chip

There is an invisible chip in every USB-C cable that decides whether your phone charges fast or slow: almost no one knows it exists

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There is a small and notable chip in our USB-C cables. This is the so-called “e-Marker”, which is especially important. The reason is simple: when we connect a cable to a device, it is responsible for indicating to those devices whether the cable supports more or less transmission or charging speed, for example. USB-C chaos is a little less chaos. USB-C connectors completely dominate the market, especially after European regulations that require them to be used to charge mobile phones and other devices. Although they have become the Swiss army knife for connecting all types of devices and peripherals, it is not easy to know what we can do with a cable when we connect it to our mobile phone or laptop, for example. And that’s where the e-Marker chip (Electronically Marked ID chip) comes in, a fundamental yet invisible component of the connectivity of our devices. In Xataka We criticize the EU a lot with its obsession with regulating Big Tech. There are at least two examples that justify this obsession A chip to identify everything. The official specification of the USB-C standard clearly indicates the mission of this chip, which is responsible for showing what capabilities the cable in question has. The document that talks about this chip is the one dedicated to USB Power Delivery, the power delivery function through these cables. Specifically, the identification data includes: Manufacturer and model of the cable. Signaling protocol: that indicates the maximum transmission speedthat is, if it is a cable with USB 2.0 support, or USB 3.2 of one generation or another (Gen 1, Gen 2, etc.). Active construction (in long cables there may be chips that regenerate data signal to act as a kind of repeater) or passive construction (they do not alter the data signal). How much power does the VCONN pin (intended to power accessories) consume? Whether the cable can support 3A (standard) or 5A (required for powers from 100 W to 240 W). Latency (signal delay over the cable). RX/TX directionality (how the high-speed cable pairs are configured). SOP Controller Mode: Whether the cable controller can communicate independently with the charger or device Hardware/firmware version. One of the sections of the USB Power Delivery specification that talks about this chip. Source: USB.org An active safety mechanism. The e-Marker is not only official, but is a mandatory part of the USB Power Delivery (USB-PD) specification dictated by the USB Implementers Forum (USB-IF). This chip acts as an active safety mechanism, and during the power negotiation phase, the chip tells the charger “I am a cable certified to support up to 100W” (for example). If the charger does not receive that digital confirmation, it will assume that the cable is basic and cheap, restricting the flow of power or data transmission. Does your phone charge slowly or is the transfer using pedals? In fact, if a USB-C cable does not have an e-Marker chip, most device drivers will automatically treat it as a USB 2.0 cable. That means that even if the cable is physically capable of more, the speed will be limited to 480 Mbps maximum, and charging will also be slower. With 3A you can reach 60 W at 20 V, so even so this section is not so affected and it also depends on the charging capacity of the charger. {“videoId”:”x8dmqaj”,”autoplay”:false,”title”:”One USB-C TO RULE THEM ALL- the European Union approves a single charger for mobile phones”, “tag”:”webedia-prod”, “duration”:”54″} The rails. High-speed cables (USB 3.2, USB4, Thunderbolt) have multiple pairs of copper wires designed to transmit data in parallel. The e-Marker tells the device “I have all the threads necessary to activate dual lane mode.” If this confirmation does not arrive, the transfer speed is again limited. The e-Marker on long cables. Another function of the e-Marker, as we said, is to identify the length of the cable. At high transmission speeds the signal degrades very quickly, and the e-Marker is responsible for notifying you, allowing the device (mobile phone, computer) to adjust the signal strength to compensate for potential data loss. Support for alternative video modes. Another option that this chip enables is to indicate what video connection standards the USB-C cable in question supports, and if, for example, it has the necessary bandwidth for 4K or 8K resolutions. There are “readers” of the information provided by the e-Marker chip, although they are not cheap: this one from ChargerLAB costs about 140 euros. Two key pins. The “brains” of a USB-C connector are located on two specific pins known as the configuration channel (CC). These pins (CC1 and CC2) allow, for example, the orientation or reversibility to be detected. Since the connector is reversible, the device needs to know which side you inserted the cable to activate the appropriate data pins (TX/RX). When connecting it, the side will be identified, and based on that the rest of the pins are switched for transmission. The other pin of the configuration channel becomes Vconn to power the e-Marker chip. In Xataka | Mobile phone manufacturers first stopped including the charger with every purchase. Your next threat is clear: the USB cable (function() { window._JS_MODULES = window._JS_MODULES || {}; var headElement = document.getElementsByTagName(‘head’)(0); if (_JS_MODULES.instagram) { var instagramScript = document.createElement(‘script’); instagramScript.src=”https://platform.instagram.com/en_US/embeds.js”; instagramScript.async = true; instagramScript.defer = true; headElement.appendChild(instagramScript); – The news There is an invisible chip in every USB-C cable that decides whether your phone charges fast or slow: almost no one knows it exists was originally published in Xataka by Javier Pastor .

