Chinas

China’s plan to fill the streets with electric and autonomous cars in 15 years is now official

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With the European Union launching into the electric car, with the intention of definitively abandoning the combustion engine and manufacturers trying to stop this possibility, China has presented its new automobile roadmap. The institution in charge has been China Society of Automotive Engineers (CSAE) who have revealed the Energy-Saving and New Energy Vehicle Technology Roadmap 3.0. Or, in other words, its roadmap for the automotive industry between now and 2040. The “new energy” car, that is, electric and plug-in hybrid, will be the cornerstone of a strategy that focuses on a reduction in polluting emissions but also on intensive automation of mobility. In said document, they assure ChinaDaily2,000 experts have been involved and it has taken 18 months to carry it out. “New energy” and autonomous cars The key points of the new Chinese roadmap in relation to its automobile market are summarized in CarNewsChinawho have exhaustively compiled the main pillars of a strategy that has gained in complexity. And this is based on the 1+5+26 concept: 1 roadmap or general strategy to establish global objectives 5 technological groups that group the technologies to be applied 26 specialized research topics to delve deeper into each area Among the key points of the new Chinese strategy, the following stand out: goals: It is expected that in 2028, polluting emissions produced by the automobile industry will reach their maximum. From there, the goal is to reduce them by 60% in 2040. It is expected that by 2040, 85% of cars will be “new energy”, the name China uses to call plug-in hybrids and electric cars. Of those, around 80% are expected to be fully electric. In 2040, it is expected that a third of cars sold will continue to use combustion engines, either as hybrids, plug-in hybrids or extended-range electric vehicles. From 2035 all passenger vehicles will be, at a minimum, hybrids. As a result, new energy vehicles are expected to lead sales from 2030 onwards. Gradual penetration of cars with technology level 4 autonomous driving (current robotaxis) and appearance of level 5 cars (same way of operating but in any type of circumstance, without restrictions due to lighting or weather circumstances). In the presentation Zhang Jinhuapresident of CSAE, has pointed out that one of the big differences between this roadmap and the previous ones (they already presented similar documents in 2016 and 2020) is that this time the program has focused on put more emphasis on production strategies that must be put in place to promote these technologies when. In previous documents, he assures, they would have focused on the technology itself and not so much on the industry. This has its consequences therefore in all areas of the industry. First, because manufacturers must adapt their production models to reduce polluting emissions when manufacturing vehicles, but also because, they say, a more robust connected network integrated into the cloud will be created to servicing autonomous vehiclesimproving their safety and independence when driving on their own. This is essential to achieve the great objective: “zero accidents, zero victims and high efficiency.” Regarding emissions targets, a classification system and methodology will be created to improve efficiency during production. The final goal is not only that in 2040 manufacturing will emit 60% less pollution than in 2028. Manufacturers are expected to save costs by working with data interconnection to analyze the most efficient system, even for the supply of parts or the sale of items. The program also focuses on the solid state batteries. This type of energy accumulators promise to position themselves as the element that allows the electric car to be consolidated at all levels, with promises of ranges of a thousand kilometers and greater safety for the batteries. For make China the leader in the sectorit is wanted that in 2030 the solid state batteries They are already part of the reality of their industry, although on a small scale. The great productive leap is not expected until 2035. So far, CSAE has presented two other roadmaps that have been gaining weight within the Chinese State. To understand how the situation has changed in less than ten years, 500 experts participated in the first program, a quarter of those who made up this latest presentation. In 2016 The program focused on the 1+7 strategy, with an overall roadmap and seven technologies in which China wanted to be a leader: energy-saving vehicles, “new energy” vehicles, hydrogen vehicles, smart connected vehicles, battery technology for electric cars, technologies related to vehicle weight, and automotive manufacturing technology. In 2020the program was expanded with the well-known 1+9. Then, that same roadmap was expanded with two new objectives, the development of combustion engines and the intention to make the Chinese automotive industry cleaner. 1,000 experts already participated in that redesign. Now the new project review some of the previous objectivesremaining as specified at the top of the article. What is certain is that in China they have been meeting the goals they had set. For example, in the 2020 roadmap they anticipated sales of 20% for “new energy” cars in 2025. However, this figure is almost 50% at the end of September 2025. Photo | Xataka In Xataka | Speed ​​has moved to China: BYD and Xioami are breaking all the records that Europe once dreamed of

