chips

The divorce of China and Nvidia is a fact. The Xi Jinping government no longer recommends Chinese chips: it demands them

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China is touring a path that has no going back. US sanctions and their allies prevent Chinese companies and public institutions that are dedicated to the development of models of artificial intelligence (AI) access the most advanced GPUs that design NVIDIA, AMD or brains, among other Western alignment companies. And in these circumstances the government led by Xi Jinping only has one option: minimize China’s dependence of technologies from abroad. In early October 2024 The administration arrived To the companies of Chinese a recommendation in which it asked them to use chips produced in China as much as possible. Ten months later, According to SCMPthis recommendation has become a demand. And it is that the Chinese government is already forcing data centers that belong to the State throughout the country to use at least 50% of Chinese integrated circuits on its servers. This scenario clearly favors a company: Huawei. Huawei has a unique opportunity, but also a monumental challenge Huawei invests more than $ 25,000 million annually in The development of your hardware for AIso presumably it will not take long to match the benefits of the GPUs produced by NVIDIA or AMD. His most ambitious proposal right now is the chip Ascend 910dwho seeks to overcome the performance of the GPU NVIDIA H100. However, this Chinese company has also recently presented its chip Ascend 920a solution that is clearly destined to occupy in the Chinese market the gaps that it will leave The H20 GPU of Nvidia. This proposal will enter large -scale production during the second half of 2025 using 6 NM integration technology that have presumably developed elbow with Huawei elbow and SMIC (Semiconductor manufacturing international corp). Nevertheless, Huawei faces a huge challenge that probably in the short term it will prevent you from satisfying the demand for chips for Ia from the Chinese market. In the middle of last June Jeffrey Kessler, the Undersecretary of Commerce for Industry and Security of the US Department of Commerce, He made this statement In Congress: “Our evaluation indicates that the production capacity of Huawei Ascend “Our evaluation indicates that the production capacity of Huawei Ascend by 2025 will be 200,000 units or less, and we foresee that the majority or all of that production will be delivered to companies within China.” This prediction about the production capacity of avant -garde chips for Huawei is sustained on an irrefutable fact: the mate of the integration technologies used by the Chinese manufacturer of SMIC semiconductors to produce the Huawei GPUs has a very wide margin of improvement. SMIC already has the ability to manufacture 6 Nm integrated circuits, and soon it can also produce 5 Nm semiconductors, but is limited by the performance of the deep ultraviolet lithography equipment (UVP) you have in your possession. It is meritorious that SMIC and HUAWEI engineers have managed to refine their integrated circuit manufacturing processes what is necessary to produce 5, 6 and 7 nm chips With ASML UVP teams, but a priori it is very unlikely that with these machines they will be able to go beyond the 3 Nm. And it is because the technique of Multiple patterningwhich is what they are using, imposes important limitations. A note: 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. His problem is that he usually has an upward impact on the cost of chips and the decline in production capacity. For Huawei it is a big problem not to have the necessary technology to produce avant -garde semiconductors comparable to those who manufacture Intel, TSMC or Samsung, so it is working on the development of its own team of extreme ultraviolet photolithography (UVE). More information | SCMP In Xataka | Nvidia has to deal with the absolute distrust of several US legislators. His plan in China is in danger In Xataka | The US wants to end the chips for the Chinese that are sold abroad. And China knows how to defend oneself

The US wants China to become addicted to Nvidia chips. His problem is that his greatest rival is not for the work