The new Qualcomm chip for PC is a declaration of intent: more intelligence than power

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Qualcomm has taken advantage of the CES 2026 to present the Snapdragon NPU reaches 80 TOPS and it proclaims itself as the world’s fastest for laptops. Why is it important. This launch does not specifically confront anything that Intel or AMD have, but rather it is a positioning play: Qualcomm is betting on energy efficiency and integrated AI as its differential weapons, not on dethroning anyone in benchmarks. This is the chip that wants to colonize the mid-high range of Windows laptops, not the 17-inch clunkers for gamers. Between the lines. The figures are curiously contradictory: Qualcomm talks about a 35% jump in CPU but a 78% improvement in the NPU. There is the implicit message: Qualcomm knows that part of the future does not involve winning in traditional processing, but rather mastering computing. Local AI. In other words, Qualcomm has decided that one of the next PC battles will not be fought in Photoshop, but in applications that run LLMs or generate images offline. The 3nm node and memory LPDDR5X up to 152 GB reinforce this narrative: Qualcomm is building machines to work all day without a plug, not sedentary workstations, so to speak. It is an explicit commitment to the user profile that values ​​autonomy and instant response over sustained power. Yes, but. The problem continues to be the ecosystem: Windows on ARM It has improved, but it still has incompatibilities with professional software. Adobe works, yes, but the market goes further. Qualcomm can have the best chip on the market for efficiency… and still be irrelevant if developers don’t optimize for its architecture. Apple managed to overcome the latter in 2020 because it controls the silicon, the operating system and the hardware: without transition there was no business with the new Macs. Qualcomm has to convince third parties. The context. This release arrives while Intel tries to recover lost ground and AMD consolidates its dominance in high-performance laptops. But neither has the mobile DNA that Qualcomm does. It is a company that comes from the world of the smartphone, where efficiency is not optional but existential. That background is their advantage: they have been making powerful chips that don’t fry eggs in your pocket for decades, not to mention modifying the phrase slightly and making it sound worse. The threat. For Intel and AMD, the danger is not that Qualcomm will take market share from them tomorrow, but that it will normalize ARM on Windows. If the average user begins to associate “laptop with a good battery” with “it has a Qualcomm chip”, the x86 architecture is at risk of losing its last stronghold of absolute dominion. And that is a structural change, not a temporary one. In Xataka | The amazing history of ARM, the architecture that triumphs in mobile phones and that was born more than 30 years ago at Acorn Computer Featured image | Qualcomm

chip factories will have to use 50% national technology

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Since the US allowed NVIDIA to sell its H200 chip to China, there have been two reactions. On the one hand there are the Chinese companies, such as Alibaba or Bytedancewho want to get hold of them as soon as possible. On the other hand, the reluctance of the Chinese government whose main objective is to stop depending on the US. Now they have taken another step in that direction. what has happened. According to one Reuters exclusivethe Chinese government has imposed a new rule on semiconductor manufacturers that want to expand their production capacity: they must do so using at least 50% equipment manufactured in China. It is not a public standard that is included in an official document, but they say from Reuters that manufacturers that have recently expanded their factories have found themselves required to demonstrate that half of their equipment was ‘made in China’. If they do not comply, it is normal that they will be denied. Why is it important. It is further proof of Beijing’s determination to prioritize national chips, but it goes even further by requiring that the necessary machinery also be national. In this way it impacts the entire supply chain, not just the chips. The striking thing is by making the minimum 50% it is causing manufacturers to have to prioritize Chinese technology even in areas where they could be done with foreign technology. The goal is clear: total self-sufficiency. The winners. Before the ban, Chinese chipmakers like SMIC typically used American equipment and Chinese manufacturers were their last option. Now they have no choice but to turn to companies like Naura Technology and AMEC, whose demand for lithography machinery has increased exponentially and with it its income. Furthermore, this demand has caused them to improve their technology more quickly, something that is reflected in the registration of patents. In 2025 Naura registered 779 patents, more than double that of several previous years. Self-sufficiency. The biggest challenge is in semiconductors; Without access to the most advanced lithography machines, Chinese chips are several years behind the most advanced ones made by companies like ASML or TSMC. In parallel to all these policies to prioritize national chips, China is promoting projects to ‘hack’ that technology and be able to place themselves at the same level. At the level of AI chips, they are also promoting companies that They seek to be ‘the Chinese NVIDIA’ like MetaX or Moore Threads. They still have a long way to go, but it is no longer a question of if, but when. Image | Nick Woodedited In Xataka | Huawei and SMIC find the key to creating 7nm chips: do an ‘Ikea ​​hack’ to the oldest ASML machines

