chips

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

The US hardened their restrictions for Nvidia chips not to reach China. So they are sweeping the black market

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A few days ago Nvidia got what It seemed impossible: That the US government allowed you to sell your H20 GPU very soon to Chinese clients. It was an important turn in the Trump administration policy, which since April had raised his restrictions. Despite the hardness of the sanctions, the plan has had lagoons, according to an investigation of the Financial Times. What happened. The Financial Times has accessed sales contracts, to presentations of companies already involved in the industry and has drawn a conclusion: three months after Trump harden the export control, chips worth $ 1 billion were sent to China. In context, it is a huge figure, if one takes into account that Nvidia entered 17,000 million last year. The process began in May according to the Financial Times, when Chinese distributors began marketing GPU on which restrictions on data centers that work with Chinese Laboratories of AI weigh. The investigation points to something that the US already suspected: Many chips enter from Southeast Asia They are not any chips. The investigation reveals that Chinese AI companies are managing to acquire the GPU B200 of Nvidia, a beast that It already has a successorbut that is a candy to train models. And it promised multiply by four The performance of the desired H100 in MLPERF 4.1. The investigation also mentions the sale of other chips on which export controls weigh, such as the aforementioned GPU H100 and its successor, the H200. The price of a Rack Of eight B200 ready to use is approximately $ 489,000, and has dropped in price since they arrived in China in May. The difference with the sale that is authorized? An extra 50%. Publication in social networks announcing the sale of ASUS H200 racks. Image: Financial Times Nvidia’s position. The company has maintained a defense position to remain in China these months, and it is that this market supposed 13% of its global income. Jensen Huang has been praising the Chinese models of AI At a complicated moment for the company, in need of strengthening its complicity among Chinese companies while just selling chips. In full Dilemma for the US to sell or not sellHuang has placed the power of Huawei’s solutions at the height of the H200. A path full of difficulties. As Nvidia told Financial Times, buying chips clandestine is not something that allows expected yields. Mounting a data center with the GPUs is not just a process of installing parts, but about giving them service and support, something that the company does not supply to chips sold outside authorized channels. According to an operator of a data center, the export control does not prevent NVIDIA chips from reaching China, and what it does is create inefficiencies and “huge profits for intermediaries that assume risks.” Even so, a distributor recognized that “there is no shortage.” The effect of relaxation with H20. With the announcement of the permission to the marketing of the H20 to China, the sales of the B200 and other chips marketed in the black market have fallen, according to several distributors. The reasons are not clear, but buying Nvidia guarantees the aforementioned support as well as a more competitive price. Despite this, there are Chinese distributors announcing stock of the B300, which is not yet manufactured in mass. Image | Nvidia and Flickr In Xataka | The US machinery to win the “war” of AI to China is already underway. And it goes faster than expected

Openai has invested billions in chips. His only problem is that he has forgotten something important: cables

