china

make China part of Spain

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Some of the greatest historical ambitions began with ideas that, on paper, seemed surprisingly simple. During European expansion into Asia, it was not uncommon what reports and letters described distant territories as rich and accessible places, ready to be influenced with relative ease. On more than one occasion, these optimistic descriptions ended up marking strategic decisions that later collided head-on with a reality much more complex than expected. It happened to Spain… with China. When you think you’re unstoppable. The story began at the end of the 16th century, when Philip II ruled an empire that spanned several continents and was coming to chain conquests fast and spectacular in America. In that context, he fueled an idea that today seems like many things, but, at the very least, unthinkable: if it had been possible to overthrow empires like the Aztec or the Inca, it could also be done. the same with China. In that climate of almost absolute trust, the court began to seriously contemplate a project that was not a simple expedition, but a definitive leap into the void towards global hegemony. Conquer the unconquerable. The plan took shape in what became known as the “China Company”in essence, a structure organized by the monarchy itself to study, plan and eventually execute the conquest of the Asian giant. It was not an isolated occurrence or a joke in bad taste: the work included detailed reports, diplomatic missions, missionary presence and intelligence gathering from the Philippines and Macau. The idea was a mix where trade, evangelization and military force were combined, replicating the model that had worked in America, with the ambition to subdue the territory, reorganize it and make it part of the Spanish imperial system, who knows if in a future autonomous Iberian community. Planned phases in the China Company Detailed… and deeply unreal. Documents from the time even described how the invasion would be carried out, with tens of thousands of soldiers entering along the southern coast of chinaadvancing towards Beijing and replacing the emperor with a like-minded power in the blink of an eye. Not only that. A complete integration based on evangelization, the creation of loyal local elites and, attention, miscegenation, following the American pattern, was then proposed. What’s more, some councilors went so far as to affirm that a few few hundred soldiers to achieve this, reflecting the extent to which the real complexity of the territory and its capacity for resistance was underestimated. Portrait of Philip II China is not America, even if it is believed to be so. Indeed, the great underlying error was assuming that China would function little less than the American empires. Interested reports described her like rich but weakopen to internal alliances and susceptible to being transformed with relative ease. However, it was an organized statewith very advanced military, administrative and technological structures. That distance between perception and reality made the project more hyperbolic of Philip II in a mixture of imperial ambition, incomplete information and a certain strategic illusion that is difficult to sustain. The blow of reality: logistics, politics and defeats. The truth is that the “China Company” It was not executed due to a combination of factors. The distances, logistics and cost made the operation extremely difficult. complex and prolonged in time. Added to this were internal tensions between those who defended a military conquest and those who bet through the missionary waydiametrically opposite options. However, the final blow came in 1588 with the failure of the Invincible Armadawhich forced other fronts to be prioritized and made it clear that even the largest empire of the moment had very specific limits. More than a military plan, a window. Although it never materialized, that “China Company” clearly reveals how far he went Spanish ambition at its time of greatest expansion. It was not just a military project, but a way of thinking the world: a system in which trade, religion, diplomacy and war were part of a same global strategy. Be that as it may, in the end the plan remained an exercise in imperial imagination that collided with harsh reality, but which reflects better than anything to what extent Spain came to consider something as extreme and surreal as integrating China into its own empire. Image | Nagihuin, CC0 1.0 – Ruland Kolen, Sofonisba Anguissola In Xataka | Rise and Fall of European Empires: A Journey of 550 Years of Colonialism Through an Enlightening Chart In Xataka | That time Spain bombed Istanbul: nine ships, a movie escape and the obsession of Octavio of Aragón

Madrid has the key mineral underground so that Europe does not depend on China. The problem is that there is a gap above

