chip

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

His chip for Ia H20 is being boycotted

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Nvidia survival in China is being complicated day by day. As we have explained During the last two weeks, the administration of the cyberspace of China, known as CAC for its denomination in English (Cyberspace Administration of China), is thoroughly investigating The H20 GPU of Nvidia. This institution is the main Internet regulatory body in China and is responsible for the censorship and control of the contents published in the Network, the supervision of technology companies and compliance with the Data Security Law and the Personal Information Protection Law. The problem that Nvidia faces is that The CAC has decided to investigate it Because he suspects that the H20 chip could incorporate a rear door of difficult location by Chinese experts. If so, the possibility of China to use this GPU could be possible. While the final resolution of the CAC arrives, voices are being raised in this Asian country that urge Chinese clients in Nvidia to stop buying the H20 GPU due to the risks that presumably leads to its use for the Chinese state. And it is not any voices. Just a few hours ago a media linked to the Central Chinese state chain Television has loaded against Nvidia: “When a chip is not ecological, or advanced, or sure as consumers we have the option of not buying it.” David reber Jr., Nvidia Security Director, published last week An article in the blog of this company entitled “There are no rear doors in the Nvidia chips. There are no deactivation switches. There are no spy software” in an obvious attempt to defend the company’s reputation and appease the growing distrust that faces in China. All against Nvidia The Chinese government He is urging Chinese companies that are dedicated to the development of large models of AI to use in their servers integrated circuits of Chinese origin. And his campaign already begins to bear fruit. The Stepfun company, which belongs to Tencent Holdings; Infinigence ai; Siliconflow, from Huawei; Metax; Biren Technology; Focus me; Iluvatar Corex; Cambricon Technologies and Moore Threads, which are some of the strongest Chinese companies in the development of chips for AI, They have constituted an alliance who seeks to stop Nvidia. The alliance for innovation in the model-chips ecosystem seeks to stop Nvidia in China The alliance for innovation in the model-chips ecosystem, which is what this organization is called, represents an important step in this direction. Nvidia has in its favor the mass implementation of CUDA (Compute Unified Device Architecture) in the AI projects that are underway, but The panorama is already starting to change. This technology brings together the compiler and development profits 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. However, this is not the only asset in the country governed by Xi Jinping. Moore Threads It is one of the Chinese companies that are dedicated to the production of hardware for which companies aligned with the interests of the US and its allies cannot sell software or advanced equipment. Although it is very young (it was founded in 2020) it has something very important in its favor: its founder is Zhang Jianzhong, former general manager of the Nvidia subsidiary in China. Moore Threads has developed several GPU for AI applications that, on paper, rival some of the advanced solutions that have placed in the Nvidia, AMD or Huawei market. However, this company has something else: a software package with which it pursues Finally break the domain of CUDA. Muse calls itit is compatible with its range of MTT cards and incorporates a compiler, execution libraries, specialized libraries and code purification tools. However, this is not all. On paper its most attractive capacity for China is that it allows to reuse the code written in CUDA. Image | Nvidia More information | Reuters | CNBC In Xataka | The US gives Huawei a great opportunity: to get its new chip for AI with the Nvidia market in China

The US pressure forces China to independent its chip industry. These two projects are their best cards

