china

Toyota is behind in the development of cars software. So he has resorted to the referent in the field: China

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Toyota is the largest car manufacturer in the world. The accounts say that last year he put on the market Almost 11 million vehicles. But their 2024 sales have two readings. The optimistic is that, despite advocating the arrival of the electric car, Toyota continues to bet on hybrids And that allows him to be the manufacturer with the highest sales in the world. The presence of Toyota in that technology is minimal but the goal is to arrive at the exact moment or, to be late, to arrive better than the rivals. The pessimistic is that Toyota is losing bellows. The fall in global sales was 3.7% and although in the United States it advances with a firm step thanks to hybrids, In China an important 6.9%was left. Not only that, the market is so competitive that it threatens to expel some brands and lose ease in the world’s largest national market It can be a difficult Ramora to overcome in the future. 2024 was the third consecutive year in which Toyota left sales in China. The country is the place of the world where more electric cars are bought. There, the presence of Toyota has been almost testimonial until this year. Until this 2025, barely sold the Toyota Bz3 in China. Now he has confirmed that he will put the TOYOTA BZ3X (more assembled SUV market) and the Toyota Bz7both in collaboration with the GAC local. However, three electrical models is clearly insufficient compared to giants like Byd either All Geely’s potential With its innumerable brands. And to this it is added that the Chinese market is not only rewarding those who put a good car on the market in relation to their autonomy. China has taken an important step in the qualities of its habitats and, above all, customers are rewarding the software used inside, with multiple offers ranging from classic information to converting the interior of the car into a karaoke. The latter has put western manufacturers against the ropes that do not finish finding the key of what is carried there. Toyota’s solution: ally with those who know the most. Toyota, by the hand of Xiaomi and Huawei Given this last situation, Toyota has opted for the fast track but, perhaps, extremely intelligent. An alliance with Xiaomi and Huawei allows you to position the product as another part of the digital ecosystem of those who have an arsenal of products from that same family. Since the Xiaomi Su7 was presented, the company has placed special emphasis on the conversation between the mobile and car, turning it into one more extension of a family of products that is already omnipresent at home. His trick is Hyperos. My partner told Ricardo Aguilar in Xataka That the integration between the system and the mobile phone is much deeper than Apple Carplay or Android Auto. The operating system replicates in up to five screens the relevant information for each of them, has its own applications and allows you to display the information of the phone in mirror mode. Even the system allows Apple Carplay to combine with the base operating system and well show the latter on the central screen and the rear (while Hyperos works below in the instrument box or the head-up display) or send content to it by means of AirPlay. The same goes for Android Auto. The same goes for Harmonyosthe vehicle software used Huawei in cars that launches the market in collaboration with vehicle manufacturers such as Aito, Chery either Jac. In this case, he even has more crumb because They use their own chips with the aim of becoming independent of American companies. In 2021, Huawei already taught the leg with the Presentation of Harmonyos. That multiplatform software had the clear vocation to integrate all products into the same family. That is, who had a phone Huawei will be launched directly to a car that allows him to live the full user experience. Like Xioami, Huawei repeats formula presenting itself as an attractive option to attract customers in high -end or luxury vehicles, such as the one that We can see in this video. The approximation of both Chinese companies is radically different from that of Toyota whose investment in the software is being minimal so far. And although a few months ago they confirmed that They were investing greater resources In their own operating system, they are aware that quina competitiveness can pass them over. The solution is to ally with both Chinese technology. Thus, the Toyota BZ7 can be used with Both operating systems. Each will work with their own artificial intelligence developments and, for example, Toyota promises that with Huawei they are working on a personal identification of individuals so that, with a simple voice command, we can activate the desired profile at the moment. In addition to Xiaomi and Huawei, Toyota has also associated with Momenta. The Chinese company will allow you to delve into autonomous driving systems, a highly desired market in China. In fact, the own Government has had to give a touch of attention to manufacturers so that they do not overestimate their capabilities for the user. Photo | Toyota In Xataka | Family and friends keep asking me if “it is worth buying a Chinese car.” This is my answer

