china

More advanced chip factories are being built in China and Taiwan than anywhere else. It’s only good for them

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According to SEMI, an international organization that looks after the interests of the electronics and integrated circuit industries, only six of the 64 new factories of semiconductors that are going to come into operation in Asia before 2029 will reside in Southeast Asia. The remaining 58 They will be located in China and Taiwan. These two countries have compelling reasons to strengthen its chip industry and develop its integrated circuit production capacity. It is essential for China to set up new plants equipped with cutting-edge photolithography equipment. And that is precisely what SMIC, Hua Hong Semiconductor and other Chinese chipmakers are doing. Currently this nation is limited by the difficulty of going beyond 7 nm without being able to use the extreme ultraviolet lithography (VVE) of ASML. Even so, Huali Microelectronics, the division of Hua Hong Semiconductor specialized in manufacturing chips for third parties, is preparing to start the production of 7nm integrated circuits at its Shanghai plant. Taiwan also needs to expand its semiconductor industry, although its motives are very different from China’s. The two largest Taiwanese integrated circuit manufacturers, TSMC and UMCthey need to develop more cutting-edge plants in order to satisfy the growing needs of their customers. TSMC’s 2 and 3 nm nodes in particular cannot cope, so it is essential for this company to expand its production capacity in the midst of the boom in data centers for data applications. artificial intelligence (AI). SEMI is concerned about the vulnerabilities of the chip industry Ajit Manocha, the executive director of SEMI, assures that “we want to see more centers emerge in related countries. We want more plants to be established to reduce the risk derived from vulnerabilities.” What worries the spokesperson of this organization is that the geopolitical tensions maintained by the US, China and Taiwan end up threatening the integrated circuit factories that reside in these last two countries. TSMC’s in Taiwan are especially sensitive to a possible conflict with China due to the undoubted strategic importance that they have not only for Taiwan, but also for the US and its allies. Malaysia, Singapore, Vietnam and Thailand are candidates to host new cutting-edge chip plants Malaysia, Singapore, Vietnam and Thailand are strong candidates to host new cutting-edge chip manufacturing plants. In fact, Several centers already reside in Malaysia Intel’s advanced packaging and verification software. However, Manocha You are also concerned about other types of vulnerabilities. The most critical of all is the shortage of critical minerals, as well as bromine and helium, two fundamental gases in chip manufacturing processes. What is happening with helium in particular is very worrying. This gas is a byproduct of natural gas processing, and its price skyrocketed in March shortly after the war that the US, Israel and Iran have been fighting since then began because Qatar was forced to stop production of liquefied natural gas. In the current unstable scenario, SEMI argues that Southeast Asian countries should aim to build more semiconductor manufacturing plants over the next decade to help the sector diversify and reduce supply risks. Image | TSMC More information | Reuters 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

China is successfully replacing a 19th century industry with drones: skyscraper window cleaners

