chips

that of quantum chips

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Manufacture a qubit, the physical device that implements the minimum unit of information in the quantum computersit is not at all a piece of cake. There are several types: superconductors, ion traps, neutral atoms or ions implanted in macromolecules, among other variants. Not all of them are equally complex, but until just two years ago it was not possible to manufacture any of these qubits in an industrialized way that opened the door to large-scale production. This scenario changed in March 2024. Intel and QuTech, the research institute specialized in quantum computing that belongs to the Technical University of Delft, in the Netherlands, they managed to manufacture for the first time a qubit in an industrial way, and, what is even more important, using the same processes and the same technology that is currently used to manufacture semiconductors. It was a very important milestone for a crucial reason: this innovation opened the door to the massive scaling of qubits that can be integrated into a quantum computer. Now GlobalFoundries has decided to follow in Intel’s footsteps. Semiconductors open the door to universal quantum computers The qubit that Intel and QuTech researchers managed to manufacture using industrial procedures is, as we can guess, a semiconductor qubit. The most obvious advantage of this type of qubit is that it benefits from the development that integrated circuit production technology has undergone for decades, so it is presumably easier to produce a semiconductor qubit than one that uses an ion trap or a neutral atom. Furthermore, it is evident that Intel is well versed in the processes involved in chip manufacturing. Quantum Motion has recently opened an office in San Sebastián “It’s kind of like we started writing with calligraphy and suddenly switched to using a printer.” This statement belongs to Anne-Marije Zwerver, the QuTech researcher who led this project, and emphasizes the possibility of using this technology to manufacture semiconductor qubits on a large scale. Furthermore, according to Intel, the performance they have achieved using this manufacturing process is 98%. This simply means that 98 out of every 100 semiconductor qubits produced with this technology work correctly. GlobalFoundries has embarked in a project very similar to that of Intel, although it has not done it alone; It has done so with Quantum Motion, an emerging company specialized in the development of semiconductor quantum bits. An interesting note: this last company has recently opened an office in San Sebastián (Spain). Their plan is to demonstrate that it is possible to manufacture qubits using CMOS technology, which is commonly used in the integrated circuit industry. However, GlobalFoundries’ strategy goes further: it wants to adapt its 12 and 22 nm nodes to the manufacturing of quantum chips without having to reorganize its plants from scratch. An interesting note: the materials used by Intel to manufacture its semiconductor qubits are similar to those currently used to produce transistors, such as silicon oxide. However, everything is not done yet. Intel and QuTech have demonstrated that it is possible to manufacture semiconductor qubits using industrial processes, but now need to refine and improve the quality of its multi-qubit spin control system. Whatever they have achieved, it is very important and invites us to look once again towards the future of quantum computers with optimism. Image | Intel More information | GlobalFoundries In Xataka | They are called giant super atoms and they are going to be crucial for something: the future of universal quantum computers

The world will run out of memory for AI chips until 2027. And cell phones and cars are already paying the price