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The administration led by Donald Trump has realized that her predecessor and herself have made a very serious mistake. SANCTION PACKAGES that have deployed during the last three years To prevent China from doing with the most advanced semiconductor manufacturing equipment, and also with avant -garde chips for artificial intelligence (AI), have forced the Government of Xi Jinping to become independent of foreign technologies. The Chinese industry of the integrated circuits has advanced a lot during the last five years, and will surely continue to do so. It is very likely that in 2026 Chinese manufacturers have their own extreme ultraviolet lithography equipment (UVE). And currently Huawei, Moore Threads and other Chinese companies have GPU for some scenarios They compete with the Nvidia and AMD chips. The independence of the Chinese semiconductor industry is underway. The best output given this juncture for the US is none other than to deliver to China in a controlled way advanced chips for AI, but less powerful than the most capable that design Nvidia, AMD or brains. In this way this Asian country may relax a bit its ambition for development and independence. This is exactly what the Trump administration is doing by allowing Nvidia to give back to its Chinese clients Your GPU for IA H20as Chris Miller holdsthe author of ‘The chips war’in his Newsletter. China is getting out of Nvidia The future of Nvidia in China is largely in the hands of the administration of the cyberspace of China, known as CAC for its English denomination (Cyberspace Administration of China). This institution is the main Internet regulatory body in China and is thoroughly investigating NVIDIA H20 GPU Because it suspects that this chip could incorporate a back door of difficult location by Chinese experts. If so, the possibility of China to use this GPU could be possible. 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 to which he faces in China. There is a lot at stake. If the final resolution of the CAC turns out to be unfavorable with all probability NVIDIA will lose a good part of the income currently obtained in this country. The Chinese government is urging Chinese companies that are dedicated to the development of large models of the use in their Chinese chip servers However, this is not all. Whatever the CAC verdict is a fact that 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. In this scenario their best bazas are now Huawei and Moore Threads. The first of these companies 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 overcoming the performance of the chips A100 and H100 of Nvidia. His most ambitious proposal right now is the chip Ascend 910dwhich seeks to overcome the performance of the H100 GPU. However, this Chinese company has also recently presented its chip Ascend 920a solution that is clearly destined to occupy in the Chinese market The H20 GPU space. This proposal will enter large -scale production during the second half of 2025 using 6 NM integration technology that have presumably developed elbow with Huawei elbow and SMIC. On the other hand, Moore Threads He has developed several GPU for AI applications that, on paper, rivaize some of the advanced solutions that have placed in the Nvidia, AMD or Huawei market. The MTT S4000 and MTT S3000 cards are its most interesting proposals right now, although, curiously, in its porpholio the MTT S80 card, a proposal for games and content creation that, according to Moore Threads itself, has a 14.4 TFLOPS calculation capacity also appears in Floating Coma operations of simple precision. It doesn’t impress, but it’s not bad at all. Image | Gage Skidmore | Wikipedia More information | Financial Times In Xataka | Ten Chinese companies in Chips and IA have allied with a common goal: to put an end to the domain of Nvidia

Nvidia and AMD can sell their chips from AI to China. The amazing thing is that to achieve this they will give the US a slice of 15%

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Nvidia and AMD have agreed to yield to the United States a part of the income from the sale of certain AI chips in China. This pact unlocks the export of these components to the Asian country after months of uncertainty, but does so with that unusual consideration. The context. The US government It has been for years imposing all kinds of prohibitions to Chips exports and advanced technology from AI to China. The goal has always been avoid that the Asian giant could compete. The shot has come absolutely for the cylinder headand the advance of Chinese AI models –As Deepseek– And chips –Like Huawei– They show that this tactic has not worked. Nvidia and its H20 chips. To try to avoid those vetoes, Nvidia He developed his H20 chip with the intention of meeting the requirements of the US government – not selling its most advanced chips – and thus continuing to obtain income in China. They didn’t even solve the problem, and the US government prohibited the sale of that chip in the Asian country. A dilemma that also involved AMD. US has faced for months A apparently impossible dilemma: to sell Hardware from AI to China, or that of not selling it to him and that they develop them. AMD was also in identical situationabsolutely blocked to be able to sell their chips from AI to China, which meant a colossal problem for their global income, which are nourished with force of sales in China. Solution: Give me my slice. What has unlocked all this scenario has been, of course, money. In an unprecedented agreement revealed In Financial Timesthe US government will allow NVIDIA and AMD MI308 to export to China, but 15% of the revenues of these sales will go to the United States government coffers. Jensen Huang had already notified. The CEO of Nvidia, Jensen Huan, already warned that the blocking of the sale of its chips in China could cause A reduction of 15,000 million dollars In your income this year. The Asian giant represents 13% of the total income of Nvidia, but The sanctions They threatened the survival of this company (and AMD) in that country. A successful meeting. According to FT, the US Department of Commerce began to issue export licenses for the H20 Chips on Friday, two days after the NVIDIA CEO met with the US President Donald Trump. That meeting seems to have been the definitive After the theoretical initial agreement that both had reached less than a month ago. This had never happened. This “Quid Pro quo” is not preceded, FT analysts stand out, who point out that no US company had previously agreed to pay part of their income to obtain export licenses for their products. Even so, the pact follows the dictatorial position of President Trump, which In addition to its badly called reciprocal tariffs Does not to demand that companies manufacture the chips used in products that are sold there in the US, such as iPhone. The forecasts. According to analysts of the consultant Bersntein, Nvidia would have sold about 1.5 million H20 chips in China without exports controls. That would have meant revenues of about 23,000 million dollars, but now that figure is probably lower. Even so, it is expected that Chinese companies make great orders of both the Nvidia and AMD chips. A worrying precedent. Meanwhile, certain experts criticize this type of agreement. Liza Tobin, of the Jamestown Foundation, commented on how “Beijing must be gloating to see how Washington converts export licenses into sources of income. What will be the next one? Let Lockheed Martin sell F-35 to China in exchange for a 15 %commission?”. Image | Nvidia | Dominic Kurniawan In Xataka | China’s first avant -garde lithography machine is not the biggest US problem. They will be the other two that are on their way

