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Your main competitor in chip manufacturing is your greatest ally

May 19, 2026 by usatoday24

Approximately 30% of Intel chips It is manufactured outside of its semiconductor plants. And most of these ICs are produced by TSMC. This Taiwanese company is the largest chip manufacturer on the planetand therefore it is also Intel’s main competitor in the market for custom semiconductor manufacturing for third parties. Despite this, Intel is deeply dependent on TSMC. Currently, the latter company manufactures Intel’s most advanced integrated circuits in those nodes where the company led by Lip-Bu Tan has not yet reached optimal wafer performance. The CEO of Intel has confirmed recently that his company is also outsourcing the production of those chips that have frequent demand peaks, and which, therefore, is not able to manufacture in sufficient quantities to satisfy the needs of its customers. TSMC is producing Intel’s entire Lunar Lake line, and most of Arrow Lake as well. In addition, Intel is one of the first clients of this Taiwanese company with access to 2nm node latest generation. In fact, TSMC has already started production testing of the compute tile of Nova Lake at its Hsinchu plant, and large-scale manufacturing should begin before the end of 2026. During Intel’s latest financial results presentation, Tan confirmed something indisputable: TSMC is an essential partner of your company. TSMC also depends on Intel Intel’s current dependence on TSMC is a consequence of the delay accumulated for years in the development of its manufacturing nodes, before the arrival of Lip-Bu Tan. In fact, the delays in the jump to 10 nmand later the 7nmcontributed to TSMC overtaking Intel from a technological point of view. In addition, dependence on Intel is also based on the need to cover short-term demand. The dependence on Intel is based on the need to cover short-term demand This scenario clearly reflects that Intel and TSMC are competitors. But they are also partners. In fact, few people know that Intel sells chip manufacturing equipment to TSMC. Pat Gelsinger confirmed itthe former CEO of Intel, at the end of 2024 during a meeting with his investors: “TSMC is an impressive company. They serve their customers well, and they serve us well. Lunar Lake would not exist without TSMC (…) But we also supply them with some of our advanced equipment. “It is a complex relationship that is important for Intel, for TSMC and for the entire industry,” Gelsinger explained. It is clear that the former CEO of Intel wanted to convey positivity with this statement, and, to the extent possible, defend his management. We all know how it ended. Be that as it may, there is no doubt about one thing: Intel’s dependence on TSMC is not temporary; It is structural. It is the result of years of technological delays, is maintained by TSMC’s superiority in mature advanced nodes and has been consolidated as part of a strategy that prioritizes flexibility over in-house production. Image | Xataka In Xataka | Bad news for Intel and Europe: construction of Germany chip factory will be delayed until 2029 or 2030 In Xataka | TSMC promised them very happy with their new factory in Arizona. I wasn’t aware of the nightmare I was facing.

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

May 11, 2026 by usatoday24

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

The chip crisis is leaving no stone unturned. Motherboards seemed untouchable, but their time has come