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The big bottleneck in the artificial intelligence industry has nothing to do with AI models, GPUs, or data centers. It has to do with memory, and for months we are immersed in a crisis of which now the manufacturers give us more information. Three companies—Samsung, SK Hynix and Micron—control 90% of global production, but current estimates indicate that between the three They can only cover about 60% of expected demand through 2027. That’s terrible news not only for AI, but also for everything non-AI. The era of memory scarcity. These three manufacturers have prioritized HBM production for AI accelerators because these memories leave better margins. The direct consequence is the shortage of DRAM memories, which are used in PCs and mobile phones, and since October 2025 we have seen how this market has skyrocketed in price. Betting everything on one segment has left the other dangerously neglected. Samsung will have new factories. According to indicate In Nikkei, Samsung plans to launch its fourth memory manufacturing plant in Pyeongtaek, South Korea, in 2026, although mass production will not begin until 2027 or later. Furthermore, not only memories will be manufactured in that plant. There is a fifth plant under construction on that same technology campus, but it will be dedicated to HBM chips and will not begin operating until at least 2028. The South Korean giant has another ace up its sleeve: the United States. HBM to power. SK Hynix is ​​the only one of the three that has a concrete supply improvement for 2026, because it has already started manufacturing HBM chips at its Cheongju plant in February. It is also accelerating construction of a plant in Yongin, near Seoul, with the goal of completing it by February 2027. Micron also asks for patience. Meanwhile, Micron, the American company, has the goal of starting production of HBM chips in Idaho and Singapore in 2027, and will build a factory in Hiroshima that will theoretically come into operation in 2028. It has also just purchased a plant in Taiwan from Powechip, but the chips that come out of it will not be available before the second half of 2027. This is not enough. The consulting firm Counterpoint Reserach estimates that in order to resolve the current DRAM crisis, an industry-wide production increase of 12% annually until 2027 would be required. However, current plans add up to a growth of 7.5%, which makes it clear that these expansions by these three manufacturers are not enough. For Counterpoint analysts, the consequence is clear: the balance between supply and demand will not be normalized until 2028. SK Hynix is ​​already talking about supply limitations for AI chips could last until 2030, and the truth is that all the forecasts only confirm that this problem will still last for years. We consumers pay the price. Memory is an absolutely transversal product that is everywhere. 80-90% of current memory chips go to computers, mobile phones and servers, and the rest to cars and industrial equipment. The most direct impact is already in the mobile market entry-level: memory already represented 20% of the manufacturing bill for one of these smartphones, but that figure is expected to reach 40% by mid-2026. That gives manufacturers few (or no) options, which will impact that cost on the price of these devices. And so with everything. IDC esteem that mobile sales will fall by 13% in 2026 due to this circumstance. The danger of cycles. The memory industry has a history of cycles in which the rise and fall of memory prices is traditional. In 2023 there was a collapse in prices after post-pandemic demand for PCs faded. Several manufacturers recorded historic losses, and learned the lesson of overproducing to meet demand. Now that we need more production, manufacturers are being much more cautious when it comes to increasing their production or investing in new factories. For them, by the way, the crisis is going great: Samsung has earned in three months of 2026 what it earned in all of 2025. China to the rescue. Although South Korea and the United States dominate global memory production, there are several Chinese manufacturers that are gradually gaining relevance. YMTC and CXMT They have been growing significantly in production for some time and that is making now have a golden opportunity to gain market share over competitors that they seemed unattainable. Image | Liam Briese In Xataka | The situation with RAM prices is so desperate that there are already those who build their own memory at home

Samsung faces a very serious problem to surpass TSMC with its 2nm chips: the 60% curse

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When semiconductor manufacturers produce a chip wafer, some of those cores do not function properly. It’s normal. When they start a new lithographic node your performance per wafer usually has a wide room for improvementbut little by little, as engineers refine their integration processes, this parameter improves. A mature lithography can deliver very high performance to IC manufacturers, but a nascent technology can move in the orbit of 50% performance. Importantly, chipmakers need the per-wafer yield to be at least 60% to ensure node profitability and attract more customers. However, this figure is the minimum admissible. And in reality it must be much higher to optimize the competitiveness of photolithography from a commercial point of view. Currently TSMC and Samsung are manufacturing 2nm chipsbut according to the leaks the performance per wafer of its nodes is very different. And the South Korean company needs its 2nm node to be a success. The 1 and 2 nm nodes are crucial in the itinerary that Samsung has planned This reflection that Han Jong-hee, co-CEO of Samsung, made in mid-2025 express clearly At what point were you then? the largest company in South Korea: “First of all, I sincerely apologize that our stock performance has not met your expectations. Over the past year, our company has not responded appropriately to the rapidly evolving AI semiconductor market.” These words were addressed to his investors. Samsung needs to make its current best chip manufacturing technology a success A very important idea emerges from Jong-hee’s words: the competitiveness of your subsidiary specialized in the manufacturing of integrated circuits is essential for Samsung. Even so, problems were arising from several fronts. “Our technological advantage has been compromised in all of our businesses. It is difficult to see that efforts are being made to drive great innovations or take on new challenges. There are only attempts to maintain the status quo instead of generating disruptive changes,” said an internal statement written by Jay Y. Lee, the company’s president. In this scenario, Samsung needs its current best chip manufacturing technology, 2nm lithography, to be a success. And it’s in it. Integrated circuit producers do not typically make the per-wafer yield of their cutting-edge lithographs public, especially if it is relatively low. However, according to DigiTimes Asia Currently the performance of its 2nm nodes oscillates around 55%, so it is below the 60% threshold that we talked about a few lines above. For this company, it is essential to increase the yield per wafer of its 2nm lithography because with a yield of 55% the percentage of usable chips after advanced packaging probably ranges around 40%. To curl the curl, again according to DigiTimes Asiathe per-wafer performance of TSMC’s 2nm nodes ranges between 60 and 70%which places this Taiwanese company, which is Samsung’s biggest competitor and the leader of the chip manufacturing industryin a very favorable position when it comes to attracting new clients. If Samsung manages to raise the performance of its 2nm nodes above 60% during the coming months, it will put up a fight against TSMC. Otherwise you will suffer. Image | Generated by Xataka with Gemini More information | DigiTimes Asia In Xataka | We already know what the chips that will arrive until 2039 will be like. The machine that will allow them to be manufactured is close

