chip

The Chinese government praises the 3 Nm Xiaomi chip as a milestone on the road to self -sufficiency. The problem is that China does not manufacture it

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The Soc Xring O1 is objectively A milestone in the history of Xiaomi. And it is because it opens a par for this Chinese company that until now had remained closed. This chip It has been designed by Xiaomi itselfand the first device we will run into it will be The 15S Pro smartphone which will presumably be presented by this company at the event that will celebrate tomorrow. During the last days this SOC is caughting a lot of attention because the first performance tests that have seen the light reflect that their power will be only slightly lower than that of the Snapdragon 8 Elite of Qualcomm. It sounds very good, but this chip above all has a characteristic that we cannot ignore: it is manufactured using the integration technology of 3 Nm. China considers it a victory, but it is objectively a half victory South China Morning Post (SCMP), which is a Chinese media that belongs to Emporio Alibaba, has confirmed that the central television of China (CCTV) and the newspaper ‘Diario del Pueblo’, both closely linked to the Chinese Communist Party (PCCH), have praised the effort that Xiaomi has made during the development of the Soc Xring O1. In fact, this company has invested approximately 1.9 billion dollars in the tuning of this chip. Xiaomi has invested approximately 1.9 billion dollars in the tuning of this chip According to SCMP This semiconductor marks a milestone in China’s campaign towards technological self -sufficiency amid the export controls of the strictest advanced semiconductors in the United States. But This statement requires many nuances. In fact, it is reasonable to consider it a half truth. As I mentioned a few lines above the competitiveness of the socx xring O1 does not only reside in the design of its microarchitecture; also clearly plays in his favor the fact that he is manufactured in The 3 Nm node of TSMC. This Taiwanese integrated circuit manufacturer, The Major on the Planetcan produce chips for Xiaomi because this last company is not included in the “blacklist” of the US. However, it is evident that the integration technology used to manufacture this SOC does not belong to Xiaomi. It belongs to TSMC. And if the US Department of Commerce decides tomorrow to introduce Xiaomi into its list of vetoed entities will cease to access the Lithographic Vanguard nodes of TSMC. If this semiconductor had been manufactured by SMIC or another Chinese manufacturer of integrated circuits using a 3 Nm lithography the success of Xiaomi, and, as a consequence, of China, would be irrefutable. But for the moment there is no chips manufacturer in the country led by Xi Jinping that has the necessary technology for produce this type of avant -garde semiconductors. China will acquire this capacity in the medium termthere is no doubt about that, but the statement that argues that the soci -soup o1 “marks a milestone in China’s campaign towards technological self -sufficiency” is nothing more than a message from marketing sponsored by Chinese authorities In full confrontation with his American counterpart. Image | Xataka More information | SCMP In Xataka | China is about to have the ability to make 5 Nm chips, although it faces a difficult solution problem