After China’s stick, the US already has a new partner to obtain rare earths

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President Donald Trump and Australian Prime Minister Anthony Albanese have signed a critical minerals deal with the potential to create projects worth up to $8.5 billion, according to says the NYT. The pact responds directly to the recent restrictions that China has imposed on its exports of rare eartha movement that Trump rated as “sinister and hostile.” Why it is important. Critical minerals and rare earths are essential materials for manufacturing everything from semiconductors to engines, brakes and military fighters. China currently dominates global supply of these resources, which makes any restriction on their part a direct threat to Western production chains. And therefore, diversifying the sources of these types of elements has become a strategic priority for both the Trump administration and the previous Biden administration. Agreement with Australia. According to the summary provided by the White House, the agreement contemplate that the United States and Australia jointly invest $3 billion in critical minerals projects over the next six months. For its part, Australia is committed to investing billions in American defense companies. The US Department of Defense will also participate in the construction of a new refinery in Australia capable of extracting 100 tons of gallium metal per year. “In about a year, we will have so many critical minerals and rare earths that we won’t know what to do with them,” claimed Trump optimistically during the meeting with Albanese. The Australian Prime Minister, for his part, stressed that this agreement on critical minerals takes the economic and security relationship between both countries “to the next level.” Plan of action. Albanese’s office has made clear that the agreement functions as an “action plan” that “does not constitute or create legally binding obligations.” This contrasts with the public statements of both leaders, who seemed very enthusiastic on camera about the agreement, according to point the middle. The Australian ambassador to the United States, Kevin Rudd, already had advanced in August that Australia was “ready and able to help” diversify US supply chains, recalling that manufacturing a single Virginia-class submarine requires approximately 4.5 short tons of critical minerals and rare earth elements. This agreement also confirms Trump’s support for the AUKUS pactthe trilateral defense alliance between the United States, the United Kingdom and Australia announced in 2021 under the Biden administration. Trump, who had undergone a thorough review of AUKUS since July, said plans to deliver US-made submarines to Canberra were “moving forward very quickly.” However, he acknowledged that the project had progressed “too slowly” so far. US Navy Secretary John Phelan declared that the goal is to “improve the original AUKUS framework for all three parties and clarify some of the ambiguity that was in the previous agreement.” China’s door is not closed yet. With this move, the United States is closer to having access to these critical minerals from different parts of the world, reducing its dependence on China. In recent months, the US government has committed 75 million dollars to invest in Ukraine’s mineral reserves and has backed railway projects in Angola that will facilitate access to minerals in central Africa. Despite tensions with Beijing, Trump stated on Monday that he believes it is possible to reach a trade deal with China during his upcoming trip to Asia this month, where he is expected to meet with Chinese leader Xi Jinping. Cover image | Paul-Alain Hunt and Brandon Mowinkel In Xataka | China was the great polluter of the planet: now it is emerging as the first “electrostate” in history

China’s plan to make its military ruthless if electronic warfare shuts down technology: use its brains