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When we think of skyscrapers, the Western culture in which we have grown up makes us inevitably associate them with the United States and iconic skylines in cinema such as New York or Chicago, but the current reality is very different: China is the country that breaks the cord, according to the Council on Tall Buildings and Urban Habitatthe world’s leading authority on the classification of tall buildings: it is home to more than half of the world’s tallest skyscrapers. This architectural explosion has created an unprecedented maintenance challenge: having to clean millions of square meters of glass and metal facades. What started as a need for manpower has become a testing ground for advanced robotics and unmanned aviation thanks to a state plan called “Robot+” that automates tasks to compensate labor shortage. One of the most striking recent examples: automated cleaning from Nanchang Railway Station. Goodbye to human window cleaners. The traditional Spider-Man of buildings is disappearing and it makes perfect sense: the risk of accidents and the climatic conditions of cities like Shanghai or Guangzhou have made this profession increasingly less attractive for new generations, so cleaning companies it is difficult for them to find relief: the perfect scenario for automation. Furthermore, the data from cleaning drones is compelling: going from being able to clean 200 square meters a day to 10,000 with a cost between 10 and 20% less, according to the Wuhan startup Aero Technology collected by China Daily. Drones are best suited to difficult outdoors such as corners and nooks and work even on rainy or windy days without risk. And when finished, the drone uses its camera to capture images of the clean surface, which it transmits to ground personnel for review. If it doesn’t comply, give it a review. Why is it important. We have already glimpsed some of the advantages of automating cleaning at height, but one is truly essential: safety. According to the WHOfalls are the second global cause of death due to unintentional injuries, only behind traffic accidents, with about 684,000 deaths annually. In the specific workplace, they constitute one of the main risks in sectors such as construction or industry. especially dangerous are the falls in height. In the United States, OSHA data They return that falls represent between 35 and 39% of construction-related deaths. In Spain, falls from height represented in 2024 12.2% of all work-related deaths during work hours in all sectors and this year alone they cost the lives of 79 people in the Spanish state alone. The other big advantage is price: less labor, less operating time because they clean faster, lower equipment costs, and lower insurance premiums. Aero Technology quantifies savings between 10 and 20% compared to traditional methods, although the drone company Apex is more optimistic for your business, raising the range of savings up to 30 or 50% (although the reason is probably that you consider assemblies like scaffolding). Regarding water consumption, a study by Shanghai University of Engineering has shown which spends 21.8% less. Context. China faces the worst possible scenario in this framework: it is the country with the most skyscrapers in the world, it has a lot of air pollution that quickly dirtys its facades and it also suffers labor shortage for manual jobs. Although if we are looking for pioneers in the drone cleaning segment we have to go to the North American one. Surname born 2014, the Elevation from the Swiss Aerotain AG back in 2015 or the Norwegian KTV Working Dronethe owner and mistress of drone window cleaning is China. China had been preparing the ground for years, as demonstrated by different academic research papers on glass and facade cleaning robotsas this of cable-driven parallel robots from Tsinghua University or this other of fan-powered cleaning robots from the Harbin Institute of Technology. The Asian giant has the academic ecosystem, state financial support and an obvious need. Said and done: China was the one who democratized technology, moving from prototypes and more or less “artisanal” devices to large-scale production with scalable industrial systems and companies like DJI, UAEAV and Foxtech. Today they already produce between 80-90% of the world’s commercial drones and lead an industry that in 2024 was valued at 248 million dollars and has a projection of 1,257 million by 2033. according to Growth Market Reports. The substitutes. China has developed a complete industrial ecosystem that is essentially divided into two major technological aspects. On the one hand, high-pressure cleaning drones that are connected to water pumps that are on the ground, such as the DJI M400 or the solutions of Foxtech Robotics. On the other hand, autonomous climbing robots with sensors and AI navigation (such as robot vacuum cleaners) such as those from OneMovecapable of detecting and adapting to variations in façade surfaces. In between, variants in the form of projects with hybrid platforms such as that of Skybotics Technology Limited or wired parallel systems that offer high precision, such as this from the Faculty of Engineering of Shanghai University with three degrees of freedom. Some of the technologies that can be found in this type of robots are adaptive joints to reduce wind discomfort or “zero distance” spraying to increase pressure, both present in the DJI M400one of the most popular in the sector. Yes, but. Although facade cleaning robots are a revolution for the sector, they are not a panacea: they work best on flat surfaces, they have height restrictions (typically between 60 and 120 meters for wired systems) and although they have more margin than human labor to operate in worse weather conditions, they are not infallible. Finally, the initial cost is significant, which constitutes a barrier to entry for smaller companies because it is not only the drone, it is also extra auxiliary elements such as pumping stations, batteries, software or safety certifications. For example, only the complete Lucid Bots Sherpa kit It costs $75,000.which leads to opting for solutions such as renting or leasing. In any case, and … Read more

In the war of humanoid robots, those from the United States dance and those from China work by the piece. It is not a technological issue