Samsung has lost a 30 -year leadership in the DRAM chip industry

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The artificial intelligence (AI) is drastically reconfiguring the hardware supply chain. Samsung has led the DRAM chip industry for more than three decades, but the AI ​​boom has triggered something that just two or three years ago would have seemed unthinkable: Now it is SK Hynix the manufacturer of integrated memory circuits that LEADS THE HBM Chips Market so much (High Bandwidth Memory) like that of the DRAM memories. The latter are those used by most of the devices with which we are familiar, such as computers or mobile phones. However, HBM memories are those that are integrated into those hardware solutions in which it is necessary to prioritize maximum performance, such as, for example, for example, The GPUs for ia. Samsung and Sk Hynix are South Korean companies, but the third in discord, Micron Technology, is American. And, as we are about to check, already steps on Samsung. We have a new leader and their figures are objectively spectacular During the last months Samsung has led the manufacturing market for integrated dram memory circuits with an approximate 40%share, while SK Hynix defended A very worthy 29%. Behind both was Micron Technology, with 26% approximately. During the first quarter of 2025 these figures have varied in a very important way. In fact, as I have anticipated a few lines above, now the leader is SK Hynix. SK Hynix is ​​the Nvidia supplier if we stick to its GPU for ia This last company controls no less than 70% of the Integrated HBM memory market market, so its leadership in this sector is overwhelming. In fact, SK Hynix is ​​Nvidia’s supplier If we stick to their GPU for ia. Samsung has an approximate share of 28%, and Micron touchs 18%. If we deviate our gaze towards the dram memory chips the figures are much more even, although SK Hynix leads for the first time. In one of the graphs that we publish on top of these lines we can see that during the first quarter of 2025 SK Hynix it has erected as the leader of DRAM memories with a fee of 36%. Samsung now occupies the second position with 34%. And Micron Technology follows them closely with 30%. Behind them, although they do not appear in this graph, They step stronger and louder Chinese memory manufacturers Yangtze Memory Technologies Co. (YMTC) and Changxin Memory Technologies (CXMT). The second graph predicts how the HBM memories market will evolve over the next five years. SK Hynix presumably will maintain its leadership, although it will lose a part of its share due to the saturation of the hardware market for AI and the growth of competition. Samsung, meanwhile, about 25% will be stabilized market share. And finally, Micron will be the only one of these three companies that will grow up to 20% market share. These figures are just a forecast, but they allow us to get a rather accurate idea about how this semiconductor industry market will evolve. Image | Samsung More information | SCMP In Xataka | South Korea fears US reprisals. To avoid their old lithography equipment, they take dust on a warehouse

Intel’s future is linked to the success of a single chip manufacturing node: 18A technology

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Intel is facing one of the most difficult stages Of all its history. And its story is not exactly brief. In fact, Gordon Moore and Robert Noyce founded this company more than half a century ago, in 1968. As we have explained in other articles, The future of factories and Intel chips packaging and validation centers is uncertain. However, it is possible that these facilities are finally incorporated into a joint company Managed by Intel, TSMCand, perhaps, by some other company of the integrated circuit industry. Anyway, the short -term competitiveness of this company is closely linked to the success of a single semiconductor manufacturing technology: 18A photolithography. Ben Sell, Vice President of Intel Technology Development, confirmed At the end of last September that the 18A node already has the maturity necessary to enter large -scale production in 2025. and also assured that it will benefit from the resources that have been reallocated since the 20A node. In the current scenario the 18A node will be the true protagonist. That is not the slightest doubt. More transistors. More performance. And less consumption This statement by Joseph Bonetti, main manager of Intel engineering programs, expresses very well The important thing that is the 18A node for this company: “Intel leaders, Board of Directors of Intel and Donald Trump administration, please do not sell or give the control of Intel Foundry to TSMC just when Intel is taking the technological front and starting to take off. It would be a terrible and demoralizing error.” Bonetti also maintains that Intel is not lagging for its competitors, and that the advances that their engineers are achieving in the field of chips production are very important. Bonetti does not expressly mention the 18A integration technology, but his statement is supported by it because right now is the asset that Intel has to compete with TSMC and Samsung in the market for the production of integrated circuits in a year in which 2 Nm photolithographies They will take off yes or yes. In the last months Intel has been revealing some of the characteristics of this integration technology, but just a few hours ago and as a prelude to the semiconductor conference ‘2025 Symposium on VLSI Technology and Circu has made public more interesting data. Powervia proposes to physically separate the feed lines and signal signal within each integrated circuit Lithography 18a is erected above all about two essential innovations: Ribbonfet Gate-Lall-Around (GAA) transistors and energy delivery technology Powervia. The purpose of this last improvement is to solve the limitations imposed by the introduction in the integrated circuit of smaller transistors, which are also together more. This scenario causes that within each chip the power lines and signal compete for the same resources, which triggers the appearance of bottlenecks that perceptibly limit the performance and energy efficiency of a CPU. The purpose of Powervia technology is precisely to solve this problem. And to achieve this, what proposes is to physically separate the power lines and signal signal. So far both lived in the same physical space, but From Intel 20A lithographythat It was commercially dismissed In September 2024, the distribution of transistors and food and signal will acquire the form of a sandwich. In this way the transistors will be housed in the center, while the feed lines will reside in a lower layer and those of signal in an upper layer. In any case, for us, the users, the most interesting thing is to know that Intel promises that their lithography 18a will deliver a 25% higher performance using the same voltage as the integration technology Intel 3, as well as a 36% lower energy consumption by using the same frequency and the same voltage. And by reducing this last parameter and moving from 1.1 volts to 0.75 volts, lithography 18a delivers a performance of 18% higher and a consumption of 38% lower. It sounds good, but we should not ignore that This information comes from Intel itself. Whether it is evident that we are interested in consumers that both Intel and TSMC or Samsung have the best state possible. Image | Intel More information | Intel In Xataka | Intel has confirmed that the 20A node will be skipped to reduce expenses. The 18A node will enter production in 2025