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Under the soil of Madrid lies a strategic resource that Europe desperately needs to reduce its technological dependence on China. To ensure this supply, the regional government has decided to make a move and protect the future of the Tolsadeco mine. The plan. As they progress in Europe Pressthe Community of Madrid finalizes the procedures to extend until 2037 the mining concession located between the districts of Vicálvaro and San Blas-Canillejas. It is about reactivating an open-air exploitation that has been paralyzed since 2007, with the aim of not losing access to the last reserves of a material critical for the industrial autonomy of the continent. A simple absorber or the future of the electric car? Although it is traditionally known for its domestic use as an absorbent material—especially in pet litter—sepiolite is today a very high-tech mineral. According to Europa Press citing the Elcano Royal InstituteSpain is the only European producer of this material, placing it as an extractive singularity of the country. In fact, the processing factory located in Vallecas transforms about 400,000 tons per year out of a global production estimated at 600,000. The strategic importance. High purity sepiolite is the basis of flame retardant additives essential for the cable, pipe, automotive and construction industries. These components allow Europe to replace antimony oxide, a raw material that is today imported almost exclusively from China. Furthermore, the mineral is the core of the project MADBATa Madrid initiative to develop high-performance electrodes for electric vehicle batteries. The economic impact projected by the concessionaire company, Tolsa, is ambitious: a turnover of 113 million euros, with more than 53 million destined for international export. The emptying of the water and the promise for 2037. To resume extraction, the first step will be to evacuate the water accumulated during two decades of inactivity. The Ministry of Economy defends this intervention under an argument that transcends the industry: citizen safety. The regional administration emphasizes that it is not a natural lagoon, but rather a deep mining hole with clay soils that, as they warn in their reports, act like “quicksand.” Despite the fences and signage, the place has become a recurring clandestine bathing point. Tragedy has struck this enclave on several occasions: since 2012, three people have lost their lives due to drowning in these waters, including the death of a minor in June 2021, according to the files of Europa Press. Given this danger, the Community of Madrid promises that, upon completion of exploitation in 2037, the area will be restored through a “safe and planned reconfiguration” that will create new controlled lagoons. The clash with the neighbors: the destruction of an ecosystem. However, the reactivation plan clashes head-on with neighborhood and environmental opposition. The Regional Federation of Neighborhood Associations of Madrid (FRAVM) and various groups have denounced, in statements spread by Europa Pressthat the work will mean the “destruction of the Laguna Grande.” The associations deny the official version about the origin of the water, ensuring that it has a phreatic character and is connected to a deep aquifer. In addition, they warn about the impact on biodiversity—especially in breeding colonies of the sapper planea protected bird—and about the proximity of mining activity to homes, sports facilities and educational centers. For organizations like Ecologistas en Acción and SEO/BirdLife, This extension is a bucket of cold water: postpone sine die the long-awaited project of converting the Ambroz environment into a large “Eastern Country House”, integrated into the Metropolitan Forest. The groups have not been slow to react: they are already preparing allegations and keeping open the possibility of taking legal action. The price of European autonomy. The Ambroz lagoons conflict perfectly illustrates one of the great industrial and environmental crossroads of the present. On the one hand, the undeniable geopolitical need for Europe to secure strategic materials to lead the energy transition and stop the Asian monopoly. On the other hand, the high ecological cost that this strategy requires at the local level. Madrid has decided to shield its sepiolite mine in favor of the technology industry, but the price to pay will be to empty – at least for the next decade – the oasis that nature had silently claimed in the southeast of the capital. Image | freepik Xataka | From devouring diesel to being 100% electric: the incredible transformation of a 650-ton mining excavator in India

“Left click, right click”, this is how the AI ​​decides an attack in war. China, Russia and the US need fewer and fewer humans

