china

Nvidia had a struggle to sell her H20 to China. Until someone left the language in the US government

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A little over a month ago, Nvidia got what seemed impossible: that the United States government would leave him Sell your H20 chip to China. The movement arrived after the prohibition of doing so in April, when a complicated scenario was drawn: that Nvidia entered this year 15,000 million dollars less, according to the company. Everything was going well, until Howard Lutnick, Secretary of Commerce of the United States, left the language. What Lutnick said. On July 15, just the day after raising the veto to export control over the NVIDIA H20, the US Secretary of Commerce boasted in statements to CNBC That “we do not sell our best things, nor the best best, not even the best thirds.” The comment itself is correct, because the H20 are not up to chips like the NVIDIA H100, H200 either B200. But in Beijing he didn’t like it. Why it is important. Because as the Financial Timessome leaders have considered the comments insulting, and China has reacted restricting the purchases of the NVIDIA H20, and requires companies that already have purchases agreed with the American technological technology to justify purchases. The result, according to the Financial Times, is that orders are being delayed or reducing. A China Data Center Operator He affirmed That buying chips “is not prohibited, but it has become something politically incorrect.” According to Bloombergthe Chinese authorities sent notices to national companies to stop using the H20 chips, especially with regard to government -related issues. The administration of the Cyberspace of China (CAC), the National Commission for Development and Reform (NDRC) and the Ministry of Industry and Information Technology (MIIT) were the agencies that make up a coalition of regulators involved in responding with measures to the comments of Lutnick. More firewood on fire. The notices of the Chinese authorities are still informal, but they suppose one more escalation in the problems of Nvidia, after the suspicions of the Chinese CAC that They are scamming himwhich led to questioning Nvidia in China to demonstrate that H20 does not represent a threat to interest and security in China. The company has spoken very clearly: “No rear doors“In his chips, but The tension that USA and China live is leaving it without options. Being able to sell chips in China has cost Nvidia to leave Trump administration 15% of the total income of exports to the Asian country. A huge concession made to improve its commercial position, but that aims not to be enough after the reaction to Lutnick’s comments. China is an essential market for those of Jensen Huang, but the succession of events is transforming it into a nightmare. USA It faces the dilemma to sell Hardware from AI to China or not do so and develop them them. The succession of events points to the second. The government’s ambition collides with the reality of Chinese companies. The movement to limit the purchase of H20 by the Chinese government also responds to a plan: Prioritize national chips. It forces data centers that belong to the State to use at least 50% of integrated circuits of Chinese origin on their servers. This benefits Huawei, who is already competitive with his Ascend 910D, which seeks to overcome the performance of NVIDIA H100, and with the Ascend 920, which wants to compete with the H20. However, Production will be limitedand it is the Chinese companies themselves (Tencent, Alibaba and others) that They prefer to use the US company GPUsfor a reason: because its performance is greater. China has its alternative to Cuda, but Nvidia’s weapon remains the undisputed software leader in the AI market. To the point that Chinese companies play it and the NVIDIA GPUs They sweep the black market. The question is whether this phenomenon will continue to occur if China takes tougher measures. Image | Nvidia and Flickr In Xataka | China’s three master moves to “independent” technologically from the West: raw materials, chips, AI