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While Openai designs increasingly complex models and promises cities size data centers, a much more terrestrial reality threatens to stop the advance: the electrical infrastructure is not ready for what is coming. At the beginning of the year. Sam Altman (OpenAI CEO) promised, together with Oracle and SoftBank, an investment of 500,000 million dollars in AI infrastructure Under the name Stargate. The announcement, Made at the White House with President Trumphe talked about building 10 gigawatts of data centers on American soil by 2029. However, the start has been slower than expected. According to The Wall Street Journalnot a single formal contract with SoftBank has not been signed, and the first center, in Ohio, is still in the evaluation phase. Meanwhile, Openai has advanced on his own, expanding his alliance with Oracle to develop 4.5 more gigawatts, adding more than 5 GW under construction, As the company itself has reported. A big problem behind. This does not only affect Openai, rather the entire AI sector since no investment or quantity of GPUS can solve the true bottleneck of the sector alone: the electricity grid. As Le Monde explainedtraining models such as GPT-4 consumes dozens of gigawatts -hora, but the real challenge is in the “inference”, that is, in daily use. Each consultation to a model like Chatgpt implies complex calculations that consume energy every second. From the International Energy Agency (IEA), It was warned That the global electricity consumption of data centers could double before 2030, exceeding 945 TWH, more than all Japan today. And there the paradox appears: we can generate more energy, but we have no how to move it. In other words, high voltage lines, transformers, substations, adequate land, permits, technicians are missing. It’s like wanting to fill a city with bottled water, but without having pipes. The project continues. In a last statementOpenai has affirmed that its expansion with Oracle is already creating tens of thousands of jobs in Texas and that the objective of the 10 gigawatts is on its way to being surpassed thanks to new alliances. The Stargate I site, in Abilene, has already begun to operate with NVIDIA GB200 chips. However, As the Wall Street Journal has detailed, Disagreements with SoftBank persist on where to build, how to finance and how to connect data centers to electrical networks that are already saturated. Sam Altman recognized the challenge in an internal memorandum cited by axios: “The thirst for computer science is beginning to tension the supply chain and demands some real creativity.” Other paths: atomic energy. Faced with these limitations, technological giants are looking for solutions outside the traditional electrical system. The answer, for many, is in a surprising return: nuclear energy. Goal has signed a 20 -year contract with Constellation Energy to supply part of its data centers from a nuclear plant in Illinois. Google and Amazon They have also opted for small modular reactors (SMR). Microsoft, meanwhile, will reopen a closed nuclear power plant since 2019exclusively to support your AI infrastructure. Nvidia has not been left behind. In 2024, it invested 650 million dollars in Terrapower, the company founded by Bill Gates that is building the first Natriat reactor, a fourth generation machine that, According to their developersIt will generate electricity by half of the cost of a conventional reactor. The project, which takes place in Wyoming, has a Spanish participation: the public company sees the reactor cover. Without cables, there is no ia. Meanwhile, the number of users continues to grow. Chatgpt reached 800 million active users in April, According to Altman cited in axios. Each of them generates requests, questions, images, instructions, and all that consumes energy. According to Le Mondetasks as simple as writing an email can be more than 7% of a complete mobile phone charge. And generating an image consumes even more. Elon Musk says his company XAI already operates with 230,000 GPUS, and expects 550,000 more. The AI does not rest, but the cables that feed do not supply. Artificial intelligence promises to change the world, but before it will have to face something more basic than any algorithm: the physical laws of electrical systems. There is no needless. There are no servers without energy. And there is no energy without cables. Image | Pexels Xataka | The AI is opening the doors of a radical revolution on the Internet: that we can all create apps without knowing

The TSMC factory in Arizona is going well, although its chips are more expensive than those of Taiwan

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Lisa her, the general director of AMD, He has just confirmed what we suspect since the beginning of this year: semiconductors that It is already manufacturing The new TSMC plant in Phoenix (Arizona) are Between 5 and 20% more expensive that the comparable integrated circuits produced in Taiwan. AMD will receive its first chips manufactured in this plant at the end of 2025, and given the increase in costs with all likelihood its market price It will be taller than that of semiconductors from Taiwan. Even so, Smooth his He maintains that the existence of this factory in the US is good news for all, for companies and users, because it contributes to the diversification of the supply of the chips and the strengthening of the distribution chain. According to histhanks to this plant and those that will arrive in the future will be more difficult for it to occur again A semiconductor crisis As serious as the one that triggered the Covid-19 pandemic between 2020 and 2023. Despite all the performance of the TSMC factory in Arizona it is high According to financial journalist Walter BloombergTSMC will increase the price of integrated circuits produced by 30% in the US to compensate for the costs triggered by tariffs on the production equipment of imported chips from Europe and Japan. Of course, the Government led by Donald Trump has not yet revealed how the import tariffs of photolithography machines used by TSMC, Intel or Samsung plants in the US will affect the importation tariffs. N4 and N4P lithographs are part of the TSMC Finfet Integration Technologies Family In mid -April 2024 CC Wei, the executive who at that time held the reins of TSMC, advance that the increase in costs derived from the manufacture of integrated avant -garde circuits in the plants that the company has outside of Taiwan It would be assumed by both TSMC and its customers: “If my client wants to manufacture in a specific area (out of Taiwan) then TSMC and the client himself will have to share the increase in costs (…) We are already discussing it with our customers.” Whatever it is beyond the costs linked to the production of chips in the US, The TSMC factory in Arizona is fine. This plant is manufacturing semiconductors in the N4 node (5 Nm). Lithographs N4 and N4P are part of the TSMC Finfet integration technologies family, although on paper the N4P process is a bit more refined. In any case, the plant we are talking about will not be the only one that this company will have in Arizona. The second factory will be operational in 2028 and will produce integrated circuits in N3 (3 Nm) and N2 (2 Nm) nodes. And finally, the third factory will not be listed at all until the end of this decade and It will produce chips in the node N2 (2 nm). TSMC can manufacture integrated 2 nm circuits In its US plants, although the Taiwanese administration will cauture the use of this technology in the country led by Donald Trump. “Private companies must make their own commercial decisions covered in their own technological progress (…) TSMC is building factories in the US with the purpose of serving their US clients because 60% of the world’s chip designer companies are based precisely in the US.” These words of Jw KuoMinister of Economic Affairs of Taiwan, are a declaration of intentions. It will be interesting to verify how the relationship of the US and Taiwan governments in the future prosper. Image | TSMC More information | SCMP In Xataka | The US confesses its worst nightmare: if China invades taiwan and controls TSMC the US economy will go to pique

