china

Tesla has launched in China a Model and L. It is the most Chinese (and logic) bet that could do in the short term

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After months in which he has signed up for a Tesla Model and smallsomething cheaper to boost sales in Europe and press the competition for price, Tesla has surprised us with quite the opposite: a tesla model and longer. Only for China. And it makes all the meaning. The new Tesla Model Ylthat is, the elongated body version of the well -known electric SUV, increases the 150 millimeter wheelbase and its height in another 44 millimeters. A six -seater configuration is adopted (2+2+2) Therefore, a third row of seats is added that has been somewhat controversial. But it is also provided with heating and ventilation to the seats, electrical plates and integrated speakers. They are small improvements to increase the comfort of the passengers that are in tune with the bets of the L versions that the rivals usually offer in China. A category of vehicles that are based on three fundamental pillars: more space and more comfort for passengers. And that, curiously, they are transverse to all types of sizes. Purely Chinese With the presentation of Tesla Model YL, the opinions between criticism and public have been divided as usually happens with Elon Musk’s company. In Hybrids and electric They point out that some media qualify the third row like “going mounted in a convertible”given the little size between the head of the passenger and the roof. They ensure that the space that is free in the legs for a 1.70 -meter person is minimal and that it is an emergency solution for adults. In social networks a whole debate has been mounted following some images in which the same adult is seen sitting in the third row of seats. In one of them You see how it has a lot of free height between the head and the roof and ensures that it measures almost 1.90 meters. In another image it is observed as, with the trunk open, that same adult I would have serious problems traveling comfortably. Personally, I am inclined to think that the second option is the real but that does not mean that Tesla’s bet is bad. Yes, there are rivals that have a third row of more comfortable or practical seats. We have verified it in the Hyundai ioniq 9 or his brother, the KIA EV9. However, they are cars created from scratch with this intention in mind. Tesla is adding a third row of seats with a body L to improve the versatility of the car but, above all, with the intention of improving the comfort of the second row. That third row is an emergency solution and the really interesting is in a second row of a 2+2 configuration car with two good seats with all the comforts desired by a passenger. And in China the bodies L are usual. These cars are versions with longer bodies, with more wheelbase to generate a greater interior space. Europe has tired of selling this type of cars and Audi there, for example, demonstrates that the phenomenon is transverse to the size of the vehicle. The Germans have sold in China the Audi a3 l But also in those cars that, for European standards, already seem huge and do not need more interior space. Example? An Audi A8 L. To get an idea, this last car can exceed 5.19 meters to some endless 5.32 meters or impressive 5.45 meters. The latter refer to Audi A8 l horch. But the most interesting is in its interior seats with resting function or the possibility of adding a fridge in the central compartment, among other possibilities within the company’s customization program. Obviously, we talk here about a luxury car that Tesla does not intend to match but the company’s movement clearly points to proposing an experience in the cabin that is very sought in the Chinese car, transforming the interior into a kind of lounge with more space where feeling as comfortable as possible. Keep in mind that the great Chinese metropolis are huge and that the paths can languish for many minutes before the driver reaches his destination. This has made Chinese cars (and Europeans who want to sell there) have thrown into the arms of the screens and connectivity. But also that very wide rear seats are prioritized. Even sacrificing a good part of the trunk where Chinese cars tend to lose in front of the rivals. This happens because, despite its enormous sizes, in China the car is a Priority urban vehicle. It is rare that you travel with them since the distances are so long and the trains so competitive that either it is traveling in high speed or by plane. That is, cars are spaces with wheels where it is about giving the highest comfort to the client (another good example is the rise of their luxury minorities). And that is why the L -bodies L versions do not seek to have a third row of very comfortable seats. It is about prioritizing central seats in a 2+2+2 configuration and, in the best case, add a third emergency option. That is what Tesla has done. Photo | Tesla In Xataka | Tesla wants to keep certain accidents of accidents with her cars. A judge will decide if they should be made public

Europe manufactures in Algeria with the same method that criticizes China and Algeria has been tired

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When Ebro arrived in Spain, it was said that the intention was to return the company to a fully Spanish past. The truth is that, for the moment, it has little because Ebro S700 and S800 They are, in essence, versions of the Chery Tiggo who are given life through the DKD system. This way of working It resembles that of a puzzle. Instead of having a whole assembly line where the different pieces are assembled and equipped with a driving train, Chery sends cars in almost mounted containers and, here, they finish joining a few parts to leave through the doors of the factory. The system is controversial. At the moment he has helped to boost work in the old Nissan factory in Barcelona for which a clear future was not. But The DKD system is hardly impact on the region since less workers are needed and all pieces (and suppliers) come from China. This way of acting, in fact, It has not been well seen by the European Union that they have already warned Chery that they would not help them save tariffs on their electric cars, understanding that They were bridging They with a minimum investment. A similar situation is what they have in Algeria. And the government has sent a message: the time has come for this to end. “We want to produce cars” “We want to produce global cars locally, and the time of inflating tires is over.” The words have been pronounced by Abdelmajid Tebboune, president of Algeria, In an interview with local media. This metaphor for “inflar tires” refers to the superficial investment that large manufacturers make in the country to “produce” your cars in the country African. Right now, Stellantis is producing fiat cars there. So does the Volkswagen group (with Seat, Skoda, Volkswagen and Audi) or Renault. Hyundai or Chery is expected to also open new plants in the country in the near future. However, Algeria lives a complicated situation with this part of the industry. As in the case of Ebro, the local investments of the manufacturers are minimal and what you really want is to skip tariffs and difficult homologations of imported vehicles that have been created to protect the local economy. Renault, for example, acts with the symbol (his Renault Clio in Algeria) in the same way that Chery does with Ebro in Spain. “The vehicle arrives semi or completely finished, so there is nothing to ride,” says Mohamed Bairi, head of Ival, importer of Iveco, to local media. The intention, therefore, is that the use of pieces provided by local suppliers and the involvement in Algerian plants is greater. Stellantis ensures that the use of local pieces will increase by, minimum, 35% from 2026. What the government wants is that this changing forcing the integration of local parts to be at least 30%. As they collect in L’Automobilejust 5% of pieces used in Algeria come from local supplies. It remains to see how this will affect Hyundai’s plans and, above all, those of companies like Chery who trusted the CKD system to sell their vehicles in the country. This last option increases work rates in the country where you work locally and that is what You want to do with the electric omoda 5 In Barcelona. However, all pieces come from abroad and that is what ampoules has raised in the European Union and want to avoid in Algeria. Photo | Renault In Xataka | Morocco is positioning himself as an opponent to beat in the electric car: China has it clearer and clearer

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

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