The chips war is not over and the US is about to declare another one to China: that of the screens

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In the holder of this article we do not exaggerate the least. The US Congress is pressing the Pentagon to officially include BOE, China’s biggest screens manufacturerin the list of Companies with narrow links with the Chinese army. However, this is not all. And as Chris Miller, the author of the very recommended essay book explains ‘The chips war’in Your new newsletterthe administration led by Donald Trump wants the screens used by American technology companies to be manufactured in the US. This strategy is exactly the same as the government has already launched within the semiconductor industry. And with great success. After all, TSMC, Intel, Samsung and other companies that are dedicated to the production of integrated circuits They are building new plants in the US To dodge the Trump administration tariffs, among other reasons. This Howard Lutnick’s statementthe Secretary of Commerce, clearly expresses what the US government has: “We need to have chips and need to have screens. We need these objects to be manufactured in the United States.” The screens are a critical component for China and the US armies The decisions that the US government will take in all likelihood with the double purpose of minimizing its current dependence on Chinese manufacturers and reinforcing the local screens manufacturing industry will be held on several pillars. The most obvious is that LCD and Oled panels are indispensable in a huge amount of electronic products and other items, such as mobile phones, tablets, televisions, cars, monitors, smartwatchesetc. An interesting note: BOE is one of Apple OLED matric suppliers. In the current geopolitical scenario it would not be surprising at all that the Trump administration penalize in the short or medium term with high tariffs the import to the US of LCD and OLED panels. However, before doing so, industrial fabric must reinforce within its own borders to offer electronic products manufacturers Alternatives of American origin to the screens from abroad. This probable measure It will not only affect BOE, TCL and other Chinese panel manufacturers; It will also have a direct impact on Japanese companies, and, above all, South Korean that produce these matrices, such as Samsung or LG. The largest shareholder of BOE is a state entity, and, in addition, 47% of its Chengdú factory belongs to several organizations backed by the State So far I have mentioned BOE three times in this article, and I have done it because this Chinese company is being very closely observed by the US administration. In fact, and this is another pillar of the strategy in which the US government is working, According to Chris Miller This company is being intensely subsidized by the Chinese State. Boe’s biggest shareholder is a state entity, and, in addition, 47% of its new Chengdú factory It belongs to several organizations that are directly supported by the State. The South Korean government You are also supporting subsidies To the Samsung and LG subsidiaries that manufacture screens, but so far it has never been done almost half of the property of a latest generation production plant. Miller holds that BOE has ties with the Chinese armyalthough it does not know if they are deeper than those with other Chinese technology companies. Who do seem clear that this link is intense They are some American congressmen. Otherwise they would not press the Pentagon to include BOE in his “blacklist.” If this request Prospera Boe could be excluded from the US market in the same way that at the end of the last decade Huawei and Zte were sanctioned. Curiously, According to BOE itselfglobal sales of screens for military use amounted to 1,330 million dollars in 2024. It is a modest figure if we keep in mind that this sector globally invoiced more than 156,000 million dollars last year. Even so, for Chinese and American armies the screens are critical components, just like chips. In fact, the US Department of Defense buys avant -garde screens, and, in addition, has expressly funded The development of next -generation visualization technologies. Image | Xataka More information | Chris Miller’s Newsletter In Xataka | China is ready to get fully into the OLED TV market and put South Korea against the ropes