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In the training camps of the People’s Liberation Army, the sound of drones and electronic simulators coexists with something unexpected: the echo of an ancient tradition. Between radars, missiles and touch screens, some soldiers practice invisible operations with their fingers in the air, moving imaginary beads on an abacus that no longer exists. It is not a ritual or an eccentricity, but a new military experiment: learning in case one day the machines suffer a blackout. Calculate with your mind. China has rescued an ancient tradition to apply it to modern warfare: mental calculation with abacus. In a context of increasing dependence on artificial intelligence, the People’s Liberation Army has applied logic: train soldiers capable of becoming a kind of “human abacus”, ready to operate when digital systems fail. In fact, in a recent exerciseCaptain Xu Meiduo predicted the trajectory of three targets in seconds after a radar failure simulation, guiding artillery fire with precision. State television has turned his feat into an emblem of self-sufficiency, reminding us that the human mind remains a decisive weapon even in the age of algorithms. From the classroom to the battlefield. The program is inspired by an educational practice still common in Asia: the mental abacus, or AMC, an ancient technique that allows complex calculations by visualizing an imaginary abacus. Used in China for a long time more than eight centuriesthis discipline has shown benefits measurable cognitive– Improves concentration, memory and reasoning speed. What’s more, studies from Harvard and Stanford confirmed a few years ago the trained children with mental abacus surpass in calculation and understanding to those who learn traditional mathematics. Now, the Chinese army transfers that advantage to the military fieldconvinced that mental precision and resistance under pressure can make the difference in combat. Millennial and current. The abacus, created in China ago more than 800 years and used for centuries in trade and imperial administration, it never completely disappeared. Although calculators and computers relegated it to a cultural symbol, in schools in China, Japan or Singapore continues teaching as a method of cognitive development. His mental version, based on imaginary manipulation From accounts, it has been the subject of neurological studies that demonstrate structural changes in the brain. Hence, the Chinese army has seen this plasticity as perfect training for modern warfare, where mental quickness and calmness under stress are as valuable as marksmanship. Tradition and vulnerability. The goal of the program, it seems, it’s double: reinforce the cognitive readiness of soldiers and reduce vulnerability to electronic warfare. In a confrontation where radars, GPS and networks can be nullified, human calculation capacity becomes a strategic backup. If you like, Beijing also seeks to demonstrate that its military strength does not depend solely on of drones or hypersonic missilesbut also of soldiers capable of thinking and deciding for themselves. Facing total automationChina aims for balance: a technologically advanced, but sustained army by trained brains to calculate without machines, in the conviction that, even in the digital age, war remains a human act. Between humans and algorithms. In that sense, the contrast with the United States is revealing. While Washington boasts or promotes highly trained soldiers and trusts in the superiority of its command systems, the Pentagon warns that excessive technological dependence can be an Achilles heel. US officials have pointed out that, when communications are interrupted and artificial intelligence degrades, what decides a battle is human initiative. From that perspective, China seems to have taken note. Your bet on rescue the mind As a war tool it is not intended to replace technology, far from it, but rather to complement it. In a world where machines can fail, true superiority, according to Beijing, may once again lie in the most basic: the human brain. Image | Picryl In Xataka | China has asked Russia for an airborne battalion and training. That can only mean one thing: they are preparing a landing In Xataka | The US studied what would happen if it went to war with China: now it has begun a desperate race to duplicate missiles

China’s biggest problem is not the US. It is a “virus” that advances at an unprecedented speed and threatens to empty its factories

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In September, and in front to a data offered by the United Nations that put the future of the Chinese economy in check, Beijing defended itself with an opportunity for the future: the AI. In between, it remained to be seen who was right. Because the main problem of the economy that pull the strings of the planet are pure mathematics applied to a near and most uncertain future. One that indicates that, sooner rather than later, its population will to plummet. Against oneself. The demographic crisis that shakes China today is, to a large extent, the result of a policy that worked too well: the birth control campaign begun in the seventies and crystallized in the policy of only child 1979. What began as a state intervention to contain population growth that was considered unsustainable ended up shaping behaviors, expectations, and family structures for generations. Sterilizations, fines and forced abortions not only birth numbers reducedbut they inhibited the cultural habit of mass reproduction, and when the State began to relax the rules (allowing two children in 2016 and three in 2021) the social response was no longer the same: the fertility rate fell from 1.77 children per woman in 2016 up to 1.12 in 2021and the timid incentive measures have barely reversed the curve. The real cost of breeding. Behind the numbers there are everyday decisions. The economic calculation of starting a family in China is, as in so many other places, considerable: studies estimate that raising a child from birth to the end of their college education can cost on average about $75,000and in cities like Shanghai that figure shoots up to approximately $140,000. These prices, together with long work daysmarket expensive housing and professional expectations, explain why many young people (especially women) they choose not to have children. Surveys and testimonials collected show that for many people motherhood today is equivalent to a professional and personal resignation that they are not willing to assume: “I don’t want to think about sacrificing my life,” summarizes an executive from Hangzhou in the Washington Postand that plea for time and personal autonomy is one of the reasons why symbolic subsidies from the government (for example, some 500 dollars a year for the first three years) are insufficient to reverse the trend. Without weddings and solutions. we have been counting. Demographic decline is accelerated by fall of marriage: in 2024 just 6.1 million of couples registered their union, compared to 13.5 million in 2013, a data that works as predictor of future births when the rate of births outside of marriage is marginal. The State not only offers economic incentives and university courses about “how to flirt”, but has returned to intrusive behavior: officials pressure newlyweds about your plans of pregnancy and control the conversation public about marriage in the media. It is a gesture of urgency that clashes with the autonomy of generation Z, increasingly individualisticfor which getting married and procreating are no longer social mandates but options (among many). That tension between pronatalist policy and cultural change explains why coercive measures of the past do not seem to translate into higher births today. Accelerated aging. While fewer Chinese are born, the older population continues to grow: Life expectancy rises and the population pyramid inverts, which poses a brutal rebalancing in public accounts. Projections indicate that in the coming decades the proportion of elderly will doublewith colossal pressure on pensions, healthcare and long-term care financed by an increasingly narrow contributor base. Demographers warn that this phenomenon can trigger a vicious circle: more resources allocated to the elderly imply less public support for young families, which further reduces fertility. By 2100, according to calculations by international organizations, there will be more people out of working life than within it, a scenario with economic and political implications of systemic scope. The factory of the world shrinks. The problem is not only quantitative but qualitative: the workforce that made China the factory of the planet (born between 1960 and 1980, with a disposition for industrial jobs) has no substitute culture in later generations that they avoid factory work. At the same time, the proportion of Chinese manufacturing in the world total (today located around 30%) will necessarily be reduced if demographics exhaust the labor supply. The official short-term answer is automationbetting on robots and investment in productivity, but substitution does not work the same in all sectors: services, care and certain labor-intensive branches will continue to demand humans. The consequence is that manufacturing companies already they detect competitive pressure in prices and labor costs, and some observers point out that the industrial replacement could move to India, Southeast Asia, Mexico or Eastern Europe, with a multiplier effect on global supply chains. Politics and resistance to foreigners. They remembered in the post that a lever that in other countries would alleviate the labor force deficit (immigration) crashes in China with taboos of cultural homogeneity and political considerations that make the adoption of broad immigration policies difficult. That forces the government’s options and forces it to rely on internal incentives and in robotization. The strain between the economic need for labor and the preference to maintain cultural cohesion places Beijing in a strategic dilemma: either it embraces broader migrations (with all the integration challenges that this would imply) or it accelerates productive reconversion and the displacement of sectors that depend less on the labor factor. State measures. Faced with the abyss, Beijing has been introducing measures: relaxation of family policysubsidies, public campaigns for promote marriage and birth rate, and tax programs limited. But the experts they underline that late policies rarely reorder behaviors already fixed for decades. Louise Loo and other economists they estimate that reducing the workforce could take away about 0.5 points percentages to annual GDP growth in the next decade, a bite significant for an economy that needs to grow to absorb debts and finance its modernization. The challenge is that demographics act over long periods of time: cohorts born today … Read more