We believed that the NVIDIA-killer would be some other chip manufacturer. We were very wrong

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Yesterday NVIDIA had a stumble in the stock market. The shares lost 7% and then recovered part of the fall. Meanwhile, Google grew by about 4%. Both movements had the same origin: the rumor that Meta is considering using Google’s TPU chips in its data centers in 2027. Why is it important. During the last few years NVIDIA has managed to dominate imperially the AI ​​chip segment. Its accelerator GPUs made the difference, but although other traditional manufacturers such as AMD tried to follow in its wake, the dominance of the company led by Jensen Huang was spectacular. That could change, and the surprise is that the one who threatens that position is Google. Google prefers to throw balls out. A Google spokesperson explained on CNBC that “Google Cloud is experiencing accelerated demand for both our custom TPUs and NVIDIA GPUs; we are committed to supporting both, as we have for years.” But they have been preparing the move for a decade. Sundar Pichai’s company has been working on the development of the Tensor Processing Unit since 2015. They launched the first version in 2018 to take advantage of it in its cloud computing business, but little by little these TPUs have been gaining performance and are now promising alternatives for AI loads, both for training and especially inference, as Ironwood demonstrates. Anthropic already uses them, Meta could do it. Google has already reached a circular financing agreement with Anthropicto which it will supply its TPUs for data centers that work with its model, Claude. The rumors pointed out by The Information make it feasible that Meta reach a similar agreement with Google and use those chips in its data centers. The difference, of course, is the size of Meta versus Anthropic. NVIDIA shows off its chest. In a post on It is a message with two faces: on the one hand, congratulations. On the other hand, the declaration of intent. But you already know what’s coming. The CEO of NVIDIA, Jensen Huang, already warned at the investor conference when presenting results of the current situation: the rivalry with Google’s TPUs is increasing. However, he also insisted that Google remains his client and Gemini – which has just been renewed with a spectacular Gemini 3— can run on NVIDIA technology. Competition is good. All major technology companies try to avoid dependence on NVIDIA, and almost all of them have their own bets. It’s AMDbut also Intel, Microsoft, amazon and of course the aforementioned Google. But apart from them there are proposals such as those from OpenAI, Broadcom or TSMC that with their XPUs they want to end the reign of NVIDIA. But CUDA is still a lot of CUDA. The development of own chips is promising, but as AMD knows wellNVIDIA continues to have a spectacular wild card with CUDA, the industry standard development platform for AI solutions. The network effect that this technology has generated it’s going to be hard to beatbut Google certainly has resources to try. Image | World Economic Forum | Hilel Steinberg In Xataka | That Qualcomm prepares its own AI chips is good news. Whether it has an opportunity in the market is a very different thing.

The geopolitical irony that we are experiencing in the chip war has an unexpected beneficiary: Russia