David Reber Jr., CSO of Nvidia, on the remote off buttons in AI chips

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What if an artificial intelligence chip could not come on if it is in the wrong place? That is the idea that begins to circulate strongly in Washington: demand that last generation GPUs include mechanisms that prevent its initialization If they have been diverted from their authorized destiny. The logic behind this proposal is simple – at least on paper -: If a chip cannot start, it cannot be used. But the involvement is much deeper. It is no secret that the United States wants to avoid at all costs that this technology ends up promoting Chinese arms development, and some legislators believe that control must be integrated directly into hardware. In that context, Nvidia, one of the main global manufacturers, has raised the voice. “They don’t have it. They won’t have it”: Nvidia’s official position The answer was swift. David reber Jr., Security Director of Nvidia, published a blunt message: “Our GPU does not have safety switches. And they should not have them. ”Reber defends that integrating such mechanisms into the hardware would be a strategic error, a risk of self -security and a direct threat to global confidence in American technology. “Permanently integrating a ‘Kill Switch’ into a chip is something completely different: a structural failure outside the user control and an invitation open to disaster. It is like buying a car and that the concessionaire is left with the remote control of the hand brake, in case one day you decide that you should not drive. That is not a sensible policy. It is an overreaction that would irreversibly damage the national interests and national security of the United States. It is not an improvised position. For Nvidia, opening the door to remote control functions is equivalent to creating permanent vulnerability, a weak point that could be exploited by hostile actors. The context is key to understanding the movement of Nvidia. During the last fiscal year, China represented 13% of company’s income, about 17,000 million dollars. However, those numbers are at stake. The successive US administrations have hardening chips export restrictions such as H100 either A100alleging national security motifs. Even so, Those chips continue to arrive in Chinamany times through unauthorized channels. And before that scenario, there are those who believe that the only way to cut the root problem is to introduce control at the silicon level. One of the proper names behind the most radical proposal is Bill FosterDemocratic congressman by Illinois and former particle. He is not a newcomer to the hardware world: he designed chips during his scientific stage and now leads a legislative proposal that I am looking formpon new technical requirements for manufacturers. Last May 6, Foster declared that his intention was Require US regulators the implementation of systems that allow tracking chips and avoiding their implementation if they do not have the corresponding export license. The bill was formally presented on May 15. Although remote deactivation does not explicitly mention, it raises the “implementation of chips safety mechanisms” as a way to detect cases of smuggling or improper use of advanced circuits. A law that does not say everything, but it hints almost everything THE PROJECT TEXT It does not come into technical details about how each mechanism should work, but it does mark a clear direction. It states that the chips covered by law – that is, those subject to export licenses— They must include “security mechanisms” able to help detect cases of smuggling or improper use. In addition, it requires that these systems cannot be deactivated or easily altered. The ambiguity of the text opens margin for interpretations, but makes clear an intention: that the control stops depending only on customs and begins to be integrated into the silicon itself. In any case, Nvidia’s position is not simple. On the one hand, it must comply with the restrictions imposed by the United States. On the other, he knows that losing the Chinese market would be a huge blow. Recently, H20 export was approved as part of a commercial agreement. However, its arrival to the Chinese market It has not materialized as expected: There are delays associated with obtaining licenses and the bureaucratic authorization process. While in the US it is discussed how to control the fate of the chips, China continues to advance in the opposite direction: develop their own. The objective is clear and not new: reduce the technological dependence of the West, especially in critical components such as GPUs. But one thing is the long -term strategy and another the current reality. And the reality is that China, for the moment, continues to need Nvidia chips, especially in full global career for artificial intelligence. Images | Nvidia (1, 2, 3) | Xataka with Gemini 2.5 Flash In Xataka | Ten Chinese companies in Chips and IA have allied with a common goal: to put an end to the domain of Nvidia

The US believes to have the definitive solution to prevent its avant -garde chips for China