You just have to tell this China what you want to get it

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Until not long ago, converting an image like the one on the left into something like the right was not entirely simple. You could do it, yes, but for this you needed advanced knowledge of image editing programs such as Photoshop and, of course, time. That is increasingly true, and using the generative AI to transforming images is already a clear example that this technology can make what was very difficult before. Hello, Qwen-Image-Editor. This is the name of the generative the AI ​​model Posted by Alibaba And that is part of his increasingly reputable family of models Qwen. We are facing a specifically trained model to edit photos and images extremely simple: it is enough to ask for a prompt. Using this AI is much easier than using Photoshop in a traditional way, and in many cases the results are exceptional. You send, the AI ​​obeys creating. The new Qwen-Image-Edit is available to try directly On the website of this model. When we go to that page we will see how the “Image Edition” mode is already preloaded, and it will be enough We can also work on that image successively. An increasingly capable model. This model is a kind of ‘Fork’ of Qwen-Image, the founding model of 20,000 million parameters (20b) that Alibaba published at the beginning of the month. This model focused on things how to render text in the images, but here the edition goes further. The model is available in Qwen Chatbut also in Hugging Face, Modelscope, GITHUB and through the API of Alibaba Cloud (The cost is $ 0.045 per image, but the first 100 are free). Source: Alibaba Cloud. In the cloud and at local, on your PC. Although it is very comfortable to use it from the Qwen Chat interface – which allows you to generate up to 8 free images (entry/exit free every 12 hours -, it is also possible to download it and use it at a home on a PC or laptop with sufficient graphic memory (the model weighs 54 GB). The expert Simon Willinson has done it in his MacBook Pro M2 of 64 GB of unified memory and verified how with 10 inference steps (by default he uses 50, but that takes much longer) It took 25 minutes in generating a modification of an image. In Qwen Chat, which takes advantage of much more computing resources, you just have to wait a few seconds for each image. Understanding the image before editing it. One of the advantages of Qwen-Image-Editor is that it makes use of the so-called double coding mechanism. This system consists in analyzing the input images with the Visual Recognition model QWEN2.5-VL to “understand” the image and know what is in it and then use a variable autocodifier (VAE) to add the details of lock (the edition). This approach manages to maintain fidelity to the original modifying only what the user asks. Plate with hair, dish without hairs. The difference is subtle, but very relevant, especially because you see the rest of the image absolutely intact. Junyang Lin, one of the researchers involved in the development of this model, explained That allows how “can eliminate a hair from a plate” leaving the challenge of the un modified image, something that according to his words “is a very delicate image modification.” The Prompt indicated to the model that changed blue only the color of the letter “N”. So the model analyzing the original image, recognizes that letter, and changes the color without modifying the rest. Semantic edition. Another of the great characteristics of this model is its ability to make a semantic edition of the image. This is: what changes is the structure or meaning of an image. For example, we can apply the famous image effect with Studio Ghibli or another that transforms a photo In a scene created with lay peoplebut preserving the identity of the objects or people of the original image. Transforming any image into another that seems like a scene of some Lego movie is also very simple with this model. And again, the original content maintains its essence. Transforming reality. Like other similar generative models, evolution remains remarkable. We already saw how Google’s magic editor has long been raised, but Qwen-Image-Editor goes one step further to be able to maintain that fidelity of the appearance in the original image. For example, adding graffiti in English or Chinese – Diomas that this model manages perfectly – while the rest of the image remains identical to the original. The quality and consistency of the texts is extraordinary. They even adapt to clothes, even if you have wrinkles, so that the realism effect is greater, as is the case (although it does not notice so much) with the image of the image of Mark Zuckerberg. An example of a prodigious (and disturbing) trend. Here we are talking only about a model that edits images and transforms them, something we had already seen in the past but that with Qwen-Image-Editor goes further. The lesson is actually deeper: all these models manage to make us glimpse a future in which to manage to handle complex applications (such as Photoshop and the like in this case) will no longer be (so) necessary. Learn Linux? I? Except in specific cases, many of the things we did with these applications can be done without having any idea of ​​graphic postprocessing: it will be enough to “talk” with an AI to ask for what we want. And what is true for Photoshop will be equally for endless tools and systems: suddenly squeeze to the maximum Excel or the Linux console – for example – it will no longer make us necessary to study them and use them for hours (even if that always helps). AI will have already done it. In Xataka | China is betting everything in front of the US. What I did not expect is that Huawei and Alibaba fight between them

China is living a fever for cherries and Spain wants to become its great garden. It will not be easy