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The technological and trade war between the United States and China continues to open new fronts of debate. The last one, derived from the singular Nexperia situationis beginning to point to a future in which European decoupling from the Chinese chip industry may end up having an effect that is especially disturbing. Or dad, or mom. The strategic semiconductor sector has become the absolute focus of this trade war, and here Europe has traditionally been a security ally of Washington, but at the same time a key economic partner of Beijing. The problem is that the old continent has been forced to choose sides. US pressure for technological “decoupling”, coupled with concerns about national security, has forced the European Union to harden its stance towards Chinese investments and companies. Risk for Europe. This European effort to decouple its chip industry from China, far from shielding the continent’s security, could end up being counterproductive and self-destructive. With this decision, Europe would be assuming enormous economic and supply chain costs to align with Washington, putting at risk the future of its own industries, such as automotive or electronics, which are highly dependent on the Chinese market and production. The Nexperia case. The recent epicenter of this conflict is the aforementioned Nexperia case. In late September, the Dutch government invoked an old national security law to take effective control of Nexperia, a Dutch automotive chip company. That company is actually owned by the Chinese firm Wingtech, and the intervention marked a dangerous turning point, transforming China’s acquisition of technology from an economic issue to one of geopolitical security. Beijing’s revenge. The Chinese government did not sit idly by. The Chinese Ministry of Commerce banned the export of certain finished Nexperia components from China to Europe. Those reprisals They stopped the delivery of key partsthreatening to provoke a new chip crisis in Europe, and especially affecting to automakers in Germany and other countries that depend on that supply. Russia rubs its hands. If China’s chip industry is forced to operate under strict separation from European markets (decoupling), and Europe ceases to be a viable destination or supplier, China could find it easier to supply those chips to Russia, which desperately needs them for its weapons programs, especially in the wake of severe Western sanctions. Strategic irony. The situation is paradoxical. European “security” actions aimed at containing Chinese influence may end up resulting in a transfer of technological supply capacity to Russia. Thus they would inadvertently strengthen the war machine of what is Europe’s most immediate adversary in the Ukrainian conflict. History repeats itself. In reality, the curious thing is that it is suspected that all these events are part of a historical pattern. Europe is dragged into a conflict by the US (first Iraq, then Afghanistan, now this decoupling) only for Washington to withdraw or change focus later, leaving Europe alone to bear the impact of broken supply chains. It does not appear that there was much strategic thinking on the part of the EU and the Netherlands when making that controversial decision with Nexperia. USA also wins. This dynamic seems to further strengthen the leading role of Washington, which if it pushes Europe towards decoupling, not only restricts a rival (China) but also causes European countries to massively increase their defense spending. An expense that would obviously fall on the US military industry. a crossroads. Europe faces a colossal strategic problem. Its security depends on the US, its economy is closely linked to China, and at the same time it seeks its own autonomy. Restrictions on semiconductors put Europe at risk of sacrificing its own long-term economic prosperity in favor of a strategy that could be abandoned by its main ally. Long term consequences. If this trend that began with the Nexperia case is consolidated, European value chains dependent on Asia will be destroyed, in addition to an increase in inflation due to the cost of decoupling and a possible strengthening of relations between China and Russia. What is happening with Nexperia is no longer just a corporate dispute, but the symbol of an EU that is being governed without a clear vision of its own long-term interests. Image | Nexperia | Kremlin In Xataka | China is taking a giant step in its quest for technological self-sufficiency: its own EDA software

Spain steps on the accelerator in its particular chip race. And it does so with a total commitment to integrated photonics