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A group of Google engineers signed an internal letter to protest against a project in which your own software was being used by the Pentagon, sparking an unprecedented debate within the company about how far the technology they had created should go. Since then, almost 10 years have passed, an “eternity” with the implementation of AI. The war accelerates… without humans. They counted last week in The New York Times that modern warfare is entering a phase in which human intervention is no longer the center of decision-making, but rather an almost symbolic step within processes dominated by algorithmswhere artificial intelligence systems identify targets, recommend attacks and generate complete plans in a matter of seconds. Programs like Project Maventoday developed by Palantir and integrated with models like Anthropic’sshow the extent to which the decision chain has been compressed: satellite images, drone data and intercepted signals are automatically processed to generate target lists and attack solutions, reducing human intervention to something as simple as selecting options on the screen, in the words of Pentagon officialsit is as simple as clicking “Left click, right click”. Powers in the same race. Because at the center of this transformation are the United States, China and Russia, competing to lead a new arms race based on autonomous systems capable of operating without direct intervention. In China, for example, the development of coordinated drone swarms by artificial intelligence and capable platforms to operate alongside fighters manned reflects a commitment to scale and automation. Meanwhile, in Russia they are betting on systems like the Lancet droneswhich evolve towards capabilitiesand autonomous selection of objectives. For its part, the United States is trying to close the gap by encouraging companies like Anduril to speed up production of autonomous drones, in a race where the speed of development is almost as important as the technology itself. The Chinese WZ-8 drone Ukraine as a turning point. How have we been countingthe war in Ukraine has been the turning point that has turned these technologies on real tools combat, demonstrating that relatively simple systems can evolve rapidly towards semi-autonomous capabilities and changing the balance on the battlefield. Adapted commercial drones, unmanned vessels and data analysis systems have allowed resist a superior adversary, while Russia has responded incorporating automation progressive in their own systems. As pointed out analyst Michael Horowitz, “the battlefield in Ukraine has served as a laboratory for the world,” accelerating a transition that is no longer experimental, but operational. Silicon Valley at war. Unlike previous arms races, the Times I remembered that the role does not fall solely on the States, but also in technology companies and start-ups that are redefining military development. Here are companies like Google that initially participated in projects like Maven before withdrawing due to internal pressures, while others like Palantir or Anduril have occupied that space with a more vision aligned with the defense. In China, the “civil-military fusion” model directly integrates to private companies in the development of military systems, while in the West attempts are made to replicate that dynamism with million-dollar investments and growing collaboration between Silicon Valley and the Pentagon. Algorithms against algorithms. The result is a form of war in which the confrontation is no longer only between armies, but between automated systems that operate at speeds impossible for humans, a scenario that we have counted where drones launch drones to take on other drones and sensor networks connect globally to execute real time attacks. Projects like the Chinese attempt to replicate networks similar to the Joint Fires Network American forces reflect this trend toward an interconnected war, one where a sensor at one point on the planet can trigger an attack on another without direct intervention. At this point, superiority no longer depends solely on the quality of weapons, but on the ability to integrate data, process it and act faster than the adversary. Uncontrolled speed. There is no doubt, this acceleration carries risks that worry even those who pushed these systems, as automation can trigger military responses before humans can intervene or fully understand the situation. Studies such as that of RAND Corporationworks that have shown scenarios in which autonomous systems inadvertently escalate conflicts, while experts warn of a possible “escalation spiral” driven by the decision speed of machines. As recognized General Jack Shanahan, promoter of Maven, the reality is that there is a danger of deploying “untested, insecure and poorly understood” systems in a context of competition where each actor fears being left behind. Less humans, more automation. Thus, the panorama that is drawn is that of a war every time more automatedwhere human intervention is progressively reduced and critical decisions are delegated in artificial intelligence systems capable of analyzing, deciding and acting in seconds, something very different which is do it “well”. From autonomous drones to target analysis platforms, through global combat networks, the trend seems clear, that of a war of the immediate future that will be decided less in offices and more in algorithmsin an unstable and certainly chilling balance, because we are talking about technological speed being on track to surpass the human capacity to control it in the middle of a war. Image | StockVault, Infinity 0 In Xataka | Russia is no longer surrendering to Ukrainian soldiers, but to machines: the rules of war are being redefined In Xataka | China was the power that launched drones. Now he has realized his danger with a decision: close the sky to them

Japan has crossed a red line in the Pacific with the US. China just responded with warships closer than ever