TSMC and SK Hynix are suffocating Samsung. To defend itself, it is already preparing a brutal weapon: 1 nm chips

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Samsung Electronics has two major competitors in the semiconductor industry: TSMC and SK Hynix. The Taiwanese company TSMC leads the market for manufacturing integrated circuits for third parties with a share close to 70%, according to the consulting firm. TrendForce. Samsung is the second largest chip producer for third parties, although with a market share of 7.2% It is positioned very far from the leader of this industry. And the Chinese company SMIC (Semiconductor Manufacturing International Corp) is hot on his heels in third position with a share of 5.32%. Samsung’s other big business is memory chips. In this market it competes with the American company Micron Technology, but its biggest rival is the also South Korean company SK Hynix. In recent years, Samsung has led the DRAM memory integrated circuit manufacturing market with an approximate 40% share, while SK Hynix defended a very worthy 29%. Behind both was Micron Technology, with 26% approximately. However, during the first quarter of 2025 a very important setback occurred. SK Hynix controls none other than 70% of the market of HBM memory ICs (High Bandwidth Memory), so its leadership in this sector is overwhelming. If we look at the DRAM memory chips the figures are much more even, although SK Hynix also leads. TSMC and SK Hynix. SK Hynix and TSMC. These two competitors are two big headaches for Samsung, but the latter company seems unwilling to throw in the towel. Samsung plans to have its 1nm photolithography ready in 2030 In February 2025 the Taiwan Economic Daily published a report in which he assured that TSMC plans to develop a cutting-edge semiconductor plant that will be expressly designed to produce 1nm chips. It will be housed in the Taiwanese town of Tainan, and will be called ‘Fab 25’. It will work with 12-inch wafers, have six production lines and will begin large-scale manufacturing in 2030. It may seem like there is still a lot of time, but that is not the case. In fact, according to the newspaper Korea Economic DailySamsung is making efforts to step on the heels of TSMC. And, incidentally, surpass SK Hynix. Samsung’s future 1nm production lines will benefit from the refinements that the company is going to introduce to its 2nm nodes And Samsung engineers have already been working on their 1 nm photolithography for many months with the aim of concluding the research and development phase in 2030 to be able to start mass manufacturing in 2031. There is a lot at stakebut the development of this technology is by no means a piece of cake. In fact, this company is currently trying to optimize the performance of its 2nm nodes because its Exynos 2600 processor in smartphones Galaxy S26 and S26+ suffers when we compare its performance and energy efficiency with those of comparable chips manufactured by TSMC in its 3nm nodes. Be that as it may, Samsung’s future 1nm semiconductor production lines will benefit from the refinements that this company is going to introduce in its 2nm nodes. And, above all, they will take advantage of Fork Sheet technology with which its engineers seek to leave behind the limitations of Gate-All-Around technology (GAA). Fork Sheet It will allow them, roughly speaking, to dramatically optimize the space on 1nm chips by adding a non-conductive element between the transistors with one purpose: to eliminate empty spaces and pack a higher density of transistors on the same surface. It sounds really good. We will tell you more as soon as we have detailed information about this innovation. Image | Generated by Xataka with Gemini More information | Korea Economic Daily In Xataka | We already know what the chips that will arrive until 2039 will be like. The machine that will allow them to be manufactured is close

