china

In its pulse with the US, China has restricted key minerals for the Tech industry. Japan fears an impact globally

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The commercial war between United States and China It is developing with export controls. While Washington restricts the sending of advanced semiconductors and other avant -garde technologies, Beijing responds by limiting access to strategic resources. However, Japan has not hesitated to warn that the repercussions of this confrontation can go beyond these two powers. Financial Times points out That both the Japanese government and the companies in the country are alarmed by the recent measures of the Asian giant, which could mark the beginning of a “declaration of economic war against the rest of the world.” Japan, the greatest global consumer of Germanio, Graphite and Gallic, continues to receive these critical minerals, but fears that China further limits its supply. The dilemma of re -export controls China wants to prevent Gallium, whose supply to control 98%, drive military applications in the United States. And not only is he trying to do it directly with the export controls, but also indirectly with the Re -export controlswhich seek to limit the sending of products that contain this element, but the rules of the game are not clear at this time. The Chinese Gallic is in pieces made in Japan and imported by Tesla, as well as in Broadcom optical communication components and semiconductors used in Apple devices. However, Japanese suppliers that make up the supply chain of these US companies claim to ignore the gallium limit that they can incorporate into their products. So, as they warn, China could decide overnight that an excess of gallium is being sent to the United States and demand that a export license to continue supplying. The dynamics of licenses is well known: the United States has also used them To restrict the export of Nvidia graphics chips to Chinaand the problem is that, in most cases, they are never granted. In a globalized world, the decisions of key countries resonate beyond its borders. A change in the export policies of China or the United States can reconfigure access to essential resources, affect global prices and alter the economy of some nations. What seems like an isolated dispute can have direct effects on global markets, even making themselves feel in consumers. Images | Lio voo | Ln In Xataka | China’s veto to export minerals to the US had a small print and affects a key element of Ukraine defense: drones

Porsche had been the perfect luxury car that triumphs in China. Until the Xiaomi Su7 arrived

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The relationship between China, the European automobile industry and the evolution in its own manufacture of products is well observed in the future of historical brands such as Porsche and newcomers to the engine market, such as Xiaomi. The health of both companies cannot be more opposite to the same problem to solve: the electric car. Again, China seems to take the advantage. Porsche’s crisis. In just a few months, Porsche has gone from being the best asset of the Volkswagen Group to be in a specially delicate situation. His cars presented very high benefits, their Porsche Taycan (their first electric car) It had been a success In the early years and forecasts aimed to sell more and more cars at a more and more expensive price. Today, Porsche plans the dismissal of 1,900 employees. Their profit margins, which aspired to touch 20%, They will move between 10 and 12%. It is still a good figure but is behind the 14% that investors predicted. Its production will be closer to the 250,000 cars for next year than of the 310,000 produced in 2024. A perfect storm. Porsche’s financial weaknesses arrive at the worst moment. Donald Trump threatens to lift tariffs on European cars (which now pay 2.5%) and that is a serious problem for the company that has one of its main markets in the United States where, in addition, everything indicates that I could continue to cast its most profitable model for its combustion engines and its personalization possibilities: the Porsche 911. It would be another river in a river that lowers scrambled as a result of a very hard fall in sales in the Chinese market. The market has been threatening a storm for two years. In 2022 they sold 2% less cars there than the previous year. In 2023, the fall was already 15%. And in 2024 he went to 28%. A very hard setback in The first market in the world For the company. A paradigm shift. What has happened with Porsche is the faithful reflection of what has happened with the entire European automobile industry. Their cars are exquisite, they are well constructed, they have a story and a story. They are excellence and remain a demonstration of status. They are, in short, excellent machines. But none of this are worth them in China. The public, Thanks to huge subsidies To the purchase, he has made the leap to the electric car and now they expect something else. They aspire to a software defined product, with four wheels and a brain that drives thousands of intelligent and digital functions that provide an extra to daily paths. In just a couple of years, the German automobile industry, once a reference in Chinese luxury, has become an obsolete product. “It was only an electrified Porsche. That’s it,” said a Chinese client to Bloomberg to express its disappointment when you get on the Porsche Taycan and compare it with what your rivals are doing there. “I didn’t even think of a German”. The words are from Seaky He, known influencer in China, collected by The New York Times. “When choosing my new car, I didn’t even think about buying another German car,” he explained when pointing out why I had opted for a Xiaomi Su7 When his first car had been a Mercedes Clade in 2017. Then, German remained an example of a luxury vehicle. The remote parking or the control of the car temperature from the mobile phone were some of the digital incentives that helped Seaky to decide for the Xiaomi car. “It’s hard to see them like luxury cars now,” Ryan Xu said Bloomberg to justify why he had turned his back on Germany after having a Mercedes Cla and a Mercedes G Class. “They are indistinguishable in quality” All this we talked about now should know in Porsche. In fact, their own consultants claimed that Chinese cars have been “Indistinguishable in quality” of Europeans, an incentive when winning market in Europe and confirmation for the Chinese client that It is not being wrong. But, in addition, in the case of Xiaomi Su7, data on paper say that in a year they have lived up to Porsche and Tesla. Their engines are so powerful (or more) that those of these companies but have the advantage of offering systems Autonomous driving (supervised) more advanced and have offered surprising demonstrations of how their remote parking system behaves. One year of heart attack. Although Xiaomi has managed to read that the automobile market in China points in a very different direction than we knew in Europe, the truth is that its figures in just one year They have been especially good. When It was launched in April Of 2024, Xiaomi set the goal of reaching the 100,000 units produced from the Xiaomi SU7 for that year. In the last days of December exceeded 130,000 units That he had put the objective of recalculating his expectations, given the good reception among the public. The reason for success is evident: not only offers better benefits than a Porsche Taycan, also adds a layer of digitalization and automated functions that the German model is completely lacking. And all for a fraction of the price of German. While The Porsche Taycan cheaper It is sold for 918,000 yuan (more than 120,000 euros to direct change), the Xiaomi Su7 is in the market for 215,900 yuan in China (less than 28,000 euros to direct change). Photo | Xiaomi In Xataka | Xiaomi already has its record in Nürburgring: they have reduced Tesla’s time in 40 seconds and that is the least