May 11, 2026 by usatoday24

The RAM memory crisis is no longer a RAM memory crisis. Emulating what happened at the end of 2020, we are immersed in a new component crisis that, unlike that of five years ago, has not been caused by a combination of factors but by something very specific, the AI industry. It is very difficult to buy any component with a NAND chip at a fair price and it is something that It is affecting all devices. The PC was already affected, but now the four largest motherboard manufacturers predict the worst. A shipment contraction of almost 30% on motherboards. Focused away from consumption. To understand why the crisis is impacting motherboards when, a priori, they could continue to be produced at the normal price, you have to look a little further. Nvidia and AMD are fully focused on the artificial intelligence segment, pausing their consumer GPU renewal plans for 2060. For example, the RTX 50 Super series neither is nor expected for this year and already speaks of some RTX 60 that would be released by 2028. Intel, for its part, also recently confirmed that consumer processors were taking a back seat in its priorities, since They were going to focus on the Xeon for servers and data centers. It is a strategy aligned with the great objective: become the great American foundry and sneak into the conversation they dominate TSMC and, at a good distance, Samsung. Update paused. With three manufacturers of the three key components having the focus away from the user and with the three main memory manufacturers (Samsung, Micron and SK Hynix) focused on memory for AI, what had to happen is happening: not only is buying new parts for a PC very expensive, but sometimes there is no stock, and the enthusiastic user who renews a PC every generation has no reason to do so, even if he had the deepest pockets in the world. That is why they are putting these PC updates on hold, clinging to current devices that they will have to get more out of because the market, directly, is broken. motherboards. And if PCs cannot be built and the companies that build computers themselves have already reported that they are having problems due to the price of RAM and storage, the foundation of the computer stops making sense. That’s where motherboards come in as those ‘foundations’. As we read in Tom’s Hardwarethe four main ones in the market (Taiwanese, too) are shipping units well below expectations. According to the media, ASRock will ship 37% fewer boards, Asus 33% less, MSI 24% less and Gigabyte 22% less. In total, the big four in this segment will ship 28% fewer units than they moved last year, which will push prices up for components that had not yet suffered the blow. In fact, the fact that the four companies are reviewing its shipping and sales predictions for this period could cause a parallel crisis. In a hypothetical scenario (because at the rate we are going it is very difficult for the crisis to be resolved in two days), if tomorrow it is possible to buy RAM and SSD memory at their normal price and people start building PCs again, what would be missing would be motherboards, so the shortage would cause price spikes. No end in sight. But hey, I already say that it is a hypothetical scenario because everything indicates that the NAND chip crisis is not even close to being resolved in the short term. The hyperscalers have the vast majority of the team unemployed full time, but they continue to demand new platforms to continue developing AI. That is why the entire segment has turned its head to look only at a market that is guaranteeing them an unprecedented peak in income. And no, don’t think that Asus, MSI, ASRock or Gigabyte are having a hard time, since they point that manufacturers are also offsetting declining profits in the user segment with growth in data center platforms. In the end, although ‘rare’, they are computers that need motherboards. When will the storm pass? Namely. There are sources that point to 2027 to start seeing green shoots, but others go to 2030 and Nvidia, which in the end has some hand in this mess, considers that there are seven or eight years of wild investment left. Image | Sitraka, Luis Gonzalez In Xataka | There is a shortage of RAM because of AI. That will make your next console much more expensive.

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

May 7, 2026 by usatoday24

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

The US remains committed to stopping China. Now it has targeted the second largest Chinese chip manufacturer

April 30, 2026 by usatoday24

SMIC (Semiconductor Manufacturing International Corp) is the largest Chinese semiconductor manufacturer with a global market share 5.32%. Only TSMC and Samsung surpass it. Currently this is the only Chinese company that has the necessary technology to manufacture 7nm integrated circuitsbut Hua Hong Semiconductor, China’s second largest chip producer, is developing the technology necessary to manufacture this class of semiconductors. The US Department of Commerce has confirmed without intending it that Hua Hong Semiconductor is very serious with its 7nm photolithography. And it has done so because, according to Reutershas notified the most important lithography and wafer processing equipment manufacturers in the US that they no longer have permission to deliver their most advanced machines to this Chinese company. The purpose of this US entity is clear: it aims to make it difficult for Hua Hong Semiconductor to conclude the development of its 7nm lithography. Lam Research, Applied Materials and KLA already have one more obstacle in China Department of Commerce technicians analyze export requests within the framework established by current regulations and approve or deny the sale of integrated circuits and wafer processing equipment to China. The current regulation is the most effective tool at the disposal of the US Government to try to slow down the development of China’s semiconductor industry and prevent it from acquiring the capacity to manufacture cutting-edge integrated circuits in the short or medium term. Hua Hong is preparing to start production of 7nm chips at its Shanghai plant Hua Hong Semiconductor’s division specializing in third-party chip manufacturing is called Huali Microelectronics, and it is preparing to launch the production of 7nm integrated circuits at its Shanghai plant. The sources that have revealed this information assure that Huawei has collaborated with Huali Microelectronics on this project, which invites us to reach two reasonable conclusions. The first is that Huali’s 7nm lithography is likely to play an essential role in GPU production capacity for artificial intelligence (AI) from both Huawei and other Chinese companies. And the second conclusion is actually a plausible hypothesis. And, like SMIC, Huali does not have access to ASML SVU teams. For this reason, it is very likely that with the help of Huawei it has developed security techniques. multiple patterning to be able to manufacture 7nm chips with the UVP machines in its possession. Lam Research, Applied Materials and KLA are three of the US companies that the Commerce Department has notified that they can no longer provide Hua Hong Semiconductor with their most advanced wafer processing equipment. China is a very important market for these companies, so presumably they are going to lose several billions of dollars in sales. Lin Jian, the spokesperson for the Chinese Ministry of Foreign Affairs, has declared that his country expects the United States to stabilize global industrial and supply chains and keep trade functioning normally. Image | TSMC More information | Reuters In Xataka | TSMC is already the highest-earning chipmaker on the planet. It has beaten two semiconductor giants

