Chinas

Huawei is China’s winning horse and is even leading where he seemed to death: in mobiles

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2025 will not be an easy year for telephony. The consultants They are checking down Growth forecasts of giants such as Apple and Samsung, hoping that the geopolitical impact of the commercial war will translate into higher prices in key markets such as the United States. The growth perspective in global shipments is especially low, and will be mainly starring Chinese manufacturers. Among them, there is one in which all expectations are set. One with the potential to shake the industry. All eyes put in Huawei. There is no worldwide manufacturer that grows more shipments than Huawei. It is something that We warn at the beginning of the yearin a global photograph of Canals that showed some interannual contraction for Apple and Samsung numbers (they lost 1% compared to 2024), and in which Huawei grew no less than 36%. A wild figure, taking into account that its local rivals such as Xiaomi, Honor or Live grew by about 15%. Less than half of what Huawei was achieving. An unstoppable trend. Ethan qiAssociate Director of Canalys, expects the Chinese manufacturer to remain a leader for 2025. Although not much further in its analysis regarding the relaxation of bottlenecks so that Huawei can stock up on critical components, there are several key points that explain why the Chinese company has all ballots to lead world growth this year. Among them, how will tariff pressure, Chinese technological nationalism of Huawei consumers play in favor of Chinese companies, The thrust with SMIC for the manufacture of Kirin chips and the turn Towards a domestic supply chain for close the circle. Without fear of own hardware. After the American veto, Huawei has focused all its efforts on achieving a product without external dependence. And he has achieved it. Huawei Mate 70 was the company’s first phone with Kirin 9020, A chip developed in silence and who planted the United States, a country that could not understand how were 5g chips developing despite the sanctions. Although this processor is manufactured under the lithographic process of 7 NM of SMIC, and notably below those manufactured by TSMC with its N3E lithographythe demand for mate 70 It has been high in China. However, if Huawei wants to continue pushing on national soil, he needs to prioritize a very concrete product: the mid -range mobile. The mid -range as a key. In Spain we are not the only ones who bet on quality-price mobiles. At the beginning of 2025, the Chinese demand of smartphones concentrated on the strip of 2,000 to 5,000 yuan (240 and 609 euros to change). Here Huawei places his Nova rangeone of its main sales engines in China. National policies of Subsidies Sales continue to warm up of smartphones, having added two to three percentage points to their growth in the first quarter of 2025, according to estimates. Huawei, together with the support of its local suppliers and SMIC, is at its best to aim with this family of products to its national soil. All to pure 80. Although the growth of Huawei in China will depend on a good part of the efforts that focus on their best -selling ranges, all eyes are now put on The pure huawei 80his Flagship family and a great opportunity to demonstrate what their efforts are being materialized to achieve self -sufficiency. They will be presented on June 11, and They already have more than 200,000 reservations without even having gone to the market. The great hope. Huawei’s role is key in China. He is not just the protagonist in the race to lead the manufacture of smartphones with SMIC, It is because of its potential to create chips for iaas his family Asce 910. This chip will play a key role in the effort for reduce national dependence with American manufacturers such as NVIDIApointing in front of their A100 and H100. Presumably, SAQC technology will allow SMIC to manufacture 3 Nm chipswhile they would be About to achieve capacity to make 5 Nm chips No need for access to equipment extreme ultraviolet photolithography asml. A way to travel that leads to an inevitable destination: sooner or later, China will be the world chips leader. Image | Huawei In Xataka | Best Mobile Huawei (2025). Which to buy and recommended models based on budget, tastes and quality price

China’s absolute dominance over rare earths is the result of a strategy that no one else has. Not even the US