The one that China has undertaken after the viral success of Deepseek

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China is spreading from the Fever for AI. The trigger has been the launch of the Deepseek’s models that have managed to generate a massive expectation. So much so that Chinese technological companies are making colossal investments in the stock market. India investment exodus. As they explain In Bloombergthe national and foreign Variable Income Markets of China have added more than 1.3 billion dollars in value only in the last month. What is a fantastic news for China is very bad for India: there the market has been reduced by more than 720,000 million dollars. There is an investment exodus from India to China. Examples everywhere. The Ubtech Robotics Corp robotics company, the Black Sesame International Holding semiconductor manufacturer and the Xthalpi Holdings LTD pharmacological research firm have raised 546 million dollars in investment for R&D. Suddenly the money is flowing so that Chinese technology expand their businesses and develop their projects ambitious. If Deepseek can, others too. The investment climate in China has become much more conducive due to the overwhelming success of Deepseek, which has made it clear worldwide that the models of the AI ​​developed in China are competitive with those of the United States, which seemed clearly ahead. In just one month the actions of Chinese technology have grown about 25%. Source: Bloomberg. Until xi jinping changes posture. The restrictions and absolute control exercised by the Chinese government about its technological ones have been the norm in recent years, and that also affected the behavior of these companies in the Hong Kong Stock Exchange. However, A recent XI Jinping meeting With several leaders of technology companies in China, it has shown that there is a unique opening of sights towards these private companies, which will now have more maneuvering margin to boost the economy and potential of the Asian giant. Unfortunate optimism. As they reveal Bloomberg dataChinese technology are taking advantage of that golden egg chicken in which Deepseek has become. The optimism unleashed for its success seems to have infected the rest of the Chinese Tech ecosystem, and the actions of the companies in that sector have grown more than 25% in just one month. Waiting for what happens with tariffs. The situation is of course singular in China, but we will have to wait for events in the coming months, because the New tariffs raised by Donald Trump They could have a direct impact on the Chinese technological market. Image | Yorgos Ntrahas | Alejandro Luengo In Xataka | Apple has been making the bulk of the iPhone in China for years. Now wants to leave … and China prevent it

Apple has been making the bulk of the iPhone in China for years. Now wants to leave … and China prevent it