China has been so close to dying with its solar panels that has made the only logical decision: manufacture less

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China is a colossus in the photovoltaic industry segment. They are not just installing huge parksbut dominate production with iron. So much that they have made The whole world depends on its technology and collapsed the price of the panels, drowning European and American manufacturers. The result of the crazy expansion was An internal price warbut after years of losses in the domestic market, they already propose a solution. Manufacture fewer panels. Storm. In 2020, China presented a zero emission plan Net for 2060. The goal is reduce your considerable carbon footprint and pollution and, for this, They marked That in 2030 there should be at least 1,200 GW of solar and wind capacity installed. The energy began to act, but companies from other sectors saw that there was a lucrative opportunity and got into the business. The result? Market saturation and such a beast production of the modules that were drowning foreign companies, but also to the domestic market. If 1,200 GW of renewables installed in 2030 were needed, only the solar installed in 2024 already surpassed The 880 GW. To the search for solutions. Production folded world demand And prices crashed, with huge companies in the sector asking the State for help To be able to continue in business. In that unsustainable situation for your own industry because They lost money with each salea kind of OPEC For Chinese photovoltaic, the Chinese photovoltaic industry association, or CPPO, with 33 of the main manufacturers signing a self -control commitment. The meeting was held in December last year and its executives are still looking for solutions after years of price wars. This week the Snec pv & is expo 2025 In Shanghai, in which manufacturers and companies around the world have met to evaluate the global situation. And, although we have to wait to see what measures they take, the Asian association of the photovoltaic industry – one of the organizers of the event – is clear that it cannot be followed in this situation. Or we refer to one or sink. As we read in South China Morning Post“The solar industry is not a zero -sum game,” said Zhu Gongshan, president of the association, in the inauguration speech. “We are in this together and the extreme cost of costs and fierce competition are not different from drinking poison to calm thirst,” he said. China installed About 278 GW of solar capacity last year, a figure that represents almost 60% of the new facilities worldwide. And it was the result of an overcapacity that contributed to a fall of 60% of the prices of the solar modules between 2020 and 2024. At the December meeting, one of the measures agreed by the main manufacturers was to respect a minimum recommended price to preserve the margins, and had a moderately positive result in early 2025, with a price rebound. But they don’t loosen the accelerator. The Cpia estimated Between 215 and 255 GW for this year, a cut in front of the amount of last year, but the accounts do not leave and the rhythm of facilities that are being kept is still very high: until April 30, 105 GW had been added, 75% more than what was installed in the same period of the previous year. It is estimated that it was because in January a large number of facilities were carried out and that they will fall 44% in the second half of 2025. One of the measures driven By the Government to reorganize the industry, it entered into force on June 1: sell production at market price instead of a guaranteed rate in the new solar plants. The antidote. “Instead of waiting for a cyclical recovery, we must face a disruptive restructuring in the sector,” said Zhu. And what are the proposals? Several are handled, such as focusing on improving collaboration between the government and companies to confront the offer through regulations or mergers. Another is that I know Bet on technological innovation for both panels and production chain, which will allow sustainable growth and higher benefit margins. That is, not to make the crazy panels that anchored to a technology that can be quickly outdated, but is cheap, but to improve quality and make fewer panels, maintaining a higher price and avoiding saturation. Change of mentality. Another problem is that there are too many things to consider. Those 33 Chinese companies of the CPPO are not the only ones that manufacture panels and there are those who may not respect self -control agreements. But, in addition, these internal problems are added tariff manids imposed by the United States. In the case of panels, Trump’s administration He imposed tariffs of More than 3,500% to the importation of panels from China and 60% to materials such as polisilicio, wafers and Chinese solar cells. China’s response, according to the president of one of the local businesses, should be internationalization. “Due to tariffs, it is no longer enough to export: we must locate production abroad,” said Gao Jifan, president of Trina Solar. We will see what happens, but try to stop that saturation of the market is significant, and that they talk about democrating production can generate a new battle from Western countries that we have already seen with the Chinese car: the one that try to attract the attention of manufacturers. Image | Huasun In Xataka | Solar panels that clean other solar panels: the photovoltaic industry has entered its self -replicant phase