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When in 2013 two Russian strategic bombers They flew over without warning airspace near Japan, forced Tokyo to deploy interception fighters in a matter of minutes in one of the most tense responses in its recent history. The episode, almost forgotten outside military circles, made clear the extent to which there are movements in the Pacific that, even if they last just hours, can change the way countries look at each other for years. A crossing of lines. Japan has taken a step that for decades it carefully avoided: integrating for the first time with combat troops in maneuvers led by the United States in the Indo-Pacific, de facto breaking a political and strategic barrier inherited from the postwar. This movement is not symbolic, because involves deploying soldiers, ships, aircraft and missiles in a real conflict simulation scenario, which brings Tokyo closer to a much more active role within the US military apparatus. The decision, furthermore, occurs in a context of growing concern about Taiwan and for him balance of power in the region, which makes this gesture more than just cooperation: it is a clear sign of strategic alignment. China’s response: closer than ever. Beijing’s reaction has been immediate and measured in kilometers: the deployment of warships on routes much closer to Japanese territory than usual, including transit through waters that it rarely used to access the Pacific. Although China insists that these are routine exercises, the pattern reveals a willingness to press and demonstrate operational capacity in sensitive areas, bringing its military presence closer to points that it previously avoided. Not only that. This movement fits in a trend wider than greater naval aggressiveness around Japan, where each maneuver not only tests capabilities, but also political limits. Everything revolves around an island. The background of this escalation is the Taiwan issuewhich acts as the axis of tension between China and Japan since Tokyo left open the possibility of intervening if a conflict breaks out on the island. Beijing has interpreted these statements as a red lineand has since responded with diplomatic protests, economic pressure and military demonstrations. Every Japanese step in or around the strait is seen as a provocation, and every Chinese move seeks to recalibrate that balance without openly crossing the threshold of direct confrontation. Balikatan: from exercise to message. It is another of the crystal clear readings. The Balikatan maneuvers have ceased to be a simple bilateral exercise to become a multinational display of forceone with more than 17,000 troops and the participation of countries such as Australia, France or Canada. The active incorporation of Japan changes its nature, because it introduces a key actor in the so-called “first island chain”, a geographical and military barrier. designed to contain Chinese expansion in the Pacific. The deployment of anti-ship missiles and live-fire exercises, including the destruction of naval targets, reinforces the idea that rehearsing a scenario of high intensity maritime conflict. The battle for the islands. Also we have talked on several occasions in this chain of territories (which goes from Japan to the Philippines passing through Taiwan) that has become the axis of the US strategy to limit Chinese naval projection. Japan, by integrating more deeply into this system, contributes to the creation of a species of distributed “fortress” that seeks to hinder any Chinese advance towards the open Pacific. For Beijing, however, breaking or surrounding that barrier is a strategic prioritywhich explains the increase in its activity beyond that line and its insistence on operating in waters increasingly distant from its coast. An increasingly fragile balance. The result of all this is a scenario where each movement has a double reading: what some present as routine trainingothers interpret it as a climbing sign. Japan has taken a step that redefines its role in regional security, and China has responded by bringing its naval power closer to a distance it previously avoided, creating an action-reaction dynamic that increases the risk of incidents. Thus, in a global context marked by many other conflicts that could divert American attention, the Indo-Pacific is positioned as the great board where the balance of power of the 21st century is played. Image | CCTV In Xataka | Japan has dozens of “forgotten” islands off the coast of China: it is now preparing for the worst scenario In Xataka | Satellite images leave no doubt: China has concentrated thousands of fishing boats off Japan, and its idea is not to fish

Meta spent 2 billion on a Chinese AI startup. China is clear that it was a conspiracy

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With China and the United States dancing the dance of artificial intelligenceboth countries and companies want to get the best cards for their decks. Meta is investing millions in the development of AI and, even so, it seems to be lagging behind. To turn the tables, he closed 2025 with a $2 billion purchase: that of a Chinese startup called Manus. The operation was so notorious that the Chinese government itself raised an eyebrow and undertook an investigation to see what was happening there. And they are already clear. It was a conspiracy. The Manus case. Although it has rained a lot and these last few months in China AI companies have come out from under the stones, during the first half of 2025 the proper name was that of deepseek. It was the great competition from the Western OpenAI or Google Gemini, but in March something that looked like an AI agent began to appear: Manus. That’s how they sold italthough it was really a deep investigation mode that helps you perform actions, but does not do them for you. It didn’t matter: the expectation was there and, although there were doubts about his behavior and limits, Manus began to move a lot of money (more than 100 million in estimated income) and attract attention from the big players. One of them was Meta, who took over the company. The purchase. A good question is how China let something like this slip away for a technological and strategic rival to buy. And it’s a good question, but the answer is that, at some point, Manus stopped being a Chinese startup. In the middle of last year, Manus moved to Singapore, allowing the company to bypass export and import controls imposed on China. To the not having your own LLMthey depended on others like Claude which they could more easily access from outside China. This already set off alarm bells in the Government, but with the purchase of Meta the bells echoed. China put to work to various organizations to see what was really happening, the largest of them being the Chinese National Security Commission, which is commanded by President Xi Jinping himself. The reports prepared by this body are directly supervised by the leaders of the Communist Party, so it is a voice that must be taken into account. Conspiracy. And the result of the investigation is clear. As they comment in Financial Timesthe conclusion is that Meta’s acquisition of Manus is a conspiratorial attempt to try to undermine China’s technological capabilities. These are big words that do not remain in a vacuum, since the founders of Manus – Xiao Hong and Ji Yichao – were summoned by the NDRC last March to address issues such as possible violations of foreign investment rules in China. He did not stay for a meeting and, as the FT points out, both have been prohibited from leaving the country during the review process. In fact, there are sources that suggest that Manus would be considering backing out of the agreement, but even so, it is not clear that the Chinese authorities will be satisfied. For his part, Meta points out that they did everything according to the law and it seems that he has already started to integrate Manus systems into their tools, so taking that step back would be very complex. And now… what. That the National Security Commission has classified the case as “conspiracy” is something serious, since it was the trigger for a broader review that involves more agencies in the country that are currently reviewing everything. And the underlying problem is the speed with which everything happened. Manus took off and, just four months later, they moved everything to Singapore to break away from China just before the purchase of an American company. The investigation is shaking the Chinese technology sector because it is not the first time something like this has happened. Although on a smaller scale, it is an operation called ‘Singapore washing’ in which startups founded by Chinese move to the city-state to bypass China’s control and have a more direct line with the United States. The problem is that, at a time when the commercial and strategic war has intensified, calling the Manus case a “conspiracy” sets a precedent. One in which it is stated that China does not want to let artificial intelligence talent and technology escape because this advance has become one of the country’s strategic legs for the next five years. We will see what happens when the case is resolved, but it is clear that Beijing’s objective, like Washington’s, is to prevent its assets from escaping, and Manus can be the example for national technology companies do not follow a similar model in the future. In Xataka | We don’t know if “crisis” means “opportunity” in China, but there is one business where it does: RAM memory