The one to get its new chip for AI with the Nvidia market in China

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Until just a few months ago Nvidia monopolized some more than 90% of the Chinese chip market for artificial intelligence (AI), but after the entry into force of the last US sanctions package its leadership with all probability is being committed. The Chinese government is allocating a lot of resources to the development of Your own lithography teamswhich are those used to manufacture integrated circuits, and also to the tuning of their own Vanguard chips for artificial intelligence. As we told you last week, the US Department of Commerce It has imposed restrictions to the export to China of The H20 GPUand this in practice means that this chip presumably will not reach the Chinese clients of Nvidia. The company led by Jensen Huang is already paying it. His shares have fallen 6% and Nvidia has announced that this prohibition will cause a hole in its accounts of 5.5 billion dollars due to the commitments linked to the H20 GPU that the reserves of this chip had already acquired that it will finally not be satisfied. Huawei’s Ascend 920 GPU is ready to occupy the hole left by the H20 chip Some of the Chinese companies that have bought large amounts from the H20 Chip to NVIDIA and who presumably planned to continue doing them are Tencent, Alibaba or Bytedonce. The interesting thing is that this situation puts Huawei in a tray the opportunity to increase its market share in its own market taking advantage of the fact that US government prohibitions are weakening Nvidia’s position. However, this Chinese company is doing very well in this market because invoices annually about 7,000 million dollars Only in China. Huawei invoices about 7,000 million dollars only in China Huawei has lists its own GPU for iathe chips ascend AI, for more than five years. During this period of time it has been refining them and increasing their abilities with the purpose of matching or even overcome performance of the chips A100 and H100 of Nvidia. According to some analystslike those of the Chinese company Ifly Tek, the gross power of its GPU equals that of the Nvidia chips, but they are still one step behind if we stick to its performance in a real -use scenario. In any case, Huawei was prepared to react to the regulation that prevents Nvidia from delivering its most successful GPU (in China) to its Chinese clients. And it is that only one day after the US Department of Commerce formalized its latest sanctions He has presented his GPU Ascend 920a chip for AI that is clearly intended to occupy in the Chinese market the gaps that the NVIDIA H20 GPU is going to leave. The GPU Ascend 920 will begin to be manufactured on a large scale during the second half of 2025 using 6 Nm integration technology that presumably have developed side with huawei elbow and SMIC. The characteristics of this lithographic node have not yet been officially confirmed, but it will probably use the technique known as Multiple patterningwhich is the same one that SMIC is using 7 Nm chips. In addition, the GPU Ascend 920 will reach a 4 TB/s transfer speed for the memory subsystem thanks to the use of HBM3 chips. Image | Huawei More information | Digitimes Asia In Xataka | The Nvidia pulse and US administration becomes more virulent. The B20 GPUs for danger

