china

China prepares to lead the manufacture of chips for advanced weapons

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China monopolizes gallium production. In fact, Up to 2022 monopolized 98% of the world gross Gallic, and this figure presumably has barely varied since then. For the country led by Xi Jinping This metal has a strategic value comparable to the one for the US due to its potential in military applications. And, in addition, Gallium export control allows China to respond to the sanctions to which the US and their allies are subjecting this Asian country in the scope of the semiconductor industry. Gallium is a very special metal. Its physicochemical properties make it suitable to be combined with other metals with the purpose of manufacturing a special type of integrated circuits called broadband semiconductors. These chips have three properties that make them very valuable to intervene in the manufacture of Advanced military teams: They support voltages, temperatures and frequencies higher than integrated conventional silicon circuits. During the 70s the US Advanced Defense Research Projects (Darpa) He dedicated many resources to the development of semiconductors in which Gallium was involved due to the potential he had in military technology projects. He Gallium Arseniuro (GAAS) played a fundamental role in the development of the global positioning system (GPS), and also in Radark tuning and precision weapons. China has taken a very important step forward Currently, Gallium Nitruro (GAN), which also has Darpa’s backing, is being used to make state -of -the -art radars that are capable of accurately identifying smaller, fast and numerous objects at more distance. Each of these radars incorporates several thousand chips in which the gallium intervenes. Everything we have just seen invites us to reach an obvious conclusion: Gallium is an essential metal for the US. But this country is not the only military superpower on the planet. The Chinese army and research institutions have been working with Gaul for many years and developing technologies that allow you to use it Third generation advanced semiconductors. As we have seen, China has Gallium in abundance, but producing integrated circuits with this metal is not easy. Neither for the country led by Xi Jinping nor for which Donald Trump is currently governing. Modifying electrons energy levels, it is possible to accurately control climbing and reduce defects To manufacture gallium nitruro, silicon and sapphire substrates are often used, but the effectiveness of the processes used so far was moderate because the hexagonal atomic structure of the GAN causes the appearance of a defect known as climbing. In broad strokes this curious phenomenon triggers the displacement of groups of atoms in a certain region of the crystal, which affects its structure and reduces its properties. In fact, GAN manufacturing defects cause electric leaks, reduce their thermal stability and reduce the performance of semiconductors. Until now the researchers who work with GAN had difficulty understanding why these defects appear in the crystalline structure of this material. And also to deal with them. But the team of scientists led by Professor Huang Bing at the University of Beijing (China) has identified the cause which triggers the production of defects during the growth of the Gan Crystals. What these scientists have discovered is that modifying the energy levels of electrons it is possible to accurately control the climbing and reduce defects. “Traditional strategies to avoid defects include the use of different substrates and the adjustment of crystallization temperatures, but these approaches only address symptoms, not the cause,” Professor Huang Bing explained. If China manages to get this research from the laboratory and bring to production chains this technology will have the ability to manufacture cheapest GAN -GAN semiconductors, of more quality and a much larger scale. And at this juncture it will not be unreasonable to anticipate that it will be done with the leadership of the application of 3rd generation semiconductors in the military field and 5G technologies. Image | TSMC More information | SCMP In Xataka | This semiconductor is spectacular. So much so that for the MIT is its nº 1 candidate to replace the silicon

Donald Trump’s government plans to be even harder with China. His problem is that he needs Netherlands and Japan

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The administration led by Joe Biden has approved during his management years several very ambitious China sanctions. The last one entered into force On December 2just a few weeks before Biden and his team leave the White House. These prohibitions are aimed priority to Chinese companies that They design and produce lithography equipment that intervene in the manufacture of advanced semiconductors, hence the impact they are presumably having on the Chinese chips industry is deep. As expected, China soon react. Just one day later the government led by Xi Jinping announced the prohibition of export of critical minerals to the US. It was possible that the arrival of Donald Trump’s government and his entourage contributed to calm the waters with China a little, but nothing is further from reality. The climbing of sanctions and other moschadillas that have starred US and China in recent years will continue, although now under the baton of Donald Trump. The US prepares more sanctions with the complicity of the Netherlands and Japan According to Bloomberg News Trump’s team wants to even more harden the sanctions to which China is already subjected. The US government has not officially confirmed it, but according to this means of communication, the new sanctions package addresses two different areas that seek to hinder more the development of the Chinese semiconductor industry. The first measure proposes to restrict the quantity and types of chips that NVIDIA can deliver to its Chinese clients without processing a license. Deepseek R1’s success is promoting the adoption of NVIDIA GPU H20 for models training It is important that we do not overlook that Jensen Huang’s company leads the GPU market for applications of artificial intelligence (AI) with an approximate quota of 80%. And, in addition, the success of China AI Deepseek R1 He is promoting The adoption of the GPU H20 of nvidia for Model training (And also that of The Ascend 910 chips of Huawei to solve inference tasks). Whatever this is not all. And, again according to Bloomberg, several US officials have recently met with their Dutch and Japanese counterparts. Presumably they are negotiating what steps they can take to drastically limit the participation of the engineers of the Dutch company ASML and the Japanese Tokyo Electron, which are two of the most important lithography equipment manufacturers on the planet, in the maintenance of the production equipment of the production equipment of semiconductors that are being used by their Chinese clients. The US needs the complicity of the Netherlands and Japan to make this measure prosper, and it is very likely to do so soon. From one thing we can be sure: as has happened on other occasions, China will respond. Image | ASML More information | Reuters In Xataka | Japan has triggered the alarm: China has in its hands the world production of chips and batteries thanks to the gallium