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He was waiting, but the Spanish cherry has just received news that had been waiting for a while: China has opened the doors of Its gigantic market. After years of negotiation between Beijing and Madrid, the Asian giant has given green light to the export of fruits cultivated in Spain, an agreement that had already been profiled In spring but that has not resolved its last fringes so far. Now there are two other goods expecting: The pistachio and the dry fig. What happened? That one of the main markets of the world, the Chinese, has just opened to the Spanish cherry. And that is an important news for several reasons. First because that vast market is made up of more than 1.4 billion of potential consumers. Second because the Asian giant seems especially interested In this fruit, valued both for its taste and its cultural impact (it is considered a symbol of fortune, especially during the New Year), a demand that has been benefited until now especially Chile. But what has changed? Basically, that the General Administration of Customs of China (AGA) has given its definitive approval to exports of Spanish cherry. The news has been advanced by the department led by Luis Planas in A statement confirming that the Asian Administration has already published the registration of authorized establishments for the sending of fruit. “It puts an end to a complex negotiation process of several years”, stands out. The sector Trust in which the new protocol “expedite” its ability to export. Is it a novelty? Yes. And no. Beijing has just opened its doors, but the news will catch few by surprise. It was expected Since AprilWhen Planas and Chinese Customs Minister Sun Meijun signed several protocols for the export of pigs and cherries, agreements that add to the dozen of pacts signed since 2018 on sanitary requirements oriented to food export. To move from political theory to commercial practice there were nevertheless several pending procedures. In June, AGA technicians conducted an audit of plots and stores related to the export of cherries to confirm that they fulfill the sanitary protocol. Before, in 2024, a delegation sent by Beijing had already been in charge of visiting some producing areas of the country. Are the details known? Yes. The Government He has revealed Some details of the agreement signed with China. The closed protocol with Beijing, for example, that the phases of processing, packaging, storage and transport of the fruit that is exported to China is carried out “under the supervision” of the ministry. “This will also be responsible for ensuring that only the cherries of the registered orchards can enter the clothing warehouse for their selection and processed.” The agreement will be valid for three years and adds to the bilateral export pacts between Spain and China of those who already enjoy other crops, such as citrus, peach, plum, table grape, chaqui or almond. Among other merchandise, Chinese authorities also allow the sale of fodder oatmeal, olive paste and dehydrate alfalfa destined for animal feed. Soon the list could be extended even more. The Planas department acknowledges that, after closing the agreement for cherries, the files of two other products with roots in Spain continue to negotiate: The pistachio and dry figs. Why is it important? For several reasons. The cherry cultivation is not equally extended throughout Spain, but there are provinces in which it is relevant, such as Cáceres or Zaragoza. According to The latest statistics of the Ministry of Agriculture, in 2022 the production of cherry and icing of the country as a whole touched the 114,000 t, with a fundamental weight of Aragon (48,600) and Estremadura (40,000), followed quite distance in Catalonia (6,800), Andalusia (5,300) and Murcia (3,500). The sector expects the agreement with Beijing to expand its horizon. “It will open new possibilities for export to this fruit, whose culture has had an important development,” celebrated Already in April Pemex, the Federation of Producers of fruits, vegetables, flowers and plants. “The export of cherry from Spain in 2024 stood at 39,968 tons, the European Union being the first destination, with 33,440 T”. Among the extra -community markets stands out above all the United Kingdom, which received more than 5,700 tons, and South Africa and Hong Kong, with around one hundred tons each. Fruit shipments reached a value of 139 million euros. Will it have it easy? No. Although the agreement is good news for the Asian aspirations of the Spanish cherry, the truth is that it must compete in a complex market. According to the last forecasts collected by Produces reportit is expected that in the 2025/2026 season, which will last until March, the production of China cherries will grow 6% to 900,000 T, which demonstrates the bet within the country itself. One of the keys to that rebound is the increase in cultivated area, which during last season was around 199,000 ha. His high demand has led Beijing to use Chilean productionincreasingly focused on China. If in 2016 the South American country exported about 40,000 t of fruit to the Asian giant, in 2023 that figure had already fired until exceeding 370,000 t. At the beginning of the year the Xinhua agency He pointed out That during the last season Chile expert to the world more than 625,000 tons of fresh cherry, of which 568,000 left for China’s markets. Images | US Department of Agriculture (Flickr), Dominic Kurniawan Suryaputra (Unspash) and Ok Apartment (Flickr) In Xataka | Extremadura promised them very happy with its powerful Spanish tomato industry. Until China arrived

In China a chips designer for the growing like foam. The surprising thing is that it is not about Huawei or Moore Threads