You can no longer sell your chip for the most successful in China

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The commitment reached Jensen Huang, the general director of Nvidia, and Donald Trump At the end of last week In the restaurant of the Mar-A-Lago Tourist Complex of Palm Beach (Florida) It was a mirage. Wet paper During the last weeks several filters anticipated that the Department of Commerce, which under Trump’s mandate is being led by Howard Lutnick, intended to prevent the chip for artificial intelligence (AI) NVIDIA H20 I continue to arrive in China. At the current situation for the company directed by Jensen Huang this GPU is very important. In fact, her engineers designed her to have a chip for the people who could deliver to her Chinese clients when US sanctions They prohibited Nvidia for sale in the country led by Xi Jinping of the GPU A800 and H800as well as graphics cards with chip GeForce RTX 4090. Previously the Department of Commerce had also radically restricted the sale in China of the GPUs A100 and H100the most advanced of Nvidia at that time. Nvidia’s success in China has the days counted The reception they have given to the GPU H20 The Chinese clients of Nvidia has been very good despite the fact that the capabilities of this chip are clearly lower than those of the other proposals for the this company. In fact, initially the Department of Commerce allowed its sale in China because this integrated circuit met the restrictions it had imposed. And despite its limitations its sales in China 50% quarter to quarter have grown Since he arrived in this market in mid -2024. The US Department of Commerce has imposed export restrictions on China from the GPU H20 Despite all this era of bonanza for Nvidia in China is about to finish. And finally the leaks have been fulfilled: the US Department of Commerce It has imposed restrictions to the export to China of the H20 GPU, and this in practice means that this chip presumably It will not reach Chinese clients in Nvidia. During the dinner I have mentioned in the first lines of this article Jensen Huang presumably committed to Donald Trump to invest more money in data centers for the US. In return, Nvidia could continue selling its H20 GPU in China. After all, this is the chip that currently supports its business in this Asian country. But This pact has faded. And the company led by Jensen Huang is already paying it. His shares have fallen 6% and Nvidia has announced that this prohibition will cause a hole in its accounts of 5.5 billion dollars due to the commitments linked to the H20 GPU that the reserves of this chip had already acquired that it will finally not be satisfied. Among the Chinese clients who have bought large amounts of this GPU, and who presumably planned to continue doing it, are Tencent, Alibaba or Bytedance. Image | Nvidia More information | Bag and Securities Commission | Reuters | SCMP In Xataka | The Nvidia pulse and US administration becomes more virulent. The B20 GPUs for danger

China has responded to the US by putting the global chip industry against the strings. This is your strategy

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Last April 4 The Chinese government formalized its response to the tariffs approved by the administration led by Donald Trump. On April 10 China will impose a 34% tariff To all Imports from the US. The choice of that day is not casual. And is that the tariffs approved by the Donald Trump administration will take effect on April 9. Just a day before. Presumably the Chinese government has chosen to keep a few days of margin in the hope of reaching an agreement with its American counterpart and relax a little tension. However, China’s response to the US does not only happen to establish new tariffs; He has also chosen to suspend the import licenses of products belonging to six US companies, as well as imposing More export controls of some rare earths. This is not at all the first time that the Xi Jinping government decides to pressure the US and its allies establishing limitations to the export of these raw materials. In fact, on December 21, 2023 the Chinese administration decided to restrict export of some of its rare earth processing technologies, shaping a maneuver that seeks to defend their strategic interests in full confrontation with the US and its allies. And at the beginning of December 2024 He chose to prohibit The export of critical minerals to the nation currently governed by Donald Trump. The US is going to run out of the scandio and beaming from China Since last December China does not export to the US three essential chemical elements for the semiconductor industry (Galio, Germanio and Antimony), as well as some materials that are characterized by their extreme hardness, and which, therefore, can be used for military applications. However, in response to the last tariffs approved by the US The Chinese government has decided Include in its list of transition metals subjected to export controls the Scandio and Disposio. China’s export controls will further tension the global supply chains of the chips These chemical elements are probably less known than metals prohibited by China previously, such as Gallium or Germanio, but are at least as important as the latter. In fact, the Xi Jinping administration has chosen them because it is fully aware of the deep impact that these restrictions will have Not only in telecommunications industries and the manufacture of storage devices, which directly affect, but in the entire global supply chain linked to the semiconductor industry. The scandio is usually used in the radiofrequency modules used by smartphones, base stations and Wi-Fi modules, while the Disprosius is involved in the manufacture of reading and writing heads used by hard discs, and also in the manufacture of electric cars. He China Ministry of Commerce It has prohibited the US export of these metals with immediate effect, so Chinese companies can no longer export products containing scandio, disposium, gadolinio, terbio, lutecio, samarium and ititrio. Presumably the export licenses of these critical minerals will only be granted under certain very strict conditions. However, the ban not only conditions the export of finished products containing these metals; also Denies the export of these gross mineralsin the form of metal or as compounds. Some of the companies that will with all likelihood suffer from the new prohibitions of China’s critical minerals are American, such as Broadcom, Qualcomm, Seagate or Western Digital. But there are also Taiwanese and South Korean companies, such as TSMC or Samsung. In the short term it seems that global geopolitical tensions will not love. Image | Skyater More information | China Ministry of Commerce In Xataka | The US will not be able to contain the technological development of China. Experts from the chips industry forecast it