Alibaba had been left behind in the Tech China race. Now you will invest 52,000 million dollars to earn the AI

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A little less than a year ago Joe Tsai, co -founder of Alibaba and current president of the company, gave a worrying fact: China had a two -year delay compared to the US in AI. That disadvantage seems to have faded completely in recent weeks, but the company chaired by TSAI is not a protagonist in that segment. It is precisely what you want to change. THE TROZÓN DE MA. The company, one of the most important in the world in the technological segment, – and The 29 of the global ranking By market capitalization – it has had somewhat difficult years After what happened with Jack Ma. Now he has a clear plan to recover lost time. But Alibaba gets serious. The firm advertisement on Monday that plans to invest at least 380,000 million yuan (about 52.4 billion dollars to change) in cloud computing infrastructure and artificial intelligence. He will do it in the next three years. It will have (a lot) competition. The announcement occurs just at the time the AI ​​segment in China It is especially hot. Bytedance, owner of Tiktok, hopes to have a capex of 150,000 million yuan only in 2025 (20,690 million dollars). Others such as Tencent, Baidu or Startup Deepseek They are certainly putting very interesting things in this area. The gold fever of the data centers. In recent weeks we have seen how technological companies in the US have announced astronomical figures for their budgets and their capital expenses (CAPEX) in the coming years. Except Appleall Big Tech will make colossal investments ranging from 65,000 million finish to the 100,000 that plans to invest Amazon. Most of that money will go to data centers for AI, and here Alibaba seems to not want to be left behind. With Xi Jinping’s blessing. The Chinese government has been maintaining its great technological government very at bay. However, the Recent meeting of President Xi Jinping With the top responsible for these companies, he has raised a change in Chinese policies, now apparently more open than their private companies – although closely linked to the Xi Jinping administration – grow remarkably. Up to rise. Alibaba’s announcement occurs days after their financial results, which were slightly above expectations. That has been a revulsive for their actions, which rose significantly and that seem to reflect the optimism of the investors, which is probably even greater. Image | Alibaba Group In Xataka | While all looks were heading to the US, China silently developed a very potent ecosystem AI

China has in his hands the world production of chips and batteries thanks to the gallium

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On December 2, one of the most aggressive Chinese sanctions packages of those who have deployed USA so far entered into force. And is that the government led by Joe Biden included 140 more companies on your blacklist. These prohibitions are aimed as Chinese companies that design and produce The lithography equipment involved in the manufacture of advanced semiconductors, hence the impact they are presumably having on the Chinese chips industry is deep. As expected, China soon react. Just one day later the government led by Xi Jinping announced the prohibition of export of critical minerals to the US. Among them are three essential chemical elements for the semiconductor industry, as well as some materials that are characterized by their extreme hardness, and that, therefore, can be used for military applications, such as gallium, Germanio and antimony. According to Japan, restrictions will affect the supply chains of chips and batteries China currently produces 59.2% of Germanio, 48% of the antimony and nothing less than 98.8% of the gallium. “This measure entails a considerable escalation of the tension to which supply chains are already subjected. It is difficult to access some raw materials,” Jack Bedder holdsco -founder of the Project Blue consultant. “It is logical that China responds to the growing restrictions of current and imminent US authorities with their own restrictions on these strategic minerals,” Peter Arkell points outPresident of the Global Chinese Mining Association. “It is a commercial war without winners.” Japanese Gallium imports since China have fallen no less than 85% between August 2023 and the same month of 2024 Several Japanese officials and executives linked to the semiconductor industry are aligned with Jack Bedder’s thesis. According to Financial Timesthese experts are warning of the US governments, Japan and their allies that the restrictions imposed by China on Galio’s export and other strategic raw materials will affect deeply to the supply chains of semiconductors and batteries. However, this is not all. Japanese officials suspect that the Chinese government could force them to inform them about all the products that contain Gallic exported by Japan to the US. Otherwise the administration of Xi Jinping could even more harden the measures that have caused that Japanese Gauling imports from China have fallen no less than 85% between August 2023 and the same month of 2024. Japanese companies are the ones that most Gallic, Germanio and Grafito consume. More than US, European, Taiwanese or South Korean companies. If the Beijing Government hardens its control over the Gallium the electric motors of Tesla cars from Japan, the lasers of Gallium Arseniuro used by Broadcom or some of the chips integrated in Apple’s iPhone could be affected by China’s export licenses. This situation reminds us of something important: no industrialized country can remain outside the economic and commercial war that the US and China hold. More information | Financial Times In Xataka | The era of supermaterials is about to begin. And we can thank the AI

