Ukraine has a weapon against Russia that we had only seen in James Bond. Her name is Sea Baby and when she finishes her work she blows herself up.

At the end of September Ukraine sent a message: It was already the largest drone laboratory on the planet, but with its latest 12-meter “monster” it wanted to do the same under the sea. This is how the family of Toloka underwater dronesa technological leap that redefined naval warfare in the Black Sea. That effort now has its continuation in a drone that until recently we had only seen in James Bond movies and the like. Technological evolution. Ukraine has taken its “Sea Baby” naval drones from being disposable explosive boats to becoming attack and multiple mission platforms capable of operating at more than 1,500 kilometers, transporting up to 2,000 kilos and mount heavy telecontrolled weaponry (multiple rocket launchers, stabilized turrets, secondary drone launch) while incorporating self-destruct systems to avoid capture and AI-assisted functions to reduce identification errors. This step not only adds firepower and range, but turns a low-cost means into a sustained system that can penetrate, hit, return and remain available (or self-destruct), something that repositions the naval drone from immediate consumption to renewable operating capital. The Black Sea. Successive waves of drones have forced Russia to withdraw most of its fleet from Sevastopol to Novorossiyska change in posture that does not respond to a specific defeat but to that persistent risk that makes it unfeasible to sustain an advanced presence without assuming continuous losses. The “Sea Baby” have been attributed by the SBU to eleven attacks against shipsas well as repeated blows against the Crimean bridge and other logistics facilities, producing a chain effect: Moscow has had to redirect its military transport to land and more distant ports, making each kilometer of support more expensive and reducing its ability to condition Ukrainian trade routes to Europe. Doctrinal change. What once required steel fleets, shipyards and squadrons can now be inflicted with platforms cheap, reproducible and guided at a distance, which modifies the unspoken rule that the maritime domain belongs to the one who owns tonnage: here control emanates from who can inflict repeated damage at a lower cost than that imposed on the defender. The Ukrainian case surpasses precedents such as the coastal missiles of the Lebanon in 2006 because it not only denies a coastline, but forces a structural reconfiguration of an entire squadron and its main base, demonstrating that an entire naval theater can be altered without having a conventional navy. Industry and allies. kyiv claims to produce around 4,000 naval drones and needing only half for his own defense, opening the door to sell the surplus to partner countries while NATO observes and adjusts doctrine after verifying that these systems have changed the cost/effect relationship at sea. Public financing via United24 and coordination with political and military command make the program an example of how a country at war can generate dual technology with external projection, replicating what happened with aerial UAVs: first combat effectiveness, then international adoption and doctrinal adjustment by third parties. Consequences and cycles. There is no doubt, offensive success is strong now defensive investment: floating barriers, sensors, redundant electronic warfare and point defense layers in ports and terminals to prevent innovation that has worked externally from reversing its own infrastructure. Russia tries to copy these platforms and use them againwhat chains a cycle of innovation in the face of interference that pushes both sides to adapt communications, navigation and mission architecture to overcome the electronic blockade. The result: a loop of accelerated evolution in which the advantage is no longer in possessing an isolated weapon, but in the ability to continually improve it before the opponent degrades its effect. Strategic conclusion. The Ukrainian naval drones have shown that sea power can be eroded without a conventional fleet through cheap mass, strategic reach and sustained pressure on valuable nodes, altering the adversary’s posture and reallocating its resources on the defensive. The displacement of the Russian fleet, the logistical impact and the international adoption as a reference point to a change of era: the sea ceases to be a domain secured by the capital spent on steel and becomes a space where the advantage belongs to whoever controls the marginal cost of the next impactnot the size of the hulls it anchors. Image | Security Service of Ukraine In Xataka | Ukraine cannot believe what it found inside Russia’s ballistic missiles: déjà vu In Xataka | After Cubans and North Koreans fighting alongside Russian troops, new guests have appeared in Ukraine: Chinese

The US is throwing blows to China. Many of them are fitting the European chips giant ASML