Intel and TSMC lead the revolution of photonic chips. His problem is that China has just done fully in this war

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Douglas Yu, a TSMC executive, The biggest chips manufacturer on the planetwith responsibility in the field of systems integration Explain clearly The disruptive capacity of integrated photonic circuits: “If we manage to implement a good system of integration of silicon’s photonics We will trigger a new paradigm. We will probably be placed at the beginning of a new era. “ The photonic silicon seeks to develop the technology of this chemical element to optimize the transformation of electrical signals into light pulses. The most obvious field of application of this innovation is the implementation of high performance links that, on paper, can be used both to solve communications between several chips and to optimize the transfer of information between several machines. Advanced packaging technologies with which the main semiconductor manufacturers work, such as TSMC, Intel or Samsung, can benefit a lot from a communication mechanism between very high performance chips. And the large data centers in which it is necessary to connect a large number of machines, too. However, there is a particular discipline to which it would be wonderful about the advantages proposed by the photonic silicon: the artificial intelligence (AI). China plans to use this technology in AI, 6G communications and quantum computers Intel and TSMC are some of the companies that have been working on the development of their technologies linked to the photonic silicon, and, as we can intuit, this innovation is no stranger to Chinese companies and research centers. In fact, in mid -May 2024 the Institute of Information Technology and Microsystems of Shanghai (China) in collaboration with the Lausanian Institute of Technology (Switzerland) reached a crucial milestone. Until that time one of the fundamental ingredients of the integrated photonic circuits was the lithium niobate. The lithium tantalate allows the manufacture of large -scale photonic chips and with much lower costs This synthetic salt intervenes in the manufacture of these integrated circuits because its physicochemical properties allow it to optimize the conversion of electricity into light, but it has a problem: the industrial exploitation of this technology is conditioned by The high cost that each wafer hasand also for the size of each of them. What these scientists have achieved is to replace the lithium niobate with other semiconductor material whose properties are even more attractive: the lithium tantalate (litao3). Ou Xin, one of the scientists who have led this project, assures That in addition to paying better than the lithium niobate, the lithium tantaloate allows the manufacture of large -scale photonic circuit and with much lower costs. This is because the manufacturing processes are similar to those currently used to produce conventional silicon semiconductors. This is the context in which, according to SCMPthe chips center for integrated photonics Xplore (Chipx) of the Jiao Tong University of Shanghai has announced that it has started the production of 6 -inch wafers for photonic chips. Interestingly, this production line Use Lithium Niobateso it still has a room to advance and take advantage of the properties of the lithium tantalate. Be as Professor Jin Xianmin, the director of CHIPX, says that the photonic integrated circuits have a huge potential not only in the training and inference of AI models, the classical supercomputing and Quantum computersbut also in the development of communications 6g. Image | TSMC More information | SCMP In Xataka | Today China and the US have parked their differences for a good reason: they will analyze together the risks of AI

