china

China is neither nor does it want to be in the 2nm war between TSMC, Intel and Samsung. Your plan to win is different

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“Many people believe that competition in the semiconductor industry comes down to the advanced nodes and that we will only achieve success when we reach 2 or 3 nm. This is a misunderstanding“. This statement was made by Richard Chang Rujing, the founder of SMIC (Semiconductor Manufacturing International Corp), the largest Chinese semiconductor manufacturer with a global market share of about 5%. Rujing has spoken these words with a very clear intention: he wants China to strengthen its supply chain and its position in the global integrated circuit market by developing its manufacturing capacity for mature chips. Currently the most advanced integration technology that SMIC has in production is 7nm photolithography due to their inability to access equipment extreme ultraviolet lithography (VVE) of ASML. And there is no doubt that it and other Chinese chip manufacturers would benefit greatly from having the capacity to produce 5, 3 and 2 nm semiconductors. In this way they could compete on equal terms with TSMC, Intel and Samsung. However, there is something very important that we should not overlook: advanced nodes represent less than 20% of the world market of integrated circuits by product volume, while more than 80% of demand It comes from the segments of mature nodes and specialized processes. Rujing wants SMIC and the other Chinese chipmakers to invest more in their mature nodes, and it makes sense. After all, this is the strategy that is allowing China resist US pressure. Mature chips are the medicine the Chinese industry needs During the first two months of 2026, China exported integrated circuits worth $43.3 billionwhich represents an increase of 72.6% compared to the same period in 2025. This information comes directly from Chinese customs records, so it is presumably reliable. However, the most astonishing thing is that this country’s exports as a whole have grown by 21.8% during January and February, so it is evident that the semiconductor industry has been stimulated with much more intensity than other sectors. More than 80% of demand comes from the mature nodes and specialized processes segments Domestic demand has stimulated the growth of the Chinese chip industry in recent years, but the figures I have collected in the previous paragraph show that external demand is also very strong. In this context it is reasonable for us to ask what type are integrated circuits that Chinese manufacturers are mass producing. And the answer is very revealing: these are chips derived from mature integration technologiesusually 28 nm or less advanced. After all, the semiconductors that we mostly find in electronic devices, household appliances or cars, among other products, have been produced using them. Many Chinese chip manufacturers, such as Hua Hong Semiconductor, China Resources Microelectronics or Guangzhou ZenSemi, are manufacturing 28 nm integrated circuits or with even more mature technologies. And the Beijing Yandong Microelectronics (YDME) company is going to build a 4.6 billion dollar plant expressly to produce 28nm semiconductors on 300mm wafers. It is evident that these companies would not focus on the manufacturing of mature chips in this way if it were not a profitable strategy, and, above all, necessary to sustain the Chinese integrated circuit industry at a time as critical as the current one. Image | TSMC More information | SCMP In Xataka | China is preparing for the worst scenario: it fears that the US will prevent TSMC from delivering chips for cars and smartphones

Anthropic does not offer its services in China. So China has invented a black market for Claude tokens

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Claude has become in the most desired model by the most demanding developers and engineers, but it is not available in mainland China for regulatory and safety reasons. The demand there remains notable, and to satisfy it, an underground token economy has emerged that allows local developers to access models such as Claude Opus 4.7, avoiding all the measures imposed by the blockade. No paying with Alipay. One of the measures that Anthropic imposes to prevent the use of its models in China is to only accept international credit cards such as Visa or Mastercard. Their payment gateways reject local payment methods like Alipay or Wechat Pay, giving Chinese users a first and important hurdle. One that they have already overcome. Virtual cards. What they are doing in China to overcome this problem is using virtual credit cards (VCC) like DuPay or WildCard. With these services it is possible to obtain Hong Kong or US credit cards financed with cryptocurrencies or through local transfers. This makes it possible to deceive the billing systems of Anthropic and other companies that offer banned services to Chinese users. SMS verifications They are also solved through “SMS farms” that also avoid this problem and even others such as identity verification that also have implemented in Anthropic. The “Transfer Stations” arrive (中转站). Another problem is that even overcoming that first barrier, latency and micro-cuts mean that the use of Claude in China is affected by continuous connection problems. To avoid them, so-called “Transfer Stations” have emerged, which are nothing more than servers that act as a bridge between foreign servers and Chinese users. These gateways receive requests from China and forward them to Anthropic servers as if they were coming from an authorized location. The latencies are also relatively low, which means that for Chinese users the experience is basically identical to that of a user in the US or Spain, for example. These stations are publicly known and do not only appear in listings on GitHub: there is a ranking with the best. Claude is almost free in China. The surprising thing about these methods is that they don’t just give Claude access in China: they do with ridiculous prices which can be 10 and even 5% of (growing) original price of the service thanks to those transfer stations. The question, of course, is how it is possible to access Claude at those prices. The almond tree trick. Thanks to the transfer stations, developers can access Claude at a price of 1 yuan for every dollar of tokens, or in other words, up to a 90% reduction in the official price. It is something that is discussed publicly and that makes it clear that several methods are used to achieve this: Mass purchase of capacity, Use of accounts created with stolen or fraudulent cards, Use of promotional credits, and A simple hook: providers lose money with Claude, but they manage to attract developers to whom they then sell more profitable local models like DeepSek. Am I really using Claude? One of the growing risks in the cheap token market is direct fraud. Some Chinese resellers have been caught red-handed offering what they call the “Claude API” when in reality what they were providing were much cheaper and mediocre models. For a user to detect this type of deception it’s very difficult unless you are working with complex tasks or you have already used models and know more or less what to expect from them. For victims, the effect is clear: they believe they are paying for the intelligence of Opus 4.7 when in reality they are receiving answers from a low-end AI model. Goodbye to privacy. When a user purchases tokens at one of these transfer stations, they completely give up the confidentiality of their data. All queries and responses end up passing through the intermediary’s servers, which can and apparently does use them to sell them to AI companies that use them to post-train their models. So everything they do and say when using these models is filtered and used as training data without the user knowing. A double business. For these providers, this business of reselling conversations is especially interesting in the face of the famous “distillations” of US models that take advantage of this data to “copy” the capabilities of those models and apply them to Chinese models. Anthropic can read us, but (theoretically) it doesn’t. It is true that the conversations we have with Claude (from Spain, for example) are also stored on Anthropic’s servers, but the company makes it clear in your privacy policy that does not use that data. In fact, we can even explicitly prohibit the company from using them in the privacy settings of Claude’s account. The game of cat and mouse. At Anthropic they know very well what is happening and they are trying to prevent it. For example, they have begun to intensively block IP ranges associated with VPN services or data centers known to be used in these transfer stations. Even so, Chinese providers usually respond with an “elastic” architecture that allows IPs of domestic residences to rotate, making the traffic appear completely normal. Image | Xataka with Magnific In Xataka | There is a thing called “Ornn price index”, it is out of control and it is bad news for everyone