This is the silent crisis of the chip of the future

April 26, 2026 by usatoday24

While the world has its eyes on the race for traditional silicon and artificial intelligence, a silent crisis is brewing in the global technological bowels. The United States and Europe are investing billions to recover the sovereignty of microchips, but they have ignored a material that could put the future of robotics, defense and energy in check: gallium. Western blindness to an absolute monopoly. Gallium is not as high-profile as lithium, it is not even technically a “rare earth”—as the specialized publication China Talk—but it is of irreplaceable critical importance. While the US administration strives to shield its supply chains, Beijing has been moving its chips around the board with impeccable stealth. The data is overwhelming. China currently controls 99% of the global primary production of galliumwhile the United States stopped producing it almost four decades ago. The great particularity of this material, according to Geopolitical Monitoris that it is not extracted directly from a mine, but is a byproduct of the processing of aluminum and zinc. This makes it deeply vulnerable: its production cannot magically increase no matter how much demand rises. This dependency is not a mere theory. China has already started using this domain as a geopolitical weaponimposing export restrictions in 2023 and escalating to a complete ban on shipments to the United States at the end of 2024. From mastering the mineral to conquering the factory. The Asian giant’s strategy was not the result of chance. As pointed out China Talksince the early 2000s, China forced its aluminum producers to extract gallium, achieving self-sufficiency and global control of the raw mineral (what is known in the industry as a market upstream). But the real drama for the West is happening right now in the final products (downstream). China has given birth to the “TSMC of GaN”: Innoscience. This Suzhou-based company has burst the global market for Gallium Nitride (GaN) power semiconductors, sinking its American rivals – such as Navitas or EPC – by offering prices up to 50% lower. Such a collapse in prices is not magic. The secret lies in a lethal combination of state financial muscle and technical audacity. As revealed China Talkin its early years Innoscience It operated with negative gross margins of 266%, supported by more than $350 million in government funds. They were willing to lose money to gain the world. Added to this is its industrial business model. While Western companies are fabless (they design the chip but pay third-party factories, such as the Taiwanese TSMC, to assemble it), Innoscience manufactures its own chips. They were the first to mass produce 200mm wafers, allowing them to get 80% more components out at a fraction of the cost. Against this backdrop, the pattern that is drawn is chilling and mirrors that of the solar panel industry: European giants such as STMicroelectronics They have ended up surrendering to the superiority of Innoscience, injecting $50 million into the Chinese firm in exchange for access to its factories. Goodbye to traditional silicon. To understand the seriousness of the issue, you have to understand why silicon is no longer enough. As they point out from AZOM, Silicon is reaching its physical limits. Gallium Nitride (GaN), on the other hand, is a “broadband” semiconductor (wide bandgap). Compared to 1.1 eV for silicon, GaN has a bandgap of 3.4 eV, allowing it to operate at much higher voltages and temperatures without melting. Translated into simpler words: GaN provides greater energy efficiencythe devices do not heat up and allow the size of the components to be drastically reduced. That’s why our mobile phone chargers are now smaller but charge the battery in minutes. Beyond a phone. Gallium Nitride is the master pillar of critical technologies: AI data centers: These chips reduce energy losses by up to 30%, something vital in the face of the devouring electrical appetite of Artificial Intelligence. Electric vehicles: They are key for on-board chargers and converters, radically improving their autonomy. Defense and Military: Advanced radars, missile systems, electronic warfare and the 5G antennas that connect us all depend on GaN. A future dictated from Suzhou. The market is about to explode. From Geopolitical Monitor projects that the sector GaN semiconductor devices It will go from generating 3.06 billion dollars in 2024 to almost 12.5 billion dollars in 2030. And the lion’s slice seems to have a Chinese name. It is a fatal mistake to think that Innoscience He wins only because he is cheap thanks to the million-dollar subsidies from his government. As clarified China Talkthe company innovates at the highest level, designing chips across the entire voltage spectrum (from 15V to 1200V). Its quality is such that it has become the only Chinese partner of American giants like NVIDIA and Google to design the 800-volt power architectures that will power the “AI factories” of the future. The forecast is dark, but there is an ace up the sleeve. If the West does not react, Innoscience will go from having a dominant position to an absolute monopoly. If a new trade war breaks out, car, robot and data center manufacturers in the US and Europe will have to ask permission from a single Chinese company to be able to turn on their machines. Despite the pessimism, the battle is not entirely lost. Western companies and governments are testing various containment strategies: The judicial trench: Companies like EPC and Infineon They have sued Innoscience in the US for patent infringement, achieving some import restrictions. However, this is just a patch; The bans usually apply to loose chips, but not to final products assembled in China, and the Asians can redesign their models to bypass the ban. The technological leap (300 mm): The great hope is in changing the rules of the game. Texas Instruments (USA) and Infineon (Germany) are leading the move to larger, 300mm GaN wafers. They have the advantage that the highly specialized machinery to manufacture them is in German and American hands, heavily protected by export controls. Furthermore, at the basic … Read more