Apple believed that I was conquering China. Actually China conquered her

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There are books that arrive at the right time to make you rethink what you thought were to know. ‘Apple in China: The Capture of The World’s Greatest Company‘, just published by Patrick McGee, he is one of them. Your central thesis It smells awkward truth: Apple did not conquered China. It was China who conquered Apple. For years we have seen this relationship from our perspective: not China and not American, but western. Apple brought innovation, jobs and modernity to China. Silicon Valley’s classic story exporting democratic values ​​through trade. But McGee turns that narrative around. And when he does, everything takes on another meaning. More uncomfortable. More real. On March 15, 2013, the exact moment in which Apple understood the rules. After a campaign orchestrated on Chinese state television, Tim Cook was forced to publish an apology letter in Mandarin for iPhone guarantee policies. That was a symbolic genuflection that revealed the true nature of power in that relationship. The CEO of which It was already the most valuable company in the worldPublicly forgiveness to an authoritarian regime. From the western perspective, he was humiliating. From China, it was probably logical: a multinational adapting to local customer service standards. The trap was perfect because Apple had fallen in love with something that only China could offer: ability to climb without limits. Pasa from zero to 200 million iPhone manufactured a year required impossible industrial coordination anywhere else. Apple was completely delivered: it formed 28 million Chinese workers, invested $ 7.3 billion in own equipment within foreign factories, sent its best engineers. McGee makes a devastating comparison: A private company investing in a country more than the greatest industrial effort of the American state. But Apple built that cathedral without understanding what land erected it. Without a single executive residing permanently in China. No diplomatic strategy. No contingency plan. While Apple taught its industrial secrets, Beijing did not trap, it simply applied state capitalism strategically. Used their advantage (giant market + industrial capacity) to achieve technological transfer and know-how That then be able to explode. It is not very different from what the United States does with Tiktok or Huawei. Over the years, the balance was reversed. In silence. It was no longer Apple who imposed conditions: Apple adapted. One after another. Noiseless. Without public protests. What was the alternative? Lose access to 20% of its turnover and dismantle a supply chain that had taken decades to perfect. No CEO would come out of a board of directors after proposing this idea. The book has an important weakness: It is deeply western in its sources: McGee builds his narrative mainly from Apple internal documents and testimonies of American executives. There is barely Chinese perspective. We do not know what Beijing really thought, what its internal strategy was, or how they see this relationship from the other side. It’s like counting the cold war only with pentagon files. Chinese workers appear more as a statistical resource than as actors of their own destiny. And there comes the paradox. Instead of transforming China, Apple ended up transformed by it. The most controversial decisions of the Cook era – centered, transfer of data, silence against repressions – are the calculated price of continuing to operate in the largest consumer market in the world: 1.4 billion. It is a price that Apple continues to pay each quarter. Tim Cook inherited an Apple admired for its creative independence. AND In his legacy It will be triggered financially, expand it towards the services and diversify catalog in vertical and horizontal. But will also leave an Apple cornered by its logistics units. Today Try to diversify towards India and Vietnambut structural damage is already done. Not only because most of its chain continues in China, but because Apple learned to bend. And to each market, someone else dictates the conditions. Especially when it has no alternatives. “Apple in China” is not really a book about Apple. It is a book about power in the global era. On how The company that believed that the excellence of the product guaranteed strategic independence discovered that in geopolitics, margins do not vote. Behind the iPhone that we carry in the pocket there is more than technological innovation. There are calculated assignments, silent adaptations, a reheilibrium of power so progressive that it was barely noticed until it was irreversible. If the Chinese market could redefine the rules for Apple, what multinational company really controls its destination? Outstanding image | Patrick Fore in Unspash In Xataka | The decline of the “Apple culture”. Blind devotion has evolved towards critical enthusiasm

Chery believes that China can get the same quality as Europeans in half of time. And in Spain it is working