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Despite the efforts you are making The US government to avoid itthe avant -garde GPU for artificial intelligence (AI) that produce nvidia, AMD or brains They continue to arrive in China. Controlling secondary markets and parallel import routes is extremely difficult, especially when they run through countries such as India, Malaysia or Singapore, in which The US action It is very limited. This is the reason why, According to Bloombergthe US Department of Commerce, which is responsible for regulating exports, is considering starting an unpublished strategy. This measure will consist, if it finally comes to fruition, to introduce the technology necessary to allow them to be tracked at all times. A priori would be a form of geolocation that would identify where each integrated circuit resides during its journey once it leaves the semiconductor factory. This strategy raises technical challenges Michael Kratsios, the director of the Office of Scientific and Technological Policy of the White House and one of those responsible for the US government’s action plan for the development of AI, has confirmed that are considering the possibility of introducing tracking solutions both implemented in the hardware and software itself: “We are discussing what software or physical changes could be introduced into the chips themselves to improve the tracking of their location.” The constant tracking by GPS is not practical in this scenario of use, according to Kratsios himself The US administration is determined to protect its current leadership in the development of hardware for AI as the adoption of this technology accelerates throughout the planet. However, implement the solution proposed by Kratsios and other White House advisors It implies important technical challenges. Constant tracking by GPS is not practical in this scenario of use, According to Kratsios himselfso a possible solution is to introduce in each chip the logic necessary to confirm its location periodically. In this way, external networks can be reduced. The problem is that this design increases the complexity of the logic of each chip and can presumably impact its performance, which would penalize its productivity in the calculation centers. In addition, the cost of each GPU will increase and hackers They could find new ways to violate the safety of these chips by resorting to possible weaknesses of tracking logic. All probability to Nvidia, AMD, Intel and other designers and chips manufacturers for this measure will not like them. They will hardly introduce a logic that will make them more vulnerable and make them more vulnerable. His problem is that so far in this area the US government has adopted a little conciliatory position. And it does not seem that your attitude will change. Image | Nvidia More information | Bloomberg In Xataka | The US will not be able to contain the technological development of China. Experts from the chips industry forecast it

Industrial espionage is threatening the largest chips manufacturer on the planet: TSMC

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It is no secret: espionage is very present in The semiconductor industry. It is in other sectors and we can be sure that a strategic industry such as integrated circuits It is not at all immune to him. On this occasion “the victim” is the Taiwanese company TSMC, The largest integrated circuit manufacturer of the planet. And, curiously, this plot of industrial espionage does not arrive at any time. And this company is about to start the large -scale manufacture of chips using its most advanced integration technology: The 2 Nm. What we know at the moment is that, According to Reutersthe Taiwanese authorities have arrested three TSMC employees because they have allegedly stole commercial secrets of this company. As we can expect, behind this detention is TSMC itself, as He has revealed The Taiwan Superior Prosecutor’s Office in a statement. According to Nikkei Asiathose responsible for this company have realized that two employees and a former employee have been made with critical information about the photolithography of 2 Nm of TSMC. This information is very valuable. In fact, it could be used by a competitor to optimize its own semiconductor manufacturing processes. The research has not yet determined whether this stolen information has reached another company, but United Daily News ensures that researchers have registered the offices of the Japanese company Tokyo Electron. At the moment this last signature has not confirmed or denied anything. Other industrial espionage frames that have given much to talk Our next protagonist is Asml. This Dutch company is the only one that is currently capable of manufacturing teams of extreme ultraviolet photolithography (UVE) that are necessary to produce avant -garde chips. At the end of 2023 Peter Wennink, the then general director of ASML, confirmed that a Chinese origin employee had abandoned the company in 2022 after being recruited by Huawei with the purpose of revealing this Chinese company secrets of the Dutch firm that a priori could compromise their business. According to the Dutch medium, Russia has something important in its favor: it has spies inside Asml This event was so serious that those responsible for ASML decided to include it in their 2022 annual report and Wennink was forced to Give explanations In a meeting with investors. According to this executive, the information stolen by the former Chinese employee It was partial. In fact, he described it as “one piece in a puzzle whose box is not in your power.” This Wennink statement rightly reflects The titanic complexity that have the most advanced lithography equipment produced by ASML. At the end of last year this company starred in another plot of espionage. Again as “victim.” The Government led by Vladimir Putin intends to have a prototype of UVE lithography equipment capable of manufacturing 130 Nm chips ready in 2026. And in 2028 another similar one trained to produce integrated 7 nm circuits. A priori it is difficult to believe it, but, according to the Dutch medium USRussia has something important in your favor: it has spies within ASML. Like China. In fact, one of them, a former employee of Russian origin, He has been arrested and is accused of stealing critical commercial secrets. The last plot of industrial espionage that I propose that we review is starring the South Korean company SK Hynix and the Chinese company Huawei. In mid -April 2024 a former employee of Chinese sk Hynix origin It was stopped at a South Korean airport when he was about to enter the country. The accusation that was cernia about it was very serious: it was suspected of having stolen confidential information about semiconductor manufacturing processes Used by SK Hynix to give it to Huawei. This employee decided to print 3,000 pages of technical documents, and that movement gave it away because it aroused suspicion immediately within the company. He faces 18 years in prison. Image | TSMC More information | Reuters | Nikkei Asia In Xataka | South Korea fears US reprisals. To avoid their old lithography equipment, they take dust on a warehouse