US responds to China’s new rare earths rules with 100% tariff threat that screams negotiation

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Just a couple of days ago we knew China’s new rare earth rules with which it completely disrupted the global map of strategic minerals. Taking into account that the Asian giant supplies approximately 70% of strategic minerals to the world, it could be said that China is the global mine of an essential raw material for the technology industry. And that gives it a privileged position to apply a standard of this caliber: any product manufactured outside of China with at least 0.1% of materials of Chinese origin. will require a license for export. That is, it not only controls what leaves China, but also what other countries produce with their materials and technologies, being able to decide what is exported, to whom and for what purpose following national security criteria. After a few hours assimilating the news and speculation of a response from Donald Trump and even his non-attendance at the next event where he will meet Chinese President Xi Jinping, The United States has announced new 100% tariffs unparalleled. New tariffs, more control and a date that invites negotiation The president of the United States has exploded in Truth Social talking about ‘an extraordinarily aggressive stance on commercial matters‘, of ‘an extremely hostile letter‘and of’a moral shame in dealing with other nations‘referring to China’s new measures on its rare earths, insisting that it affects both the products they manufacture and those they do not. Furthermore, he has asserted that ‘It was evidently a plan drawn up by them years ago.‘. More tariffs. Because Donald Trump has announced in Truth Social that the United States will impose a new 100% tariff on China, which will be added to any other tariffs already in place. Likewise, they will also impose export controls on all critical software. It must be taken into account that practically all products imported from China to the United States already have high tariffs, ranging from 50% on steel and aluminum to only 7.5% on consumer goods, with an effective tariff rate of around 40%, according to expert analysts from Wells Fargo Economics and the Federal Reserve Bank of New York. AND has left a key date of entry into force: next November 1, 2025. Between the lines. The date chosen by Trump is not coincidental: it is exactly the same as China’s for the measures on rare earths to be operational. And its message hides several key words that refer to a predisposition to negotiation ‘from the November 1, 2025 (or sooner, depending on the actions or changes China takes)‘. He also insists that he (obviously) speaks on behalf of the United States and not ‘from other countries equally threatened‘ Throwing down a gauntlet to potential allies for their coup d’état. In Xataka | In 1978 Chinese engineers visited two key US companies. Upon his return, an empire began: rare earths In Xataka | An industry in the hands of TSMC and Asian factories: the map of global chip production Cover | Jose Alberto Lizana with AI