China wants to do a “CAT scan” of the Earth, and to do so it has launched a hyperspectral satellite to see what the eye cannot see

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A Kuaizhou-11 rocket put into orbit On March 16, Xiguang-1 06, the most advanced commercial hyperspectral satellite that China has sent into space. The satellite is capable of analyzing the chemical composition of the Earth’s surface with great precision, opening up a whole range of possibilities. What a hyperspectral satellite allows. A conventional satellite captures images of the planet in a similar way to how a camera does. A hyperspectral satellite, on the other hand, is able to distinguish the unique spectral signature of plants, tissues and other objects on Earth, which allows, among other things, to prevent crop losses, locate mineral deposits or monitor the state of the environment. While a normal satellite can identify a forest from space, one equipped with hyperspectral technology can differentiate between different types of trees and even determine the health status of each of them. The key is that these sensors capture dozens or hundreds of bands of the electromagnetic spectrum simultaneously, something that provides spectral information so detailed that it often produces results impossible to obtain with multispectral satellites or other types of observation systems. The satellite. The Xiguang-1 06 was developed by Xi’an Zhongke Xiguang Aerospace Technology Group and launched aboard the Kuaizhou-11 Y7 rocket from the Jiuquan launch center in Gansu province. It is the first commercial hyperspectral satellite in orbit with full spectral coverage in the 400 to 2,500 nanometer band (from visible to shortwave infrared) and operates with 26 independent spectral bands. In practical terms, that means it can “see” far beyond the human eye, detecting mineral compositions, differentiating healthy crops from diseased ones, and tracking changes in ecosystems that would be invisible to any other system. According to Kou Yiminchief engineer at Zhongke What is it for in practice? In the provinces of Sichuan and Yunnan the satellite monitors crop growth high value such as tea and traditional Chinese medicinal plants; in the mining areas of the northwest of the country, it issues early warnings about geological risks such as landslides. But the potential reach goes much further. Hyperspectral technology can analyze phytoplankton levels in the oceans, detect fuel spills from ships, measure methane leaks in energy facilities or monitor polluting materials from mining ponds before they reach nearby soil and vegetation. It can also locate mineral deposits such as gold under the surface, identifying the presence of chemical elements in its composition such as copper. one of many. Xiguang-1 06 is one more piece of “Xiguang-1”, a constellation that contemplates a total of 158 satellites: 108 general purpose hyperspectral remote sensing, 40 specialized in carbon emissions monitoring and 10 specific function. The goal is to complete the in-orbit network by 2030, forming a “full spectrum in 100 bands” observing system with more than one hundred operational satellites. To understand its scale, Xiguang-1 06 was one of eight satellites that traveled aboard the same Kuaizhou-11 rocket at the March 16 launch. What’s behind. Until a few years ago, hyperspectral remote sensing from space had been a field almost exclusive of government missions. In recent years, however, commercial companies have begun to emerge launching their own constellations of hyperspectral satellites. China, with Zhongke Xiguang at the helm, is one of the actors that has risen the fastest in this sector. The company also has the “CAS Xiguang Remote Sensing Cloud” data platform, considered the first hyperspectral data platform from China. The stated goal is to become the world’s largest hyperspectral constellation, with applications already covering agriculture, forestry management, oceanography, carbon monitoring and mining. Cover image | China Daily and Richard Gatley In Xataka | The origin of the “blue moon” is actually a translation error: how a “betrayal” ended up giving the satellite its name

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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