Taiwan urgently needs talent for its chips industry. Surprisingly he is looking for it in summer camps

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TSMC, The biggest chips manufacturer on the planethe goes hunting again year after year to be able to meet his needs. During 2023 recruited 6,000 engineers For its Taiwan facilities, and presumably this trend also remained for 2024. And between 2025 and 2028 it will start Several semiconductor manufacturing plants In the US, Germany, Taiwan and Japan. TSMC is one of the most successful companies in this sector, but with all probability other chips designers and manufacturers will also need to strengthen their templates. Anyway, for Taiwan, its semiconductor industry is strategic for three fundamental reasons: it represents between 13% and 15% of the gross domestic product from the country; It is the engine of its exports with a close value to 40% of the total; And finally, the production of avant -garde chips gives the country a huge relevance from a geostrategic point of view. For this reason for this Asian country it is crucial that TSMC, UMC, Foxconn, MediaTek and its other large technology companies have the workforce they need. One of the strategies that are using some Taiwanese companies or with important businesses in Taiwan to recruit young talent is summer camps and university courses. Its purpose is to capture young people who have the right skills, although, curiously, some of these camps are held abroad for a reason for weight: The birth rate in Taiwan It goes down while, as we have seen, Taiwanese companies that are dedicated to semiconductors need to constantly increase their templates. In Europe, 100,000 more engineers are needed The Taiwanese government supports this strategy. It is fully aware that its main semiconductor companies, especially TSMC and UMC, need a constant supply of well -trained engineers to support their growth. Its current demand cannot be filled only with Taiwanese students, which has led to the NTU (Taiwan National University) to implement A global degree program in semiconductors that precisely seeks to attract foreign students. In Germany a third of the technicians who have developed their work career in the chips industry will retire throughout the next decade In any case, the Taiwan integrated circuit industry is not at all the only one that needs to recruit new talent. During the next five years the global semiconductor industry will need to incorporate nothing less than One million qualified workers. This prognosis is no elucubration; It comes from SEMIan international organization that watches over the interests of the electronics industries and integrated circuits. According to their forecasts Europe will face a deficit of 100,000 engineers, and Asia will need 200,000 qualified technicians. These a priori figures may seem exaggerated, but they are not at all if we consider that for 2024 the chips industry grew by 19.1% compared to 2023 thanks to the demand for GPUs for artificial intelligence (AI) and consumer electronic products, as well as to the expansion of 5G communications throughout the planet and the development of the car market. In 2024 the global semiconductor industry invoiced 627.6 billion dollars. The problem facing semiconductor companies, According to semiis that as many people with technical profile are not being formed in universities as they will need in the short and medium term. In addition, many of the most experienced engineers are retiring or will do so before 2030. As a button shows: in the US a third of employees of integrated circuit companies You have 55 years or more. And in Germany a third of the technicians who have developed their work career in the chips industry will retire throughout the next decade. However, there is another challenge that also compromises the future of these companies: the next batch of engineers will have to have advanced skills in AI and Automatic learning. Image | TSMC More information | Reuters In Xataka | We already know what the chips that will arrive until 2039 will be. The machine that will manufacture them is close

The strongest Chinese companies in Chips and IA have created a historical alliance