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The United States and China are fighting a technological battle with two very clear strategies: one visible and the other invisible. The invisible is that of the artificial intelligence, the fight between models and the basic technological development. The visible one is the creation of data centersthe development of next generation networks and robotics. Because it is the robots that are at the center of that technological race between the two powersbut while one country shows them jumping, the other is making them work. The difference is not technology or money: it is state support. However, as with so many things, there is a trick to it. Priority. China has put robotics at the center of its technological development program for the coming years. The new Five-Year Plan, the roadmap in which the country points out the objectives that it will try to achieve over the next five years, robotics is in a privileged place next to the development of the chip ecosystem or the 6G networks. This is a state issue, a national priority that marks a deliberate shift from assembly line robotics, the ‘simple robots’ of traditional automation, to one with built-in artificial intelligence and a greater range of functions they can perform. Humanoid robotics is not new and, in fact, Boston Dynamics is the company that has been demonstrating its products for years. But while the demonstrations by American companies consisted of making their vehicles dance or do somersaults, humanoid robotsChina has been showing them at sporting events and in impressive showsbut it is also putting them in front of stores. to work. There are already stores in Beijing that are operated by humanoid robots. They are independent, serve users and do not need human supervision (unless they are like this japanese robot). They are also turning them into guides in museums and stores, but beyond that public-facing work, there are important groups that are incorporating humanoid robotics into their workforce. An example is CATL. The electric vehicle battery giant began deploy humanoid robots at its Zhengzhou plant. Their task is one considered high risk for human workers: connecting high-voltage battery plugs on an assembly line. The robots are made by a startup called Spirit AI and feature a vision-language-action AI model. According to the company, they are having 99% success in connections, they triple the work that a human can do and, obviously, they do not need breaks. But it is not only private companies that are deploying this technology. The State Electricity Grid Corporation has intended 6.8 billion yuan, about 1 billion euros, to acquire 8,500 robots with AI. The intention is to deploy them in 26 regions to inspect and maintain power lines. It has a trick. Returning to the comparison with the United States, there is something that stands out: the valuation of the companies. While Chinese powers like Linkerbot are valued at 6,000 million dollars, the American Figure is valued in 39,000 million. The key is that Figure has shipped far fewer units to the market, something largely dominated by Chinese companies. Analysts expect both countries to develop markets of similar size, but China currently leads by far in the early commercialization of humanoid robots. Now, not all the mountain is oregano and, in the last report of the International Federation of Robotics highlights that, although China is dominating the deployment of robots globally (humanoids and non-humanoids), the mass market will still take several years to arrive. According to that document, there are more than 150 humanoid robot developers currently operating in the Chinese market, a market that will represent in 2025 more than 85% of the 15,000 humanoid robot installations worldwide. USA represents 13%. However, what the IFR also says is that much of that deployment remains limited to demonstrations or pilot projects, not a replacement as such for the human workforce. That is to say, there are companies that are already using robots on a large scale (the examples of CATL and the State itself), but within the figures that are used to talk about this Chinese dominance also include those pilot programs or robots that are dedicated to playing sports and dancing, as in the United States. Need. In any case, there is something undeniable: China is betting very hard and very quickly on robotics, be it humanoid or that of the ‘robodogs’ that are already using in military forces or in divisions of firefighters. And the reason is that the country is facing a precipice: that of the demographic pyramid. The accelerated aging of its workforce, together with new generations that are not willing to work for a decent wage, are accelerating the implementation of robots to improve productivity and efficiency in various sectors. China is not the only one. Japan is also experiencing with robotics in day-to-day jobs because it faces the same problem of population aging. And Samsung, part of a South Korea that is also experiencing a demographic crisis, has already indicated that it has a great plan underway to automate its factories with humanoid robots controlled by a central AI. In Xataka | In China they are not satisfied with creating advanced robots: a company has developed a head that gestures like a human

China generated half of the digital viewing of the last World Cup. There is one month left until 2026 and it is still not clear if they will issue it

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Less than five weeks before the whistle that will kick off the opening match of this year’s World Cup, FIFA has signed broadcast contracts with more than 175 countries. China and India, with almost three billion inhabitants, are not among them. It is the unpleasant fruit of a price war over broadcast rights that pits the largest football organization in the world against the two most populated markets on the planet. What is at stake. The mbiggest World Cup in historywhich is said soon: 48 teams, 104 matches to be played in USACanada and Mexico between June 11 and July 19. FIFA is selling it as the most watched and broadcast event of all time. If they manage to resolve the conflicts with the two countries with the largest number of inhabitants on the planet, of course. According to data from FIFA itselfChina generated 49.8% of all viewing hours on digital and social platforms during the Qatar 2022 World Cup. Half of global digital consumption. More: India added 32 million digital viewers in the final alone. They are two very important markets that should not be ignored. Why is this happening? Part of the explanation is in the schedules. The tournament is held in North America, which means that the highest-rated matches will start at 3:00 a.m. in Beijing and Shanghai, and at 12:30 a.m. in New Delhi. These are schedules that destroy the advertising market: there is not enough audience beyond the fans, and advertisers are reluctant to pay the very high rates for the events. And without substantial advertising revenue, networks cannot support the tens of millions of dollars that broadcasts cost. India: bidding war. JioStar, India’s largest media conglomerate (the result of the merger between Viacom18 and Disney Star), even offered $20 million for the rights. And FIFA rejected the offer: it wanted 100 million dollars for a package that would also include the rights to the 2030 World Cup. According to local mediaFIFA would have lowered its price to around 35 million, although the negotiation is still not closed. China: crazy prices. ApparentlyFIFA would have demanded between 250 and 300 million dollars for the rights in the Chinese market, a figure that CCTV (the only broadcaster authorized by law to negotiate these rights) would not be willing to even remotely match. Its budget is around 60-80 million dollars, according to the same sources. FIFA may be willing to go down to between 120 and 150 million, but it is still double what CCTV wants to pay. On social networks, fans protest the difference in numbers between China and India. They are their traditions and they must be respected. CCTV has broadcast the World Cup without missing a single edition since Argentina 1978. Previously, agreements were closed with enough notice to launch promotional campaigns and attract sponsors, but this time there is no agreement, and the tournament starts in five weeks. For example, In the 2018 and 2022 World Cups, CCTV had the rights closed months in advance. And to this is added an extra problem: journalists from the country have had difficulties obtaining visas to cover the World Cup, which would reduce the quality of the broadcasts and, consequently, weaken the attractiveness for Chinese sponsors (which, as is easy to imagine, are among the main sponsors of the tournament). High tension. What we have right now are two millionaire forces pulling the rope in different directions: both want the highest profitability, knowing that time is an absolutely essential variable, because each week without a signed deal is equivalent to advertising and sponsorships that disappear. Not to mention the exasperation of millions of fans, who are now turning Asia into a sea of ​​nail-biting fans. And not in the penalty shootout, precisely. In Xataka | You will only be able to get to the World Cup stadiums in the USA and Mexico by car. And they are going to charge you 300 dollars to park it