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Apple is accelerating its diversification plan for the production of the iPhone outside of China … with India as the main alternative destination. Is A story that comes from afar But now steal the accelerator. As revealed Financial Times In an extensive profile about this movement, Apple is running this movement with extreme caution so as not to antagonize Beijing, who sees with suspicion how he could lose his dominant position in the global supply chain. Why is it important. This manufacturing migration can end up being one of the biggest changes in the world economy in decades. China has been the factory in the world for two decades and Apple’s main industrial partner, but the cook company needs to minimize its risks to an increasingly tense and complex geopolitics. In addition to China, it no longer has such a cheap labor that it had a decade ago: its salaries have grown to the beat of its economy. In Xataka More and more Apple suppliers move from China to Vietnam. The problem is that there are not enough workers In figures: The Indian production of the iPhone already represents 15% of the global total. It is expected to reach 25% in 2027. Only the Chinese province of Henan exports between 50 and 60 million smartphones A year, equivalent to all the annual demand of the iPhone in its largest market, United States. The backdrop. This Apple strategy, known as “China Plus One“, the reasons began to take shape: Commercial tensions with the US during Trump’s first legislature. Logistics problems during pandemia, which They cost Apple 8,000 million in income. Chinese restrictions on the use of Apple devices by its officials. The new tariff threats after the start of Trump’s second legislature. Between the lines. Beijing is actively hindering this exodus hindering the movement of Chinese technicians towards India. It is also restricting the export of critical equipment, blocking the entry of Chinese manufacturers in India and imposing regulatory obstacles to Apple services as Apple Intelligence. India, meanwhile, is taking advantage of the opportunity: Has allocated 6,000 million dollars To encourage smartphones production. Tata, the largest Indian conglomerate, is positioning itself as Apple key partner. Tamil Nadu and Karnataka They compete for attracting investments. The iPhone 16 They are already manufactured in India. For the country it is a great milestone. In summary. Apple needs to balance this transition very delicately. China remains vital for its supply chain, but a company like Apple cannot afford to depend on a single country in an increasingly volatile geopolitical context. Outstanding image | Xataka with Midjourney In Xataka | The mobile market in China has changed radically. Apple loses ground while I live and (especially) Huawei grow like foam

In China they decided to create a snowy destination for tourists with cottons. To anyone’s surprise, they did not go well

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If the snow does not go to the mountain, the mountain invents snow. Or try at least, like have done in Chengdua town in the province of Sichuan, in China. There those responsible Chengdu Snow Village believed that it was a good idea to promote among tourists as an idyllic winter destination, with their spine, roofs and trees filled with flakes and gardens with snow dolls. The problem is that the project worked halfway: visitors arrived, but not the snowfall. And of course, They had to improvise. The result has unleashed a delusional controversy. A barbaric idea. Chinese tourists like winter landscapes. Quite. Demonstrates it every year ZHONG GUO XUE XIANGa villa located in a forest in the province of Heilongjiang very popular among Chinese families precisely for their whitish landscapes. Thus, a while ago in Chengdu asked a question: why not do something similar there? What if they took advantage of the snow that falls in winter to create their own holiday people? The result was recently inaugurated: Chengdu Snow Village. Click on the image to go to Tweet. Perfect, right? Yes. And no. Their promoters managed to arouse the interest of tourists, but they failed the most important thing: snow. Chengdu Snow Village was published as a snow -destination (he says so in his own name), but those responsible for the project found that the weeks spent and the long -awaited flakes did not fall or at least not in the necessary amount to color the people the people . “Before it snowed all the winters. So we decided I explained recently One of the employees of the town, adds: “We expected the arrival of the snow, but unfortunately the time did not put on our part.” A for Plan B. The situation was complicated. The holidays of the Lunar New Yearat the end of January, and the weather in Chengdu Snow Village was not expected. Neither does its landscapes. It was more hot and the views had little to do with the whitish prints that visitors expected. What did your managers do? Activate a plan B. One that went to use cotton and water with soap. After all, he had not snowed, but … What prevented the town from creating its own flakes, in an artisanal way, without the need for very expensive cannons? “To recreate an ‘snow’ atmosphere, the tourist people checked cotton to recreate it,” Recognize Chengdu Snow Village. It is not necessary to pull imagination to get an idea of ​​the result. There is photos and Videos They show how the town was after covering its roofs and trees with cotton and soapy water. Click on the image to go to Tweet. Solved crisis? No. The visitors realized that what they saw stacked in the roofs of the cabins or scattered by the roads was not snow, but cotton, and soon shared their anger in networks. “I feel deceived. I think they have insulted my intelligence,” One lamented. Another agreed that he had directly left “speechless” to see that snow was false. And the controversy unleashed. From Chengdu Snow Village they admit that the cotton and the Jabonosa Ajuga did not go well either. “He did not achieve the expected effect, causing a very bad impression among the tourists who came to visit,” They confess. Its managers apologized, they explained that the snow had failed them, they offered to Return the money to their customers and dedicated themselves to cleaning cotton and soap. His apologies have not avoided that what happened in Chengdu has unleashed a considerable stir. Global Times assures That the Chinese authorities are already investigating whether a deceptive advertising case can be considered and the tourist town has announced that it will close its doors for reopening reforms. The case of course has been viralized and today can be read about the peculiar Chengdu experiment with a hit snow in websites of Half planet. A not so strange case. Chengdu is not the only destination that has seen how their expectations were frustrated by the lack of snow, something they have also experienced in their meats tracks ski stations France, Italy and Spain. There are some that have directly closed definitively. In China herself there is another peculiar case: in Harbin, a town known for its extreme invests and its popular ice festival, they have encountered The problem That, given climate warming, the icy layers that extract from the Songua River are thinner. “In previous years I was one meter thick, now it only has twenty to thirty centimeters,” confesses the founder of the festival. Question of imagination. Chengdu also remembers Another controversy Similar in the Chinese province of Henan, where those responsible for a natural park decided to lend a hand to nature to be more surprising. There, yes, there was no snow, cotton or water with soap. What the authorities did was install a pipe to ensure that the impressive stream of the Yuntai waterfall314 m high, have a good amount of water all year, regardless of droughts. When it was discovered with a drone it was generated A considerable stir. Images | W FF (Flickr) and Clayton Malquist (UNSPLASH) In Xataka | China wants to encourage tourism in its abrupt and amazing mountains of the interior. Solution: Mechanical stairs