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The Rare earth They have a leading role in the commercial, technological and geostrategic war that the US and China support. These chemical elements are relatively scarce, and, in addition, they are not usually found purely in nature, but what makes them so special are Its physicochemical properties. In fact, thanks to them they have established themselves as A very valuable resource In numerous industries, especially in electronics and renewable energies. During the last year and a half the Chinese government has used its control of these chemical elements to defend their strategic interests In full confrontation with the US, Europe and its allies. The interesting thing is that it can do it because it produces approximately 70% of rare earths They are distributed in the world market, and, what is even more important, controls 90% of the processing industry to which it is necessary to submit rare earths so that they can be used. China refines 99% of the weighing land of the planet At the current US tension situation, Europe and its allies need to bet on their independence and consolidate their own supply chain. They are in it, but they don’t have it easy. The old continent in particular has been proposed to self -abuse At least 10% of rare earths He needs for 2030 thanks to the exploitation of the new deposits, such as the one he found in January 2023 the LKAB mining company near the city of Kiruna, in northern Sweden. China’s starting point is very favorable. As we have just seen, with a 70% production of the global market and a control of 90% of the rare earth processing industry this Asian country has this absolutely controlled market. However, we have not yet repaired in a figure more that is also very important: China refine no less than 99% of the heavy lands of the planet. These chemical elements are a subgroup of rare earth characterized by its greater density and lower ionic radius. Heavy rare earths are a subgroup of rare earths characterized by its greater density and lower ionic radius In addition, heavy rare earths are less abundant in the earth’s crust than the light ones. To this subgroup belongs as elusive minerals and with names as exotic as gadolinio, the terbio, the display, the holm, the erbium or the tulle, among others. How can we intuit, China does not control 99% of the processing of this kind of rare earth by chance. This absolute leadership is the result of a strategy in which teaching institutions are having an unquestionably protagonist role. And, according to the newspaper The New York Timesat the moment China has 39 university programs of chemistry specialized in rare earths. Presumably in these training programs students acquire the necessary knowledge to develop their professional career in the chemical industry specialized in rare earth processing. There is no doubt that this is one of the great strengths of the country led by Xi Jinping in this area, especially if we keep in mind that US universities currently do not offer a single specialized program in rare earths. The article published by The New York Times does not collect it, but in all likelihood European countries that have a greater dependence on rare earths, such as Germany or France, as well as Japan or South Korea are in the same situation as the US. These countries will cost a lot of time to acquire the favorable inertia that China has objectively, so it is reasonable to anticipate that in the short and medium term the rare earth processing industry will continue to be led by strong by the country headed by Xi Jinping. This Jens Eskelund statementthe president of the Chamber of Commerce of the European Union in China, clearly reflects what the US and Europe face: “Some approvals are coming (the result of negotiation with China), but they are far from being enough to Avoid imminent stops in production. We still face A great interruption in supply chains“ Image | Volker Braun More information | The New York Times In Xataka | We already know what is the best natural factory of the precious rare earths: a cosmic kilonova

China’s military and civil nuclear capacity grows at an unprecedented rate. The US does not take away your eyes off