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The Council of Ministers has approved the award of 4.4 million euros to the IMDEA Networks institute within the european program of Integrated Photonics. It may not seem like a lot of money compared to the fortunes invested by the technology giants, but be careful: it is the last element of an eye-catching strategy. Fifth successful bidder. The IMDEA Networks institute thus joins four other entities that were awarded last July in the same call. The aid granted by the Government is then matched by the European Union, which causes the budget to double in all cases. Thus, we have: Institute of Photonic Sciences (ICFO): 23.1 million euros were awarded, it will receive 46.2 million in total Polytechnic University of Valencia: 16.5 million awarded, will receive 33 million in total National Microelectronics Center (CNM): 15 million awarded, total investment of 30 million University of Vigo: 7.5 million euros awarded, 15 million total investment IMDEA Networks Institute: 4.4 million euros awarded, 8.8 million in total 133 million for integrated photonics. With this new award, the Government and the EU will invest a total of 133 million euros to “promote research and development of faster chips with lower energy consumption, thanks to the use of light (photons) instead of electrons.” Integrated photonics? This technology focuses on using photons (light) instead of electrons to transmit and process information within chips. With this it is possible to obtain higher data transmission speeds and lower consumption and heat dissipation. What integrated photonics seeks is to take advantage of optical components (such as lasers, modulators and detectors) with traditional electronic circuits to combine the advantages of both components. Technological sovereignty. Although the figure may seem modest in the context of global mega-investments, it is part of an ambitious strategy focused on the research and development of disruptive technologies. The ultimate objective is to promote a key sector for Spanish economic and digital sovereignty, and here the commitment is total to integrated photonics, which is seen as the future of data processing. The PERTE is still there. The importance of this investment goes beyond research. It is a fundamental pillar for the PERTE of Microelectronics and Semiconductors (PERTE Chip), the strategic plan endowed with more than 12,000 million euros to try to position Spain as a relevant actor in this value chain. This investment is framed not in chip manufacturing, but in scientific capacity and design strategy. The idea is to ensure that Spain has its own talent and technology to develop new generations of components. Competence centers. To those 4.4 million awarded to IMDEA Networks another 3.9 million euros are added to create two competition centers co-financed by Europe through the JU Chips (Joint Undertaking). The ‘PIXSpain Competence Centre’ will receive one million euros and the MicroNanoSpain Competence Center will receive three million. Both will provide Spanish companies in the sector – especially SMEs – with access to technical knowledge and experimentation spaces. To compete with TSMC or NVIDIA, nothing. This is not about Spain going to start creating chip factories that can compete with TSMC, far from it. The idea is not to try to create a Spanish-style NVIDIA either. In both cases the resources needed would be astronomical. What is sought is a leadership position in a niche with high added value, which is photonic interconnection technologies. Goodbye to copper cable. By focusing on integrated photonics, Spain aligns with the work of giants like Intel, TSMC or Ciscowhich have been investing heavily in this technology for some time to solve the challenge of interconnections in data centers. Everything indicates that integrated photonics could end up replacing copper cables in high-speed communications in the next decade. In Xataka | “They lead and AI follows”: seven Spanish universities tell us how they are implementing AI in class

The new iPad Pro and MacBook Pro with M5 chip are now on sale and you can buy them in these stores

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Last week Apple presented two new MacBook Pro and iPad modelswhose main novelty, compared to previous generations, is the integration of M5 chip. Although they could already be reserved, both devices officially go on sale today. We tell you the stores where you can get them and the prices at which they are available. Apple Macbook Pro 14” M5 Cpu 10, Gpu 10, 16gb Ram, 512gb SSD Silver The price could vary. We earn commission from these links Apple iPad Pro 11″ (M5) 256 GB The price could vary. We earn commission from these links MacBook Pro M5 He MacBook Pro M5 is available at an official price of 1,829 euros in its 14-inch version and with 512 GB and from 2,829 euros in its 16-inch version, although it is only for sale in the official Apple store. At MediaMarkt, you can get it even 100 euros cheaper, if you take advantage of the “-€100 buyback” promotion with which they give you that amount for your old MacBook. This new high-end laptop from Apple, the MacBook Pro M5 It has a 14-inch Liquid Retina macOS 26 operating system and its battery offers up to 16 hours of navigation. Comes with WiFi 6E, Bluetooth 5.3, 3.5mm jack, MagSafe 3 charging port, HDMI, card slot and three ports Thunderbolt 4 (USB-C). Apple Macbook Pro 14” M5 Cpu 10, Gpu 10, 16gb Ram, 512gb SSD Silver The price could vary. We earn commission from these links iPad Pro The other Apple device that can be purchased from today is the iPad Pro M5. It is available from 1,039 euros at PcComponentes, in its 11-inch and 256 GB version or from 1,449 euros (on MediaMarkt), in its 13-inch version with 256 GB. In both versions (11 and 13 inches), this iPad Pro M5 has a Super Retina XDR OLED display with resolution of 2,420 x 1,668 pixels. Both its rear and front cameras are 12 MP and its battery offers up to 10 hours of navigation. It works under the iPadOS 26 operating system. In the connectivity section, it comes with WiFi 7, Bluetooth 6USB-C 4 Thunderbolt and also integrates four studio-quality speakers. Apple iPad Pro 11″ (M5) 256 GB The price could vary. We earn commission from these links Apple iPad Pro 13″ (M5) 256 GB The price could vary. We earn commission from these links Some accessories that may interest you for these two devices tomtoc 360° Briefcase Case for New 14″ MacBook Pro M5 The price could vary. We earn commission from these links ESR iPad Pro 11 Inch Case (M5/M4) The price could vary. We earn commission from these links Some of the links in this article are affiliated and may provide a benefit to Xataka. In case of non-availability, offers may vary. Images | Fran León and Apple In Xataka | MacBook Air Vs MacBook Pro: we explain which one to choose In Xataka | Which iPad to buy. Analysis of Apple’s tablet catalog with recommendations based on use and budget