38% of its experts have formed in China

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The Government led by Donald Trump is determined to make the decisions that are necessary to sustain US leadership in the scope of the artificial intelligence (AI). This technology has a critical value for the great powers. In fact, The dispute over world supremacy that China currently maintains and the US turns largely around it. And he does it because his applications are presumably unlimited. The AI ​​is already being used for medical diagnosis through image analysis, to design new drugs or to produce new materials, Among many other possibilities. But it can also be used to develop very sophisticated weapons. Last week James David Vance, the US vice president, He spoke a speech During the last day of the summit dedicated to AI in Paris in which he expressed very clearly what is the position of his country in this area: “The most powerful artificial intelligence systems are built in the US with chips designed and manufactured in America (…) USA is the leader in AI, and our administration plans to keep it like this. We have all the components throughout the entire chain of Value, including the advanced semiconductor design, avant -garde algorithms, and, of course, transformative applications. ” This is a declaration of intentions, although the US does not have everything in its favor. More than a third of the US experts come from China A good part of the companies that have developed advanced AI models are American. Openai, Google, Microsoft, Anthropic, Meta, IBM, Chere or Xai, among others, are from the US. However, the knowledge that sustains innovation in the country currently led by Donald Trump is not exclusively in the hands of US researchers; Chinese scientists are making decisive contributions to the US ecosystem. In the US there are more Chinese experts in AI than professionals with a strictly American origin According to a group of researchers from the Paulgo Institute in Chicago (USA), 38% of AI experts who develop their professional career in the US have trained in Chinese universities. In fact, this American institution has concluded that In the US there are more Chinese experts in AI than professionals with a strictly American origin. This, According to Nikkei Asiasome experts in the industry concern due to the possibility that China decides to repatriate their students and researchers from the US to reinforce their AI industry. Some of the best centers dedicated to the science and technology on the planet are in China. The Tsinghua University of Beijing, the Jiao Tong University of Shanghai, the Zhejiang University of Hangzhou, the University of Science and Technology of Hefei or the University of Technology of South China, in Canton, are just a few. All of them have something important in common: they are world reference centers in technology, innovation and applied science. And many of his students are working in the US. At the current situation It is understandable that some American experts are concerned about the possibility of losing these qualified personnel. Image | Xataka with Midjourney More information | Nikkei Asia In Xataka | We already know the secret of the extreme efficiency of Deepseek: it has dodged the Cuda de Nvidia standard

China has been cutting its technology for years. Xi Jiping has just opened the door for that to change