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China has no choice. Or develops its own manufacturing technology of avant -garde semiconductors or will lose its struggle for world supremacy With the US. No 100% Chinese advanced chips their military capacity, the development of their models of artificial intelligence (AI) and the competitiveness of their technology companies will resent in the medium term. Huawei and SMIC are manufacturing advanced integrated circuits, but use machines from the Dutch company ASML and a technology known as Multiple patterning that compromises its competitiveness. This scenario has caused the Chinese government support with very juicy subsidies to companies that have the ability to develop avant -garde photolithography equipment, such as SicarrierShanghai YuliangSheng, Shanghai Micro Electronics Equipment (Smee), Huawei or SMIC. Time plays against this Asian country. How much later in having their own machines of extreme ultraviolet lithography (UVE), which are those used to make very high integration chips, more delayed will be in front of the US and its allies. 2026 will be a crucial year for China in the field of chips The Chinese Academy of Sciences is finishing what is undoubtedly The most ambitious project How many are developing the Chinese semiconductor industry. Thanks to this plan the nation led by Xi Jinping is about to reach a “Deepseek” in the field of integrated circuit industry. This simply means that it is preparing to reach a disruption that has the potential to place this Asian country at the same height as the US, Taiwan or South Korea. However, China’s strategy to produce avant -garde chips is very different from what their rivals have used until now. Each of ASML UVE machines incorporates its own ultraviolet light source, but the Chinese Academy of Sciences seeks to generate this important radiation to produce advanced chips using a syncrotronwhich is nothing other than a circular particle accelerator that is used to analyze atomic level the properties of matter, such as various types of materials, or even proteins. It’s called heps (High Energy Photon Source or high -energy photons source), it is in Beijing and we can see it in the cover photography of this article. Heps syncrotron has the ability to produce high power UVE light An important note before moving forward: the ultraviolet light (UV) is responsible for transferring the geometric pattern that contains the design of the chips to the Silicon wafer. This means, in broad strokes, that the UVE light has the ability to make possible the manufacture of integrated circuits with a greater resolution than the deep ultraviolet light (UVP) that use the previous generation lithography machines that China has in their hands. And a greater resolution in practice implies that it is possible to produce semiconductors with more transistors, and, therefore, more sophisticated and powerful. A priori we can think that a particle accelerator has nothing to do with the manufacture of integrated circuits, but we would be overlooking something very important: the Heps syncrotron has the ability to produce high power UVE light. In fact, it is a source designed to generate a large amount of radiation. China’s plan is to place around the particle accelerator Several semiconductor manufacturing plants to which the syncotron will deliver the UVE light in the same way that a power plant delivers electricity to its customers. That simple. The date on which China plans to start this megaphabrum of avant -garde semiconductors has not yet leaked, but it is already very advanced. However, China’s plans do not end here. In the middle of last March several Asian media collected a photograph taken at the Huawei Research Center in Dongguan, in the province of Canton, in which it appeared The prototype of a UVE lithography team Designed and manufactured entirely in China. Presumably this machine is similar to those produced by ASML, which invites us to anticipate that for 2026 the country led by Xi Jinping will have the ability to produce advanced chips on a large scale. This Chinese lithography equipment uses an LDP type ultraviolet source and not LPP class The leaks They assure That unlike the UVE machines produced by the Dutch company ASML, this Chinese lithography equipment uses an LDP ultraviolet light source (laser induced discharge), and not LPP class (plasma generated by laser). Presumably The development of this ultraviolet radiation emission source It is the milestone that has allowed Chinese engineers to develop a machine that Many experts did not see possible before five years in the best case. At the moment the most prudent is that we take this information with caution, but it seems solid enough to echo it. An interesting note is that on paper the LDP source is able to generate UVE light with a wavelength of 13.5 nm, so this Chinese prototype should be able to compete from you to you with ASML UVE photolithography machines. In addition, the leaks argue that China will begin the production of more test machines during the third quarter of this year with the purpose of launching the large -scale manufacture of these equipment during 2026. Image | Dr. Kim More information | Dr. Kim In Xataka | TSMC acknowledges that it has been considered taking its factories out of Taiwan. It is impossible for a good reason