China has understood better than anyone where the space launch bottleneck is. Your solution: the sea

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On April 18, China will launch a space rocket from open waters for the first time. The Dong Fang Hang Tian Gang vessel has been modified to function as a launch platform, minimizing many of the problems that terrestrial platforms currently represent. The facts. This aquatic launch platform is a vessel that measures 162 meters long and 40 meters wide. The Jielong-3 rocket will be on board31 meters, designed by the Chinese Academy of Launch Vehicle Technology for commercial flights. It will be launched from the South China Sea, marking the first time a launch has been carried out from open waters. If all goes well, China’s goal is to make it far from the last time. A huge waiting list. China has decided to launch rockets from the sea to address various problems. The first, without a doubt, is the saturation to which conventional launch platforms are currently exposed. The rise of the satellite industry, both for telecommunications as with other crazier purposeshas led to more and more launches scheduled on all launch platforms around the world. As a result, each new release must go onto a long waiting list, which can get complicated when you consider that there is usually only a few days’ release window available. It’s cheaper. Another advantage of aquatic launch pads is that they are very easy to build. To build one on dry land it is necessary to acquire a large amount of land and install all the necessary infrastructure. The result is not only complex. It is also very expensive. In the sea, on the other hand, a platform adapted to the immensity of the ocean is enough. Also safer. On the other hand, these types of offshore launch platforms are much safer than land-based ones for several reasons. To begin with, methane is increasingly being used as fuel. It is very powerful, but also very explosive. Therefore, large safety zones must be established around the launch pad. This is vital in case of an accidental explosion. In the ocean, however, it is not necessary. On the other hand, space launches cause great noise pollution for surrounding populations. If we add to all this that they could suffer the risk of falling parts, the truth is that living near a launch pad is not almost anyone’s dream. All of them are problems that are solved by launching rockets in the middle of the ocean. If there are accidents, the pieces must be removed to avoid contamination, but at least there are no populated areas that are at risk. The rocket to be launched will be a Jielong 3 Proximity to the equator. As a bonus, the ability to move barges wherever needed makes it easier for the Chinese Academy of Sciences to take its launches closer to the equator than land enclaves allow. This is very advantageous, since at this point the benefit of the Earth’s rotation can be maximized, giving greater momentum during launch. It’s not the first time, but there is a nuance. Actually, China has already launched rockets from water platforms in the past. A good example of this is Ceres-1S, which even used the same boat. Gravity-1 was also launched from a cliff. However, there is a difference. While Jielong-3 will be launched from open waters, Ceres-1 and Gravity-1 were launched near the coast, with logistics controlled from land and some of the same drawbacks that a land launch would have. A launch from open water, far from the coast, is another step forward. China continues to advance. In recent years, China has been positioning itself as a major space power. Just look at the progress it has made in lunar exploration. His plan to take humans to the Moon advanceswhile that of NASA does not stop finding impediments. Furthermore, its space station, Tiangong, continues receiving astronauts at a good pace, robotic exploration of Mars It is quite advanced and even They have found in Europe a great partner to explore solar inclemencies. Having an aquatic platform that gives agility to your throws can be another big step forward. Images | Freepik | China News Service In Xataka | China has the Moon between its eyebrows: it has now created the first chemical map of the hidden face