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China has deservedly consolidated as the country to which all the nations that bet on nuclear energy look. It currently has 58 nuclear reactors whose joint capacity is approximately 61 GWE (electric gigawatts). Besides, It has another 28 reactors under construction that will add additional 33.65 GWE. And just a month ago the State Council approved the construction of 10 more nuclear reactors. China is already the second country with more machines of this type, only behind the US. In any case, the best asset of this Asian country is its commitment to innovation. And the reactor of Molten Sales and Torio TMSR-LF1 is a very valuable letter of presentation. This machine received the approval of the Chinese Nuclear Safety Administration in mid -June 2023 after having successfully completed the initial testing phase that started in 2021. and since then the itinerary that had set the Institute of Applied Physics of Shanghai, which is the institution responsible for its tuning. As explained by the American nuclear engineer Nick Touran In your tweetthe TMSR-LF1 reactor officially entered into operation on October 11, 2023. A few months later, on June 17, 2024, He started working at full power. And on October 8 of last year the technicians who operate it detected protacinium-233 (PA-233), a radioactive isotope intermediate derived from the transformation of the thorium into Uranium-233 as part of the fuel cycle of the thorium. This nuclear reactor is in the Minqin industrial complex of the province of Gansu, in northern China. It has a power of 2 thermal megawatts (MWT), and, although it will not be the first Fourth Generation Nuclear Reactor In activity, and not the first one that Torio will use as fuel, it will be the first of molten salts that will use this chemical element. However, the ambition of this Asian country does not end here; It is already planning to build a molten salts and more capacity sales reactor for 2030. The modernization of China’s nuclear arsenal is accelerating Nuclear physics has two faces. We all know that the knowledge that has given us can be used to generate electricity and favor the development of large population masses, as we have just seen, but it can also be used to produce weapons of mass destruction. China carried out its first test with an atomic bomb in 1964. Initially its scientists had the help of Soviet nuclear engineers, but this alliance was broken in 1959 and the country that was then led by Mao Zedong was forced to continue with this project without having any external help. This isolation did not prevent China from carrying out the first test with a hydrogen bomb in 1967, just three years after launching its first atomic bomb. During the next three decades the Chinese nuclear armament continued advancing, although Mao never aspired to deal with the number of atomic and hydrogen bombs With the US or the Soviet Union first, and Russia later. His doctrine pursued China’s survival by resorting to deterrence, but without directly involving themselves in the cold war that the two hegemonic powers held at the end of the 20th century. “Beijing has the ambition to create a wide sphere of influence in the regions of the Indian and the Pacific, as well as becoming the leading world power” The funny thing is that everything changed during the first decade of the 21st century. China’s economic capacity was growing and its scientific and technical development during the second half of the twentieth century had been out of all doubt. The US government was already realized that this Asian country was consolidating as a superpower Able to dispute your world supremacy. This was the context in which the tension between these two countries was born that seems to be currently reaching its peak. The following literal extract of the document that collects The National Security Strategy Published by the US government in October 2022, it reflects very clearly why it considers China a threat: “The People’s Republic of China (RPC) is the only competitor that has both the intention of remodeling international order and, increasingly, more and more Economic, diplomatic, military and technological capacity To do so. Beijing has the ambition to create a wide sphere of influence in the regions of the Indian and the Pacific, as well as to become the leading world power. “These lines perfectly condense the background history that has triggered the international situation in which we meet. If we stick to its military development the US Department of Defense He estimates that China currently has an arsenal made up of More than 600 nuclear eyeletsand plans to increase this figure until reaching 1,000 eyelets in 2030. USA and Russia have an arsenal of approximately 5,200 and 5,500 eyelets respectively, although many of them are in reserve and others will be dismantled. China has less eyelets, it is evident, but at least rivals with the US if we stick to the sophistication of its intercontinental ballistic missiles, its nuclear submarines, its bomber and its hypersonic missiles. Let us trust that China, the US, Russia and the other nuclear powers enter and stop this climbing of the nuclear weapons. Image | Пресguese More information | US Department of Defense In Xataka | China prepares the mate to the US: it will have its own UVE lithography team to make chips in 2025

China’s big problem with chips is its difficulty to go beyond 7 Nm. Huawei’s new megaphabic confirms it

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China is doing everything in your hand to achieve total independence of its semiconductor industry. The commercial and technological war that sustains with the US prevents the country of Xi Jinping access to the manufacturing equipment of Most advanced integrated circuits that produces The Dutch Company ASML. And this in practice does not allow Chinese manufacturers, such as SMIC or Hua Hong Semiconductor, produce integrated avant -garde circuits easily. In the previous paragraph I have used the adverb “easily” intentionally because, in reality, China is manufacturing avant -garde semiconductors. They are doing it At least SMIC and Huawei using, as we have explained in other articles, a lithography technique known as Multiple patterning. This strategy in broad strokes consists in transferring the pattern to the wafer in several passes with the purpose of increasing the resolution of the lithographic process. His problem is that he usually has an upward impact on the cost of chips and the decline in production capacity, although it works. In fact, the most advanced chips we can find in the last smartphones and hardware for artificial intelligence (IA) more sophisticated in Huawei have been manufactured using the technique of Multiple patterning with the purpose of reaching 7 Nm. However, presumably this Chinese company will produce Your new GPU for the Ascend 920 During the second half of 2025 using 6 Nm integration technology. Satellite images show the huge complex that Huawei is building A little over a year ago, in February 2024, the newspaper Financial Times said having had access to the statements of two experts who defended that SMIC was finalizing the refinement of their semiconductor manufacturing processes in their deep ultraviolet machines (UVP). Its purpose, according to this source, was to have the necessary technology to manufacture Integrated 5 nm circuits Massively before the year 2024. For SMIC and its clients, among which Huawei is, this would be a very important achievement. Huawei is trying to develop its own integration technology to go beyond 6 and 7 nm However, Huawei’s 5 NM socates have not yet appeared. The chip Kirin 9010 which has happened to the 9000S model is also being manufactured in the 7 NM SMIC node using The technique of Multiple patterning. We can find this soc, for example, in the new triple folding of Huawei, the Mate XT Ultimate Designwhich we tried during the latest edition of the Mobile World Congress in Barcelona. Anyway, we can be sure that Huawei is trying to develop its own integration technology to go beyond 6 and 7 nm. In addition, it has the support of the Chinese government. In fact, Financial Times He has achieved photographs taken from a satellite in which it is possible to see a titanic manufacturing complex of integrated avant -garde circuits that Huawei is building in Shenzhen. It is meritorious that a single company is trying to develop all the links in the semiconductor supply chain and AI, As Dylan Patel arguesthe founder of the semi -health consultant, but There is a problem. And is that according to Eleanor Olcottthe Financial Times correspondent in China expert in technology, this megaplant of chips production aspires to manufacture integrated 7 nm circuits destined for smartphones and hardware for Huawei. If this information is confirmed, it will be evident that this company is still anchored at 7 Nm, although it is important that we do not overlook that this semiconductor production plant will presumably belong to Huawei. Until now, its 7 Nm chips were manufactured by SMIC, but it seems that in a short time this company will have the ability to produce its own avant -garde circuits. It is only a matter of time that finally the barrier of the 6 and 7 nm is shot down. Image | Huawei More information | Financial Times In Xataka | TSMC acknowledges that it has been considered taking its factories out of Taiwan. It is impossible for a good reason