That the US government let him sell his H20 chip again in China

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If the US government maintains the prohibition of sale of avant -garde chips to artificial intelligence (AI) To China, Nvidia will enter this year 15,000 million dollars less. This is What he holds The company led by Jensen Huang, and is certainly the argument that this executive resorted during his meeting with Donald Trump last week to expose The complex scenario facing Nvidia. And it worked. May sell Your H20 GPU To his Chinese clients very soon. During the last fiscal year, which expired on January 26, 2025, China represented approximately 13% of total income of Nvidia with a figure of about 17,000 million dollars. In practice, the country governed by Xi Jinping is the third best client of this company only behind the US and Taiwan. However, SANCTIONS TO CHINA which is deploying the US government threatens Nvidia’s survival in this Asian country. Currently this company cannot sell its chips to its Chinese clients for the most advanced. Nvidia is determined to survive in the Chinese market at any price The reception that the Chinese clients of Nvidia initially gave to the GPU H20 was very good despite the fact that the capabilities of this chip are clearly lower than those of the other proposals for 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 their limitations their sales in China grew by 50% quarter to quarter since it reached this market in mid -2024. Everything was complicated for Nvidia in the middle of last April. And is that the US Department of Commerce imposed new restrictions To the export to China of the H20 GPU, which in practice caused this chip to stop reaching the Chinese clients of this company. This news Nvidia’s shares sank 6% in the bag because I could no longer attend the commitments linked to the H20 GPU that it had acquired. NVIDIA has made the Department of Commerce review its regulation and allow you to sell the H20 GPU in China again Among the Chinese clients who had bought great amounts of this GPU, and who presumably planned to continue doing it, were Tencent, Alibaba or Bytedance. Finally, as we have anticipated in the holder and the first paragraph of this article, Nvidia has made the Department of Commerce review its regulation and allow you to sell the H20 GPU in China again. “The US government has assured us that licenses will be granted. We hope to start deliveries soon,” Pray a statement from Nvidia. However, this is not all. And in June the Taiwanese manufacturer of TSMC semiconductors, The Major on the Planetbegan the manufacture of a new GPU for NVIDIA with the latest generation Blackwell microarchitecture. Presumably this is the chip with which Nvidia aspires to maintain her domain in the Chinese market. Of course, before being able to send these GPU to China, the company led by Jensen Huang will have to receive the approval of the US Department of Commerce. What we know at the moment is that this chip for AI will be less capable than the H20 GPU, as is logical, and also that its price will move between $ 6,500 and $ 8,000. For domestic users it is a lot of money, but in the field of professional GPUs for AI it is a moderate price. In fact, the H20 GPU costs between $ 10,000 and $ 12,000, so it is evident that Nvidia wants to protect the competitiveness of this chip to prevent Huawei, Moore Threads and other Chinese companies and other Chinese companies to snatch a juicy portion of this market. 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

The US tried to the desperate strangular the Chinese chip industry. It has taken two months to back down

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There is a key to be able to manufacture the best processors in the world: have access to software that allows you to design them. And there, at least currently, the leadership still has the United States through three companies: Siemens, Synopsys and Cadence. The Trump administration has been since May trying to pull the rope with China To use this software as a throwing weapon. And the play has not finished doing well. The context. On May 29, the Office of Industry and Security of the US Department of Commerce He gave the order: EDA software is ended up to Chinese groups. A movement that sought to stop China’s incessant advance in semiconductors, at a key moment in which the country led by Xi Jiping is achieving milestones in its lithographic, current and future processes. The answer. China, which has been looking for technological self -sufficiency for decades and reduce its dependence with the United States, saw in these new restrictions “the greatest opportunity for history growth”, according to some of the main figures after Chinese EDA software companies. Triggered action, national commitment to a product that has been refining years, and even publication in Github of some of the advances they were achieving in this matter. What happened. The restrictions imposed on the sale of software by Siemens, Cadence and Synopsys have been terminated with immediate effect, According to SCMP. The three giants of this industry can resume their commercial ties with China, so their supply chain can resume the use of these crucial tools. What will happen now. That the United States has unlocked (at least, for now) the use of EDA software is an oxygen ball for the Chinese semiconductor industry. The country is close to achieving capacity to make 5nm chipsalthough It is still choking progress in this lithographic process Before the prohibitions of the US and the Netherlands that prevent Asml extreme ultraviolet photolithography (UVE). Access to American Eda will be key, but not the key to the future of the country. Empyrean Technology, Primarius Technologies and Semitronix are the names to remember. Three Chinese giants who want to stand up to the three American giants, a task that will not be easy. The American Eda Empire. Together, Siemens, Synopsys and Cadence are around 80% of the global in this industry. They monopolize almost all of the EDA market and are one of the main strategic pillars in the semiconductor design industry. Figures that will not allow China to approach in the short term, but that will not move her away from her inevitable destiny: Lead the semiconductor industry, sooner or later. Image | TSMC In Xataka | We already know what the chips that will arrive until 2039 will be. The machine that will manufacture them is close