China was the power that launched drones. Now he has realized his danger with a decision: close the sky to them

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Exactly 10 years ago an unprecedented event occurred. A small drone landed without authorization in the White House garden after its operator loses control. It didn’t have explosives or sophisticated cameras, but it was enough to activate a complete security protocol and put the authorities on alert for hours. That apparently trivial incident was an announcement to sailors. The drone empire closes its sky. It remains a paradox that China, the great dominatrix of the global drone market with millions of devices in circulation and leading companies like DJI, be the same power that has started to drastically restrict its use within its borders. Yes, I counted a few days ago the new york times that the new rules require register each device with real identity, link it to personal data and transmit real-time flight information to the government. Flying without authorization can lead to fines, confiscations and even prison sentences, and in cities like Beijing the ban is almost total, to the point of preventing the sale or entry of drones into the capital. Total control of airspace. Thus, the regulatory tightening It has turned what was once a recreational or professional activity into a terrain full of obstacles. In practice, much of the urban space is left out of use, with permits having to be requested in advance and rarely granted. In fact, users throughout the country have denounced interrogations, sanctions and confiscations even on flights that they consider legal, while some claim to receive calls from the police as soon as they turn on their devices. The result is a paralyzing effect: the sky is still full of drones in theory, but in practice fewer and fewer take off. Security, fear and Ukraine and Iran. Behind this shift is an easy-to-understand key factor: modern warfare. has shown that drones are no longer toys, but combat actors of first order. Recent conflicts have made it clear that even cheap models can monitor, attack or alter critical infrastructuresomething that especially worries Beijing in terms of internal security. The possibility of these devices being used against sensitive infrastructure or even political leaders has accelerated a response that seeks to eliminate any margin for improvisation in the air. The economics of low altitude. Paradoxically, the Times said that the tightening comes just when China wants to expand the commercial use of drones in what it calls “low altitude economy”. The objective is to turn them into key tools for logistics, agriculture, industrial inspection or light transportation. But to achieve this, the government considers it essential to first impose absolute control of airspace, like someone reorganizing a city before opening it to mass traffic. The problem: that this previous order is suffocating the ecosystem that it aims to promote. The final dilemma. If you like, the result is a contradiction that is difficult to resolve in Beijing: the nation that raised and built the global drone industry is limiting its use by the danger they perceive to the point of stopping innovation, business and adoption. Companies see sales fall, the second-hand market grows and entrepreneurs abandon projects due to the impossibility of operating. Meanwhile, some experts warn of another unexpected consequence: restricting access too much may prevent training future operators, just when the world is heading towards wars and economies where knowing how to handle a drone will be a strategic skill. Image | Infinity 0 In Xataka | China just showed the world what comes after the combat drone: 96 drones with a science fiction launch In Xataka | 200 drones in the hands of a single soldier: China is advancing very quickly in a type of war that seemed like science fiction

South Korea overtakes China as ASML’s largest market. Sanctions are already changing the world