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Cambricon Technologies is an essential company in China’s plans to dispute its leadership in the US artificial intelligence (AI). Although it is not as well known as Huawei or Moore Threads, this is one of the companies specialized in the design of GPU for AI With greater growth potential. In fact, he has received the approval of the Shanghai bag (China) to raise 560 million dollars. Will allocate them to the design of four chips for training and inference of AI models, and also to the development of an alternative to CUDAfrom Nvidia. To this company everything seems to be going well. And is that during the last twelve months The value of its actions has tripled. The strategic role of AI for China in its technological and commercial war with the US supports Chinese companies dedicated to the hardware design for AI and the development of large language models. However, there is more to promise to boost the business in the short and medium term not only of Cambricon Technologies, but also that of the other Chinese companies that design integrated circuits for ia. As we explained yesterday, the Chinese government has decided to force data centers that belong to the State throughout the country To use at least 50% of Chinese integrated circuits on their servers. A priori is one of the most effective strategies when promoting innovation and minimize China’s dependence of technologies from abroad. And in all likelihood this measure will be supported by others in the future that will try to encourage the use of Chinese chips in all data centers in the country. Public and private. Huawei and Moore Threads complete a very valuable trio for China Moore Threads appears since October 2023 in the blacklist prepared by the US government. This is one of the Chinese organizations that are dedicated to the production of hardware for which companies aligned with the interests of the US and their allies cannot sell software or advanced equipment. Although it is very young (it was founded in 2020) it has something very important in its favor: its founder is Zhang Jianzhong, former general manager of the Nvidia subsidiary in China, so it is evident that he knows well what he has in hand. Moore Threads appears since October 2023 in the blacklist prepared by the US government Moore Threads has developed several GPU for AI applications that, on paper, rival some of the advanced solutions that have placed in the Nvidia, AMD or Huawei market. MTT S4000 and MTT S3000 cards are Your most interesting proposals Right now, although, curiously, in its porpholio the MTT S80 card, a proposal for games and content creation that, according to Moore Threads herself, has a calculation capacity of 14.4 Tflops in Simple precision floating coma operations. Currently this company does not have the ability to compete with Nvidia outside China, but its future looks very interesting. And is that has received During the last four years a total investment of about 800 million dollars from more than two dozen investors. Among them are Chinese technology companies bytedance and Tencent. The other indispensable actor in the Chinese chips industry for IA is Huawei. His most ambitious proposal right now is the chip Ascend 910dwho seeks to overcome the performance of the GPU NVIDIA H100. However, this Chinese company has also recently presented its chip Ascend 920a solution that is clearly destined to occupy in the Chinese market The gaps that the NVIDIA H20 GPU is going to leave. This proposal will enter large -scale production during the second half of 2025 using 6 NM integration technology that have presumably developed elbow with Huawei elbow and SMIC (Semiconductor manufacturing international corp). More information | SCMP In Xataka | Nvidia has to deal with the absolute distrust of several US legislators. His plan in China is in danger In Xataka | The US wants to end the chips for the Chinese that are sold abroad. And China knows how to defend oneself

The US will not allow Intel to fall into full confrontation with China. The government has a plan to prevent it

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Intel has just received a very important vote of trust in A moment of weakness. The Japanese Softbank investment group has just injected into this company 2,000 million dollarswhich has consolidated it as the sixth share of Intel. According to Reutersthis Japanese company has promised not to participate in the Board of Directors, and it will not buy integrated circuits produced by this American chip manufacturer. Even so, everyone wins. For SoftBank this investment is important because Intel will interpret in the future an essential role in the US semiconductor industry. “This strategic investment supports our conviction that the manufacture and supply of advanced semiconductors will expand further in the US with Intel playing a fundamental role,” has declared Masayoshi arethe CEO of SoftBank. On the other hand, these 2,000 million dollars arrive just after Intel has dispensed with Between 8,000 and 10,900 workers of its factories with the purpose of reducing their operating expenses and increasing their competitiveness. However, the company led by Lip-Bu so has something else in hand. Something very important. And is that, According to BloombergIt is negotiating with the Trump administration the possibility that the State acquires a 10% participation in Intel. The largest integrated circuit manufacturer in the United States cannot fall Most of the decisions made by the US government since Donald Trump returned to the White House On January 20, it pursues a single objective: the American semiconductor industry must be strengthened and independent. Intel is the biggest manufacturer of US chips, so allowing its fall is not an option for the government. The possibility of the State participating in Intel’s shareholders reinforces this precept, although this company has already acquired an unavoidable commitment to the administration. Intel is the largest US chips manufacturer, so allowing its fall is not an option for the government In mid -September 2024 Intel published a statement in which he anticipated that he will receive a maximum of 3,000 million dollars within the framework of the ‘Chips and Science Act’ program to manufacture in a reliable way semiconductors for the US government. The name of this plan, “Safe Enclave”, reflects one of the requirements required by the Administration: Chips must be produced in the strictest confidentiality. The Commerce Department confirmed that it was evaluating the possibility of Intel reserving a restricted area in some of its integrated circuit manufacturing plants specifically for the production of chips for defense and intelligence applications. What is not yet clear is who will take care of the expenses derived from the tuning of this “exclusion zone” within the factories. They can be borne by Intel, but this money is likely to finally come from the subsidies of the State. There is something important in which we have not yet repaired: the Defense Department is interested in using Intel’s 18th node. At the beginning of September 2024 this company confirmed that the 20A node will be skipped To reduce expenses and It will derive its resources to the 18A node. According to Ben SellVice President of Intel Technology Development, the 18A node has reached the maturity necessary to enter production in 2025 and will benefit from the resources that will be reallocated from the 20A node. Although the latter at the end will not go into large -scale production will be remembered for being the first in which Intel introduced two important innovations: transistors Ribbonfet Gate-Lall-Around (GAA) and Powervia energy delivery technology. Image | Intel More information | Reuters | Bloomberg In Xataka | Intel has confirmed that the 20A node will be skipped to reduce expenses. The 18A node will enter production in 2025