To achieve the milestone of building the largest drone industry without China, Ukraine has found an explosive ally: Taiwan

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In the midst of the Cold War, several Western engineers they were surprised upon discovering that some of the most reliable small electronic components on the world market came from an island that barely made the big geopolitical headlines. Decades later, that silent specialization in manufacturing tiny and apparently invisible parts would end up becoming one of the industrial capabilities most coveted on the planet. The war that changed an industry. For decades, Taiwan was known primarily for making chipselectronic components and invisible parts that ended up inside telephones, computers or servers spread all over the planet, but modern wars are beginning to push that industrial capacity towards another, much more explosive terrain. The Guardian said that what is happening between Ukraine and Taiwan reflects a quiet change that barely existed a few years ago: the creation of a new technological alliance born directly from drone warfrom Chinese pressure and the desperate need to produce millions of cheap, autonomous and combat-ready systems. Ukraine wants to break its dependence on China. The war forced Ukraine to build at full speed a gigantic industry of drones capable of feeding a front that consumes absurd quantities of devices every month. The problem is that much of the global supply chain remains dominated by China: Motors, batteries, navigation systems, electronic components and rare earths continue to depend heavily on Chinese manufacturers. As we said, kyiv began to consider this dependence as a strategic risk When suspicions grew about indirect support from Beijing to Russia and fears grew of possible export restrictions. There Taiwan began to appear as an alternative unexpectedly important. His huge experience in semiconductors, microelectronics, electronic integration and advanced technological production made it one of the few places capable of supplying critical parts without being completely dependent on the West or trapped under direct Chinese control. For Ukraine, finding industrial partners outside of China stopped being a commercial issue and became literally a matter of survival. And Taiwan found Ukraine. While Ukraine seeks to produce millions of drones, gradually moving away from China, Taiwan observes the conflict with another concern: the possibility of one day confronting Beijing on its own territory. That coincidence of threats is creating a relationship ever deeper between both worlds. In fact, The New York Times said what Taiwanese engineers They send drones to Ukraine to be tested directly in combat, American companies transfer designs born on the Ukrainian front to Taiwanese production and former Taiwanese soldiers who today fight in Ukraine return home telling how modern war really works. Many Taiwanese militaries are beginning to discover that traditional doctrines are completely outweighed by swarms of FPV drones, unmanned maritime systems or cheap ground robots capable of destroying multimillion-dollar vehicles. Ukraine is thus becoming a kind of university improvised military for Taiwan, one where the lessons do not come from simulations but from a real front where every mistake costs lives. The new military industry no longer resembles the old one. One of the most profound changes of this war is that military production no longer depends solely on gigantic state factories or large traditional contractors. Ukraine has developed more than one hundreds of local manufacturers of components while constantly adapting its systems to specific front-line needs. Ukrainian companies modify drones, software and guidance systems at a much higher speed to the Western classical industry. Taiwan fits perfectly in that transformation because it has exactly what Ukraine needs to accelerate that production: advanced electronics, specialized chips and flexible industrial capacity. Several Taiwanese companies already operate from Poland or Lithuania to indirectly supply kyiv, while Taiwanese drone exports to Europe have skyrocketed massively. In parallel, American companies are using Ukraine and Taiwan like two extremes of the same industrial chain: Ukraine provides combat experience and accelerated development, and Taiwan provides technological capacity and scalable manufacturing. The obsession with building drones outside of China. Both Ukraine and Taiwan share another priority that is becoming almost an industrial doctrine: building supply chains at the expense of Beijing. The problem is much more complicated than it seems because even many components manufactured outside China still use materials, batteries or magnets that depend from Chinese suppliers. Even so, both territories try gradually reduce that exhibition. Taiwan wants to build a drone industry completely disengaged from China by 2027 and increase its own production of rare earth magnets, while Ukraine continues to shift production within its borders. There is no doubt, the challenge is gigantic because Chinese products continue to be much cheaper and more abundant, but strategic logic is beginning to outweigh the economic cost. In the middle of a war, the priority shifts from buying the cheapest to ensuring the supply chain continues to function when the next crisis hits. Building something bigger than drones. If you also want, the most important thing in this relationship may not only be the production of drones, but the emergence of a new technological and military axis informal between two territories that live under permanent threat from much larger neighbors. Ukraine contributes real experience of war, proven tactics and a brutal speed of innovation under extreme pressure. Taiwan contributes industrial capacitysemiconductors and access to critical technologies that the West does not produce quickly enough. The result is beginning to look like something much more ambitious: an entire international network of distributed military production where private companies, engineers, volunteers and manufacturers work beyond official diplomatic limitations. Even the Ukrainian government recognize as drone factories based on Ukrainian designs are popping up outside its borders, including one in Taiwan. One more thing. Ultimately, what the war is accelerating is an idea that a few years ago would have seemed improbable: that to build the largest drone industry on the planet outside chinaUkraine has ended up finding one of its most valuable and strategic allies in Taiwan. Image | x, Trydence In Xataka | Today in “the war in Ukraine beyond all comprehension”: drone pilots are training with ‘Grand Theft Auto’ In Xataka | Ukraine has barely … Read more