The chip industry has its own Lego black market. ASML created it by accident

April 23, 2026 by usatoday24

Rick Lenssen works as a data analyst at the Dutch company ASML and builds Lego models on the weekends. It could have remained there, a mere hobby shared with his children if the company that employs him did not design and manufacture the lithography machines necessary to produce microchips, one of the key elements of current technology and one of the key suppliers of TSMC, Samsung or Intel. Now, his Lego designs imitating the original machines reach four-digit figures on eBay. 380 million in 851 pieces. It appeared in the ASML online store at the end of November 2024: a Lego model called TWINSCAN EXE:5000, measured 35 centimeters long and cost $227.95. It reproduced the high numerical aperture extreme ultraviolet (High-NA EUV) lithography machine that the company delivered to Intel in late 2023 and that allows chips to be printed from its 2 nanometer node. The actual equipment weighs 165 tons, has more than 100,000 parts and had to be transported in three Boeing 747s. The Lego set reproduced it in the style of the popular toy brand, it included a purple ray that represented ultraviolet light and a minifigure with the full clean room suit that technicians wear. The product sheet, perhaps anticipating what was to come, already warned that multiple orders from the same customer would be cancelled. Brick Lenssen. This is the nickname given to Rick Lenssen, a 39-year-old company employee who became interested in Legos. by chanceafter taking his children to a toy fair in the Netherlands. His first personal project was an exact replica of the ASML campus in Veldhoven: two years of work, 2,500 euros out of his pocket and 25,000 pieces, with details as obsessive as the peregrine falcon that nests on a roof of the complex, accompanied by a pigeon that, according to him, acts as food. He designed everything first on the computer and assembled it in the attic of his house. Where do I put this. Lenssen then encountered a drama that will be familiar to any Lego fan: what to do once you finish building the set. He offered it to the campus itself, but they didn’t want it. Lenssen wrote to ASML’s CEO on a Friday night, and within hours he wrote back saying he loved the set. To get the model out of the attic, it had to be dismantled piece by piece (like the real ASML machines), and company workers loaded it into a van. Today it is the first thing visitors see when they arrive at the company’s reception. It’s official. The jump to merchandising officer arrived later, with a model of the skyline of the campus in charge of promoting an internal app, and then the two models of machines. He was not the first: Jeroen Ottens, an ASML engineer who had worked at Lego, I had modeled a previous version. The cheapest model in the current range, the TWINSCAN NXE:3400C, at $166.70, was not born as a commercial product either: it started as internal training tool before becoming a special edition open to the public. It took Lenssen a few weeks to design the current two sets, one with a 61-page instruction manual. Your only compensation is a copy of each model. Employees only. The sales policy is one unit per person and verified ASML email is mandatory. For weeks, some fans managed to place orders bypassing that restriction due to a security hole in networks, and measures had to be taken: in December 2024 ASML began canceling orders from buyers without an actual corporate email. The EXE:5000 file even disappeared and can only be consulted today through the Wayback Machine. The same corporate email restriction covers the rest of the merchandising of the company, yes, much less coveted: sweaters, mugs, pins and Christmas decorations. eBay fever. Of course, speculation was not long in coming, as It usually happens with Lego sets that disappear from the market. Individual sets of those designed by Lenssen have been seen for $600, while the complete collection reaches $4,500. Before closing that section of the store, ASML sold 1,355 units of the latest model (there are 44,000 company employees, possibly not all of them interested in building with toy blocks). Although the comparison is absurd, only six of the real machine have been sold. In Xataka | The great fear of the US is that ASML’s UVP machines will continue to arrive in China. So he is going to intensify his trade war