The US tariffs have forced Asus to flee from China. The question is how users will affect us

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The US tariffs are ravage. At the beginning of last April Donald Trump announced that His administration was going to impose tariffs to the importation of products from Most countries with those that the US holds a commercial relationship. China was one of the nations They left worse stops, as expected, which caused governments led by Donald Trump and Xi Jinping to engage in an unprecedented climb of tariffs. In a few days the US administration approved China tariffs of 145%and this last country responded with 125% taxes About US assets. This scenario was unsustainable, so after negotiating both governments they agreed to moderate their tariffs temporarily at 30% and 10% respectively. This is how the panorama is currently, but these two countries will renegotiate these conditions as very late in November. Anyway, 30% tariffs are subject to the products that arrive in the US from China are damaging many companies. Asus is one of them. Thailand, Indonesia and Vietnam are the big beneficiaries, for the moment Asus is a Taiwanese company, but until just a few weeks most of its production came from continental China. This company is one of the largest manufacturers of motherboard and other components for PC of the planet, and the US is one of its main markets. It is very difficult to specify what weight sales in the country led by Donald Trump in the face of their total sales, but we know that in 2023 the American continent represented 23% of the total income of ASUS. And with all probability USA exercised a very important contribution to this figure. “At this time more than 90% of our production has already been distributed to these new regions” Losing its position in the US market is not an option for this Taiwanese company. Their products manufactured in China receive a surcharge when they arrive in the US of 30%, as we have seen, so Asus has made a decision: It is moving 90% of its production outside of China. It is the only effective strategy when avoiding US tariffs. “We are expanding our production bases in Southeast Asia beyond China for both the mother -and -fashioned PCs. We are installing in Thailand, Indonesia and Vietnam (…) at this time more than 90% of our production has already been distributed to these new regions,” has declared A spokesman for Asus. The choice of Thailand, Indonesia and Vietnam is not accidental. Production costs in these three countries are moderate, presumably as much as in China, so Asus’s competitiveness is not going to resent. It is great news for us, users. If this reorganization of its production chain had an upward impact on the cost of their products, consumers would pay it. All consumers, not just those of the US. But a priori this will not happen because manufacturing in Thailand, Indonesia and Vietnam It is no more expensive than doing it in China when the combination of lower wages and the ability to avoid high tariffs in key markets are considered. Image | Andrey Matveev More information | Tom’s hardware In Xataka | The authentic responsible for China can make avant -garde chips is an almost unknown company: Sicarrier

Huawei is about to deliver to China the ingredient he needs to dispute his leadership in AI