China’s government is discovering that selling cheap cars is not enough in Europe: spare parts will be insured

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China has proposed an objective: to become the New energy cars supplier of the world. HE esteem that the country exported about 4.3 million cars in 2024, of which 1.6 million were electric and almost 750,000 ‘They parked‘In some country in the European Union. Within China’s expansion policies, companies have made the decision of flood Europe with its cars. For this they are associating with already consolidated groups In our territory, but they have also opted for the most direct way: bring your cars directly in large ships and open dealers. It is what is allowing the expansion of brands like byd, Xpeng or Jaeco/omoda (and Those who are coming, like Xiaomi), But there is a problem: spare parts. We already told it a few days ago: the mechanics were Starting to see Chinese cars with good eyes. Even Euro NCAP, the agency responsible for giving a security score to cars in our territory, Consider that they are safer than many other brands. They are not the only ones: the CEO of Riviain has already said that Chinese cars were better And even Jim Farley, CEO of Ford, commented that He didn’t want to get off his Xiaomi Su7. The problem is when something fails And it’s time to ask for the replacement piece: you have to wait because you have to ask and, sometimes, that piece is easy for you to come … from China. Now it is the Chinese government itself who wants to settle that problem with a goal in mind: take care of the client. And for this they will regulate sales abroad through the ‘export licenses’. Export licenses, China’s weapon to improve the image of their cars In September 2012, China implemented a regulation called ‘Shang Chan Fa N318’ regulations. With it, a series of qualification requirements for national manufacturers were established that requested both cars and motorcycles. It was something that applied to both hybrid and combustion vehicles, but the electric were exempt. If companies could export everything they wanted without any regulation, Isn’t that good for expansion? Yes … and no. On the one hand, the aforementioned expansion is achieved, but irregularities could also be committed, a poor after -sales service and an absence of official guarantee were offered. Basically, “anyone” could bring the car, sell it and disregard. And there is the negative part, since if a user buys a car, fails or does not update and does not have any attention after the sale, that experience will not only do not return to Buy a Chinese carbut recommends not doing it. With the new export license that It will be implemented As of January 1, 2026 for cars that leave China, the government seeks to combat all that. And be careful, not only to Chinese manufacturers, but to companies that manufacture in China, regardless of its origin. In fact, four ministries are those who have jointly announced the measure (trade, industry and information technology, customs administration and the state administration for market regulation) and what companies that manufacture in China will have to do in China and want to sell their vehicles in other countries It will be to request a license that will be renewed annually.

The US has reached a dead end. To rearm to China’s threat, he needs the help of a nation: China