35% of its chip manufacturing machines are already of Chinese origin

April 21, 2026 by usatoday24

Foreign lithography and wafer processing equipment manufacturers are selling less and less in China. In 2024, the country led by Xi Jinping represented 41% of ASML revenuebut in 2025 this figure dropped to 33%. And presumably in 2026 will contract up to 20%. Something very similar has happened to the American wafer processing machine manufacturer Applied Materials: its sales in China have gone from 37% of its total sales in 2024 to 30% in 2025. In addition, sales in China of the American companies Lam Research and KLA, and the Japanese Tokyo Electron, also have decreased during 2025 compared to those they obtained in 2024. This obvious trend is the consequence of two factors. On the one hand, US sanctions prevent US and allied manufacturers of lithography and wafer processing equipment from delivering their most sophisticated machines to their Chinese clients. The Dutch company ASML is most likely the most affected in this scenario. On the other hand, in response to pressure from the US, the Chinese Government is supporting the adoption of machines of Chinese origin in its integrated circuit factories. In fact, in 2025 the national tools represented 35% of the equipment in use in semiconductor plants, and Xi Jinping’s Government aims to reach 50% in new factories during 2026. Its purpose is clear: China’s chip industry needs to achieve technological independence as soon as possible in its fight with the United States. China has made great progress, but lithography remains its weakest point The resources that the Chinese Government is allocating to its designers and manufacturers of wafer processing equipment are bearing fruit. And they already compete face to face with foreign companies in the field of deposition, thermal processing, etching and cleaning of wafers. However, there are still no extreme ultraviolet (EUV) photolithography machines of Chinese origin in Chinese IC factories. Presumably they will arrive before this decade endsbut this is for the moment China’s real Achilles heel. One of the Chinese companies worth keeping track of is Pulin Technology. This organization has opted, like Naura Technology, AMEC (Advanced Micro-Fabrication Equipment Inc. China) or Piotech Inc., to develop your own cutting-edge photolithography machines. And the achievements are coming little by little. In mid-2025 Pulin sent one of his clients your first cutting-edge equipment using nanoimprint lithography technology (known as NIL for its English name NanoImprint Lithography). In mid-2025, Pulin sent one of its clients its first cutting-edge equipment NIL technology is not new. The Japanese company Canon has its own commercial NIL solution for yearsand presumably its operating principles are essentially the same as those of the machine designed by Pulin. On paper, NIL photolithography equipment is an alternative to printing machines. extreme ultraviolet lithography (UVE) designed and manufactured by the Dutch company ASML, although no to the high aperture version of these teams. The latter are currently the most sophisticated and expensive that exist. Very broadly speaking, the production of silicon wafers in the latter requires very precisely transporting the geometric pattern described by the mask to the surface of the silicon wafer using ultraviolet light and extremely refined optical elements. NIL lithography, however, allows the pattern to be transferred to the wafer without the need for intervention in the process. an extremely complex optical system. This strategy is simpler and cheaper, but it also involves the execution of several sequential processes that make it slower than UVE and UVP lithography. Canon assures that its nanoimprint lithography equipment can be used to manufacture integrated circuits comparable to the 5nm chips that TSMC, Samsung or Intel produce with ASML’s UVE machines. And in the future, with the refinements that will arrive, they will be able to manufacture 2nm chips. In addition, a NIL equipment costs ten times less than an ASML EUV machine: 15 million dollars compared to the 150 million dollars that the Dutch company asks its clients for an EUV machine with numerical aperture 0.33. We still don’t know how much each Pulin NIL machine costs, but it is reasonable to predict that at most it will have a cost comparable to that of the Canon machine. Image | Naura Technology More information | Tom’s Hardware In Xataka | Japan wants to end the Netherlands’ leadership in lithography equipment. This is your plan to get it