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China has a very serious problem in the field of hardware development for applications of artificial intelligence (AI). At the moment the Chinese chips manufacturers They are not producing solutions capable of competing with The most advanced memories that manufacture the South Korean companies Samsung and SK Hynix, or the American Micron Technology. GPUs for Ia work side by side with HBM memory chips (High Bandwidth Memory). In fact, its performance is largely conditioned by these memories. SK Hynix, Samsung and Micron are manufacturing on a large scale, although with different success12 -layer HBM3E memories. The two South Korean firms will produce large -scale HBM4 chips during the second semester of 2025, and Micron will do so in 2026. However, CXMT (Changxin Memory Technologies), one of the Chinese companies specialized in the production of memoirs, will launch Your first HBM3E chips in 2027. At the current competence with the US, China cannot afford to go two years behind the West in the production of HBM memories. And it seems that this lag is about to disappear. Last week the Chinese state media Securities Times revealed that Huawei was about to present A technological advance that pursued China dependence on HBM memory chips from abroad. And today Digitimes Asia He has collected very important news: this company is already testing the first HBM3 chips manufactured entirely in China. As we have just seen, this milestone is crucial to this Asian country because presumably allows you to access a technology that is not currently within your reach. Huawei does not rest Huawei invests more than $ 25,000 million annually in The development of your hardware for AIso presumably it will not take long to match the benefits of the GPUs produced by NVIDIA or AMD. So far he had two Achilles heels: his inability to manufacture his chips using the equipment extreme ultraviolet photolithography (UVE) produced by the Dutch company ASML and its difficulty accessing the Integrated HBM memory circuits manufactured abroad. The latter will cease to be a problem. Huawei invests more than 25,000 million dollars annually in the development of its hardware for AI And, as we explained last week, during the celebration in Shanghai (China) of the Applications Forum and Development of Reasoning of Financial 2025 Huawei released an algorithm called UCM (Unified Cache Manager) that, according to this company, it is capable of drastically accelerate inference In the great AI models. A relevant note: inference is broadly the computational process carried out by language models with the purpose of generating the responses that correspond to the requests they receive. To achieve its purpose, the UCM algorithm displays a very ingenious strategy: decide in what type of memory it is necessary to store each data taking as a fundamental indicator the latency requirements. In practice, this algorithm behaves as a gigantic cache that guarantees that each data will go to the right memory, including HBM3, with the purpose of minimizing latency during inference. If it is a very often used data, it will be stored in a very fast memory, such as HBM3. According to Huaweithis technology is able to reduce the latency of inference by 90%. Interestingly, this company plans to do the UCM Source Open Algorithm in September. More information | Digitimes Asia In Xataka | Nvidia has to deal with the absolute distrust of several US legislators. His plan in China is in danger In Xataka | The US wants to end the chips for the Chinese that are sold abroad. And China knows how to defend oneself

The divorce of China and Nvidia is a fact. The Xi Jinping government no longer recommends Chinese chips: it demands them

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China is touring a path that has no going back. US sanctions and their allies prevent Chinese companies and public institutions that are dedicated to the development of models of artificial intelligence (AI) access the most advanced GPUs that design NVIDIA, AMD or brains, among other Western alignment companies. And in these circumstances the government led by Xi Jinping only has one option: minimize China’s dependence of technologies from abroad. In early October 2024 The administration arrived To the companies of Chinese a recommendation in which it asked them to use chips produced in China as much as possible. Ten months later, According to SCMPthis recommendation has become a demand. And it is that the Chinese government is already forcing data centers that belong to the State throughout the country to use at least 50% of Chinese integrated circuits on its servers. This scenario clearly favors a company: Huawei. Huawei has a unique opportunity, but also a monumental challenge Huawei invests more than $ 25,000 million annually in The development of your hardware for AIso presumably it will not take long to match the benefits of the GPUs produced by NVIDIA or AMD. His most ambitious proposal right now is the chip Ascend 910dwho seeks to overcome the performance of the GPU NVIDIA H100. However, this Chinese company has also recently presented its chip Ascend 920a solution that is clearly destined to occupy in the Chinese market the gaps that it will leave The H20 GPU of Nvidia. This proposal will enter large -scale production during the second half of 2025 using 6 NM integration technology that have presumably developed elbow with Huawei elbow and SMIC (Semiconductor manufacturing international corp). Nevertheless, Huawei faces a huge challenge that probably in the short term it will prevent you from satisfying the demand for chips for Ia from the Chinese market. In the middle of last June Jeffrey Kessler, the Undersecretary of Commerce for Industry and Security of the US Department of Commerce, He made this statement In Congress: “Our evaluation indicates that the production capacity of Huawei Ascend “Our evaluation indicates that the production capacity of Huawei Ascend by 2025 will be 200,000 units or less, and we foresee that the majority or all of that production will be delivered to companies within China.” This prediction about the production capacity of avant -garde chips for Huawei is sustained on an irrefutable fact: the mate of the integration technologies used by the Chinese manufacturer of SMIC semiconductors to produce the Huawei GPUs has a very wide margin of improvement. SMIC already has the ability to manufacture 6 Nm integrated circuits, and soon it can also produce 5 Nm semiconductors, but is limited by the performance of the deep ultraviolet lithography equipment (UVP) you have in your possession. It is meritorious that SMIC and HUAWEI engineers have managed to refine their integrated circuit manufacturing processes what is necessary to produce 5, 6 and 7 nm chips With ASML UVP teams, but a priori it is very unlikely that with these machines they will be able to go beyond the 3 Nm. And it is because the technique of Multiple patterningwhich is what they are using, imposes important limitations. A note: This strategy in broad strokes consists in transferring the pattern to the wafer in several passes with the purpose of increasing the resolution of the lithographic process. His problem is that he usually has an upward impact on the cost of chips and the decline in production capacity. For Huawei it is a big problem not to have the necessary technology to produce avant -garde semiconductors comparable to those who manufacture Intel, TSMC or Samsung, so it is working on the development of its own team of extreme ultraviolet photolithography (UVE). More information | SCMP In Xataka | Nvidia has to deal with the absolute distrust of several US legislators. His plan in China is in danger In Xataka | The US wants to end the chips for the Chinese that are sold abroad. And China knows how to defend oneself