The two most important chip companies in China have a problem: the 5 Nm have been choked

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In the middle of last May Dr. Kiman expert in the manufacture of integrated circuits who has worked in Samsung and who currently investigates for TSMC in the US SMIC (Semiconductor manufacturing international corp) I was about to Start 5 nm chips production. And also that he planned to launch his first 3 Nm nodes equipped with GAA transistors (Gate-alall-around) in 2026. This company is the largest Chinese manufacturer of semiconductors, and has been working on the development of its own 5 Nm photolithography with Huawei. For these two companies to have the ability to manufacture their own 5 Nm chips is crucial, but they are having serious problems with this integration technology. Dr. Kim pointed in May that the performance by wafer that SMIC had reached in this node was less than 30%, but now there are two antagonistic means, the Canadian platform Techinsights and the Chinese newspaper SCMPthose that support the difficulties faced by Huawei and SMIC. According to Techinsights the new laptop Matebook Fold Ultimate Design Huawei incorporates a soc Kirin X90 manufactured by SMIC. Nothing striking here. What is surprising is that the chip of this ambitious team is not produced in the 5 Nm node. SMIC is manufacturing it in its second -generation 7 NM node (N+2) using an integrated circuit production technique known as Multiple patterning. This strategy in broad strokes consists in transferring the pattern to the wafer in several passes with the purpose of increasing the resolution of the lithographic process. China needs avant -garde lithographs, but endures thanks to mature chips The problem facing SMIC and Huawei, as we have explained in other articles, is that the Multiple patterning It has an upward impact on the cost of chips and the decrease in production capacity. These two Chinese companies have been forced to use this technique in their equipment deep ultraviolet lithography (UVP) because the prohibitions of the United States and the Netherlands prevent the Dutch company Asml from selling their machine their machines in Chinese extreme ultraviolet photolithography (UVE). The latter allow to produce more advanced semiconductors than UVP equipment. In Xataka The cure of some diseases "incurable" is already closer thanks to quantum computers According to Techinsightts, the new Matebook Fold Ultimate Design Matebook of Huawei incorporates a SOC Kirin X90 manufactured by SMIC In current circumstances it is reasonable to conclude that Huawei has not yet incorporated 5 Nm chips manufactured by SMIC in its most advanced equipment because the production of these integrated circuits is still very limited. This is what Techinsight and SCMP supports. And we think about it too. However, there is something important that we should not ignore. As I mentioned a few lines above, China needs avant -garde photolithographies To have the ability to make chips as advanced as those produced by South Korean companies Samsung or SK Hynix, Taiwanese TSMC or Intel or Micron Technology Americans. But, curiously, the Chinese semiconductor industry is surviving Thanks to mature chips. In fact, in 2024 it produced 12.5% ​​more than in 2023. It is not bad at all, especially if we are in mind that US sanctions and their allies prevent Chinese manufacturers of integrated circuits accessing UVE lithography equipment. And since 2024 they cannot buy more UVP lithography machines. For a good part of 2022 the production of China semiconductors suffered an important fall and did not begin to recover until the end of that same year. Of course, in 2023 this industry grew almost constantly, and in 2024, as we have just seen, the rebound was monumental, especially in the final stretch of the year. {“Videid”: “X81Felr”, “Autoplay”: False, “Title”: “A future without mole in China the industry changes the paradigm and we explain why”, “Tag”: “”, “Duration”: “182”} In this situation it is reasonable that we ask ourselves what kind are the integrated circuits that are producing the Chinese manufacturers. And the answer is very revealing: these are chips derived from mature integration technologiesusually of 28 nm or less advanced. After all, the semiconductors that we find mostly on electronic devices, appliances or cars, among other products, have been produced using them. More information | Techinsights | SCMP In Xataka | The US has declared the total war on Huawei: he does not want him to sell his chips for the most advanced outside of China (Function () {Window._js_modules = Window._js_modules || {}; var headelement = document.getelegsbytagname (‘head’) (0); if (_js_modules.instagram) {var instagramscript = Document.Createlement (‘script’); }}) (); – The news The two most important chip companies in China have a problem: the 5 Nm have been choked It was originally posted in Xataka by Juan Carlos López .