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Jack Ma, “The Jeff Bezos de China”, It seemed to go directly to stardom. And what happened is that he crashed when he tried to launch Ant Financial Its alleged Fintech of 150,000 million dollars. Or rather, Xi Jinping, the Chinese president who made clear Who was commanded. Ma finished practically missing in actionbut now it has just appeared in an event with Jinping and other great executives of Chinese technology companies. That this happens is as surprising as it is interesting. XI Jinping Meeting with Technological Capos “in China. As they point out In Bloombergthe Chinese president presided on Monday a meeting in which several entrepreneurs and managers of large Chinese technology companies participated. Among them, of course, the presence of Jack Ma, co -founder of Alibaba – and who left the position of CEO in 2019 – that for the first time in years went to an event of this caliber. The major flat. The event was also attended among Ren Zhengfei (Founder and CEO of Huawei), Wang Chuanfu (Founder and CEO of Byd), Pony Ma (CEO of Tencent), Lei Jun (co -founder and CEO of Xiaomi), Wang Xing (CoFundador and CEO from Meituan) or Wang Xingxing (CEO of Unitree Robotics). Apparently nor Robin Li (CEO of Baidu) Ni Yiming Zhang (CEO of Bytedance) went to that event. During the event, they point out in The New York Times, XI asked these entrepreneurs to have the “ambition to serve the country.” And also the richest. The 2024 Forbes list With the richest people in China, it demonstrates that the technological and automobile sector is especially notable in terms of presence. Thus, if we search that list to the personalities of the technological segment in China we see many examples (with its position in that list in parentheses): Pony Ma (Aliaba) (2) Zhang Yiming (bytedance) (3) Colin Huang (Temu/Shein) (4) Robin Zeng (catl) (5) William ding (netease) (7) Jack Ma (ex-alibaba) (8) Wang Chuanfu (Byd) (9) Lei Jun (Xiaomi) (10) Those fortunes, of course, are far from the great fortunes that dominate the Forbes list globally. Thus, Pony Ma, the second greatest fortune in China, is the fortune 57 of the world. Lei Jun, in the 10th position of ranking in China, is 195 in the global ranking. More love for private companies. The meeting seems to point to a possible change in attitude on the part of the Chinese government, which in recent years has left the great Chinese technology act, but always making it clear who sent. AI can have a lot to do. The moment in which the meeting occurs coincides with the rapid development of AI models created by startups and Chinese companies. The actions of these companies have shown the renewed interest in the great Chinese technology: Tencent, who has just offered Deepseek R1 in Wechat, He marked The price record in the Chinese stock market in the last four years. China became hard with its technology. Ma ended up scalding after the terrible episode lived with Ant Group Co., and other executives seemed to learn the lesson. The government campaign launched at that time was responsible for reinforcing state control over the economy and stopping Chinese billionaires. The objective: to reorient resources towards the priorities of XI, such as national security and technological self -sufficiency. Closer to Xi Jinping’s policies. Since then Chinese technology companies have been much more aligned with the philosophy of Chinese president. Thus, the AI ​​models developed by some of these companies must first receive the approval of the government to be able to deploy and use in the country. More tolerance for private. In recent times Beijing has been softening its restrictive policies against Chinese private companies: Qwen, Alibaba’s model, is demonstrating the increasing relevance of the company in this field, but even Apple is managing to include its Apple Intelligence platform On the iPhone in China thanks to their agreements precisely with Alibaba. Chinese Millanoriocracy. In the US we are seeing how the great technological fortunes are aligned with Trump and yield to their policies or even drive them, as is the case of Elon Musk, the richest man in the world today. Chinese magnates have been aligned with Xi Jinping even longer. The influence of the Chinese government on the march of the country’s companies is even clearer and the AI ​​rise is probably the engine of this “repositioning.” His strategic value is evident, and the Chinese president now seems to want to give more margin of maneuver to private companies that are allowing him to compete in better conditions with his great rival, United States. Image | Global panorama In Xataka | Choose between security and survival: the dilemma that terrifies the CEO of Anthropic in the US and China AI war