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What began Like a secret In the army he has jumped to the first flat of the nation: the pentagon has reacted afternoon and bad To the revolution of the drones. While Ukraine and Russia integrate at dizzying rhythm Cheap, disposable and effective platforms, and China You don’t know what to do With as many drones, Washington is entangled in procedures, inherited priorities and a culture of acquisitions that treats drones as “new airplanes” and not as low cost ammunition and mass production. In the background, a dead end: to anticipate the Chinese threat need … China. Revolution. The contemporary battlefield has been marked by a CStructural Ambio: Cheap, mass and disposable drones have become the decisive asymmetric weapon, capable of altering the balance of power between large and small powers. Ukraine, with one constant creativity And an incessant flow of adaptations, has shown that an army with limited resources can neutralize armored, strategic airplanes and russian logistics lines by swarms of short and medium reach drones. And delay. Meanwhile, the Pentagon, despite publicly recognizing the threat, maintains A dangerous delay. The statement of General James Mingus, who compared the current drones with the devastating impact of the improvised explosive artifacts in Iraq, Synthesizes the dilemma: This is the “FDE today”, a transformative weapon against which the United States has not yet reacted with the necessary urgency. Strategic blindness. They tell The analysts of the country that history is repeated. During the years of the insurgency in Iraq and Afghanistan, thousands of soldiers died while the Department of Defense delayed the adoption of the Mrap vehiclesarmored designed for Resist FDIuntil the pressure of Robert Gates He broke the internal resistances. Today, the same pattern It is observed with drones. The rigid structure of the pentagon, obsessed with large programs as the F-35strategic submarines or The Sentinel missilesmarginalizes the cheap and fast solutions that make a difference in the field. There is talk of initiatives such as The Replicator program or of record budgets for research in autonomous weapons, but the reality is that, in front of the millions of drones that China could produce and the monthly thousands that Russia already displays, the United States barely has prototypes and promises. Presentation of Lucas, the Made in USA copy of the Shaheds, or almost The awkward mirror: the Shahed. We have gone counting. The weapon that best reflects that gap is The Shahed-136renamed Geran by Russia. Born as an Iranian clone of Israeli designs, it has become the most influential mercupy ammunition of the 21st century. With an approximate cost of $ 50,000, A autonomy of up to 1,600 kilometers and the ability to carry loads of 20 to 40 kilos, combines simplicity with strategic efficacy. In Russian hands, it already occurs at an industrial scale And it has been perfected with more range variants, better tight sensors and loads. Faced with the millions of cruise missile, Shahed is the pure expression of the war economy: cheap, abundant and devastating. The fact that the United States does not have an equivalent produced by mass constitutes a Strategic negligence symptom. The double error. On the one hand, the Pentagon has ignored the need to adopt massively short -range dronesof the FPV type, which in Ukraine have become the Common soldier weaponcapable of extending the scope of an infantry squad from 800 meters to more than 12 kilometers. On the other, it has dismissed for years the importance of long -range ammunition low costentrusting in expensive and limited missile arsenals. This double error points to a mentality anchored in past warsunable to accept that innovation does not reside in the exquisite, but in the numerous. The US army still does not have formations dedicated to drones, or new military specialties focused on them. The doctrine barely begins to adapt and pilot programs advance at a ridiculous speed compared to the rhythm of Ukrainian innovation. Russian Shaheds Factory China and recover lost time. The proposal of the most realistic analysts It is clear: United States needs, without delay, standardize Two drone designs long -range kamikaze. The first, about 1,600 km, cheap and massive, would serve both in Europe and in the First Pacific Islands chain. The second, more than 3,000 km, would be crucial to, for example, hit from the second island chain to the interior of China, even after the establishment of Bubble A2/AD. Both, complemented with variations in useful loads and guidance systems, would guarantee tactical flexibility and a deterrent volume. Without this capacity, the United States would enter any greater conflict with a ridiculously insufficient arsenal against tens of thousands of enemy threats. The logic of wear. The value of these weapons does not only reside in their destructive capacity. His strength lies in the economic equation: they force the adversary to spend millions in interceptors for each device which costs just tens of thousands. The “effector depletion” thus becomes a strategic weapon: saturate enemy defenses until their missile arsenals and force them to cover a spectrum of threats impossible to handle. Even a drone that never reaches its objective fulfills its function to the Force the enemy to shoot. Ukraine lo has demonstrated by forcing Russia to disperse anti -aircraft defenses against improvised swarms; The same logic, multiplied by tens of thousands of units, could turn the balance against China or Russia. The Chinese problem. The underlying problem is industrial disability. And here comes one of the paradoxes of the situation: the United States depends almost completely on the nation of which he intends to defend himself. And is that It depends on China for everythingfrom batteries to basic motors and materials. Its acquisition structure, designed for the slow rhythms of the cold war, is not prepared to produce quickly and decentralized. While the adversary itera versions in weeks, the Pentagon takes years to approve contracts. The solution: analysts aim to diversify production between dozens of medium and small companies, under a framework of standardized designs owned by the … Read more