To build the longest world bridge, China turned to a peculiar material: bamboo

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Although Saudi Arabia and Arab Emirates are immersed in a particular war for have the most beast buildingstalking about megaconstructions is to automatically look at China. The Asian giant has some of the works more tremendous, impossible bridges and even Higher abandoned skyscraper in the world. And one of those pharaonic constructions is the Hong Kong-Zhuhai-Macao bridge. With a length of 55 kilometers, it turns out that it is not only formed by steel and concrete: the secret ingredient is bamboo. And according to those responsible, continue like the first day. The bridge. After six years of planning and another eight of construction, in 2018 China opened the imposing bridge that connects Macao and Zhuhai. Its 55 kilometers, 6.2 of them underground, allow to convert a trip that previously lasted three hours into a ‘walk’ of just 30 minutes. And something that resonated in its day was the 420,000 tons of steel (which would be equivalent to 60 Eiffel towers), its more than one million cubic meters of concrete and the flexibility necessary to support typhoons and earthquakes. It is a barbarity, with an underground stretch that disappears and emerges from the sea It looks like a ship, but it is one of the two inputs/exits of the sea Bamboo. It turns out that the mixture added a plant: bamboo. And it is something that is not so weird, since, as we can read In South China Morning Post, China is the largest bamboo producer in the world and is something to give way. In the aforementioned bridge, this element was used on the panoramic platforms that are found throughout the same and the official newspaper Science and Technology commented a few days ago that, after six years installed, these panels have resisted sunlight, typhons and The corrosion of seawater, keeping “as solid as ever.” One more element. Lou Zhichao is a member of the Bamboo Research Institute of the Forestry University of Bamboo and pointed out that, apart from in China, bamboo occurs mainly in developing countries, which gives China a unique advantage and position to the time to process this bamboo. His team, in fact, has been developing more advanced technologies to process bamboo a decade, causing the process to emit less co₂ while encouraging the use of bamboo under constructions due to a relationship between resistance and weight higher than some alloys of some alloys of some alloys of steel. In addition, it can replace wood, plastic and steel itself in some constructions. Bamboo II. Now, although it has interesting properties, it also has a problem: it is prone to decomposition. This means that when bamboo facilities are done, toxic preservatives must be used that make the material much less ecological. The chickens that come through those that come out in environmental matters, basically. And, precisely, the Zhichao team has been working in recent years. One of its latest advances in research is a heat treatment that eliminates nutrients that cause the accelerated decomposition of the material. This allows to reduce its processing time by 50% while increasing durability outdoors without antimoho treatments. Adolfo Suárez Madrid-Barajas airport. You don’t have to go to China to see great structures in which bamboo is clear protagonist. In Spain we have examples such as Madrid airport Adolfo Suárez Madrid-Barajas, in which the roof of terminal 4 is formed by lames 100 mm wide of bamboo sheet. In total, there are 200,000 m² of bamboo with fire resistance and was the ideal material due to the peculiar curved forms of the terminal roof design. It is also a material that was raised for the Futurist Ciudad Oceanix City And the protagonist of the bamboo towers that Paris wants to build for 2050. And scaffolding. Beyond in places as punished as a bridge in such a complicated area and applications in other buildings, bamboo is absolute protagonist in Hong Kong. Specifically, in its skyscrapers, like an exoskeleton that really is a system of Scaffolding During the construction of buildings. For the rest, Zhichao continues to work to expand the use of bamboo as high quality material for several reasons. One because it absorbs 50% more co₂ than common trees. Another because it is estimated that its crop and market benefits some 50 million people throughout the country. And, therefore, he hopes that the government “finance the development of key technologies and reinforce regulation by national and local standards to boost the industry.” Industry tech. Apart from in structures, bamboo is positioning as a material that can be very useful in other sectors. An example is that of consumer technology not as an element that goes within the devices, but as part of the packaging. A few years ago, on a visit to the Innovation Center of Lenovo, They told ushow they were starting to use bamboo in the boxes of their laptops. Bamboo box to the right. On the left too, but after a year underground. The reasons were environmental due to the degradation of their fibers in normal conditions in nature. In fact, it can be buried directly in the garden to use it as fertilizer. In the photo that we leave just on these lines you can see two boxes, one new and one after a year underground, to appreciate its degree of decomposition. And, that sustainability is one of the keys (along with many others, of course) of decarbonization. Images | Xataka, Moso, NRG800, Chronus, HMZB, Chris 73, Kamakura In Xataka | After 120 years of growth, a Japanese bamboo has just flourished. And that is a problem