Samsung is committed to fighting with nails and teeth the most powerful mobile chip race. The perfect candidate finally has

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The world of semiconductors has a look set on the next generation of integrated circuits manufactured in lithographic processes of 2 nm. Meanwhile, the most advanced processors for mobile phones continue to use the 3 Nm processes. Giants such as TSMC have demonstrated their good work with proposals such as Qualcomm Snapdragon 8 Elitehe Apple A18 Pro Apple, and even the Xiaomi Xring 01. Now it is Samsung’s turn. The company has presented its Exynos 2500and it is much more than a processor. It is the company’s great opportunity to dissipate doubts about the performance of its mobile chips, one of the keys for the company’s semiconductor division to remain alive. Between surrender and reinvent the design of its highest range mobile processors, Samsung has chosen the second option. Why is it important. The Samsung Exynos 2500 It has been playing since last yearwith a production that did not enter into mass for the low performance he showed in the leaked tests. Going forward with the proposal does not show only that Samsung trusts this proposal: it is a message to the world about the point where they are and can become semiconductors. The company has not revealed what device this processor will premiere but, taking into account that there are Rumors on the table about a new unpackedit is more than likely to know him soon. The exynos 2500. I will not get bored with excessive technical data from the processor. Your keys are summarized in a simple way. It has a ten -core design, just like Xiaomi’s own processor. It is the only high -end processor, next to the Xring, with this design. It is its greatest particularity. Promises to be 39% more powerful in the process of AI. Supports cameras of up to 320 megapixels. It is built in the 3 Nm GAA process. Its largest nucleus is up to 15% more powerful than its predecessor. The main doubts are how these numbers will be translated in real use. Its architecture is quite similar to that of Xiaomi Xring (with Cortex X925, A725 and A520) and a Samsung Xclipse 950 GPU that will have to compete with the best adreno. The message. Ten -core CPU, cameras of 320 MPenergy efficiency and improvements in AI. Samsung has not fallen excessively Marketinians nor has he made promises that he cannot fulfill. It is a more powerful processor than the previous one, centered on AI and with support for the best technologies of the moment. The rest is about to prove. The key to Samsung. Samsung has been facing problems with its semiconductor division for years. Lose clients like Google To provide the pixel with their processor, it is one of the most recent blows, and survive to arrive with decent performance to the 2 Nm career is crucial for the future of the company. The company has delayed two of its most important projects today: the construction of its second manufacturing plant of avant -garde chips in Taylor (USA) and in Pyeongtaek (South Korea). They are projects that are still underway And they will be key to the development of their semiconductors but … it will use without customers. Exynos 2500 is the most recent test of the point where Samsung is in mobile chips. If it fails, the company will have it more difficult than ever to continue attracting investment. Image | Xataka, Samsung