China’s last US hint threatens a TSMC chip factory ahead

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On December 31, it will be a very important day for semiconductor manufacturers that have plants in China. From that date they will not be able Its facilities in this Asian country. And they cannot do it because The US does not want chips manufacturing equipment that resort to American technologies and innovations They arrive in China. Not even integrated circuit factories that do not belong to Chinese companies. In 2022 the US Department of Commerce granted a temporary exemption to several manufacturers of foreign semicondators who have plants in China so that they could equip their facilities with the machines they needed. But this permissive period is about to expire. From now on any chips manufacturer who has plants in China will have to request a license from the US Commerce Department to be able to install in its factories machines with US components or technologies. Intel has sold Your Dalian plant (China), so this measure no longer affects it. However, there are three foreign companies of enormous relevance in the semiconductor industry that will be affected by this measure of the US government: South Korean Samsung and Sk Hynixand the TSMC Taiwanese. The latter has a chips factory in Nankín, in the province of Jiangsu (China), in which as of December 31 it will not be able to install advanced lithography equipment. The US and TSMC strip and loosen The semiconductor production plant that TSMC has in Nankín is important for this company, but it is not a toe. In fact, it manufactures mostly chips in its 16 and 28 nm nodes. This installation currently represents only 3% of TSMC’s total production capacity, but this does not mean that it is not relevant within the manufacturing infrastructure of this Taiwanese company. In fact, in 2021 announced an investment plan of 2,870 million dollars that in 2023 allowed expanding the manufacturing capacity of the plant to about 40,000 wafers per month. These presumably “restrictions” will condemn “in the short and medium term to this factory to the production only of mature chips During the last weeks, the TSMC Directive dome has met with the US Department of Commerce in an attempt to protect the interests of its Nankín plant, But it has not been successful. These presumably “restrictions” will condemn “in the short and medium term to this factory to Production only with ripe chipsalready long term will probably lose its relevance in the Integrated Circuite Production Infrastructure of TSMC. Whatever this is only One more episode in the awkward relationship that support the US and TSMC government for years. For this chips manufacturer the country led by Donald Trump is very important because a good part of his best clients is American. Nvidia, Apple, AMD, Broadcom or Qualcomm, among other companies, get the chips they design in TSMC’s lithographic nodes. However, this currency has a second face. And it is currently the USA cannot do without TSMC. Intel is American, and It has advanced lithography nodesbut the competitiveness of his Taiwanese rival is difficult to match. TSMC has cemented its leadership on the tuning of a range of Very advanced high integration technologiesand, at the same time, On a colossal production capacity which is only possible reaching a very high wafer performance. The US government knows very well the strength of this company. And also how important it is for US companies that I have mentioned in the previous paragraph. Image | TSMC More information | SCMP In Xataka | Intel was about to snatch Apple as a client from TSMC. Having achieved its story would be another

After the demonstration of China’s force, the US moves a card sending its new missile platform to Japan

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China is celebrating. The country commemorates the 80th anniversary of victory over Japan and the end of the Second World War. Within that framework, on September 3, Beijing converted the Tiananmen Square In the center of a demonstration from outside as few have seen to date. More than 10,000 military personnel participated in a parade that lasted about 70 minutes and that the authorities themselves announced as something unpublished for a reason: they were going to present armament that the world had not seen until now. At least in his possession. On the margin of ballistic missiles, the vision of Chinese defense passes through drones, directed energy weapons, New generation combat fighters, Purtive aircraft and A great maritime power which served as a message to the world about the military self -sufficiency from the country and how They can change order in the Pacific. And so without taking into account what we have not seen. Being an extremely sensitive area, especially for Recent encounters with Japan And above all, TaiwanIt is something to take seriously. The United States response has not taken long to arrive: They have confirmed that they will deploy their avant -garde Typhon missile system on Japanese soil within exercises Resolute Dragon. And it is something that China has liked anything, but neither does Russia. Resolute Dragon and the Typhon missiles in Japan Allied forces perform joint exercises. In them they focus on the coordination for the defense of areas in the event of an open war, and those that the United States and Japan do jointly are called Dragon Resolute. The 2025 exercises will be held from September 11 to 25 and will focus on the defense of remote islands of the Japanese archipelago. Thus, the terrestrial self -defense forces of Japan and the United States marines will test their response capacity to an attack, and The great contribution of the United States for the year Resolute Dragon This year is the Typhon missile platform. Also called MID-RANGE CAPABILITY, or MRC, it is a mobile shuttle in standard containers, but that is able to shoot so much Tomahawk missiles like the SM-6. The Tomahawk are subsonic missiles with a flush flight profile capable of conducting precision attacks against terrestrial or naval objectives in a range of between 1,500 to 2,400 kilometers. SM-6 are less striking, since they have a range of 240 kilometers and are more focused on aerial defense, anti-man-and defense against ballistic missiles. The Typhon system can be deployed in heavy vehicles and can be transported by land, sea and air, and although it is not planned that any missile will be launched, its presence alone It has been taken as an attack by China. As we read in Reutersit was a spokesman for the Japanese forces who confirmed that the US will deploy Typhon during the exercises, and the response has arrived by Guo Xiaobing, director of the Center for Weapons Control Studies of China. In a releasesays that, although Japan and the US affirm that the deployment is temporary and will be removed after exercise, you must not trust. The reason? The same said when Typhon deployed In similar exercises in the Philippines during the past year and, according to China, the system has remained there since then. “These movements not only increase the surveillance of neighboring countries, but also represent hidden dangers for Japan’s own security – Guo Xiaobing The manager considers that it is a movement that “directly undermines the legitimate security interests of other countries and raises a real threat to regional strategic stability.” In addition, he affirms that, if a war against the United States explodes, it is likely that “The system becomes a tool that drags Japan towards turbulent waters”and he has not lost the opportunity to remember that “this year 80 years of the end of World War II, something that should cause a deep reflection and a good neighborhood policy, but Tokyo seems anxious to break the armament policy exclusively oriented to the defense.” This, by the way, is not new, since in 2023 we count how JApon broke with seven decades of demilitarization by considerably increasing your military budget. That China has not fun this announcement is a fact, but as we read in Business InsiderRussia does not see it with good eyes either. Maria Zakharova, spokesman for the Russian Ministry of Foreign Affairs, described the maneuver as “another destabilizing step within Washington’s strategy to increase the potential of short and medium -sized land missile missiles”, adding that Typhon’s presence in Japan “It represents a threat direct strategy for Russia”. Until now, as we say, Typhon had only been deployed in logistics maneuvers in the Philippines in April last year, as well as in Australia in July of this 2025. The particularity of the deployment in Australia is that Yes, a shot was done Real of an SM-6 against a maritime objective, demonstrating the anti-mock capacity of the system from the mainland. In Xataka | Something unprecedented in Ukraine is happening: combat drones do not need humans to coordinate and attack