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In the first quarter of 2026, South Korea has accounted for 45% of ASML salesthe Dutch manufacturer of lithography machinery without which no advanced chip exists. China, which until now led the same ranking with 36%, has fallen to 19%. The order of the semiconductor world has been inverted in the duration of a ‘Q’. Why is it important. ASML is the only company on the planet capable of manufacturing extreme ultraviolet (EUV) lithography machinesessential to produce chips less than 7 nanometers. Whoever controls access to ASML controls, to a large extent, which countries can manufacture elite semiconductors. That is why the figures for the first quarter of 2026 are not just another balance sheet but a way to understand the geopolitical map in real time. Or at least with “only” three weeks of latency. In figures: South Korea: 45% of ASML sales in Q1 2026 (up from 22% in the previous quarter). China: 19% (up from 36%). Taiwan: 23% (up from 13%). ASML’s total net sales in the quarter: €8.8 billion. Net profit: 2,760 million euros (+17% year-on-year). Sales forecast for 2026, revised upwards: between 36,000 and 40,000 million euros. The context. The United States has been building a sanctions architecture for years designed to disconnect China from access to advanced semiconductor technology. ASML, a Dutch company but with technology whose development has also involved American and British partners, stopped selling its EUV machines to China years ago. In 2023 added restrictions on more advanced DUV/UVP systems. What the first quarter data show is that this fence already has measurable effects on real sales flows. Between the lines. South Korea’s jump is not explained only by the Chinese fall. Samsung and SK Hynix They are in full race to build high-end memory capacity (the type of chip that powers AI data centers), and both companies have accelerated their orders for EUV machines. SK Hynix has committed nearly 12 trillion won (about 8.2 billion euros) in EUV lithography equipment for its Cheongju and Yongin factories. And Samsung, for its part, has placed a bulk order for approximately 20 EUV machines as part of a larger purchase of 70 systems for its P5 plant in Pyeongtaek. The underlying message is that the demand for AI is already sold in advance. According to ASML CEO Christophe Fouquet, customers in the memory segment have already exhausted their capacity for the entire year. Supply will not meet demand in the foreseeable future and prices continue to skyrocket. Main loser? China, without access to EUV, has been using older DUV systems for years and multiple exposure techniques to approach the 7 nanometer nodes. This translates into chips that are more expensive to produce and have lower yields. Companies like SMIC, ChangXin or Yangtze Memory Technologies operate under increasing financial pressure: the more exposures you need to compensate for the absence of EUV, the worse the production economics. The big question. Can China build its own ASML? There are prototypes in development and the ambition to achieve mass production of EUVs before 2030 is public and no one hides it. That doesn’t mean we can take it for granted: neither Nikon nor Canonwho have dominated lithography for decades, have managed to develop EUV systems. ASML is where it is because it spent years working to achieve it, and it also did so with a very well-coordinated ecosystem: Carl Zeiss optics, specialized laser technology, thousands of components from suppliers around the world… Replicating that from scratch, under sanctions, in less than five years, is a titanic task even for a country of 1.4 billion inhabitants and an excessive ambition. Yes, but. The restrictions, in fact, have not sunk China, but have forced it to adapt. SMIC produces 7 nanometer chips using alternative techniques, although at higher cost and on a smaller scale. The pace of state investment in semiconductors has not slowed down. And the fact that several engineers who have worked at ASML have ended up in Chinese projects has raised alarms on the other side of the Pacific. China has built its current position on a long-term mindset. The sanctions close the shortest path, but that does not mean that other paths do not exist. In Xataka | China prepares a 2nm AI chip to end NVIDIA’s dominance. Your problem is how you are going to manufacture it Featured image | ASML

China and the US have focused on the race for humanoid robots. Now China is clear about which ones make money: dogs

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It is difficult to talk about all the open fronts that China and the United States have. The technological war covers everything and, if there is a race for artificial intelligencethere is one just as fierce in the field of robotics. The two powers are focusing on the humanoid robots to put them in factories or in customer service, but the market is talking and it turns out that they prefer dogs. Robot dogs, specifically. In short. Right now, China is the summit of robotics. Not only because of how advanced their robots are, but because they are already putting them to work. work in factories, stores either museums. They are not theory, they are practice due to government support and, above all, because the components to make a robot are manufactured… in China. This advantage is something that no other country has and that is essential (let them tell the eTSMC’s 60 minutes strategy in Taiwan). There is multitude of robotics startups and, although the humanoids are the most striking, the robodogs are the ones that make money. In an article by SCMP They explain how quadruped robots are preferred by robotics companies because they are becoming business drivers. AgiBot is one of those companies, and has just expanded its robot portfolio with the creation of a subsidiary -AgiQuad- focused exclusively on quadruped models. Their justification is that they consider that it is what is going to boost the robotics business and they do not want their robodog to live “in the shadow of a humanoid robot.” That is, instead of launching under the same brand a humanoid robot and a quadruped one and that customers have to choose (and compare), they prefer to ensure that each branch of the business operates a different type of robot. Projection. AguQuad plans to become a 500 million yuan (about $73 million) business by this year, scaling to 10 billion yuan by 2030 with 300,000 annual robot shipments. At the moment, they say that they have everything sold and that they continue producing units because they are completely out of stock in the warehouse. And they are not the only ones. Other companies like Amap or the giant Alibaba They want to get into this robot fight to stand up to Unitreebut in the field of four-legged robots. Speaking of the dancing queen, it is estimated that Unitree’s quadruped robot division generated 490 million yuan in revenue in the first three months of 2025 alone. That is, in just three months, it generated as much as what AgiQuad expects to generate this year. Already Deep Robotics He is also doing well in this field. Deployment. According to IDC analyses, the quadruped robot market generated $180 million in 2024 and is expected to generate $700 million this year. The estimate is that the segment will reach 50,000 million yuan, about 7,329 million dollars. And the question is… where are these robots going? Many go to exhibitions and fairs in which the robotic muscle of Chinese startups is shown, but there are others that are already operating on the ground. China wants ‘civilian’ quadruped robots, like assistance for blind peoplebut there is also deploying units among firefighters and, as we said a few days ago, within the Chinese army with support, reconnaissance and attack units. The race doesn’t stop. This scenario makes sense if we take into account several details. The first is the most practical: quadruped robots have years of analysis behind them and have already proven to be very useful in various scenarios. the chinese army He’s not the only one who has them. and, for example, in the United States they are beginning to be deployed in data center surveillance tasks. And the second reason is because those years of research and development have led to them becoming increasingly cheaper to produce, allowing their manufacturing to scale and leaving more margins for manufacturers. Prices are also falling and it is easier for different actors to integrate them into their workforce. Precisely for this reason, quadruped robots can be a viable commercial product for those same companies that continue to push the development and commercialization of humanoid robots. The Unitree itself that we talked about before just started to sell its R1 model through AliExpress with a planned launch for the United States, Japan or the United Arab Emirates. Price? $8,200, but you start somewhere. In Xataka | China will bring together more than 300 humanoid robots in a half marathon. The goal goes beyond running