ASML It is going well, but it could go much better. This Dutch company is the most important photolithography equipment manufacturer on the planet. And it is because it is the only one that can offer its customers the machines of extreme ultraviolet lithography (UVE) that are necessary to MANUFACTE INTEGRATED VANGUARD CIRCUITS. Even so, during the last three years this company is constantly undergoing all types of fluctuations. In fact, in the last hours his actions They have dropped to 7.1% Due to the threat that the very likely US tariffs represent the importation of foreign lithography equipment. And also to the uncertainty that looms over the growth of ASML In full struggle between China and the USA. Christophe Fouquet, the general director of this company, has the obligation to defend the interests of his company. And currently the tension held by the US and China does not make it easy. The sanctions that They have deployed US and the Netherlands They prevent Asml selling Your most advanced lithography teams To its Chinese clients. And neither can some maintenance and after -sales services services provide. In 2022 the sales of this company in China amounted to 2.9 billion euros, which represented 13.8% of its annual sales. At that time Taiwan was a more important market for Asml than China. However, in 2024 the country led by Xi Jinping was consolidated as The largest market for ASML with total sales of 10.2 billion euros. Asml’s rebellion Christophe Fouquet has removed the growth forecast that he and the board of directors of this company had set by 2026. This movement has contributed, as I mentioned a few lines above, to the fall of ASML’s actions. Anyway, it is understandable that this executive has taken this path: “We continue to observe a growing uncertainty promoted by macroeconomic and geopolitical events,” He has declared Fouquet In a statement. “Although we continue to prepare to grow in 2026, we cannot confirm it yet.” The evolution experienced by the actions of this company supports its prudence. In fact, 33% have fallen during the last year. This behavior is anomalous in a company that not only leads the market of photolithography equipment; In addition, it is the only one that markets UVE machines. At the end of last March Christophe Fouquet declared that he was convinced that the US would continue to put pressure on his partners to even more harden the sanctions that seek to stop the development of the Chinese industry of the integrated circuits. “Although we continue to prepare to grow in 2026, we cannot confirm it yet” However, Fouquet’s statements did not end here. He also defended that Europe “should decide for itself what you want” and “should not be dictated by anyone else.” Otherwise, He warnedleading European companies in strategic technologies, among which are ASML, could consider moving outside the old continent. His tone reflected a certain degree of helplessness, but in practice his company would be very difficult to relocate out of Europe. Anyway one of the figures in which we have repaired a few lines above gives us a very accurate track about how A ASML is dealing with prohibitions from the US and endorsed by the Government of the Netherlands that They could greatly degrade your business. As we have seen, in 2024 China was consolidated as its largest market. This success is because Chinese manufacturers of integrated circuits have bought A ASML many suitable photolithography equipment to produce mature semiconductors. On the other hand, currently TSMC, Intel, Samsung, Globalfoundries, Micron Technology and Sk Hynix are well building new chip manufacturing plants, they are well expanding some of those they have in operation. In any case, they all have something in common: they are buying the UVE and UVP equipment of ASML. And, in addition, TSMC, Intel and Samsung presumably will acquire for the next three years a large number of UVE Machines of Haute Opening. It is evident that even in the complicated current situation It is difficult to lie to ASML. At the moment his business in China endures, and will continue to do it at least until the moment when Chinese manufacturers of lithography equipment have their own UVE machines. Image | ASML More information | SCMP In Xataka | Japan wants to recover leadership as a manufacturer of lithography equipment. And he has a plan to end the Asml monopoly

Intel will fit one of the toughest blows in its history. One directed directly to its chips factories

“These decisions are difficult, but they are essential to face the challenges we are already facing the company’s current financial situation. It is very painful.” These words They are part of the statement That Naga Chandrasekaran, the manufacturing vice president of Intel, sent the employees of this company last Saturday. In his concrete message that the Board of Directors is preparing A template reduction that will range between 15 and 20%as well as most of the cuts will arrive in July. The challenges a Those who currently face Intel They exceed the other challenges that he has faced during his more than half a century of history. The leadership that has sustained for decades in the manufacturing industry of integrated circuits is in the hands of The Taiwanese company TSMC since the mid -2000s. In addition, the stagnation during the last years of the PC market and the slowness with which Intel has participated in the industry of the industry of the artificial intelligence (AI) have placed it in a very compromised position. In July 2024, the company that at that time led Pat Gelsinger gave a tremendous batacazo in the stock market. Their actions fell 30% in a few days and stabilized in the value they had in 2011. In addition, Intel lost $ 1.6 billion During the second quarter of 2024 and its year -on -year income fell by 1%. These circumstances triggered a crisis that still persists today. This cut will have an inevitable impact on Intel factories Last August 2 Intel announced that was about to start a structural adjustment plan that pursued to reduce the costs of the company and increase its agility when adapting to the challenges that the market currently imposes. Its objective was to fire 15% of the workforce (more than 15,000 employees) and reduce costs by approximately 10,000 million dollars. Pat Gelsinger had declared shortly before Intel was inefficient because he had an excessively complex structure. It is still early to identify how this measure will affect the competitiveness and performance of Intel factories Not even Gelsinger himself “survived” this regeneration process. On December 2 This executive came out in a somewhat precipitated way of the company, whose course was uncertain until last March 18 Lip-bu took the reins of Intel. This veteran physicist and nuclear engineer He hastened to confirm that two of the pillars of its strategy would pursue reinforce the company’s position in the AI ​​market and reposition Intel as a leading company in the integrated circuit manufacturing industry. Shortly after his arrival It was leaked that lip-bu so He planned to launch a new cut of the Intel template in a clear attempt to reduce their operating expenses, among which personnel costs or marketing expenses are counted. The figure that the company shuffled on this occasion amounted to 20% of its workforce, which in practice implied to dispense with approximately 20,000 workers. These people join the more than 15,000 employees of which Intel has dispensed with during the last months of 2024. Now we know something else. From the statement that Naga Chandrasekaran has sent just four days ago to Intel employees it follows that during the next weeks they will be forced to leave their jobs Between 8,000 and 10,900 factor workers That has this company disseminated throughout the planet. However, presumably the most affected plant will be the largest of all: that of Oregon (USA). It is still early to identify how this measure will affect the competitiveness and performance of Intel factories, but its size invites us to anticipate that it will have a deep impact on the production infrastructure of this company. Image | Intel More information | Oregon Live In Xataka | Intel has confirmed that the 20A node will be skipped to reduce expenses. The 18A node will enter production in 2025

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