China’s future in the chips industry is in the hands of a single company almost unknown: Sicarrier

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Sicarrier is not a Chinese company. When we repair the country’s semiconductor industry led by Xi Jinping probably many of us think of companies like Huawei, SMICHua Hong semiconductor or Naura Technologyamong others. But not in Sicarrier. Until just a few weeks this company It was a real unknown Beyond China’s borders, but in a record time it has attracted the attention of the global industry of integrated circuits. And he has done it for a weight reason: it is the authentic responsible for China currently having the ability to produce avant -garde chips. Although it was founded in 2021, during the last four years Sicarrier has maintained a very low profile. Its origin is not entirely clear, but The most reliable sources They collect that this company is probably a huawei split. What we know for sure is that it is a state company administered by the Shenzhen government. Sicarrier’s soul are veteran engineers of ASML and Applyed Materials I will not prolong the mystery more: Sicarrier is dedicated to designing and manufacturing photolithography equipment and wafering processing machines. In fact, the more than 30 products that it has presented just a few weeks ago in SemiCon China 2025 competes with the solutions of the Dutch company ASMLthe Japanese Tokyo Electron or the American Apply materials. It is shocking that a company with just four years already has proposals capable of competing in the market of chips manufacturing equipment. But it seems to have earned it. Whatever this presumable success is not the result of chance. And is that his main team is led by engineers with more than two decades of experience in the ranks of ASML and Applyed Materials. In fact, these technicians are surely responsible for the milestone for which Sicarrier is probably in the spotlight of the US administration: the technology used by Huawei and SMIC for MANUFACT 7 NM INTEGRATED CIRCUITS derives from a patent that seeks to make the production of 5 Nm chips possible using equipment from deep ultraviolet lithography (UVP). The technology used by Huawei and SMIC to make 7 Nm chips derives from a patent from Sicarrier The most ambicious lithography equipment by Chinese integrated circuit manufacturers is the extreme ultraviolet lithography machine (UVE). ASML is the only company that produces them, but THE SANCTIONS TO CHINA DE USA They prevent you from giving it to your Chinese clients. The problem is that this equipment is necessary to produce on a large scale and with a competitive price semiconductors of 7 Nm or with even more advanced integration technologies. Sicarrier has not presented a UVE photolithography team in China 2025. It is very unlikely to have it, but, at the same time, it is reasonable to anticipate that their engineers will be working on a machine of these characteristics. The teams that this company has already made known, or, at least, has officialized, are A 28 Nm immersion lithography machinean engraving equipment for advanced nodes below 7 Nm, diffusion machines for rapid thermal processing, chemical vapor deposition equipment for nodes of 28 to 5 Nm, verification machines and test for advanced integrated circuits, etc. The retahíla of lithography and wafering processing that Sicarrier has presented in Semi -Con China 2025 is long. As I mentioned a few lines above, these products compete with the proposals of ASML, Applied Materials or Tokyo Electron, although the authentic Sicarrier fire test will be the tuning of a UVE lithography machine. Du liqun, the president of this company, has declared that its strategy requires betting on the development of avant -garde lithography equipment, selective deposition machines and latest generation transist technologieslike ga (Gate-alall-around), which is already part of the Porfolio of TSMC, Intel and Samsung. It is still early to identify if Sicarrier will live up to the expectations it has generated, but there is no doubt: there is a new actor in the integrated circuit industry. And it is worth following the track very closely. Image | Sicarrier More information | Nomad semi In Xataka | This is China’s big problem with chips: Huawei will manufacture its Kirin X90 for PC using the 7 Nm of SMIC