China only wants Chinese appliances. So Samsung has had to change its strategy

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Samsung entered China in 1994 with a television factory in Tianjin. In 2006 led the Chinese TV market selling three million units of its Bordeaux model annually. Twenty years later, its share in televisions is 3.62%. The story of Samsung in China is the story of how a market can build its own champions and expel outsiders without having to close the doors. Strategic change in Samsung’s commercial policy in China. Rumors about an exit in its home appliance division were on the table since April, and at the beginning of May the company itself has confirmed it. Samsung is withdrawing from the home appliance market in China to focus on mobile phones and semiconductors. what has happened. Samsung leaves the Chinese market for home appliances and home products. Televisions, AC systems, refrigerators, washing machines, audio equipment and all home-related products will no longer be sold in China. The company will maintain after-sales and warranty services and will continue to “continue to comply with relevant laws and regulations” of consumer protection. “The company will do everything possible to minimize any impact on customers arising from this decision and is reviewing various support measures for its business partners.” The reasons. Samsung has communicated that the decision comes after a “prudent study”, without going into excessive detail about the reasons why it is abandoning the Chinese market in this product category. Despite this, it is clear that the numbers have had something to do with it. Samsung barely had a 3.62% market share in televisions, and did not reach 1% in categories such as refrigerators or washing machines. China is a country in which the local market has greater weight than in any other territory, and the rise of manufacturers such as Hisense, TCL or Xiaomi in these product categories has been noticeable. The Chinese market. The Chinese home appliance market is dominated by domestic manufacturers. In refrigeration, Haier has a 45% share, followed by places like Midea and Hisense. Chinese brands control more than 90% of the television market in Chinawith an important boost in the form of state subsidies. This 2026 is being a year of important renewal cyclewith subsidized exchange programs in order to boost sales of local products. And now what. Samsung’s plan is not to completely close itself to China. It will continue to sell smartphones, tablets and accessories, although for years it has not risen to a top 5 in which only Apple manages to sneak among the national giants. The question that remains in the air is not whether Samsung has lost China. It is whether what has happened in household appliances is a dress rehearsal for what can happen to the rest of the Western manufacturers with a presence in China. In Xataka | The last thing I expected in 2025 was to have a party and for the refrigerator to become a karaoke

DeepSeek V4 has given China the boost it needs against the US. Four chip makers are the big winners

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DeepSeek V4 It is the catalyst China needed. This model of artificial intelligence (AI) developed by the quantitative hedge fund specialized in trading algorithmic High-Flyer has been designed natively to live with Chinese chips. This is exactly the strategy that the Chinese government supports in response to the pressure that the US is putting on China. The Administration led by Donald Trump prevents the most powerful GPUs from Nvidia, AMD or Cerebras from reaching this Asian country. And Beijing has decided to do without them. The challenge facing the Chinese government is that it is much easier to set this goal than to put it into practice. This is the scenario in which DeepSeek V4 has emerged as the asset that China needs. And its arrival has led, for the first time, to several Chinese AI chip designers achieving something that until now had only been within the reach of Nvidia: guaranteeing full compatibility with the latest High-Flyer AI model from day 0. A great opportunity for Huawei, Cambricon, Moore Threads and Hygon DeepSeek V4 has marked a turning point. Its adoption in China is likely to be very notable, which has caused AI chip designers to compete among themselves to ensure full compatibility with this model from the moment it arrives. None of them wants to miss the opportunity to grow in the largest market on the planet if we stick to the most relevant indicators, such as purchasing power parity or the volume of population with the capacity to consume. Huawei is one of the companies that benefited most from the arrival of DeepSeek V4 Huawei will surely be one of the companies that will benefit the most from the arrival of DeepSeek V4. And its entire portfolio of GPUs for AI is compatible with this model. Nevertheless, your Ascend 950PR chip has been established as the main inference solution. A note before moving forward: inference is broadly speaking the computational process carried out by language models with the purpose of generating responses that correspond to the requests they receive. China’s three largest internet groups (Alibaba, ByteDance and Tencent) have placed orders for several hundred thousand Ascend 950PR processors following the launch of DeepSeek V4, according to Reuters. However, Huawei is not the only Chinese company that has won the lottery with the arrival of this AI model. Cambricon Technologiesthe Chen brothers’ company, has already completed the adaptation to the framework open source vLLM inference framework and has published the code on GitHub. Besides, Moore Threads has worked closely with the Beijing Artificial Intelligence Academy to run DeepSeek V4 on its MTT S5000 card using the FlagOS software stack. And Hygon has carried out a deep optimization of this model in its DCU platform with the purpose of consolidating its hardware as an attractive option for industrial use. The competitiveness of DeepSeek V4 outside of China is unclear because is less capable than its more advanced American competitors, but its future within the borders of its home country appears to be guaranteed. Image | Huawei More information | SCMP 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