China prepares a 2nm AI chip to end NVIDIA’s dominance. Your problem is how you are going to manufacture it

April 15, 2026 by usatoday24

A new chip designer for artificial intelligence (IA) is preparing to take the field in China. And he intends to make a lot of noise. In fact, it is already doing so. It’s called Dishan Technology, and, according to SCMP, is already verifying the prototype of a 2nm AI GPU that uses a hybrid integration technology that combines FinFET and GAA transistors (Gate-All-Around). However, this is not the only thing that has emerged. According to Dishan Technology, this chip will be 40% more energy efficient than its predecessor and will be compatible with CUDA (Compute Unified Device Architecture), from NVIDIA. This latest technology brings together the compiler and development tools used by programmers to develop their software for NVIDIA GPUs, so if Dishan’s chip is really compatible it will be much easier to integrate it into facilities that already have GPUs from this American company. Although, as I mentioned above, Dishan already has a prototype of its chip, it will take another year or two to refine its technology enough to make large-scale manufacturing possible. Be that as it may, what has not been revealed is who is going to manufacture it. SMICthe largest Chinese semiconductor producer, can currently only manufacture 7nm chips using the multiple patterning. And TSMC, Intel and Samsung, which could produce it, will hardly do so in the current geopolitical context due to the demands of the US sanctions on China. We will see how Dishan Technology solves this challenge. China already has three “champions” in its AI chip ecosystem The country led by Xi Jinping you already have three alternatives very clear to NVIDIA. Although not as well-known as Huawei or Moore Threads, Cambricon Technologies is one of the companies specialized in designing GPUs for AI with the greatest growth potential. In fact, in August 2025 it received approval from the Shanghai Stock Exchange (China) to raise $560 million. He is allocating them to the design of four chips for training and inference of AI models, and also to the development of an alternative to CUDA. Moore Threads has developed several GPUs that rival advanced solutions from NVIDIA, AMD or Huawei On the other hand, Moore Threads has developed several GPUs for AI applications that, on paper, rival some of the advanced solutions that NVIDIA, AMD or Huawei have placed on the market. The cards MTT S4000 and MTT S3000 They are its most interesting proposals right now, although, curiously, the MTT S80 card also appears in its portfolio, a proposal for games and content creation that, according to Moore Threads itself, has a computing capacity of 14.4 TFLOPS in single-precision floating point operations. The other indispensable player in the Chinese AI chip industry is Huawei. His most ambitious proposal right now is the chip Ascend 950PRwhich aims to surpass the performance of the GPU NVIDIA H100. However, this Chinese company also launched its chips last year Ascend 910D and 920. This last solution is clearly intended to compete in the Chinese market with NVIDIA’s H20 GPU. Presumably at the end of 2026 it will launch its Ascend 950DT chip, and the Ascend 960 and 970 GPUs will arrive in 2027 and 2028 respectively. Image | Generated by Xataka with Gemini More information | SCMP In Xataka | TSMC acknowledges that it has considered taking its factories out of Taiwan. It’s impossible for a good reason. In Xataka | The looming bottleneck in AI is neither RAM nor gas: it’s that TSMC’s N3 node is absolutely saturated