China is a sleeping giant of AI and has many companies competing with each other

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It seems that US companies and startups are the great competitors of the AI ​​segment, but Chinese companies are demonstrating that rivalry is also formidable. He Deepseek impact Of course it has been noticed especially there. And if not, tell Baidu. Ernie was closed and paid. Considered “La Google China”, Baidu was one of the first to launch its own chatbot. Ernie launched In March 2023 and in September I was already available to All audiences. However, the company’s approach was always clear: his generative chatbot was closed, and was paid. But it will soon be free. This week those responsible for Baidu have announced two important changes in their strategy. To start, Baidu will have a free version As of April 1which will allow access to the company’s LLMs. The company had been trying to monetize the service for 17 months, which in China had a monthly price of 49.90 yuan (6.56 euros). And besides, Open Source. But it is also that the company has confirmed that the next generation of its LLM Ernie will use an Open Source license on June 30. It is a turn of the events, because as we have commented from the beginning Baidu adopted a model and license owned for its chatbot. Even Openai seems consider a similar movement. Deepseek changes everything. The reason for these strategy changes is probably due to what has happened with Deepseekthe Chinese startup that launched Deepseek v3 in November and After Deepseek R1 In January. These models were not only free, they were also Open Source, which triggered their popularity by demonstrating that they were really competitive even when comparing them with the best LLM of their competitors in the United States. There, by the way, Depseek’s impact has also been formidable: several of those US rivals have already offered their reasoning models free of charge. Fierce competition in China. Baidu’s decision shows how in China there is also a particular war to lead in AI. Alibaba, without going any further, has just presented The promising Qwen2.5-Maxand Bytedance, who does not conform to Tiktok, is beginning to become a surprising power in the. Other companies such as Tencent or Startups such as MoNshot and O1.AI They are also in that fight, however much their models have to be very socialists. The important thing is that they use you. Baidu seems to recognize that in this battle one of the keys is to achieve some popularity. According to Reuters The most successful chatbot in China is currently Doubao (Bytedance) with 78.6 million monthly users. Deepseek is the second with 33.7 million while Ernie has only 13 million. Ernie 4.5 will arrive soon, but what about the reasoning? In Baidu they currently have ERNIE 4.0, which competes with GPT-4, but will soon launch Ernie 4.5, which will be precisely the one that adopts that license Open Source. What does not seem to have a model of reasoning as Deepseek R1, something surprising again considering that Baidu is a giant with many more resources. One that yes, will surely be moving card so as not to let this juicy market escape. Image | Baidu In Xataka | Deepseek has given the starting gun in the race for a cheaper AI. And China starts with advantage

Deepseek has given the starting gun in the race for a cheaper AI. And China starts with advantage

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Deepseek echo resonates three weeks after stirring the foundations of the industry of the artificial intelligence (AI). And possibly will continue to monopolize attention for much longer. After all, this model created by the Chinese company High-Flyer has been transformed In a symbol for China. In this Asian country there are dozens of companies involved in the development of AI, but none has so far made so much noise in such a short time As Deepseek. Also, according to Reuters Several experts in this sector have predicted that the open source nature of this model and its low access rates through its own API (application programming interface) could promote the adoption of AI and the development of applications for this technology for this technology . In Deepseek practice it has the ability to help Chinese companies cope with better Export restrictions of the avant -garde GPUs produced by US companies, such as NVIDIA or AMD. Huawei and other manufacturers want to expel Nvidia from the Chinese market Nvidia is losing competitiveness in China. It is inevitable. The H20 GPU on paper is much less capable than the most sophisticated chips that Jensen Huang’s signature currently sells. At the moment the Ministry of Industry and Information Technology of China has not officialized anything, but the administration led by Xi Jinping has restricted since last August the purchase of GPU H20 of Nvidia by Chinese companies. GPUs for Chinese are appreciated by companies such as Bytedance for their good performance in inference tasks On the other hand, Huawei has lists its own GPU for AI, the 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. “Training is important, but it only happens a few times. Huawei focuses mainly on inferencewhich, ultimately, will give us access to more customers “, Ensures Georgios Zacharopoulosa senior researcher of AI who works in the Huawei laboratory in Zurich (Switzerland). During the last weeks Huawei and other Chinese chip designers for AI, such as Hygon, Enflame, Tsingmicro or Moore Threads, have declared that their solutions will be compatible with the models of AI developed by Deepseek, although for the moment they have barely given more details. The interesting thing, and this is the authentic trick of Chinese companies, is that their GPUs, especially Huawei Ascend 910b chips, are appreciated by companies such as Bytedance for their good performance in inference tasks. 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. Anyway This declaration of Lian Jyechief analyst of the omdia technology consultant, expresses very well Why Deepseek is a great opportunity For Chinese GPU manufacturers: “This development is very aligned with the abilities of Chinese designers (…) GPUs for Chinese and require a more localized and specific understanding of the industry. “ Image | Huawei More information | Reuters In Xataka | The Nvidia pulse and US administration becomes more virulent. The B20 GPUs for danger