Vietnam has tired of China’s artificial islands, so he has decided to start building his own

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China has been pulling tons of sand for more than a decade. And not only is he doing it for Build airports: They are dozens of artificial islands for expand its military power. It is about China’s strategy to claim the maritime territories that they consider their own and that are also doing in the Yellow Sea coast in front of South Korea. The problem is that one of its neighbors has been tired. Vietnam has also begun to lift artificial islands in the same territory with a clear objective: to prevent China from conquering the area. AND The tension is servedclear. Spratly Islands. It may seem more reef, but that of Spratly Islands It is tremendously important at the geopolitical level. It is a reef that is located between four countries whose relations, in some cases, are a hotbed: China, Vietnam, the Philippines and Taiwan, and they are also a set of rich islands in resources natural as fishing banks (suitable for a China to which His folders fall short), oil and natural gas. It is estimated that there are 105,000 million barrels of oil and many other millions of gas drums. There is tension, therefore, to control those resources, but also because it is a relevant point at the strategic level. They are located on one of the most busy maritime routes and are key to both international trade as for world movement. Controlling that archipelago implies having an essential influence globally. Claims. And the situation is a chicken coop. The archipelago is composed of a hundred islands and there are countries that carry decades claiming his sovereignty over it. On the one hand, China says that the fishermen of the Ming dynasty of the fifteenth century have already established themselves there, so the islands belong to them. In addition, in 1947 they made a map that showed how they all belonged to them, starting to occupy some of them in 1988. Malaysia se put In the fight in 1979, claiming part of the archipelago, the same case as Brunéi. Philippines is another player on this board, occupying some islands and occupying some of them with soldiers, but the most persistent are Taiwan and Vietnam. Both demand the entire territory as their own. Taiwan, with the same foundation as China, and Vietnam, stating that the islands were part of the kingdom of Annam – predecessor of the country – during the nineteenth century. Both China and Vietnam recovered archaeological remains to demonstrate that the islands belonged to them in the past and had to remain their property today. But since they did not convince each other, they decided to go to action. Mischief is an example. It is in Chinese power and has names in different languages ​​depending on which country you ask. For China is měijì jiāo. For Vietnam is đá Vành KhĂn. And for the Philippines is Bahura Ng Panganiban. Everyone considers that it is yours Background. Thus, and at some point in 2013, China began to move. Taking advantage of the rocky parts of the reef close to the surface and using Dredging ships to lift the bottom of the sea, they began to build islands and extend some existing ones. In just five years, they created seven artificial islands, the transformation of atolls into comparative satellite images being evident. Militarizing the archipelago. In this whole story, the military presence of the countries involved in the conflict has been key, starring even armed incidents between them. And one of China’s clear objectives is the militarization of this space with a double objective. On the one hand, the most obvious: if you create an island and the militarizas, you make sure that if someone wants it, you also have to arrive with armed troops, being able to trigger a greater conflict. Subi is one of the islands in which China has placed an airport. So it was before and after 2016 On the other, establishing and reinforcing the military presence in an area that, as we say, is key. It is something we have seen recently, with the discovery of A radar anti -furtive ships on one of the islands. And it is a radar, yes, but also a powerful message in an area where the United States also has the eye: if the US and its allies cannot operate poachers in the South China Sea, they may not be able to deal with the forces of the popular liberation army. Discovery Great Reef is held by Vietnam and down to the right we see some changes. Philippines, Taiwan and China say it’s them But well, it is not just a radar: there is also a missile launch platform, and in several of the islands occupied, created or expanded by China we can see presence of military infrastructure such as bases or airports. In this TWSJ video we can see perfectly the evolution of the islands: Vietnam is planted. In 2021, Vietnam got tired of the situation and, being together with Taiwan the country that has the most interest in the archipelago, also began to lift islands in the Spratly. Mainly, for military and port presence that reinforce maritime logistics, but putting the direct in recent months. Since June 2024, Vietnam has “grown” 641 new hectares and measurements Totals of expansion 1,343 hectares compared to 1,882 of China. And the expansion is being rapid: in 2021, Vietnam only had four advanced ports with port. Now, it has tripled that number with cases such as Barque Canada Reef in which only the atolon was intuited and now has even a landing floor. Before and after in the reef Barque Canada Complaints from each other. The objective of one and others is to operate more time and in greater numbers on those islands before a relief arrives, being able to carry out maneuvers and patrols during the area throughout the year, but curiously, although Vietnam had already shouted in the sky before with China’s movements, it is … Read more