Japan has just crossed a line that it has not crossed since World War II. China has responded with supersonic missiles

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At the beginning of the 20th century, during the battle of tsushimathe Russian imperial fleet took more than seven months to circle half the planet to confront Japan. The result was so disastrous and fast that several powers suddenly understood an idea: in the Asia-Pacific, controlling the sea could decide the global balance long before a total war began. Supersonic missiles off the US and Japan. It we count last week. The South China Sea is becoming a huge military board where Beijing wants to make it clear that it is willing to answer directly to any attempt to surround its area of ​​influence. While the United States, the Philippines and Japan develop the largest Balikatan maneuvers of recent years, China has now responded by sending H-6 bombers armed with YJ-12 supersonic missilesJ-16 fighters equipped with anti-ship missiles and several naval groups around Luzon and Scarborough Shoal. The message is difficult to ignore: Beijing wants to show that it can deploy air and naval force heavy right in front of a military bloc led by Washington and Tokyo without abandoning the initiative in the region. Already looks like a war rehearsal around Taiwan. The Balikatan maneuvers have changed enormously in recent years. What were once relatively conventional exercises between the United States and the Philippines have morphed into focused simulations in maritime settingsattacks against major adversaries and possible conflicts around Taiwan and the South China Sea. The full participation of Japanese forces and the presence of ships from Australia and Canada reflect the extent to which Washington is trying to build a regional network capable of responding to China in the event of a crisis. Beijing interprets it as a direct threatespecially since several of these maneuvers take place near routes and positions that China considers essential to protect its access to the Pacific. Japan has crossed a symbolic line. A few hours ago one of the movements that most irritated Beijing during the maneuvers took place, and it was not only the American presence, but the increasingly active role of Japan. for the first time since World War IIJapanese forces launched abroad a Type 88 anti-ship missile during military exercises in the Philippines, something that China interprets as a clear sign of Japanese “remilitarization.” Although the missile can be used for defensive purposesBeijing considers that deploying this type of weaponry outside Japanese territory breaks part of pacifist logic that Tokyo maintained for decades after 1945. Furthermore, the context further aggravates the tension: Washington also fired Tomahawk missiles from the Philippines using the Typhon systemcapable of hitting targets hundreds or even thousands of kilometers away, potentially including mainland China itself. For Beijing, the image is disturbing because it reflects how Japan, the Philippines and the United States are beginning to rehearse together a scenario where the Pacific island chains could be transformed into advanced attack platforms and military containment against China. Two armed H-6 bombers fly over Scarborough Reef in an attempt by Beijing to show its superiority to Manila and its allies amid the Balikatan maneuvers and territorial disputes H-6 bombers are no longer simple propaganda. Chinese bomber flights over Scarborough Shoal have become relatively commonbut this time the important detail was the weapons. The H-6 appeared with a greater load of YJ-12 supersonic missiles, specifically designed to attack large ships and naval groups. At the same time, J-16 fighters They escorted the deployment while Chinese ships closely followed the multinational flotilla led by the United States and the Philippines. In other words, Beijing is using these exercises to show something very concrete: in a hypothetical regional conflict, it would try saturate and keep away US naval forces using massive quantities of anti-ship missiles launched from land, aircraft and ships. China is surrounding the Philippines with layers of military pressure. Beyond the bombers, China deployed the combat group of the Liaoning aircraft carrier and various armed surface groups with Type 055 destroyersconsidered some of the most powerful ships in the Chinese Navy. One of these groups carried out live fire exercises east of Luzon, precisely in areas that the United States and the Philippines are studying as possible reinforcement routes in the event of war. The Chinese strategic idea is increasingly evident: convert the Philippine maritime environment into a extremely dangerous area for any US attempt to move troops, supplies or reinforcements towards Taiwan or the South China Sea. Naval warfare is changing because of drones. While showcasing bombers and aircraft carriers, China is also accelerating the adaptation of its navy to a threat that has transformed recent conflicts such as Ukraine or attacks in the Middle East: the drones. In fact, Beijing has just presented a new naval antidrone system capable of intercepting stealth and very low altitude attacks in complex electronic warfare environments. The tests carried out in the Bohai Sea show the extent to which the Chinese Navy assumes that future naval confrontations will not depend only on large ships and missiles, but also on enormous swarms of drones capable of harassing or destroying much more expensive ships. The China Sea is filling with signs. The bomber combination with supersonic missilesnext-generation destroyers, aircraft carriers, artificial bases and anti-drone systems reflects something deeper than simple military exercises. China is preparing an environment where any US intervention around Taiwan or the Philippines would be extremely complexsaturated with aerial, maritime and electronic threats. And the most significant thing is that it is no longer just about propaganda displays: Beijing is testing in the field how to coordinate all those capabilities against real forces from the United States, Japan and their allies in one of the most tense regions on the planet. Image | CCTV In Xataka | The YJ-20 has just entered the scene at the most delicate moment: China has launched its hypersonic missile against the US and Japan In Xataka | China is beating the US with a simple strategy: manufacturing hypersonic missiles at the price of a Tesla