Openai and Oracle prepare a brutal data center with 2 million chips for ia

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The plan ‘Stargate’ It is the great bet of the government led by Donald Trump to keep the US at the head of development in artificial intelligence (AI). When this project was made public on January 22, it hit the economic endowment that would make it possible: nothing less than 500,000 million dollars. This money will leave the coffers of the Japanese investment group SoftBank; of those of OpenAI, the creators of Chatgpt; of those of Oracle, and, finally, it will also be provided by the investment firm Emiraratí MGX. These companies will support the construction during the next four years of an advanced network of data centers that will house the high performance computing infrastructure necessary to sustain US leadership in the AI field. The spearhead of these facilities is already being built in Texas (USA), in a town called Abilene. And it is colossal. In fact, this first data center of the ‘Stargate’ project will bring together, According to OpenAimore than two million chips for ia. 4.5 GW Dan for a lot When the US government announced to Bombo y S pay this plan left a great question open: how did he plan to solve the supply of electricity required by the new facilities? Large data centers for AI consume a lot of electricity, which has caused Some technology have opted for investing in nuclear centrals to guarantee the supply of electricity that these facilities require. Oracle began to install the first ‘racks’ with NVIDIA B200 platform servers in June At the moment this question is not completely resolved. And it is not because the ‘Stargate’ infrastructure should be completely ready before President Trump’s current mandate expires, and a new nuclear power plant can hardly come into operation in four years. Even so, Openai and Oracle have formalized A few hours ago they have reached an agreement to build the necessary infrastructure to Deliver additional 4.5 GW to your data centers. Interestingly, SoftBank does not participate in the financing of this expansion, although, as I mentioned a few lines above, it does in the ‘Stargate’ project. According to OpenAia part of the gigantic Abilene data center is already in operation. In fact, Oracle began installing the first racks With platform servers B200 of NVIDIA In June. It is surprising that in just six months a part of this installation is already active, but it is important that we do not overlook that the Abilene data center seeks to demonstrate that the ‘Stargate’ plan is viable within the deadline that those responsible have promised. Anyway, in this equation there is another unknown that also has a lot to say: China. “We hope that China significantly increase its investments in AI and semiconductors in response to the US domain in AI,” CBM consultancy analysts foresee. It makes sense. These two great powers world supremacy are being disputedso it is understandable that each significant step that give one of the two Receive a more or less overwhelming answer from the other. We can be sure that 2025 will be an even more agitated year than 2024 in the geopolitical and technological fields, so we will be attentive to the steps that US and China will surely give. Image | Christina Morillo More information | OpenAI In Xataka | Huawei attacks Nvidia positions in China: he wants to have dominant hardware in inference processes in AI

Nvidia cannot sell her most powerful chips to China for sanctions. So you have found a plan B: Risc-V