If the question was how Rare eeuu would get after China’s veto, the answer is: hard drives

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SSD units may have become the norm in our PCs and laptops, but traditional hard drives continue to have a huge specific weight. This type of storage supports have an additional advantage of which some companies want to take advantage of: they contain Rare earth. Recycling against Chinese restrictions. Last week Western Digital advertisement which has created an important hard -record recycling program. He has done it in collaboration with Microsoft and with specialized companies such as CMR (material critical rcycling) and Pedalpoint Recycling. Picaresque economy for the US. The recycling process will take place in factories located in the United States, and those materials would precisely be used in other manufacturing processes also in the North American country. It’s about A singular measure that is necessary before the difficulties that USA will now have to access Those materialsand it is an example of how the country – like others – will have to go to ingenious solutions to solve the problems derived from the commercial war with China. Hidden rare metals. The objective of this initiative is to obtain rare earth oxides containing disposses, neodymium and proseodimium. Along with these rare metals it is also possible to obtain aluminum, steel, gold, paladium and copper. Hard discs to Gogó. This type of storage support is used massively in large data centers used for example for cloud infrastructure, and their life cycles causes units to be discarded constantly to avoid data losses. WD states that they have already recovered 21.3 tons of hard drives, SSD units and trays in which they are usually encapsulated in those data centers. According to Financial Timeshard drives in data centers have a useful life between three and five years, and it is estimated that the amount of waste globally in this area reaches 75 million tons in 2030. Recycling seems to work. The company responsible highlight that they have managed to recycle 90% of those rare metals, and 80% for the rest of the materials that you want to recycle. A complex but effective process. The discs come from Microsoft data centers and are sent to Pedalpoint to be ordered and processed. The magnets and steel are sent to CMR, and this company makes use of a recycling process called “dissolution without acids” (ADR) which is the one that extracts rare earths. This technology uses a copper salts solution to create a selective leaching that produces 99.5% pure rare oxides. The company avoids aggressive chemicals that could damage these rare earths or adjacent materials, such as aluminum. And more sustainable. According to The study Of the Digital Western engineers, this recycling process produces 95% less greenhouse gases than the traditional mining of these rare and material earths. Recycling hard drives is increasingly interesting. WD’s announcement is striking, especially considering that Microsoft is also involved in that project. However, hard drives recycling has been an area in which some startups are focusing clearly. We talked recently about Hypromag and Cyclic Materialsand in both cases the objective is the same: extract rare earths with recycled hard drives, as WD does. There is Other options underwayof course. But. The collection of these rare earth metals through recycling processes is striking, but China has restricted the export of seven rare metalsand only one of them (Disposio) is commonly used in hard drives. Image | Wikimedia | Barez Omer In Xataka | The US will not be able to contain the technological development of China. Experts from the chips industry forecast it

China’s 125% tariffs are the entrance door to an even more drastic process: “decoupling”