A frantic race has begun between China and the US for Brazil’s rare earths. And Brazil only asks for one thing in return.

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After a diplomatic incident with Japan, China abruptly reduced its exports of rare earths, causing an immediate shock in industries around the world that depended on these materials to manufacture everything from magnets to advanced electronics. For weeks, companies and governments discovered the extent to which a seemingly invisible resource could become a lever of global power. A global race that is decided far from Washington and Beijing. This push for critical minerals has entered a new phase, with Brazil now converted on the board where the interests of the United States and China intersect. The reason? They both search ensure access to key rare earths for technology, defense and energy transition, but this time they are not negotiating on equal terms. Brazil, with one of the largest reserves in the world, has made it clear tons of common sense: that it does not want to repeat the historical role of simple exporter of raw materials, and is using that position to redefine the rules of the game. The US accelerates, but Brazil slows down. Washington has intensified its offensive with multi-million dollar investment proposalsbilateral agreements and formulas to guarantee direct supply to US companies. It has even started to secure rights on production through financing, trying to close the path to China in a supply chain that it considers strategic. However, this approach has been perceived in Brazil like too aggressivewhich has generated political resistance and has stopped agreements that, on paper, would benefit both parties. China is still in the game. Meanwhile, China has not disappeared from the board, but quite the opposite: is still the main global player in the processing of rare earths and maintains active commercial relations with Brazil. Exports to the Asian giant have grownand its industrial experience remains difficult to match in the short term. This puts Brazil in a unique position, where it can negotiate simultaneously with multiple powers without being forced to choose, at least for now. The Brazilian condition. This is where Brazil introduces its strategic turn: opening the door to foreign capital, there is no problem with that, but with a clear and unusual condition in this type of agreement. It is not enough to extract resources, but any partner must contribute to local technological development, processing within the country and job creation. In other words, Brazil demands to transform its mineral wealth in own industrial capacitybreaking with decades of dependence in which it exported raw materials and imported finished products. From exporter to industrial power. This change of focus is translating in concrete proposalssuch as the possible creation of a state company to manage critical minerals or a battery of laws aimed at strengthening national control over the sector. The idea is clear: go from selling resources to build the entire chain of value within the country, from extraction to manufacturing of key components. There is no doubt that it will not be a quick or easy process, but it marks an ambition that goes far beyond a simple commercial agreement. The real pulse: who accepts Brazil’s rules. In essence, the competition between the United States and China for Brazilian rare earths is no longer fought only in terms of investment or access, but in who is willing to accept the conditions that third parties imposein this case Brazil. Because the country is not saying “no” to anyone, but something more uncomfortable for the great powers: “yes, but on our terms.” And that introduces a new element in the geopolitics of resources, one where control no longer depends only on who needs the minerals and has the money, but on who has the capacity (and the will) to impose the rules of the game. For Brazil, a master move. Image | NZ Defense Force, YouTube In Xataka | China has just discovered the largest deposit of rare earths in the world. And he did it just when he needed it most. In Xataka | The world’s rare earth reserves, laid out in this graph showing the brutal dominance of a single country

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