To US controls are now joined by the Beijing himself, and point to his star chip

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Nvidia has been dealing with the export controls that restrict the sending of their most advanced chips to China. But now, the company directed by Jensen Huang faces a double pressure: while trying to dodge Washington’s measures, it must also face new barriers imposed by Beijing, which threaten to further reduce their margin of maneuver in one of its key markets. A growing threat. As we said, the challenges for Nvidia are not new. In 2022, Joe Biden administration prohibited export of his chips A100 and H100specifically designed for artificial intelligence tasks. The company then warned that the measure could be up to 400 million dollars in sales losses in China. The answer soon: he decided to move. Thus, Nvidia designed a product designed exclusively to keep present in the Chinese market. To achieve this, he had no choice but to reduce the capacities of his chips and adapt them to regulatory demands. From there the A800 and H800 were born, cut versions of their star models. For a time they managed to be marketed in China, but a second round of controls ended up leaving them out of play. The H20 also wobbles. Once again, the team led by Jensen Huang got down to work to develop a chip adapted to the Chinese market. The result was the H20a cut version in front of its equivalents in the West, but raised as its great bet for China. Sales forecasts in 2024 exceeded one million units. However, obstacles have not taken long to appear. Now the pressures come from Beijing. Last year, the Chinese government began to recommend to local businesses to acquire NVIDIA GPUS. In full global career for artificial intelligence, the measure seemed contradictory. But the context explains it: just then, several Chinese manufacturers were finalizing their own alternatives to reinforce the country’s computation capacity without depending on foreign technology. Huawei has not stayed with crossed hands. The company has opted strong with products such as the Ascend 910C, a chip that, as points out Tom’s hardwarereaches inference to inference about 60% of the NVIDIA H100 yield. In addition, it is optimized for large language models and has already begun to be adopted by Chinese giants such as Baidu or Bytedance. Huawei also has other variants, such as the Ascend 910b. But there is more. In the middle of last year, The Chinese government presented an action plan to boost the “ecological development of data centers.” The objective was clear: to improve its energy efficiency. To measure the advances, the authorities chose a metric known as Pue (Power Usage Effectiveness)which relates the total energy consumption of the center – including air conditioning, lighting and other auxiliary systems – with the energy used exclusively by IT equipment, such as servers, networks or GPU. The objective of the plan was to reduce the can of the data centers below 1.5 by 2025. It should be remembered that the more the Pue can the value 1, the more efficient the data center is. One of the keys to achieve this goes to use more efficient graphics cards, which generate less heat and, therefore, reduce the energy consumption of the cooling system. The problem, As the Financial Times points outis that H20 chips do not finish fit in this equation. According to the aforementioned newspaper, the National Development and Reform Commission is urging local companies to use only chips that meet demanding energy efficiency standards, both in new data centers and in extending of the existing ones. In practice, this translates into increasing pressure on Chinese technology to reduce – or directly abandon – their GPUS dependency manufactured in the United States. For now, the regulations do not apply strictly, but everything indicates that that could change. In the horizon a possible hardening of control appears: inspections in situ, economic sanctions and harder requirements. If that scenario materializes, Nvidia could be seen before an even greater blow in which, until now, it is its second most relevant market: China represents 13% of its global sales, with more than 17,000 million dollars in annual income. Images | ABODI VESAKARAN | Nvidia In Xataka | The US suspects that Nvidia chips are arriving in China through a third surprising country: Malaysia