Samsung is tired of being second in the chip race. Now they are preparing to dethrone the titan of Taiwan

April 7, 2026 by usatoday24

When we talk about artificial intelligence, there are several proper names that star in the conversation. NVIDIA has become the foundation and cement of AI thanks both to their products as, above all, your money. But it’s impossible to leave Samsung out of the equation. Your HBM4 memories They are the ones that will allow NVIDIA and AMD manufacture their platforms new generation, but South Koreans do not want to stop there. They seek to be the largest advanced factory in the world and have launched a plan to wipe TSMC where it hurts the most. In the expansion throughout the United States. An x8 thanks to AI. 2025 was a transition year for Samsung. While its great rival in the memoir segment –SK Hynix– dominated the HBM chip marketSamsung is preparing to make the leap with HBM4 chips. This is the new generation of high-bandwidth memory designed to power the new AI platforms from both NVIDIA and Samsung. The effort paid off by overtaking SK and becoming the supplier of the two giants, and it is something that is already materializing. At least in estimates profit, of course. Now the company forecast profits of about 38 billion dollars for the first quarter of the year, something that destroys the profits of the same period last year, being eight times more. Texas. The company does not stop manufacturing the new HBM4 memory, but even so it cannot satisfy the enormous demand of its customers and there are already those who expect that the prices of these chips will increase by more than 50%. To meet demand, Samsung is moving, and The United States is key in its ambitious expansion. The South Korean company seeks to invest 37,000 million dollars in US soil, and 17,000 million of them they will stop to the Taylor, Texas plant. According to Korea Heraldthe company is finalizing hiring for this semiconductor plant where they hope to produce cutting-edge 2-nanometer chips. It is estimated that 1,500 people will be directly employed and the idea is to produce transistors with gate-all-around architecture. TSMC in the spotlight. Recent reports indicate that Samsung has already begun producing test units of chips in that lithography with the aim of beginning mass production by 2027. But this expansion is not only occurring in the United States. At the Pyeongtaek Campus, Samsung’s operations center, building a new factory for which Samsung has just ordered 20 EUV lithography machines valued at almost $8 billion. As it could not be otherwise, they are from ASML and it is estimated that the plant will have 70 units in total to support the production of HBM4 memory chips. And these two movements have one goal in mind: to dethrone the queen of semiconductors. Currently, TSMC takes the lead with NVIDIA and Apple as its best clientsbut Samsung is another industry giant that may not take the global throne, but is aiming for something more concrete: to be the one who leads the way in the United States. Both Samsung and TSMC are in full expansion throughout the United States, but if Samsung manages to start mass manufacturing of 2nm chips by 2027, it would overtake TSMC -focused on 2/3nm chips– in that development of advanced chips in the United States. It is still a vital race, since Tesla, Apple, NVIDIA or AMD are trying to get chips manufactured in the US and thus meet the demands of Donald Trump’s government. Trojan horse. In the end, it’s a move that Samsung can only win from. On the one hand, expand its HBM4 chip capacity to power AI platforms that do not seem to stop increasing in the short term. On the other hand, continuing to settle on American soil where it maintains a battle with the Taiwanese giant. But, also, Samsung is one of the founding members of the EPIC program of Applied Materials together with SK Hynix. They are positioning themselves to be the big player in semiconductors both as a factory and when it comes to designing machines and processes that allow for shorter development times for cutting-edge chips. and all this foreign companies are doing it on US soil when what the current government wanted was for were American companies those who will take the lead. In fact, Samsung’s plans are so ambitious that they are already looking for master 1nm chip production by 2030. In Xataka | ASML has discovered a way to further improve its SVU machines. This is terrible news for China and the US.

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