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Speed ​​and adaptability. Those are two of the pillars on which Chery’s strategy is based on Europe. The company has broken into the Spanish market with force despite having a handful of models distributed among three different companies. Lilian Xiong, Vice President of Chery, explains why these Chinese brands have managed to advance so fast. “We need three or four years”. That is time, according to Xiong, those who need to build a car like omoda 9 “since we design the initial concept until we have the model.” Words pick them up Business Insider in an interview with the board. In it, he explains that his ability to adapt and speed are two of the great differences that exist with Europeans. And, in fact, The round trip between Europe and China It is a good example of how this is happening. While in Europe, Chinese cars do not stop gaining land, in China the western ones lose it by Not knowing how to adapt to the tastes of the local market. We know what they are talking about. As we explain when Xiaomi presented its novel interior For the Xiaomi Yu7, in Xataka We have had the opportunity to know the speed with which Chinese brands work. In informal talks, workers of these companies have explained that the proposals that in European groups would extend for years here apply it in a few months. We know that some cars have arrived in versions of preiest very little adjusted to what the Spanish public claims and shortly after they have presented themselves to the press and have put themselves in the concessionaires with the suspension and the refined direction. Components have even changed in the vehicle itself. Adaptation. That ability to adapt is another of the great advantages that Chinese cars are offering. Chery cars (omoda, Jaecoo and Ebro) are being refined in Europe to adapt to what the European public expects. Xiong points out that for that, its Barcelona plant is key since they did a previous job before confirming the landing. But not just them, Leapmotor is refining her cars in BaloccoAlfa Romeo’s house, to put cars that do not small suspensions and extraordinarily soft directions, as is the case in China. Also byd has proposed to do the same using Your Hungary plant and the new departments that Xpeng is opening in Germany They also point to that address. The software. Another key piece to attract the public is that cars begin to be defined by the software and not so much for the hardware. “Before producing a car was based on the assembly of pieces. Now they are much more important elements such as software, which will mark a great change in industry,” says Xiong in the interview. This, in a market where the car has increased and interior materials are no longer as luxurious as before, it is key. You just have to get on board the Omoda 5 To verify that the quality of its camera is much better than that of European rivals despite having a lower cost. Or what OMODA 9 equipment is very wide (Electric seats, heated and ventilated with massage, speakers integrated in the headrests, 14 speakers Sony equipment …) offering better impression than most of its rivals. It shows in the price. That approach of focusing on the software and not so much on the hardware, understood as the body and the vehicle’s chassis, is not unique to Chery. Specialists in riding and disassembling cars They already alerted Toyota a few months ago that his way of working was becoming obsolete. The problem is that the Japanese had taken an extreme care in Perfect even the unspeakable carspaying maximum attention to every detail. However, Byd or Tesla saved many pieces, kilos and money in their vehicles because they use greater number of plastic components instead of heavy metals. Without vibrations of the combustion engine, the dashboard parts were subjected to less stress. And also in time. All this allows them to reduce the price and increase the profit margin thanks to a less complex and faster production. Focusing “what is seen” more than in the bowels of the vehicle is a decision that is conquering the public. In what we have been, the Chery group has enrolled in Spain more than 11,000 cars, which places them at the same level as Opel and begin to approach Ford or Citroën. However, all of the above are marks settled while Omoda arrived with 2024 already startedJaecoo did not do the same until second half of the year and Ebro only has a handful of months Selling their cars in our country. And, above all, they have managed to add more than 11,000 registrations between January and May despite the fact that until the arrival of omoda 9 and the Ebro S800 They had more than three cars in the market (one for each of them) and they are still a newcomer company. So newcomer that, in fact, omoda is only three years behind. Photo | Omoda In Xataka | Family and friends keep asking me if “it is worth buying a Chinese car.” This is my answer

No one has managed to reach the mantle of the earth. China has built a ship to do it and, incidentally, extract energy