China has a possibility to unseat Android forever. One called Harmonyos

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Android supremacy on mobile devices is indisputable. So much that more than 70% of the world’s population uses a device with this operating system. The rest is configured by iOS and, in a tiny part, the rest of the operating systems. But there is a small fish starting to look at the surface: Huawei with Harmonyos. In Europe it is a minority operating system with hardly any presence, but Huawei’s commercial success in his native country He is achieving the unthinkable a few years ago: Harmonyos has surpassed iOS in China. After achieving this goal, the approach is clear: could Harmonyos be China’s weapon to completely displace Android? A little context. In case you don’t know the situation of Harmonyos, the quick summary is simple. In 2019 Donald Trump signed an executive order To veto any company that assumed “a threat to national security.” Huawei was one of them and, after the veto, Google was forced to suspend any type of relationship with the Chinese company. This left Huawei without Google applications and with an Android version without updating, Which was a debacle for the company both in Europe and its native country. While in China Google’s lack of services is not relevant, Huawei stopped having access to American companies components, facing a scenario in which they had to start building from scratch to be competitive again. Huawei’s response. From the first moment, Huawei was willing to face this situation. That same 2019 presented Harmonyosan operating system as an alternative not only to Android, but Windows, Wearos and even smart cars. If you do not let me use full android, develop a system for everything. The proposal took to arrive, landing first on PC and later on mobile phones. It should also be noted that, from the beginning, Harmonyos was an operating system focused on China. It was still based on Android and existing platforms, although with several modifications. In fact, the company’s telephones in Spain still have EMUI (Android). There is no operating system without application store, so Huawei developed its own ‘App Gallery’. Since its launch in 2018 (it was already the alternative store of Huawei before the veto) until today, it has become the third largest application repository, behind Play Store and App Store. The state of Harmonyos. Currently, Harmonyos is beginning to reach its sweet point with Harmonyos Next. An operating system created from scratch, without any code of Android, and focused on all types of technological devices. It is an ambitious objective that we have already begun to see fruits. He Avata 11Huawei electric car, use Harmonyos as an operating system. Mobile devicesthat sweep sales in China, too. Harmonyos is more than an operating system: it is a huge ecosystem that celebrates Huawei hardware, and has the potential to spread beyond the brand. Chinese hope to flee from Android. The million -dollar question is if Harmonyos has the potential to replace Android in China, and the answer is a resounding yes, but with nuances. China is a unique market, where Google applications and services have hardly any presence. This gives the system a significant advantage, although difficult (not impossible) to replicate. In fact, Huawei has already managed to migrate much of its user base to Harmonyos. According to company data, more than 300 million devices They are already using the operating system, which makes it one of the fastest growing operating systems in history. In addition, Huawei has been working in its own applications ecosystem, Huawei Mobile Services (HMS)which includes an alternative application store to Google Play, as well as maps, payments and cloud services. One of the keys to popularizing the system would go through trade agreements. Many trade agreements. Huawei needs to attract developers to App Gallery, and get a real competitor of Play Store and App Store. In other words, that a single popular app in your store is not lacking. After achieving that, it would be to enter conversations with large smartphones manufacturers. Given that in the Chinese house there are giants such as Xiaomi, Oppo, Realme or Lenovo, it is a plan that does not sound crazy. Image | Huawei In Xataka | We already know how many euros a triple folding costs. Huawei Mate XT Ultimate has opened the ban

A single island houses 70% of the US military bases in Japan. There is a weight reason for not to come out: China