that of capturing talent in artificial intelligence and chips

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For Taiwan, its semiconductor industry is strategic for three fundamental reasons: it represents among 13% and 15% of the gross domestic product of the country; is the engine of its exports with a value close to 40% of the total; and, finally, the production of cutting-edge chips gives the country enormous relevance from a geostrategic point of view. For this reason, it is crucial for this Asian country that TSMC, UMC, Foxconn, MediaTek and its other large technology companies have the workforce they need. TSMC, the largest chip manufacturer on the planethunts for new talent year after year to satisfy its needs. During 2023 recruited 6,000 engineers for its facilities in Taiwan, and presumably this trend also continued in 2024 and 2025. And between 2026 and 2028 it will launch several semiconductor manufacturing plants in the US, Germany, Taiwan and Japan. Be that as it may, neither this company nor any other Taiwanese company linked to the development of integrated circuits and artificial intelligence (AI) can afford to lose human capital. And they are losing it. Taiwan investigates 100 cases in its “silent technology war” against China The Investigation Bureau of the Ministry of Justice of Taiwan is investigating 11 Chinese companies due to their possible involvement in recruiting talent in semiconductors, AI and other sectors linked to high-tech development, according to SCMP. Since 2020, the Government of Taiwan is dealing with 100 cases of possible talent theft in the field of engineering, and it is no coincidence. China has launched a huge talent search campaign in semiconductors and AI against the backdrop of its deep technological rivalry with the US. The 11 Chinese companies under investigation have been accused of illegally recruiting engineers The 11 Chinese companies that are being investigated by the Taiwanese Administration have been accused of illegally recruiting engineers by hiding their continental origin, creating front companies and establishing commercial operations in Taiwan without government approvalaccording to the Investigation Bureau of Taiwan’s Ministry of Justice. Abishur Prakash, a geopolitics expert at the Canadian consultancy ‘The Geopolitical Business’, maintains that: “This is a silent technological war compared to the noisy fight between the US and China (…) While the US focus usually lies on export controls or attracting foreign capital, the Chinese focus is on those critical pieces, such as talent, that will drive the next innovations in AI. Taiwan is fully aware of this.” One of the Chinese companies that are in Taiwan’s sights due to their possible involvement in talent theft is SMIC (Semiconductor Manufacturing International Corp), the largest Chinese semiconductor manufacturer with a global market share of about 5%. This company is the best asset that Xi Jinping’s Government currently has to sustain China’s technological development. Hua Hong Semiconductor and SMES (Semiconductor Manufacturing Electronics Shaoxing) are also two very important chip manufacturers, but the real spearhead of this gigantic Asian country in this industry is SMIC. This company is partially public and has, as expected, the support of the Chinese Government. Image | Generated by Xataka with Gemini More information | SCMP In Xataka | We already know what the chips that will arrive until 2039 will be like. The machine that will allow them to be manufactured is close

China says it has built its largest data center. And confirms that your problem is precisely in the chips