Xiaomi surprised the world with his own mobile chip. The next step is to replicate this success in your electric car

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Xiaomi creating its own chips by the hand of TSMC It is something that we did not see in 2025 in which China’s greatest obsession is to boost 100% national technology. The company, in a movement to reduce dependence with Qualcomm and MediaTek Without breaking the ties that still tied to the United States, he presented his Xring 01. A chip capable of competing with the best in the market, thanks to both TSMC technology and its innovative design. The company has confirmed to be locking in its own chip for its future electric cars. It is one of the last pieces that the company needs to close the circle and not depend on companies such as NVIDIA or Qualcomm. The beginning of an era. Xring 01 is a before and after for Xiaomi. It is the first time that it manages to design a processor at the height of the best in the market, improving proposals such as the Qualcomm Snapdragon 8 Elite. Most of this TSMC baby success, who has manufactured this hand processor with Xiaomi. But its architecture is peculiar: it is the only high -end processor with a design composed of ten nuclei, and a distribution of workloads much more efficient than most current processors. Three chips, at least. Xring is the mobile processor, the Xring T1 It is the chip for watches, and Xiaomi has confirmed being working on a third processor for electric cars. The recent launch of your SUV, the Yu7came from the hand of Nvidia and Qualcomm, something that could change completely in the next generation of vehicles. Why there is a Qualcomm chip in the SU7. If you wonder what paint a Nvidia chip and a Qualcomm Snapdragon 8 Gen 3 In Xiaomi cars the answer is easy: electric cars, today, They are computers with wheels. Yu7 is one of the cars with the largest infotainment system in the world: one in which the windshield is a giant screen. Qualcomm Snapdragon 8 Gen 3 is responsible for moving HyperosXiaomi’s own software platform. Why there is a nvidia chip in Yu7. The central screen is just a small example of the computing capacity that an electric car needs. Assisted driving systems, Lidar data processing, radars and cameras, are in charge of the Autonomous Driving Platform Nvidia Drive Agx Thor. This software solution allows to manage high work loads with maximum energy efficiency, and is currently the most capable in terms of computing aboard a vehicle. A discreet approach. Xiaomi has not revealed data about whether you are preparing an adaptation of the Xring 01 to electric cars or if the goal is more ambitious and seeks to create its own complete hardware platform. The company has TSMC as an ally, but the design runs on its side. Competing to lead on platforms for new mobility is the next step for a Xiaomi that aspires to conquer almost all of the technological product categories. There Huawei has special advantage with Your Driveone platformone that gives life to Chinese vehicles like the Luxeed S7 or Aito’s latest proposals, such as the M5 and M7. The limitations. The United States Department of Commerce has tried to advise China, urging its national EDA software companies (electronic design automation software) to stop selling your products to your rivals. This software is key to the development of new lithographic processes, and one of the keys to lead the next generation of 2 Nm. Consequently, giants such as Xiaomi will have it complicated to continue improving the design of their chips. As much as TSMC is the one who manufactures them, falls into their hands to design their architecture. The current competitiveness of this chip resides largely in Your 3nm nodewhile China struggles to achieve ability to Manufacture 5 Nm national chips. There is a strong national movement in China to overcome this limitation and boost an EDA industry within the country. It is something that will end up happening, although not in the immediate future. Xiaomi’s great opportunity. Shanghai Xuanjie Technologies, the Xiaomi chips design subsidiary led by former Qualcomm and Ex Unisoc, is an important threat to the United States, with and without TSMC within the equation. The division has shown that, with the necessary tools, the design quality in Xiaomi semiconductors is up to the best. And there are the keys. How much will take advantage of that they can still collaborate with TSMC, and how much of a Xiaomi preparing its complete independence from the United States and seeking to be as competitive as Huawei on platforms for the car of the future. Image | Xiaomi In Xataka | An unexpected war has opened in China: Byd, Catl and Huawei fight for having the final electric car charger

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