It never grew that much outside of China but it never fell that much inside China.

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BYD finds itself facing a diatribe unimaginable just a year ago. While its sales skyrocket outside China, it manages to sell fewer and fewer cars in its own country. Whatever its future, we are experiencing a key moment in a company that aspired to be one of the five major car manufacturers worldwide. The data. 455,707 cars. These are how many BYD has sold outside of China so far in 2026. A spectacular growth of 59.8% year-on-year and a solid basis to reach the 1.5 million units that the company wants to sell outside its country this year. 1,003,039 cars. These are the ones that BYD has sold within China so far in 2026. A not inconsiderable drop of 26.4% year-on-year and a solid concern for a company that has already been declining in sales for eight consecutive months in its country, reaching in some cases a decline of up to 42%like last March. Both data are brought CarNewsChinawho collect data from companies inside and outside the Asian country. Why does it fall? That BYD has been falling for more than eight months in a row is no coincidence. The Chinese State has left aside extensive subsidies for the purchase of electric cars or plug-in hybrids, known as “new energy”. That has slowed down the market and, of course, who has hurt the most It is the leading company that, in addition, does not sell other types of cars either under the BYD name or under any other of its brands such as Denza either Yangwang. The company is by no means the only one that falls into the Chinese market. No subsidies, national sales have suffered but the context has been complicated for the company since companies like Geely (which have surpassed him in sales) They have a broader catalog of technologies and some cars like the BYD Dolphin Surf (Seagull in China) are much less competitive without aid since the market rewards large and technological cars at a low price. However, the great advantage of this model is in the price and not so much in what it offers in its infotainment systems. Why does it grow? The positive side for BYD is that its arrival in new countries and sales where it was recently established seem to be going at a very good pace. As we said, outside of China They have already sold more than 400,000 carswhich falls within the roadmap to sell 1.5 million cars outside of China this year. BYD has entered these countries with a formula that lays the foundations for continued growth: contained price (compared to its rivals) for medium and large-sized electric and plug-in hybrids. This is leading them to good numbers in Europe but also in Latin America. In both cases BYD is already working to produce locally and not bring your cars only from China. It must be remembered that their electric vehicles are still punished with tariffs in Europe but their plug-in hybrids do not have that problem. To this we must add that its capacity to update models is very high, as seen with the BYD Atto 2. And how is it going in Spain? Spain is one of the most important countries for BYD outside of China. It is strange because we are not a country with high levels of plug-ins but we are an interesting market because we value price a lot. And, there, the BYD Dolphin Surf It is priced low enough to be a bestseller in countries like Spain. So far this year, it is the third best-selling electric car and the first “non-Tesla.” But, in addition, BYD also has the Signal U and the Atto 2 to the two best-selling plug-in hybrids in our country. Why is it worrying? BYD faces a challenge: needs to continue growing. At least, that’s what they thought themselves. In 2025 they became the company that more electric cars sold worldwide. In 2024 they already touched it but they set a goal that was not met last year and that, barring any surprise, will not be met in 2025: manufacturing 5.5 million cars. Getting into the five million car club would mean positioning BYD as one of the five largest manufacturers in the world. In 2025, that position will be occupied by Stellantis with 5.6 million cars, a conglomerate that has 14 brands under its umbrella. By just 50,000 units, BYD failed to surpass Ford, but the most painful thing for the company is that it remained at 4.6 million cars sold. An insufficient figure for its prospects but unimaginable a few years ago. But it’s not alarming. Although the results within China are not good, the company has demonstrated the ability to adapt to new environments. The company has two great strengths: its businesses go beyond automobiles and its potential growth outside of China is enormous. The brand has the right product for markets where, like the Spanish market, price is valued above other incentives. In Latin America, Chinese cars are making their way for this reason. And in North America, Mexico and, above all, Canada has opened the door to companies arriving from China. In Europe, BYD’s growth continues. In countries like Spain it is obtaining great results but in others it is still establishing itself. But, in addition, they will soon be able to tighten the price of their cars when the assembly lines of Hungary and Türkiye start walking And everything indicates that the brand does not want to stay here, There are already rumors that they want to buy the Dresden Glass Factory for which Volkswagen is looking for a new owner. Photo | BYD and aboodi vesakaran In Xataka | It turns out that the “good, pretty and cheap” electric car does exist and is manufactured in China. So Citroën has stepped up