The chip war between the US and China is already leaving collateral damage. Although in South Korea

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For the South Korean government Your semiconductor industry has a strategic role, like those of OLED panel production either Battery manufacturing. These three sectors have A very deep impact on its economyso it is understandable that the administration does everything in its hand to reinforce its position in the global market and increase its competitiveness. In mid -December 2023 Yoon Suk Yeol, the former president of this Asian country, traveled to the Netherlands with the purpose of consolidating an alliance with ASML in matters of integrated circuits, among other priority objectives. During the last months South Korea He has “faced” the US To protect the business of its main semiconductor manufacturers in China, among which are Samsung and SK Hynix. But his short -term perspective is discouraging. Sales of semiconductors to China have fallen in February 31.8% The Chinese market is essential for South Korea. It is at least if we stick to the integrated circuit industry. At the end of 2024 the country led by Xi Jinping represented approximately two fifths of all southern Korea technology exports, but the chips flow is plummeting. According to the Ministry of Commerce, Industry and Energy of this last nation in January 2025 the sale of chips It contracted 22.5% compared to the same month of the previous year. 2025 is going to be a bad year for the semiconductor industry due to the cooling of global demand and the impact of tariffs And in February the fall has been even more steep: 31.8% compared to February 2024. This trend supports the omens that predict for months that 2025 will be a bad year for the semiconductor industry due to the cooling of global demand and to the impact that tariffs presumably they are already having in the integrated circuit industry. In any case, to South Korea this incipient crisis seems to be affecting more than other countries that also live largely from chips, such as Taiwan. Samsung and SK Hynix lead the memory chips market, and much of their income comes from precisely these semiconductors. The US sanctions prevent them from selling their most advanced chips to their Chinese clients, which, precisely, are those that usually live with the GPUs for artificial intelligence (AI). China has responded by dedicating more resources to the development of Your own memory technologieswhat is causing A prices decrease which is clearly affecting the Samsung and SK Hynix business. Despite all the consultant Gartner has predicted that The AI ​​will pull the semiconductor industry For 2025, leaving the door ajar to the possibility that finally this year is not as bad for chips manufacturers as the first figures point. Image | Samsung More information | SCMP In Xataka | The virtuous circle: China has become the greatest added value of the planet thanks to feedback