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China has just turned on its new technological pride in Shenzhen: an AI cluster with 14,000 petaflops built entirely with Huawei Ascend 910C chips. the city has presented it as the first scale computing center with 10,000 cards with completely national technology. It is an undeniable milestone, but if we give it context, an alarm signal and a dose of reality. Why is it important. The Shenzhen cluster, with all its rhetoric of technological sovereignty, represents about 1% of the capacity of the largest US data center in operation today. In other words: China has built, with great institutional effort, what OpenAI already had available to train GPT-4 in 2022. The gap is not a question of ambition (China has it) or capital (it also has it) or energy (of course, he also has it). It’s a chip issue. What are they capable of manufacturing and in what volume today. Between the lines. The Shenzhen government statement highlights energy efficiency metrics and occupancy rates of 92%. It’s really good data. But the selection of indicators (the cherry picking) says a lot so it is omitted: there are no direct comparisons with the clusters of NVIDIA H100 that colonize the data centers of Microsoft, Google or Amazon. Posting only what you have is also a way of not publishing what you lack. The context. At this point no one doubts that China does not lack electricity, not even engineersnor money to build large-scale AI infrastructure. What is still missing, despite the advances, are the chips. Export restrictions imposed by Trump They have cut off access to advanced semiconductors from NVIDIA and TSMCand that has forced China to accelerate its own ecosystem. Huawei has responded with the Ascend 910Ca capable chip but that still has performance limitations and, above all, volume production. If wafers were not in short supply, this data center would be a hundred times larger. Yes, but. Can China close that four-year gap before it gets even bigger? The answer depends almost entirely on how much its domestic semiconductor industry manages to scale, and whether or not Western sanctions manage to stifle that process. At the moment, in Shenzhen they are celebrating an achievement as undeniable as it turns out that in the eyes of Silicon Valley they are still in 2022. Featured image | Huawei In Xataka | Memory prices have started to fall in some markets. There is still a long way to go to close the AI ​​crisis

First the PS5 rises in price by 100 euros and now the lack of chips forces Sony to stop selling SD and CFexpress cards in Japan

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Buying a computer, a mobile phone or a console is much more expensive today than it was a couple of years ago and the voracious appetite of data centers is to blame for this component crisis: RAM has become more expensivemore of the same for NAND storage (and therefore, of SSDs) and already threatens even to the batteries. And consumer electronics manufacturers are making moves to avoid swallowing the price rise resulting from this imbalance between supply and demand. If we talk about gaming, a couple of days ago Sony threw a bucket of cold water on those who expected its latest console to drop in price over time because it has been the opposite: The PS5 will go up 100 euros in April. But it is not Sony’s only drastic measure: in Japan have announced that stop selling storage cards. When you see your neighbor’s beard cut… NAND memory chip shortage is wreaking havoc If you have tried to buy a memory card in recent months, you will have already realized that prices have gone up a lot for that common little device that we use for photography, gaming or the Raspberry Pi (which also its price has skyrocketed due to the component crisis). Well, Sony has gone one step further and has indefinitely suspended the acceptance of orders for almost all of its line of CFexpress Type A, Type B and SD cardswhether for authorized distributors or those who buy from the Sony Store. The brief Sony Japan statement is blunt: “Due to the global shortage of semiconductors (memory) and other factors, it is expected that supply will not be meet the demand for CFexpress and SD memory cards in the near future. Therefore, we have decided to temporarily suspend the receipt of orders from our authorized dealers and customers in the Sony store from March 27, 2026. As for the resumption of accepting orders, we will study it based on the supply situation and will announce it separately on the product information page.” It is no longer just the temporary suspension, it is that there is no return date and the reality is that the medium-term future looks bleak: it does not seem that this shortage of components will be resolved in the coming months. In fact, the conflict between the United States, Israel and Iran It is bringing other consequences beyond the rise in fuel prices: helium shortageessential in cooling operations in chip manufacturing It is true that this statement is restricted only to Japanbut the shortage is not exclusive to the Asian country: a quick search for SD in the Sony Store in Spain It returns just four models, one moderately affordable 64GB and then three others of 128GB, 256GB and 512GB that cost around 300 euros. One of the most affected models are the TOUGH cards used in professional photography and the entry-level SD cards. What you can buy today on the Sony website About a month ago the CEO of Phison, one of the major suppliers of controllers for SSDs and memory cards, he already warned: If the situation does not improve, this shortage may end the closure of consumer electronics companies completely in 2026. In Xataka | Not content with bursting demand and prices for RAM, AI is already targeting another victim: batteries In Xataka | The current generation of consoles was supposed to be “weak” and the games were expensive. Well: nothing has stopped the PS5 Cover | Xataka