China turned off the oil tap when the conflict with Iran broke out. Now he reopens it to rescue a thirsty Asia

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When the Strait of Hormuz was practically sealed after the outbreak of the well-known Third Gulf War, the world held its breath. In the midst of widespread panic over the strangulation of one of the planet’s most vital energy arteries, the first major tectonic movement came from Beijing. The Asian giant opted for the crudest pragmatism: it ordered its large refineries to immediately and opaquely stop gasoline and diesel exports to shield its own tanks. China isolated itself to survive. However, in just a few weeks, the board has taken an unexpected turn. With an Asia that looks into the abyss of the shortage, Beijing has decided to reopen the valve, going from being a protectionist actor to establishing itself as the great energy lifeline of the region. Asia’s savior: China. The shockwaves of war have left the Indo-Pacific region shivering. Asia has become “ground zero” of the crisis. In Australia, the panic has emptied the gas stationsforcing the government to cut emergency taxes; India has had to sacrifice tax revenue to freeze prices due to shortages; Japan has refused to share its strategic reserves with its neighbors; and Vietnam airlines They have had to cancel en masse their flights due to the lack and extra cost of aviation fuel. In the midst of this desperation, China has made its move. As anticipated BloombergBeijing has given the green light to its state refineries to export 500,000 tons of fuels (gasoline, diesel and kerosene) over the next month. According to sources cited by oil pricecompanies such as Sinopec and China National Petroleum Corporation (CNPC) already have shipments ready on ships that will be destined, as a rescue, to severely punished neighboring nations such as Vietnam and Laos. The energetic rice bowl. That China can afford to export fuel while the rest of the continent applies rationing measures is not a miracle, it is the result of a silent strategy. China took advantage of previous years to buy heavily sanctioned and cheap crude oil (Russian, Venezuelan and Iranian), managing to accumulate colossal reserves of almost 1.4 billion barrels. According to researcher Henry Tugendhatthis gives Beijing a cushion of about 104 days of domestic demand, in addition to having a “floating warehouse” of Iranian oil tankers anchored off its coasts waiting to be unloaded. Returning to “Game of Thrones.” But Beijing’s move goes far beyond helping its neighbors; It is a direct geopolitical challenge. As detailed South China Morning Post (SCMP)China has for the first time activated its so-called “Blockade Rules” of 2021. The Chinese Ministry of Commerce has issued an official order prohibiting domestic companies from complying with the sanctions recently imposed by the United States. Washington had sanctioned five refineries Chinese independent companies (known as “teapots”), including Hengli Petrochemical, accusing them of financing the Iranian military by purchasing its oil. By ordering the contempt of these sanctions because they are considered a “improper extraterritorial application”Beijing demonstrates that it not only has physical control of the crude oil, but that it is willing to engage in a legal and financial confrontation with the United States to protect its supply lines. Tightrope diplomacy. The short-term scenario will be played in the offices. As explained The New York TimesChina is playing both sides in this conflict. On the one hand, he acts as a peaceful mediator, pushing Iran to negotiate to de-escalate tension, having been key in the fragile temporary ceasefires. However, on the other hand, US intelligence agencies suspect that Chinese companies continue to export dual-use material and even military technology to Tehran. All of this is meticulously calculated ahead of the imminent May 14 summit in Beijing between Xi Jinping and US President Donald Trump. According to the analysts consulted through the New York environmentthe fact that the US is bogged down in the Middle East and rapidly spending its military resources, gives China a position of tremendous strength to negotiate over tariffs, trade and the US naval blockade. lenergy as the definitive weapon of the 21st century. The Strait of Hormuz crisis has functioned as a stress test for energy globalization. The sanctions drawn up in Washington attempt to financially suffocate the actors in the conflict, but the tyranny of physical infrastructure imposes its own rules. China has shown that the energy wars in this decade are not only decided with naval deployments, but with warehouses full of strategic reserves, independence in refining capacity and overwhelming dominance in the manufacturing of renewable energy. By reopening its export tap, Beijing sends a clear message to the world: while the West hyperventilates over the price of a barrel, China is the one who has the ability to decide who is left in the dark in Asia. Image | Photo by Bundo Kim on Unsplash Xataka | China is one of the largest refining powers on the planet. And he has decided something: to keep all the gasoline he produces

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