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At the end of January, in the Japan islands closest to Taiwan, Many places began to evacuate the area. The action was part of a series of drills that have been intensified in the last two years preparing for “the worst”, understanding this as An armed conflict between China and Taiwan. In fact, the most important island of Okinawa prefecture has a fact that attests to tension in the area: there is no other place in Japan with such a number of soldiers in the United States, and they have been there since World War II. Okinawa: trapped between two powers. For more than a century, Okinawa has been a territory in disputemarked by the conflict between Japan, the United States and China. Its history, which goes from being an independent kingdom to become a battlefield and military baseit reflects the weight of geopolitical decisions about the lives of its inhabitants. The island was originally The kingdom of Ryukyuan independent state that maintained tax relations with both Imperial China and with the Japanese domain of Satsuma. However, in the 1870s, Japan attached the archipelagoestablishing its control over the island. During World War II, Okinawa was the stage of One of the bloodiest battlesused as a shield to prevent US troops from reaching the main islands of Japan. After the war, instead of being returned to Japanese sovereignty, Okinawa was under control of the United Statesbecoming a military strategic point. Already in 1972, after 27 years of American occupation, The island was finally returned to Japan. However, the US military presence never disappeared. In fact, Okinawa houses 70 % of US military bases in Japandespite representing only 0.6 % of the national territory. It is estimated that there are 80,000 Americans on the island, of which 30,000 are uniformed military. The “slow” withdrawn. This week had the New York Times that the departure of those thousands of American marines has already begun, more or less, although With a delay of more than 20 years Regarding the original calendar. Before Christmas, a 105 Marines contingent that would normally have been sent to the island He was redirected to the new Camp Blaz base in Guam. This small movement marked the first trimming of military personnel in Okinawa within the agreement between Washington and Tokyo to reduce that US military presence on the island that goes back to World War II. According to the pact, 9,000 marines (almost half of the troops on the island) should be relocated at some point. However, due to the construction of replacement bases, its exit could take more than a decade to complete. United States maneuvers on the island A discontent agreement. Negotiation for the reduction of military presence It began in 1995when the case of three American soldiers who raped an okinawense girl caused massive protests on the island. This led to the United States and Japan They will agree to relieve the military load on Okinawa. As? In essence, by closing The Fuutema Air Base and the construction of a new installation in the north of the island. The first plan, signed in 1996, established a period of five to seven years for relocation, but almost three decades of that agreement, the original base remains operational and the new landing track is still 12 years after being completed. Geopolitics: the brake on the reduction. In any case, the delay in the withdrawal of US troops is due, in large part, to the growing military presence of China in the region. Recently and As we countthe Japan Ministry of Defense reported that Four Chinese warships sailed between Okinawa and a nearby islandincreasing concern in Tokyo and Washington about security in the Western Pacific. The rise of China, together with the threat of North Korea and tensions in Taiwan, has changed strategic dynamics. In fact, the times told that many in Tokyo and Washington wonder If they should really reduce the presence of marines in Okinawaespecially when the island is within the range of Chinese missiles and would be a key point in any conflict in the region. China’s hat. Although historically Okinawa maintained commercial relations with China, Beijing’s current influence on the region is seen with concern for many Japanese. The tensions between China and Japan by the Senkaku/Diaoyu Islands They have fueled the fear that Okinawa can become a conflict point Between both countries. An uncertain future. For all this, and despite international pressure, the transfer of the Marines progress to slow pacealmost testimonial. Japan, meanwhile, has chosen to keep the status quoinvesting in the modernization of existing bases instead of accelerating relocation. In this regard, Camp Schwab, in the north of the island, will be the new home of the Marines relocated from Fuhenma. The construction includes an area of ​​land five times greater than the pentagon to house landing clues and hangars. It does not seem, therefore, that you think too much about an exit. For its part, Camp Fosterin the southern part of Okinawa, it is being remodeled with new barracks, schools and homes, consolidating the military presence in that area. Japan spends According to the New York Times1.5 billion dollars a year in the construction of new facilities, in addition to the 2.8 billion dollars already allocated to Camp Blaz base in Guamwhich, as we said, will house a part of the displaced marines of Okinawa. Yet, Pentagon still does not provide a clear calendar For relocation. And here we return to the exit box: in case of conflict in Asia, LTo Guam’s remoteness could represent a strategic problemsince the Marines would have to return to Japan crossing a combat zone. Thus, what is clear is that the island remains a key piece on the Indo-Pacific board, trapped between the strategic needs of the United States and Japan, and the own aspirations of autonomy of its population. Image | US Indo-Pacifi In Xataka | The Japan islands closest to Taiwan have begun to evacuate the area. They have been preparing … Read more

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

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