threats. Not only that. Analysts recalled that China also used Hongqi vehicles, a brand very historically linked to Chinese political power, reinforces another important idea: Beijing wants to demonstrate that it can develop this type of strategic capabilities with its own national platforms. The new competition between powers. For a long time, the rivalry between China and the United States was measured with aircraft carriers, stealth fighters or hypersonic missiles. Now it’s starting to appear another competition quieter: who masters electronic and anti-drone protection in real scenarios. The recent wars have shown that nearby airspace has become extremely dangerous even far from the front. This requires protecting infrastructure, convoys and political leaders in completely new ways. In this context, a jamming system can be as important as traditional shielding. Beijing’s SUVs reflect precisely this change in mentality. Deliberately ambiguous message. Of course also, perhaps the most important thing is that no one really knows what those vehicles were transporting. And that uncertainty is probably part of the message. In today’s technological competition, projecting unknown capabilities is also a form of deterrence. The huge Hongqi roofs they seem designed to provoke questions rather than offer answers. Be that as it may, his appearance on a high-level presidential visit leaves a clear conclusion: while much of the world continues to look at Taiwan, Ukraine or Iran, China seems determined to teach discreetly something else. That the next great military revolution could not be in large visible platforms, but in mobile, discreet electronic systems prepared for a war dominated by drones. Now that Russia is about to fall in Beijing, it will be time to see if they show those SUVs again. Image | x In Xataka | Something is happening over the skies of Chile: the US and China are fighting their particular “cold war” in silence In Xataka | The US’s problem in the AI ​​and humanoid race is not China: it is all of Asia and it is greatly disadvantaged

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