The US wants China to become addicted to Nvidia chips. His problem is that his greatest rival is not for the work

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The administration led by Donald Trump has realized that her predecessor and herself have made a very serious mistake. SANCTION PACKAGES that have deployed during the last three years To prevent China from doing with the most advanced semiconductor manufacturing equipment, and also with avant -garde chips for artificial intelligence (AI), have forced the Government of Xi Jinping to become independent of foreign technologies. The Chinese industry of the integrated circuits has advanced a lot during the last five years, and will surely continue to do so. It is very likely that in 2026 Chinese manufacturers have their own extreme ultraviolet lithography equipment (UVE). And currently Huawei, Moore Threads and other Chinese companies have GPU for some scenarios They compete with the Nvidia and AMD chips. The independence of the Chinese semiconductor industry is underway. The best output given this juncture for the US is none other than to deliver to China in a controlled way advanced chips for AI, but less powerful than the most capable that design Nvidia, AMD or brains. In this way this Asian country may relax a bit its ambition for development and independence. This is exactly what the Trump administration is doing by allowing Nvidia to give back to its Chinese clients Your GPU for IA H20as Chris Miller holdsthe author of ‘The chips war’in his Newsletter. China is getting out of Nvidia The future of Nvidia in China is largely in the hands of the administration of the cyberspace of China, known as CAC for its English denomination (Cyberspace Administration of China). This institution is the main Internet regulatory body in China and is thoroughly investigating NVIDIA H20 GPU Because it suspects that this chip could incorporate a back door of difficult location by Chinese experts. If so, the possibility of China to use this GPU could be possible. David reber Jr., Nvidia Security Director, published last week An article in the blog of this company entitled “There are no rear doors in the Nvidia chips. There are no deactivation switches. There are no spy software” in an obvious attempt to defend the company’s reputation and appease the growing distrust to which he faces in China. There is a lot at stake. If the final resolution of the CAC turns out to be unfavorable with all probability NVIDIA will lose a good part of the income currently obtained in this country. The Chinese government is urging Chinese companies that are dedicated to the development of large models of the use in their Chinese chip servers However, this is not all. Whatever the CAC verdict is a fact that the Chinese government He is urging Chinese companies that are dedicated to the development of large models of AI to use in their servers integrated circuits of Chinese origin. In this scenario their best bazas are now Huawei and Moore Threads. The first of these companies has lists its own GPU for iathe chips ascend AI, for more than five years. During this period of time it has been refining them and increasing their abilities with the purpose of matching or even overcoming the performance of the chips A100 and H100 of Nvidia. His most ambitious proposal right now is the chip Ascend 910dwhich seeks to overcome the performance of the H100 GPU. However, this Chinese company has also recently presented its chip Ascend 920a solution that is clearly destined to occupy in the Chinese market The H20 GPU space. This proposal will enter large -scale production during the second half of 2025 using 6 NM integration technology that have presumably developed elbow with Huawei elbow and SMIC. On the other hand, Moore Threads He has developed several GPU for AI applications that, on paper, rivaize some of the advanced solutions that have placed in the Nvidia, AMD or Huawei market. The MTT S4000 and MTT S3000 cards are its most interesting proposals right now, although, curiously, in its porpholio the MTT S80 card, a proposal for games and content creation that, according to Moore Threads itself, has a 14.4 TFLOPS calculation capacity also appears in Floating Coma operations of simple precision. It doesn’t impress, but it’s not bad at all. Image | Gage Skidmore | Wikipedia More information | Financial Times In Xataka | Ten Chinese companies in Chips and IA have allied with a common goal: to put an end to the domain of Nvidia