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

Nvidia, TSMC and SK Hynix are the most powerful chip companies on the planet. None can allow any of the others to fall

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Nvidia dominates the global chips market for artificial intelligence (AI) with a fee that during the last three years has oscillated between 80 and 94%, according to Fourweekmba. Your leadership is supported by A very competitive hardware and a software ecosystem in which CUDA (Compute Unified Device Architecture) It has an essential role. This technology brings together the compiler and development tools used by programmers to develop their software for NVIDIA GPUs. However, the company led by Jensen Huang has a fundamental partner: TSMC. Nvidia designs the chips for AI and this manufacturer of Taiwanese semiconductors, the eldest of the planet with A global quota close to 60%it produces them. Its iron leadership is the result of Its peak technology and its titanic production capacity. TSMC has many important clients, such as AMD, Qualcomm, MediaTak or Broadcom, among many others, but thanks to the AI ​​NVIDIA, it has established itself as Your second best customer Only behind Apple. Presumably TSMC is about to start MANUFACT 2 NM GPU For Nvidia, but this is not the only thing that this chips manufacturer is going to do for one of its best customers. And this Taiwanese company has decided to start An expansion plan for five years of its manufacturing capacity of integrated circuits using its advanced cowos packaging technology (Chip-on-Wafer-on-Substrate). According to Beth Kindigof the I/O Fund consultant, this technology will monopolize between 50 and 60% of the market in 2025 compared to 15% it supported during 2024. The synergy of these companies is indisputable The high demand for GPUs for AI with Blackwell MicroAritectura de Nvidia is largely responsible for the implementation of this plan. The company led by Jensen Huang can respond better to the needs of its customers and will see how its competitiveness is increased in a phase in which Depseek and other Chinese companies represent a challenge. In March 2024 TSMC officially announced which was building two cowos packaging plants in the town of Chiayi, housed in southern Taiwan. However, this is not all. He also shuffled the option to put a plant more specialized in this advanced packaging technology in Japan, presumably on the island of Kyushu, in which this company is currently building two semiconductor production plants of avant -garde. In any case, there is something else. And it is that Chiayi plants will be trained to work, in addition to the packaging cowos, With advanced Info and Soic technologies (System on Integrated Chips). Nvidia and TSMC synergy is indisputable, but this recipe requires a third ingredient: SK Hynix It is evident that TSMC wants to cover your back well and look to the future to prevent its production capacity from being threatened by a bottleneck. An interesting note: currently the Cowos packaging is being used with the AMD Instinct Mi250 chips and with the A100, H100, H200, B100 and B200 NVIDIA GPUs, as well as in its derivatives. The review used in these last two chips, the B100 and B200, is known as Cowos-L. Before the TSMC ends this year, you will be able to process no less than 60,000 wafers per month using its advanced packaging technology. The synergy of Nvidia and TSMC is indisputable, but this recipe requires a third ingredient: SK Hynix. This South Korean manufacturer of memory chips leads the HBM memories market (High Bandwidth Memory) that work side by side with the GPUs for ia with a shocking authority. Your market share Broken 70%so that the remaining 30% are distributed by Samsung and Micron Technology. After them, Chinese manufacturers of Yangtze Memory Technologies Co. (YMTC) and CXMT (Changxin Memory Technologies). At the end of 2024 SK Hynix took advantage of the celebration of an innovation forum organized by TSMC to publicize its mastery of the manufacture of HBM memories. According to SK Hynix itself Its MR-MUF process, which, in broad strokes, is a technology that makes possible a faster punch of the DRAM compared to the TC-NCF process that other companies use, has allowed it to achieve an efficiency 8.8 times higher than that of Samsung and Micron. This simply means that it manufactures its HBM chips much faster than its main competitors. SK Hynix is ​​manufacturing 12 -layer HBM3E memories on a large scale while Samsung and Micron have problems with their production As we can intuit, the speed at which a company that is dedicated to manufacturing semiconductors is capable of producing its integrated circuits deeply condition its competitiveness. It is evident that greater efficiency will allow you supply more guarantees to your customersespecially in an upward market like that of HBM memories. In addition, SK Hynix is ​​manufacturing 12 -layer HBM3e memories on a large scale while Samsung and Micron have problems with their production. In any case, both Samsung and SK Hynix are already working on the development of HBM4 memories with the purpose of catapulting their competitiveness. Here it is precisely where Nvidia appears. SK Hynix announced in October 2024 that he intended to deliver the first HBM4 memory chips to his clients during the second half of 2025. However, Jensen Huang asked him That the delivery advances. Chey Tae-Won confirmed itthe president of SK Group, so it is absolutely reliable information. Why does NVIDIA require so urgently the HBM4 chips? Simply because you need to support your chips for the most capable with the most available energy and energy efficiency memories. And in this field SK Hynix currently has the pan well grabbed by the handle. Image | TSMC In Xataka | South Korea fears US reprisals. To avoid their old lithography equipment, they take dust on a warehouse