Taiwan produces 90% of the world’s advanced chips. Its natural gas reserves last exactly 12 days

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In global energy markets, alarm bells do not always ring loudly; Sometimes all you have to do is watch where the boats are sailing. While the West observes the already known Third Gulf War With a mixture of horror and remoteness, Asia is suffering the direct impact. The colossal Ras Laffan facility in Qatar—which processes about a fifth of global liquefied natural gas (LNG)— has suffered damage by 17% of its infrastructure after the Iranian attacks. 12 days. At the exact center of the geopolitical target is Taiwan. The island has a practical monopoly on the world’s most advanced chips, but its “silicon shield” hangs by an extremely fragile logistical thread: an energy supply chain whose legal security threshold requires a minimum of just 11 to 12 days of natural gas reserves. The fatal panorama in Asia. Asia is on the front line of this fuel crisis as it buys more than 80% of the crude oil that transits through the blocked Strait of Hormuz. The nations of the region have had to quickly dust off the survival manuals of the COVID-19 era. Philippines has become the first country in declaring a state of “national energy emergency”, warning of an imminent danger and turning to coal to reduce costs. In South Korea, the government has asked its citizens Take shorter showers, use public transportation, and avoid charging your phones at night. Sri Lanka declared on Wednesdays as a holiday to save fuel, and in Thailand, officials have received the order to take off their suits, use the stairs and telework. china from chill. However, the contrast with China it’s abysmal. While its neighbors panic, the Asian giant observes the chaos coldly. Five years ago, Xi Jinping ordered to secure the country’s “energy rice bowl.” Today, thanks to a massive accumulation of sanctioned crude oil (bought cheaply from Russia or Iran), the shielding of renewables and a vehicle park where electric cars are the majority, China has built an invisible Great Wall that isolates it from fossil volatility. A trade war against the clock. This hydrocarbon drought not only turns off the lights, but paralyzes the industry. According to Commonwealth Magazinethe petrochemical and plastics sector has been the first major victim. The giant Formosa Petrochemical has had to issue force majeure notices after running out of raw materials, and prices of key materials such as ABS (used in car parts) have soared by up to 50%. At a logistical level, a trade war has broken out ruthless battle between Europe and Asia to seize the few available LNG shipments. Spot prices in Asia have doubled, and ships originally sailing to Spain or France are diverting their course to the Pacific in the face of more lucrative offers. In this Darwinian scenario, South Asia is acting as the global “shock absorber”: price-sensitive countries, such as Pakistan or Bangladesh, cannot compete and are forced to destroy demand or paralyze industries, leaving gas available for the giants that can afford it. To mitigate the blow on their own streets, governments like Japan They plan to inject billions in subsidies, while Taiwan has committed to absorb 60% of the increase in crude oil prices. Taiwan’s “Achilles heel” and the check on chips. If there is a critical point in this crisis, It is the island of Taiwan. In 2025, Taiwan relied on imports to meet 95% of its energy needs, including more than 99% of its oil and natural gas demand. Before the war, it received more than 38% of its annual natural gas supply and approximately 70% of its crude oil from the Middle East. The structural problem is time. While nations like South Korea have the capacity to store gas for 52 days and Japan for three weeks, Taiwan is walking on the wire. As pointed out Bloombergis an almost non-existent room for maneuver for an island where electricity generation based on natural gas has expanded to almost 48%. An immediate buffer. To avoid collapse in the short term, the Taiwanese Ministry of Economy has acted quickly with a checkbook. Minister Kung Ming-hsin has confirmed that supply planning is already covered for March, April and May, and they have even secured half of their replacement agreements for the month of June. Away from the imminent blackout, the island’s reserves have managed to remain above the safety threshold of 12 days since the fighting broke out. However, this short-term patch does not turn off the alarms. The real danger lurks in the summer, when high temperatures historically trigger electricity demand. A prolonged blackout: global chaos. The semiconductor sector contributes around 20% of Taiwan’s GDP. Taiwan Semiconductor Manufacturing Company (TSMC), which produces about 90% of the chips most advanced in the world (vital for AI and military technology), alone consumes approximately 9% of all electricity on the island. But gas is not the only missing input; Added to this is the disruption in the supply of secretive but vital raw materials such as bromine and helium (a third of which is processed in Qatar). The experts They warn that if the interruption of helium exceeds 14 days, the chip production lines will go into technical stoppage. With summer just around the corner and electricity demand about to skyrocket, the island operates at its limit. The pressure is so immense that the historically reluctant Taiwanese government is already openly debating the reactivation of nuclear energy, recognizing that the explosive growth in electricity demand linked to the development of Artificial Intelligence is changing all the rules of the energy game. The geopolitical board: opportunism and contradictions. Beijing has not been slow to intervene. Taking advantage of the panic, the Chinese government has thrown a poisoned lifeline. According to Chen Binhua, spokesperson for China’s Taiwan Affairs Office, collected in South China Morning Postthe Asian giant offered the island a stable, abundant and cheap energy supply in exchange for accepting “peaceful reunification.” Taipei’s response was blunt: Vice Minister of Economy, Ho Chin-tsang, rejected the offer, calling it “cognitive … Read more