China’s technological development is unstoppable. It is accelerating and the responsible country is the USA

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Jensen Huang, the co -founder and general director of Nvidia, made it very clear in one of the statements he made during the already distant 2023 computer: “China is dedicating mass resources to the implementation of emerging companies specialized in the development of GPU. Do not underestimate them. “This warning was directed to the US government in a clear attempt to prevent you from the consequence that They will have the sanctions that seek to stop the technological development of China. However, this statement is not the only one that Huang has made with the purpose of describing the strategy of this gigantic Asian country. This executive too assures that “if China can’t buy chips for artificial intelligence (AI) To the US she will simply manufacture them. ” Huawei, Cambricon Technologies either Moore Threadsamong many other Chinese companies. It is likely that in 2026 China reaches technological self -sufficiency Jensen Huang is not at all the only expert who has warned the US government and his allies that his sanctions are promoting a flight forward. This statement by Marc HijinkDutch journalist expert in semiconductors and author of the highly recommended essay book ‘Focus: The Asml Way’expresses very strongly the impact that the USA and the Netherlands can have on the ASML business and the technological development of China: “I think that the great frustration that Asml feels is that by restricting the sale of their machines, not just those of extreme ultraviolet lithography (UVE), but also those of immersion, an opportunity opens for a Chinese competitor to enter the market. This could create a very powerful rival (…) if ASML entry into China is completely restricted The Chinese are forced to use their own technologywhich eventually drives its innovation. We see the same in the field of AI or with Huawei, which creates chips even with its limited lithography options. “ Its purpose is to transfer their knowledge to China because they are convinced that despite their efforts the US government will not be able to stop the technological advance of China Let’s change third. Liguo “Recoo” Zhang is Chinese, but has lived for several decades in the US and has worked in Siemens Eda, the US subsidiary of this German company that dominates the chip design software market in China. Zhang currently directs the Chinese Seida company, and in the business plan that he presented in 2022 with the purpose of capturing new investors, he collected that his company would have its chip design software ready in early 2024. However, this is not all. And is that in that document Seida defended that his plan went to “break the foreign monopoly.” Presumably the software developed by Seida is already being used by SMIC, Hua Hong semiconductor and other Chinese manufacturers of integrated circuits. In fact, SMIC is one of the investors of this company. Peilun “Allen” Chang, the director of Operations of Seida, assures that Zhang and other former employees of Siemens EDA left this German company as a result of US sanctions. Its purpose was transfer their knowledge to China because they are convinced that despite their efforts the US government will not be able to stop the technological advance of China. In the field of Chinese scientific development, it has also reached notable achievements in recent years. In fact, in the cover image of this article we can see the ambitious experimental reactor of nuclear fusion CFETR (Chinese Fusion Engineering Testing Reactor) that is being built in this Asian country as an alternative to ITER. In any case, before concluding this article it is worth returning to the domain of technology to make a bet: it is likely that In 2026 China already has its own UVE photolithography teamswhich are the machines you need to produce avant -garde chips. If this prognosis is fulfilled by the country led by Xi Jinping will reach its longing for technological self -sufficiency. Image | Xinhua News In Xataka | Xi Jinping’s “Made in China In China” In Xataka | ASML’s “invisible monopoly” is indisputable. Although without the technology of these companies would not have reached the top

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