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The old aspiration of Julio Verne in ‘Journey to the center of the earth’ is still out of our reach, but the explorations under the seabed are increasingly deep. You just have to see the ship that China has just put into service. Meng Xiang. “Dream” in Chinese. A colossal ocean drilling vessel designed and built entirely In the Asian country to pierce the ocean bed descending up to a record distance of 11,000 meters. The objective: penetrate the earth’s crust and reach the mantle, a geological border that until now has only been able to study indirectly, creating new science while exploring new energy sources. A Boat. With 179.8 meters in length and 42,600 tons of displacement, the Meng Xiang is the new largest scientific research vessel in China, which, which consolidated the country’s position as a maritime superpower. Although it will focus on the South China Sea until 2035, the Meng Xiang could operate in any ocean in the world, supporting superstifones and the most extreme maritime conditions. What makes it unique. The true crown jewel is its drilling system: the world’s first hydraulic drilling tower capable of raising up to 907 tons with a double purpose: Perform oil and gas exploration perforationsand at the same time, take samples of geological nuclei for scientific research. Your ability to pierce 11 kilometers will allow you, for the first time, to obtain direct samples of this transition zone. The goal reminds the historical “Mohole Project” of the United States In the 60s, which although he laid the foundations for oceanic drilling, he never achieved his final objective. The new Chinese ship has the technology to get it. The unexplored border. Since the seismologist Croata Andrija Mohorovičić discovered it in 1909, “Moho discontinuity” It has been one of the most coveted borders by geology. It is the limit where the earthly, lighter cortex gives way to the much densest rocks of the mantle. Until now, our knowledge about this crucial layer comes from seismic data and the analysis of minerals expelled by volcanoes. China intends to kill two birds with an unprecedented scientific mission that, in turn, will expand its extractive capacity. What can find down there? In addition to oil, gas hydrates: a vast source of potential energy trapped in the seabed at great depths and low temperatures. Mastering his extraction could redefine the global energy map, in which China wants to be in the lead. Image | Xinhua In Xataka | In China there are scratching size ships sailing thousands of kilometers from the sea. All thanks to your cranes

China has built the most elegant economic power lever in modern history: rare earths

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He Rare Earth Agreement announced last night says more than what appears to be a simple commercial truce: China has the most sophisticated geopolitical weapon we have seen. One that is capable of paralyzing entire sectors of any developed economy. And with the elegance of who closes a tap. China controls the entire ecosystem of Rare earth: The Ganzhou mines. Processing plants. He know-how technical. Specialized labor. Even the only American Mountain Pass mine Send your material to China to refine it. It is the same difference between having oil and controlling the refineries of the world. China has built a monopoly on elements that are the blood of the digital economy: Without neodymium there are no wind turbines. No Disposio there are no Tesla engines. Without Terbio there are no iPhone screens. Deng Xiaoping He saw it in 1992: “Middle East has oil. China has rare earths.” Three decades later, That prophecy is a reality and a definition of the present. And the interesting thing is that West has financed its own vulnerability. For decades, US and European companies outsourced the extraction and processing of “dirty” minerals to China, celebrating the margins that gave them that specialization. That dependence has had a strategic cost. And now… The same companies that built the supply chains to maximize their efficiency now discover that they also optimized their vulnerability. And China executes in a way we could call “civilized blackmail“. It does not close the whole tap, but it does slow down the supply with bureaucracy. Ask for forms, photos of the factories, customer listings, production details. That, in addition to a bureaucratic nuisance, is also to open a window to the industrial secrets of its competitors. Industrial espionage, but institutionalized, disguised as commercial policy. You take it or leave it. When he negotiates, he does it from a position of strength. The agreement, of only six months, works as a constant reminder. Each western company now knows that its production depends on Chinese benevolence. And if a geopolitical escalation of any kind arises, the industrial blackout can be almost instantaneous. The West now discovers that economic interdependence can become a lethal weapon, because China has shown that in the technological era, who controls critical materials controls the rules. The agreement last night postpones the moment in which the West will have to decide if he is willing to pay the price (economic and strategic) to recover his mineral sovereignty. China has won this pulse and has plenty of strength to win all the following. In Xataka | China monopolizes rare earths. An enemy has come out of home: the smuggers Outstanding image | Wikimedia Commons

The SOC Kirin 9020 of Huawei demonstrates how much China has advanced with the chips. And also how much you have to do