China needs to manufacture cutting-edge chips to challenge the US for global supremacy. To achieve this it has two “Manhattan projects”

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China is putting everything on the table. You have no choice. Either it develops its own cutting-edge semiconductor manufacturing technology or it will lose its fight for world supremacy with the US. Without 100% Chinese advanced chips its military capacity, the development of its models of artificial intelligence (AI) and the competitiveness of its technology companies will suffer in the medium term. Huawei and SMIC are making advanced integrated circuits, but they 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 capacity to develop cutting-edge photolithography equipment, such as YesCarrierShanghai Yuliangsheng, Shanghai Micro Electronics Equipment (SMEE), Huawei or SMIC. However, its most compelling commitment has taken the form of two extraordinarily ambitious projects that seek to put the capacity to produce cutting-edge semiconductors in China’s hands before the end of the current decade. Shenzhen Hybrid SVU Machine Exactly one year ago, in March 2025, it was leaked that Huawei was testing the first extreme ultraviolet (EUV) photolithography equipment designed and manufactured entirely in China. Over the last twelve months information about this machine has been arriving very slowly, but currently we know enough to take this project very seriously. Its purpose is to place in the hands of Chinese integrated circuit manufacturers the possibility of producing highly integrated chips without using ASML equipment. However, unlike the EUV machines of this company from the Netherlands, the prototype of the project led by Huawei It uses an LDP (laser induced discharge) type ultraviolet light source, and not an LPP (laser generated plasma) class. On paper the LDP source is capable of generating UVE light with a wavelength of 13.5 nmso this Chinese prototype should be able to compete head-to-head with ASML’s UVE photolithography machines. The LDP radiation source is less powerful and simpler to implement than an LPP source, although it has been leaked that the Harbin Institute of Technology, which is located in northeastern China, is testing a 100 watt LPP source. The Changchun Institute of Optics, Mechanics and Physics appears to be able to manufacture the mirrors required for an EUV machine using atomic polishing techniques The most interesting thing about this project is that, if we stick to what we know, it seems to have shaped a hybrid photolithography machine which combines solutions developed by China by reverse engineering ASML’s deep ultraviolet photolithography (UVP) equipment in its possession and innovations devised by Chinese research centers. The Changchun Institute of Optics, Mechanics and Physics appears to be able to manufacture the mirrors required for an EUV machine using atomic polishing techniques with performance close to that of the mirrors produced by ZEISS for ASML. On the other hand, Tsinghua University has recently presented advances in polyteluoxane photoresists designed specifically for interact with the wavelength of 13.5 nm. Furthermore, Xuzhou B&C Chemical, which is one of the leading photoresist materials manufacturers in China, anticipates that in at most five years will have the capacity to produce large-scale advanced KrF photoresists (Krypton Fluoride) and ArF (Argon Fluoride). Be that as it may, the leaks maintain that the first test integrated circuits will be produced by this machine in 2028so that large-scale manufacturing will begin no later than 2030. Tsinghua University’s SSMB-UVE project continues to advance Each of ASML’s UVE machines incorporates its own ultraviolet light source, but Tsinghua University and the Chinese Academy of Sciences seek to generate this radiation, which is so important for produce advanced chips using a synchrotronwhich is nothing more than a circular particle accelerator that is used to analyze the properties of matter at the atomic level, such as various types of materials, or even proteins. It’s called HEPS (High Energy Photon Source o High Energy Photon Source). China’s plan is to place several semiconductor manufacturing plants around the particle accelerator to which the synchrotron will deliver the SVU light. SSMB-UVEwhich is the name of this project, comes from the English name Steady-State Micro-Bunching-UVEwhich we can translate as Microclustering in steady state for the generation of UVE radiation. A priori we may think that a particle accelerator has nothing to do with the manufacturing of integrated circuits, but we would be overlooking something very important: the HEPS synchrotron has the capacity 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 several semiconductor manufacturing plants around the particle accelerator to which the synchrotron will deliver EUV light in the same way a power plant delivers electricity to its customers. The leaks ensure that this project has already completed the verification phases of the particle beams, although in principle nothing seems to indicate that this synchrotron will be able to be used to produce large-scale integrated circuits in the short term. Presumably the Shenzhen hybrid EUV machine will be ready before the SSMB-UVE project, but the path of the latter, if it finally comes to fruition, it will be much longer because it aspires to put a next-generation UVE radiation source in China’s hands. Image | Generated by Xataka with Gemini In Xataka | TSMC acknowledges that it has considered taking its factories out of Taiwan. It’s impossible for a good reason. In Xataka | The looming bottleneck in AI is neither RAM nor gas: it’s that TSMC’s N3 node is absolutely saturated