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The future of Nvidia in China is increasingly uncertain. The suspicions of the administration of the Chibespace of China about The safety of your GPU H20 for artificial intelligence (AI) force this company to convince the Chinese government that their chips are reliable. However, this is not the only challenge that Nvidia faces in the country led by Xi Jinping. And it is that a good part of the most relevant Chinese companies in the semiconductor industries and AI have allied to encourage the adoption of chips for the Chinese. During the last fiscal year, which expired on January 26, 2025, China represented approximately 13% of total income of the company led by Jensen Huang with a figure of about 17,000 million dollars. In practice, this Asian country is the third best client of this company only behind the US and Taiwan. In fact, according to TrainingView At the beginning of 2025 Nvidia had a fee in the Chinese chip market for no less than 95%. However, during the last weeks it has dropped to 50%. This abrupt decrease is largely due to the export restrictions of chips for the The US government has imposedalthough it is also caused by the development of competition within China. And, to curl the curl, Stepfun, 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. For Nvidia it is increasingly difficult to sustain its position in China The Chinese government is urging Chinese companies that are dedicated to the development of large models of the use in their servers integrated circuits of Chinese origin. The alliance for innovation in the model-chips ecosystem, which is what is called the organization that the Chinese companies that I have mentioned a few lines have constituted, 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 beginning 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. Nvidia has in its favor the massive implantation of CUDA, but the panorama is already beginning to change 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, so it is evident that he knows well what he has in hand. 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. The cards MTT S4000 and MTT S3000 They are its most interesting proposals right now, although, curiously, in its porpholio the MTT S80 card also appears, a proposal for games and content creation that, according to Moore Threads itself, has a calculation capacity of 14.4 Tflops in single -precision floating coma operations. It doesn’t impress, but it’s not bad at all. However, this company has something else: a software package with which the domain of CUDA seeks to break. Muse calls itis compatible with the range of MTT cards that I have mentioned a few lines above 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, transferring it so that it can be executed on the cards for Moore Threads. It is difficult to predict what reception the hardware and software of this company will have in your country of origin, but there is no doubt that it is worth following the track. Image | Moore Threads More information | SCMP In Xataka | AI is the best thing that is happening to nuclear fusion. It is already accelerating the construction of Iter

The Samsung chips manufacturing subsidiary walks on the tightrope. Tesla will save her from collapse

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Samsung has reached an agreement with Tesla. An important agreement. According to Bloombergthese two companies have signed a commitment that will run until 2033 and for which the subsidiary specialized in the manufacture of integrated circuits of this South Korean company will produce for Tesla chips for a value of 16.5 billion dollars in its Texas plant (USA). Not bad at all, especially if we are in mind that Samsung urgently needs that its semiconductor division Increase your presence in the market. Jay Y. Lee, the president of this company, sent in the middle of last March An internal statement in which it synthesizes with great precision what this company faces: “Our technological advantage has been compromised in all our businesses. It is difficult to see that efforts are being made to boost great innovations or assume new challenges. There are only attempts to maintain the status quo instead of generating disruptive changes. “ The Samsung subsidiary specialized in the manufacture of semiconductors is largely the company’s engine, and to recover health it is essential that its competitiveness increases. However, to carry it out it is necessary that its integration technology of 2 nm pelee from you to you both with the equivalent lithography of Intel, and, above all, with that of TSMC. However, Samsung’s starting point is favorable. And it is because He has been working in which it is undoubtedly The most important photolithography in its history. The 2 nm are crucial Samsung has led for more than three decades the industry of integrated dram circuits, but the rise of the artificial intelligence (AI) has triggered something that just two or three years ago would have seemed unthinkable: now it is also the South Korean SK Hynix the manufacturer of integrated memory circuits that LEADS THE HBM Chips Market so much (High Bandwidth Memory) that work side by side with the GPUs for the The one of the DRAM memories. Chips manufacturers need the candlestick performance of their avant -garde nodes to be at least 70% In current circumstances it is evident that Samsung needs to trace as soon as possible. And it seems that it is in it. At the beginning of 2025 several South Korean media anticipated that Large scale manufacturing of 2 nm chips It had already begun in the company’s South Korean plants. However, this does not mean that Samsung already has everything tied. Chips manufacturers need The performance by wafer of his avant -garde nodes is at least 70%and, according to the South Korean newspaper Munhwa Ilbothis company currently moves in the range of 40 to 50%. Even so, the Japanese chips designer for the preferred networks (PFN) and a South Korean company specialized in the design of neuronal processing units (NPU) They were already interested in early 2025 in which Samsung manufactured his designs in his new 2 nm node. There is no doubt that at the delicate moment this company is going through, having several agreements tied before its competitors initiate large -scale production with equivalent photolithographs is very important. However, this is not all. And is that just five months after that news the South Korean medium Chosunbizwhich in the matter of semiconductors does not usually give stitch without a thread, said Samsung I had already started the evidence In its 2 Nm node For Nvidia and Qualcomm. This test process does not guarantee that Samsung is finally going to manufacture integrated 2 Nm circuits for these two US companies, but their interest in the technology of this South Korean company is an oxygen ball. There is no doubt about that. Image | Samsung More information | Bloomberg In Xataka | This is the chips war: a former SK Hynix employee is suspected to deliver stolen technology to Huawei

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