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The New Tariff war between Washington and Beijing It is creating the conditions for a total separation of the two largest economies in the world, something that just one year ago seemed unthinkable. What’s happening. Trump has suspended the highest tariffs for dozens of countries for 90 daysbut those applied to China has increased to 125%, marking a clear strategy: isolate Beijing. This rotation is not a decala. On the contrary, it is an attempt to form a common front against China, turning what seemed like a multilateral commercial conflict in a bilateral confrontation. In figures. The magnitude of this break is huge: 73% of the phones that the United States uses from China. 78% computers have Chinese origin. 87% of video game consoles. And 77% of toys. Between the lines. This crisis is not accidental, but calculated strategy. Trump first created a worldwide threat and then appeared as someone reasonable by offering a partial truce. For all except for China, on whom it maintains maximum pressure. “We can reach an agreement with our allies”, said The Treasury Secretary, Scott Besent. “They have been good military allies, although not so good in the economic. And then we can face China as a united block.” The background. 125% tariffs account for a practically impassable barrier for trade. It is not only protectionism, but total economic decoupling. The impact is immediate: Goldman Sachs has trimmed its growth forecast for China From 4.5% to 4% by 2025. Meanwhile, 19 billion dollars have vanished from world stock markets since February, according to Bloomberg. And now what. We go towards A world economy divided into blockssomething not seen from the collapse of the Soviet Union. Beijing has already suggested that he could devalue a Yuan already increasingly weak. And has warned its citizens against traveling or studying in the United States. Chinese authorities have made it clear that they will not be the first step to negotiate, while Trump says he is “waiting” for his call. The key moment. Trump’s strategy goes through a vision of zero sum: use the size of the US market as a lever and create conditions for other countries Choose side. Block. Island. “Trust has vanished,” says Da Wei, director of the International Security and Strategy Center at the Tsinghua University in Beijing. “In the balance between economic development and economic security, security will always be emphasized. This is a long -term change.” Global supply chains have been built for decades of a globalization now questioned. And also now face a change of roles whose consequences are impossible to anticipate with certainty. In Xataka | The EU moves token and approves its retaliation tariffs to the US: we already know when the counterattack will begin to be applied Outstanding image | Xataka

The US strategy before China’s unstoppable naval growth has an unexpected protagonist: Japan

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The United States has been lagging behind in a field that previously dominated with iron fist. Its Marina fleet (sub) has been reduced to the same time as its budget. While China, Russia or even North Korea have been developing A new type of “war” Under the sea giving special importance to the “nuclear” theme in the UUV, Washington was still paralyzed. He Arctic case It is another perfect example. Perhaps for this reason, the approach has turned radically: Japan. Japan as an example. Before the growing Maritime Power of China And the difficulties facing the naval industry of the United States, Congress is evaluating the possibility of Adopt the Japanese model of constant production of submarines. Unlike the American system, where the amount of built vessels varies annually according to the budget, Japan (next to South Korea) has maintained for decades a production rate of A submarine per yearan approach that has provided stability to its naval industry and cost efficiency. The Naval Congress Specialist, Ronald O’Rourke, presented this model at a hearing of the Subcommittee for the Projection of Forces and Maritime Power of the House of Representatives, arguing that the Japanese strategy allows to maintain an constant acquisition rate Without affecting the total size of the fleet. Instead of increasing production, Japan manages the number of submarines in service through the extension of its useful life. The success of the Japanese model. To understand the formula we must go back in time. For decades, Japan has followed this strategy for protect your maritime interestsespecially in the soybeans, Tsugu and Tsushima, key routes where Russian and Chinese ships travel. Initially, its fleet consisted of 16 operational submarines and two training, but in 2010 it extended its objective to 22 submarines without increasing productionsimply prolonging your service time from 16 to 22 years. There is another key: the Japanese system allows Mitsubishi Heavy Industries and Kawasaki Heavy Industries alternate the manufacture of submarineswhich avoids fluctuations in the workload of the shipyards and guarantees the maintenance of a highly specialized workforce. This strategy has caused the Japanese naval industry to be efficient, competitive and adaptable to changes in defense needs without generating extra costs or logistic problems. In front of the US decline. On the other sidewalk we have Washington. While Japan maintains its stability in naval production, the United States Navy faces A worrying scenario. The construction of your ships has become increasingly expensive and slowand the data corroborates it, since the total cost of the 46 ships currently under construction was tripled in a single year, from 3.4 billion to 10.4 billion dollars. But there is more. The aircraft carriers, which used to take 8 years to build, now They require 11 years. Here, China is advancing on the right too, As we explain. The attack submarines, whose construction took six years in the 2000s, now take nine. Even the Navy faces the shortage of personnel, both in the shipyards and in the crews, which further aggravates delays. All challenges that make the option of adopting the Japanese approach or that of South Korea, two of the world’s largest naval builders, win traction in Washington, especially when the number of US attack submarines is on the way to decrease in the coming yearswhich could affect the balance of power in the Pacific. Japan as a strategic complement. All this leads us to the proposal of Congress. In addition, the strengthening of the Japanese underwater fleet not only reinforces Tokyo’s defense, but also benefits the United States By having a better prepared ally in the region. O’Rourke pointed out that if Japan decided to expand its fleet to 30 submarines, it could do it maintaining its current production rate and extending the useful life of their vessels at 30 years. The recent delivery of RAIGEI Submarineof the Taigei class, by Kawasaki Heavy Industries to the Japan Ministry of Defense, it is a sample of the efficiency of the system we are talking about. Mitsubishi did the same with him Jingei submarinereflecting a constant production scheme that contrasts with the problems of the American naval industry. The challenge in an uncertain political context. While the Japanese model offers clear solutions, its implementation in the United States is not so simple. The main reason? The American system depends on annual budget negotiationswhat generates fluctuations in naval production and hinders long -term planning. In addition, political and economic uncertainty, including possible commercial restrictions and Threat of new tariffs On the part of the Trump administration, they could further complicate any attempt to stabilize the industry. Thus, the things already measure that competition with China in the maritime field intensifies, the US Congress is forced to reconsider its naval construction strategy. Adopting the Japanese model could represent a viable solution to improve efficiency, reduce costs and ensure that the Navy keeps its position on the global stage. A complicated equation that would require deep structural changes In the way in which the country finances and manages its industry, a challenge that is yet to be resolved. Image | Tom Dennison In Xataka | The US Navy faces an unprecedented threat: China, Russia and North Korea are developing a new type of underwater war In Xataka | Eight Rompehielos have turned Russia into the power of the Arctic. Your secret: Nuclear force to operate all year