The most unexpected blow of the Iran war is not the price of oil. It’s the one with the chips

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The Strait of Hormuz does not manufacture semiconductors or host data centers. However, its closure effective March 4 threatens to destabilize the heart of the global technology economy. Taiwan, which through TSMC manufactures around 90% of the world’s most advanced semiconductors, runs on imported energy, and a large part of it flowed through that strait. The connection between a conflict in the Middle East and the price of a GPU It is not metaphorical. It is totally physical. Why is it important. What Trump has described as a “minor excursion” began on February 28 as a military intervention against the Iranian leadership and has led to the almost total closure of the passage that connects the Persian Gulf with the Indian Ocean. 20% of the world’s natural gas and 25% of the global oil usually pass through there. Now, practically nothing happens. Between the lines. The problem for the chip industry is not oil, but two much less visible resources: The LNG. The Middle East supplies 37% of the fuel that powers the Taiwanese electrical grid, and that electricity is what TSMC’s factories consume with an energy hunger that demands continuous supply. And helium, which is even more delicate: it is essential in the process of photolithography and has no viable substitute. Taiwan only has LNG reserves for 11 days without external imports. South Korea has 52; Japan, three weeks. The contrast. South Korea and Japan have been building energy security buffers for years precisely because they know how much they depend on abroad. Taiwan, on the other hand, has historically prioritized cost over resilience: its LNG storage capacity is much lower than that of its neighbors, and that is now taking its toll. It’s not just a matter of reserve days. The thing is that Samsung and SK Hynix operate in a country with more robust emergency infrastructure, while TSMC, the company on which practically the entire global technological ecosystem depends, turns out to be the most exposed of all. Yes, but. Companies are not sitting idly by: TSMC has secured LNG supplies until mid-May. As for helium, Australia and the United States have the capacity to partially compensate for Qatar’s decline. Morgan Stanley estimates that several additional shipments are already heading to the islandalthough Taiwan has probably paid a notable premium for them. That premium will most likely translate into a price increase. The big question. The real risk is not the immediate cut, but how long this lasts. Consumers expecting GPUs for gaming They will be the last in line. In Xataka | Chinese airlines are the only ones still flying over Russia. And that is why they are the winners of the Iran crisis Featured image | Xataka

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