China has a huge youth unemployment problem. So much, that some people pretend that they work

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China and the European Union have one thing in common: the youth unemployment rate. 14.5% of young Chinese have no job, while in the European Union the figure is slightly higher, 14.7%. The difference, of course, is that about 448 million people live in the European Union, while in China there are more 1,400 million inhabitants. Not finding work feels bad to anyone, but in China both family and social pressure is huge. It is a very competitive market and the young man is expected to find work, do everything possible to find it: training, studiespractices, Temporary workswhatever. Not working or worse, not looking for work, has a negative impact on social perception. In that context, the emergence of a phenomenon of the most peculiar makes sense: pay for pretending you work. Image | Marc Mueller China and work. When a student graduates, what is expected of him is to work, be useful and not depend on the family. It is possible that this is not immediately possible. Some students can opt for a “Deliberate transition“(慢就业), that is, take a while while they form and explore options actively; others can do a postgraduate (考研) or study oppositions (考公); and others, access a temporary job, support the family business, etc., while looking for something more stable. It is expected, in short, that the job search is active and proactive. Not doing so has negative effects on social perception. Depending on parents without being contributing or looking for anything (啃老, we could literally translate it as “bite the old” or more Castilianized, being a Nini) is something that is frowned upon. But situations are not always conducive and, given social pressure, it may be easier to pretend than you work while looking for work than giving explanations. Image | Xataka Work looking for work. Given this complex social and labor situation, companies have emerged in some areas of China that rent a place to go to work when you have no job. One of them is intend to work Company, which for 3.5 euros per day allows access to a false office with computers, Internet access, meeting rooms, etc. Like a Coworkingmore or less. These companies are announced on social networks such as Xiaohongshu. And what to go? There are several reasons. BBC echoes From the testimony of Shui Zhou, a 30 -year -old person who goes to the “office” every day to do networking, train his discipline and, in some way, relax his parents. Right now he is taking the opportunity to improve his skills with AI. Others such as Xiaowen Tang, a newly graduated, 23 years old, pointed out because their university has a kind of unwritten rule: if you do not send your contract or proof that you are doing practices a year after graduate, they do not give you the diploma. He pointed to the company, took a photo of the office and used it as proof. Workers in a smartphones factory | Image: Xataka Another cantonous girl, whose identity remains in anonymity, left her job in 2024 due to the pressure of the financial world, explains to The country. He pointed to a false office because he does not dare to tell his family the truth. He started going to coffee shops, but for 400 yuan monthly he can go to a lie office to spend the day while looking for work. A shell. “To pretend that it works is a shelter that young people find for themselves, creating a slight distance with respect to the majority society and giving themselves a little space,” Dr. Biao Xiang, director of the Max Planck Institute for Social Anthropology in Germany in Germany, tells the BBC. The same thinks the owner of Pretend to Work Company, a 30 -year -old boy who affirms that “what I sell is not a job, but the dignity of not being a useless person.” As reported, 40% of its customers are recent graduates who need to try their tutors who are doing practices. Some also go to flee from family pressure. Others are autonomous or digital nomads that understand this space as a coworking. The Middle Ages is 30 years. The other face of the currency. Pandemia made a mella in youth employment in China, which in 2023, after years of employability record, was estimated at 46.5% According to Zhang DandanProfessor of Economics at the University of Beijing. So disastrous was the situation that Statistics were stopped. The country faces 14.5% youth unemployment, a figure that probably grows When the 12.2 million new graduates Try to enter the market. The pressure to get a job is such that, in recent years, a movement that pursues the opposite has emerged. Instead of being ambitious, reaching the extreme and doing work the central axis of life that Once the day 996 proposed (and Now it seems to be changing), The 躺平 movement, literally “lie down”, promotes the opposite: criticism of extreme competition, work just to fulfill, lead a slower rhythm of life, enjoy a little more even if that implies a work of less relevance or a lower salary. It is in China what we knew here as the Silent resignation. Cover image | Marc Mueller In Xataka | This worker promised them happy combining three jobs, until he made an error and in a matter of hours was unemployed

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