Nvidia is ready for the chip for the need to survive in China. Who is not ready to let him sell is the US government

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The journey in China of the Nvidia GPU for artificial intelligence (AI) H20 He has been full of ups and downs. Since this chip reached the Chinese market in mid -2024 its sales 50% quarter to quarter grewwhich positioned it as The most successful Nvidia product of recent years. However, this era of bonanza lasted little. And it is that in the middle of last April the US Department of Commerce decided impose export restrictions To China of the H20 GPU. After several weeks of negotiations with the US government Nvidia got the export license that he needed to sell his GPU for the H20 in China, but the joy lasted little. And it is that the Chinese government has vetoed this chip. And he has done so that the administration of the cyberspace of China, which is the main Internet regulatory body in this country, is thoroughly investigating this GPU because it suspects that it could incorporate a rear door of difficult location by Chinese experts. Nvidia engineers have been working on a new GPU for several months for expressly designed for the Chinese market. It will be called B30A And on his shoulders he will rest, neither more nor less, the future of the company led by Jensen Huang in China. This chip must necessarily meet two conditions. On the one hand it has to be more powerful than the GPU H20, and, in addition, it must satisfy the restrictions imposed by the US Department of Commerce. Otherwise Nvidia will not get the export license you need to be able to sell this chip in this Asian country. The future of the B30A GPU in China right now is uncertain Chinese companies that are dedicated to the development of large AI models are trapped. On the one hand they are being forced to deal with the export restrictions of the GPU imposed by the US government. And, in addition, they are subject to their own dependence on American technology. A priori the optimal solution for them would be to stop buying Nvidia and other US companies their chips for AI, and getting “comparable” GPUs proposed by Huawei, Change either Moore Threadsamong other Chinese companies. Jensen Huang has just recognized that his next GPU will take to arrive in the country led by Xi Jinping However, as explained in your article to Foreign Policy The American analyst Kyle Chan, the scenario they face is more complicated than it seems. And it is that abandoning Nvidia in practice is very difficult. According to ChanTencent, Bytedance, Alibaba and other Chinese companies They prefer GPUs for Nvidia Because its performance is greater, especially when facing the training processes of their AI models. However, they especially opt for the chips of this American company thanks to CUDA (Compute Unified Device Architecture). Most of the AI ​​projects that are currently being developed are implemented on CUDA. This technology brings together the compiler and development tools used by programmers to develop their software for NVIDIA GPUs, and replace it with another option in the projects that are already underway it is a problem. Huawei, who aspires to an important portion From this market in China, it has Cann (Compute Architecture for Neural Networks), which is its alternative to CUDA, but for the moment CUDA dominates the market. In these circumstances, the B30A chip that is putting to point Nvidia has all the meaning of the world. Presumably It will be half powerful that the most advanced GPU this company currently has, The B300 chipbut, even so, it is reasonable to assume that will overcome performance of all the chips for the developed in China, especially when facing the training processes of the AI ​​models. This is the best asset that Nvidia has, but Jensen Huang has just recognized that its next GPU will take to arrive in the country led by Xi Jinping. And it will not be because it is not ready. It will be because the US Trade Department will take long to give it approval, if it finally gives it. What is happening to Nvidia in China is a full -fledged soap opera. Image | Nvidia More information | Reuters In Xataka | The US gives Huawei a great opportunity: to get its new chip for AI with the Nvidia market in China

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