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Huawei and SMIC (Semiconductor manufacturing international corp) They go hand in hand in their adventure to sustain the Chinese semiconductor industry. The sanctions that The US government has deployed During the last two and a half years they seek to stop the development of Chinese companies that are dedicated to the design and manufacture of integrated circuits. The country’s semiconductor industry led by Xi Jinping brings together hundreds of companies, but these two are its spearhead. And they are because presumably are the ones that have the most resources at their disposal to innovate. And they are doing it. In fact, SMIC currently has the ability to manufacture Integrated 6 and 7 nm circuits. In addition, you are about to start 5 Nm chip production and plan to start Its first 3 nod nodes equipped with gaa transistors (Gate-alall-around) in 2026. It is not but that we are bad if we keep in mind that Chinese manufacturers do not have access to equipment extreme ultraviolet photolithography (UVE) of ASML, which are the ideal to produce these semiconductors. The Soc Kirin 9020 is a half success The launch of the new smartphones family Huawei pure 80 It invites us to take a look at your SOC to identify what it proposes and what integration technology is involved in its manufacture. This chip has been produced by SMIC in its 7 Nm node and class N+2. This terminology indicates that it is a 7 Nm and second generation lithograph Mate 60 Pro of Huawei. SMIC already has the ability to manufacture integrated circuits of 6 nm. And soon you can also produce 5 nm chips We have not yet had the opportunity to try any of the pure family 80 smartphones equipped with this SOC, but it is reasonable to anticipate that it will give users a satisfactory experience. Even so, it is evident that your performance by watt will not be comparable to that of The soc that manufactures TSMC in its nodes of 3 and 5 nm. As I mentioned a few lines above, SMIC already has the ability to manufacture integrated 6 NM circuits, and soon it can also produce 5 Nm semiconductors, but it 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 chips of 5, 6 and 7 nm with the ASML UVP equipment, 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 China it is a big problem not to have the necessary technology to produce avant -garde semiconductors comparable to those who manufacture Intel, AMD or Qualcomm, among other western alignment companies. The great hope of the country led by Xi Jinping is having as soon as possible Your own UVE photolithography teamsand it seems that they are close. In fact, A filtration has revealed that Huawei is already testing a prototype of one of these machines. If this information is finally confirmed and China has its commercial UVE machines in 2026 will have taken a crucial step in its pulse with the US. Image | Hiilicon 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 had launched a pulse to China with tariff

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United States and China reached last Wednesday a preliminary agreement to reactivate the commercial truce for a period of six months. The two -day trade negotiations in London They culminated in a temporary frame to implement the consensus of Geneva, through which the United States establishes new tariffs and China more flexible the export licenses of their rare earths. The context: May 10, the United States and China They gathered in Geneva For your first meeting aimed at negotiating the reciprocal tariffs. Two days later, they reached an agreement for the de -escalated: United States reduced Chinese export tariffs from 145% to 30%while China established 10% tariffs on US imports. There were no changes to the most sensitive measure: the restriction of rare earth export imposed by China after meeting The first tariff fees of the US government. Since then, the dancing of measures and counterweights has not ceased. The novelty. After new rounds of conversation in Landinense Lancaster A new agreement To reduce commercial tensions. On the part of the United States, a 55% tariff is proposed to the importation of Chinese products, the admission of Chinese students in their universities, and export controls to products such as reaction engines and gases such as ethane, a key raw material for the petrochemical industry are flexible. China maintains a 10% tariff to imports from the United States and relaxes license concessions for six months to exports from the key to move or paralyze a good part of the world industry: Rare earths. It is not a victory for the United States. That China temporarily flexible the export of rare earths is not a symptom of commercial weakness, It is a symptom of power. The country led by Xi Jinping has control over the extraction and processing of rare earths (and all the necessary elements to work with them). The agreement is proof that, each time China wants to negotiate, it has only to open or close the tap. These materials are and will be critical as ammunition for future negotiations. If the United States squeezes, China will drown with the export of licenses. Rare earths are the center of the Chinese defensive strategy, and key to stabilize the trade of key components for strategic sectors such as the electric, defense, computing or chemical industry. Nor will it go free. Financial Times sources They ensure that the granting of rare earth licenses will be subject to strict export controls. Among them, the demand for commercial information as a currency to the supply. The Ministry of Commerce would be requesting details about the production process as part of its approval process. Concrete data about its operations, personnel, final use applications, production information, product images or facilities, are some of the data that China would be demanding from its customers, according to Frank Eckard (Executive Director of Magnosphere, German manufacturer of magnets). The consequences. Licenous restriction measures for rare earth export was beginning to drown certain industries. In the United States, companies like Ford They had to stop part of their productionand they have not been the only ones. Is A measure with global impactsince the supply chain is interconnected. Suzuki in Japan had to stop Swift productionand The tensions about the future of the data centers were in the air. On the United States side, it is especially relevant that their currency is the admission of Chinese students in their universities. China is the first worldwide “factory” of students Stem: 38% of the experts in Americans come from there. The tariff, raised to 55%, remains a sign of the tension and commercial pulse. A constant dance figure with which Trump tries to mark his dominant position. Image | Lio voo In Xataka | The US will not be able to contain the technological development of China. Experts from the chips industry forecast it