“China has been in the electric car for ten years”

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Year 2017, Ford announces that it will invest 4.5 billion dollars to completely transform the brand. The year and Mark Fields have just begun, then CEO of the company, confirmed that they would invest in electric cars and completely autonomous driving. In five years would launch 13 more or less electrified models And in 2021 they would have a completely autonomous car in the market. Just a few months later, Tesla’s price (then raising the launch of Tesla Model 3) surpassed Ford. Undoubtedly, the strength of Elon Musk’s had pressed a company with more than a hundred years behind him and responsible for launching the First big mass car in their country to invest strongly in a completely foreign technology for them. We are in 2025, Ford has launched the market Ford Mustang Mach-Ehe Ford F-150 Lightning (an electric pick-up) in the United States and, recently, the Ford Explorer and the Ford Capricars that are actually different bodies of the same vehicle. With fewer spotlights, the Electric Ford Puma. In addition, they have decided leave the company in two in what they have called Ford Model E (electric and software) and Ford Blue (combustion). The idea is to function as a rocker and that the weight that now falls to Ford Blue is balanced until falling on the side of Model E in a transfer of powers of combustion to the electric. All that strategy, however, does not go through a good time. Jim Farley is now the Ford CEO and has strong opinions about the moment the company is living. Burning 2,000 million dollars It is the cost to be paid for a strategy that is not working. In the last presentation of results, Farley has confirmed that the company provides a decrease in the expected benefits of 2,000 million dollars. Collect in Bloomberg that in 2025 do not expect benefits (before tax) above 8,500 million dollars and that could be below 8,000 million dollars, far from the 10.200 million dollars collected in this item in 2024. Since last summer , the company’s actions have suffered a hard adjustment, losing its value more than 35%, as a consequence of the bad expectations collected with each new report. Ford has to face a market, that of the electric car, where the margins of benefits are scarce or have vanished given the sales volumes with which these companies work. But, in addition, its CEO ensures that the cars they like in the United States are the opposite of what an electric car should be. They are clients who “have very demanding cases for an electric vehicle. They tow, drive out of the road, make long road trips. These vehicles have worse aerodynamics and are very heavy, which means Very large and expensive batteries“, Farley says that It is not the first time which points to large vehicles are a problem for electrical technology. In fact, this approach is those that have cost 1.9 billion euros to the company. In full fever from the gigantic electric car, Ford launched a seven -seater electric explorer. The car should fight with the great American SUVs from electrical technology. Last summer of 2024, Ford confirmed that he canceled that development and that he would not launch the car to the market because there was no demand. Since then, the company’s CEO ensures that this type of cars need gigantic batteries, very expensive to produce and more complicated to make profitable. That is why the intention is to sell the smallest possible electric cars. The problem is that the company itself has decided to start the house for cars such as the Ford Mustang Mach-E or the Ford F-150 Lightning. Rest in peace the Ford Electric Explorer of seven seats. The other alternative is directly Learn from China. The Asian country has managed to position itself as the most leading country in this technology and, in fact, Farley himself has been the first to praise his way of working and in Confirm that Ford is shining His cars to understand how they got their competitive advantage. In words a The New York TimesFarley said that China is 10 years ahead in the manufacture of batteries which gives them a strategically more advanced position and, therefore, do not have to face the enormous economic difficulties facing companies such as yours. To this Chinese competition, American car manufacturers have now to face a possible commercial war that could seriously increase their products. The Ford Mustang Mach-E, for example, is also manufactured in Mexico and must be taken into account that Steel and aluminum tariffs They will also end up uploading the final price of the product. Regulatory changes that have not been contemplated in the last presentation of results. Ford’s hopes are put in BlueOval Citya huge factory that has cost 5,600 Millions of dollarsdesigned in 2021 and subsequently projected under the umbrella of the Inflation reduction law by Joe Biden. A program that, now, is in the air with the arrival of Donald Trump to power. With that program they hope to produce batteries at lower cost in the coming years. However, Farley is clear: in China they have been in China to the United States and, at the moment, there is no American company that can match in benefits and load time the batteries of Catl. Photo | Ford In Xataka | Ford is clear that the future of the European car is electric. And also that you will say goodbye to 4,000 employees for it

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