China’s robots represent an existential threat to the US, according to semi -health experts

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“This is a call to action for the US and West. We are on the threshold of a non -linear transformation of The industrial societybut the basis on which US is intense is unstable. Automation and robotics They are going through a revolution which will allow the total automation of all strategic and manufacturing industries. These Smart robotic systems They will be the first industrial piece that will not be complementary, but completely additive: work 24/7 with a performance higher than any human being (…) “. “Currently the only country positioned to capture this level of automation is China, and, if it achieves it without the US to follow the same path, the expansion of production will be exclusive to China, which will represent an existential threat to the US when it is overcome in all its abilities.” This text is signed by Dylan Patel, Reyk Knuhttsen, Niko Ciminelli, Jeremie Eliahou Ontiveros, Joe Ryu and Robert Ghilduta, six experts from SEMIANALYSIS. This American consultant specializes in the analysis of the semiconductor industries and the artificial intelligence (AI), and their studies are usually reasonably accurate. China’s technological and scientific development rhythm is overwhelming The lines of the semi -toalysis report that I just mentioned contain a lot of interesting information, but without a doubt the most forceful reflection of how many they put on the table is none other than the great capacity that China has in the technological, scientific, and, of course, economic. It is evident that they all go hand in hand, but this attention call will hardly take off the US administrations and Western countries. We can be sure that their slow reflexes is not caused by ignorance. China has the necessary capacity and resources to dispute its world leadership position to the US The US government led by Joe Biden openly recognized the document that collects its National Security Strategy October 2022 that China has the necessary capacity and resources To dispute the US Its world leadership position. The social, economic, military and technological development that the country led by Xi Jinping has experienced during the last two decades supports this conclusion. The following literal extract of this document reflects very clearly why the US government considers China a threat: “The Popular Republic of China (RPC) is the only competitor that has both the intention of remodeling international order and, increasingly, the economic, diplomatic, military and technological capacity to do so. Beijing has the ambition to create a wide sphere of influence in the regions of the Indian and the Pacific, as well as to become the leading world power.” These lines perfectly condense the background history that has triggered The international situation in which we are. Anyway, as we have just seen, semi -health experts emphasize the development of robotics and automation technologies in China. In their text they do not speak of the possibility that the country of Xi Jinping use Robots for military applications; What they maintain is that this technology represents an existential threat to the US Due to its ability to radically transform the industrial model of which not only the country currently led by Donald Trump, but also Japan, South Korea, Taiwan or a good part of European countries, among other nations. At the current situation, staying behind in strategic field like this is not an option. Image | Generated by Xataka with Dall-e More information | SEMIANALYSIS In Xataka | Chinese scientists claim to have created something groundbreaking: the fastest and most efficient transistor that exists

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