China has just uploaded one of the keys to the future of its chips. It is a very elegant response to the US

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At the end of May, the US administration took a new step in its strategy to stop the Chinese semiconductor industry. After verifying that preventing access to its technology had not been enough to stop the country’s progress led by Xi Jinping, he decided Block EDA software exports. This software is essential to automate the design and key processes that allow progress in the manufacture of semiconductors and in the development of new lithographic technologies. China has taken less than two weeks to move and make your progress public. The context. On May 29, the United States notified the three giants of the EDA software industry (Cadence, Synopsys and Siemens) that They had to cease their services to Chinese groups. These three companies control more than 74% of the global market of these tools. In an attempt to isolate China from a fundamental element to advance in the semiconductor career, the Trump administration attacked one of the few flanks that remained to torpedo. The first answer. The reaction of Chinese software manufacturers EDA was immediate. Yang Lianfeng, president of one of the three main national companies in the sector, described the US decision as “The best development opportunity in history”. The Trump administration maneuver, which sought to close a door to China, ended up promoting the actions of national companies and accelerating processes that had been developing for years. Processes that, inevitably, they would culminate in a self -sufficient industry. The next step, upload to github. One of the particularities of EDA software is its closed nature. China has been keeping its advances in this field with zeal but, after the United States movement, it has not taken long to respond. The Chinese Academy of Sciences, one of the main scientific institutions of the country, has published in GitHub A document in which he explains his advances with Qimeng. This software uses Chinese language models to automate processes in semiconductor manufacturing. The development team states that it can do in days what a human team would have been for weeks. It is important to emphasize that Qimeng is an academic Open-Source project, without industrial purposes. However, Timming has been perfect. The small mouth. Modesty is a characteristic feature of Chinese philosophy. This was shown by Ren Zhengfei, leader of Huawei, publicly recognizing that His chips are a year behind those of the United States. The Academy itself has adopted a similar position, ensuring that (for the moment) its performance is comparable to the Intel proposals in the 1990s and Arm architectures of the 2010. The documentation also highlights the current challenges in the current design of semiconductors, including limited resources, ecosystem diversity and restrictions on the manufacture of this technology. China has a lot to show. It is quite naive to think that China’s current point in EDA software is just comparable to solutions ten years ago. If an academic and open source project is at this point, that of the Chinese EDA giants will have enough to demonstrate. The country is working in silence to Achieve self -sufficiency In an essential field to lead in semiconductors, and make part of their advances public is a clear message that they are working patiently. The country, comparing its product with the American, shows a deep respect for rival knowledge and wisdom (China has even a character to reflect this, and it is the Zhì 智), while making clear its pragmatism: if they cannot access the tool, they will create it themselves. In Xataka | China is moving whole buildings at the same time to build underneath. Because? Because it can

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