the one they are pounding in the mature chip market

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Semiconductor manufacturers have a strategic role for the Taiwan government. And they have it because the chips are fundamental for the support of their economy. TSMC leads the industry of the manufacture of integrated circuits with an approximate quota of 60%. And, in addition, other Taiwanese companies, such as UMC (United Microelectronics Corporation) or PSMC (Powerchip semiconductor manufacturing corporation), they have a very prominent role in this industry. However, the business of the three companies I just mentioned is different. TSMC specializes in the production of High integration semiconductorsso it competes mainly in the avant -garde chip market. This is the reason why Apple, Nvidia, AMD, Qualcomm or MediaTek, among other technology companies. TSMC is indisputably Taiwan’s jewelbut this does not mean that the business of the other Taiwanese chips manufacturers is not relevant. The strength of UMC, PSMC and other companies on the island reside in the competitiveness that they have sustained for years in the market of mature integrated circuits. These are the semiconductors that are mostly used in cars, appliances or electronic devices, among other products, and usually occur in nodes of 28 nm or less advanced. However, the future of these medium -term companies is uncertain. And it is because China has proposed to dominate The mature chip market. And he is getting it. Taiwan is already losing the market of mature integrated circuits The Taiwanese government does not want to lose its strength in this industry, but its future is not entirely promising. In fact, the IDC consultant He has predicted that your participation in the global sector of integrated circuits manufacturing will be reduced from 46% to 43% in 2027. However, this is not all. According to the TrendForce consultant China’s quota in the mature chip market has reached 34% in 2024, while Taiwan amounted to 43%. However, according to this same source in 2027, China’s participation will clearly exceed Taiwan. China’s quota in the mature chip market has reached 34% in 2024 The semi association (Semiconductor equipment and materials international), which represents the semiconductor industry and their supply chains, provides that Of the 97 new integrated circuit factories that have started or will start large -scale production between 2023 and 2025, 57 They will be housed in China. And most of the latter will be dedicated mainly to the manufacture of mature chips with the purpose of consolidating the domain of the country led by Xi Jinping in a market in which it has more and more weight. China’s interest in the mature chip industry is the response of this country to US sanctions and its allies that prevent their manufacturers from accessing the most advanced lithography equipment than produces the Dutch company ASML. At this situation, Taiwanese chips manufacturers only have one option, As Frank Huang explainsPresident of PSMC: “The factories of mature nodes like ours must be transformed. Otherwise Chinese price cuts will affect us even more.” This transformation in practice will gradually abandon the production of mature semiconductors to turn to the manufacture of high integration chips. Image | TSMC More information | Reuters In Xataka | TSMC acknowledges that it has been considered taking its factories out of Taiwan. It is impossible for a good reason

2024 has been a year full of uncertainty for chip designers. So much that the market has changed leader

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2023 was a bad year for companies that are dedicated to the design of integrated circuits. The report published by the consultant Gartner in early 2024 collected that the joint revenues of companies that are dedicated to direct or indirect sales of chips They fell for 2023 11% compared to 2022. The panorama did not paint well by 2024, but there is no doubt about one thing: the year we just left behind has been better for the chips industry as a whole than 2023. According to Gartner During 2024 the income of the semiconductor designers grew 18%. Not bad if we are in mind where they come from. However, this is not at all the only interesting fact that the detailed report that this consultant has prepared. And it foresees that 2025 will also be a very good year thanks to the push of the artificial intelligence (AI). In fact, global revenues will grow, again according to Gartner, of the 626 billion dollars from 2024 to 705,000 million in 2025. Samsung has traced and has been placed again in front of Intel Samsung re -leads the world classification that includes all companies that are dedicated to direct or indirect sale of integrated circuits. Presumably Gartner has not included TSMC in his report, and yes to Intel and Samsung, because the Taiwanese company only manufactures semiconductors for third parties. It does not design or market them directly or indirectly, something that both Intel and Samsung do. In any case, this last company has entered for 2024 66,524 million dollars compared to 40,942 million of 2023. These figures entail a growth of 62.5%. 2024 has been a hard year for Intel greatly due to its difficulties in competing in the hardware market for AI Intel, meanwhile, entered during the year we had just left behind 49,189 million dollars, while in 2023 their income amounted to 49,117 million. It is evident that 2024 has been a hard year For this American company greatly due to its difficulties in compete in the hardware market for AI. The figures that we have just reviewed describe a growth of only 0.1% for 2024 compared to 2023. In fact, this bad economic result led to The company’s departure from the company. If we stick to the gross income Nvidia already steps on Intel’s heels, which has placed it in the third position of the classification. The company led by Jensen Huang entered for 2024 45,988 million dollars, which represents an increase of no less than 83.6% compared to 2023. Behind it has positioned SK Hynix, Qualcomm, Micron Technology, Broadcom, AMD, Apple and Infineon Technologies. Anyway, the most obvious conclusion we can get is that for 2024 the semiconductor market has been promoted above all by the GPUs for AI, and surely this trend is not going to be altered in 2025. Image | TSMC More information | Gartner In Xataka | The virtuous circle: China has become the greatest added value of the planet thanks to feedback

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