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Nvidia has announced that Its CUDA platform will be compatible with RISC-V processors. He has done so during the Risc-V Summit in China and the chosen place is not accidental: this announcement clearly points to the Chinese market. For the first time, the technology that allows applications to communicate with the NVIDIA GPUs will be extended beyond ARM and X86, towards an open source architecture. Why is it important. CUDA It is the software that operates the Nvidia’s ecosystem. Without a CUDA, the GPU would lose much of their parallel calculation apacities. That Nvidia opens this technology to RISC-V It means that processors based on this open architecture can now serve as the main CPU in NVIDIA GPU systems. The background. The announcement, in addition to making in China, comes while China is accelerating its efforts to reduce its dependence of western processors. Nvidia can’t sell your most powerful models GB200 and GB300 to China for US sanctions, so in this way finds a way to maintain relevant Cuda in the Chinese market. Between the lines. There is a lot of geopolitical strategy in this decision: NVIDIA has been integrating RISC-V nuclei for years into its own GPU for low-level control tasks. Now it makes the jump to support RISC-V as the main processor. And that responds to a reality: if China is going to develop its own processors using open architectures, Nvidia wants to be there from the beginning. In detail. The configuration shown by NVIDIA shows a heterogeneous system: The GPU handles parallel loads. The RISC-V processor executes the CUDA controllers and the application logic. And a DPU manages network tasks. This architecture allows you to orchestrate GPU computations completely within the CUDA environment, something impossible so far with RISC-V. Deepen. Historically, Nvidia has behaved Cuda to each important architecture: X86, ARM, PowerPC and even Sparc de Sun. The company understands that it must be present from the first day on any platform that can take off in the business sector. With a value already exceeding 4 billion dollarsNvidia can afford to bet on all promising architectures. And now the movement positions RISC-V as a viable alternative for future designs of AI processors and high performance computing. If the stars align, other manufacturers could follow the example of Nvidia. And that would accelerate the adoption of RISC-V in data centers beyond China. Outstanding image | Wikimedia Commons In Xataka | On his way to the authentic quantum supremacy, China has set an objective: a “real” quantum computer before 2030

The US is throwing blows to China. Many of them are fitting the European chips giant ASML

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ASML It is going well, but it could go much better. This Dutch company is the most important photolithography equipment manufacturer on the planet. And it is because it is the only one that can offer its customers the machines of extreme ultraviolet lithography (UVE) that are necessary to MANUFACTE INTEGRATED VANGUARD CIRCUITS. Even so, during the last three years this company is constantly undergoing all types of fluctuations. In fact, in the last hours his actions They have dropped to 7.1% Due to the threat that the very likely US tariffs represent the importation of foreign lithography equipment. And also to the uncertainty that looms over the growth of ASML In full struggle between China and the USA. Christophe Fouquet, the general director of this company, has the obligation to defend the interests of his company. And currently the tension held by the US and China does not make it easy. The sanctions that They have deployed US and the Netherlands They prevent Asml selling Your most advanced lithography teams To its Chinese clients. And neither can some maintenance and after -sales services services provide. In 2022 the sales of this company in China amounted to 2.9 billion euros, which represented 13.8% of its annual sales. At that time Taiwan was a more important market for Asml than China. However, in 2024 the country led by Xi Jinping was consolidated as The largest market for ASML with total sales of 10.2 billion euros. Asml’s rebellion Christophe Fouquet has removed the growth forecast that he and the board of directors of this company had set by 2026. This movement has contributed, as I mentioned a few lines above, to the fall of ASML’s actions. Anyway, it is understandable that this executive has taken this path: “We continue to observe a growing uncertainty promoted by macroeconomic and geopolitical events,” He has declared Fouquet In a statement. “Although we continue to prepare to grow in 2026, we cannot confirm it yet.” The evolution experienced by the actions of this company supports its prudence. In fact, 33% have fallen during the last year. This behavior is anomalous in a company that not only leads the market of photolithography equipment; In addition, it is the only one that markets UVE machines. At the end of last March Christophe Fouquet declared that he was convinced that the US would continue to put pressure on his partners to even more harden the sanctions that seek to stop the development of the Chinese industry of the integrated circuits. “Although we continue to prepare to grow in 2026, we cannot confirm it yet” However, Fouquet’s statements did not end here. He also defended that Europe “should decide for itself what you want” and “should not be dictated by anyone else.” Otherwise, He warnedleading European companies in strategic technologies, among which are ASML, could consider moving outside the old continent. His tone reflected a certain degree of helplessness, but in practice his company would be very difficult to relocate out of Europe. Anyway one of the figures in which we have repaired a few lines above gives us a very accurate track about how A ASML is dealing with prohibitions from the US and endorsed by the Government of the Netherlands that They could greatly degrade your business. As we have seen, in 2024 China was consolidated as its largest market. This success is because Chinese manufacturers of integrated circuits have bought A ASML many suitable photolithography equipment to produce mature semiconductors. On the other hand, currently TSMC, Intel, Samsung, Globalfoundries, Micron Technology and Sk Hynix are well building new chip manufacturing plants, they are well expanding some of those they have in operation. In any case, they all have something in common: they are buying the UVE and UVP equipment of ASML. And, in addition, TSMC, Intel and Samsung presumably will acquire for the next three years a large number of UVE Machines of Haute Opening. It is evident that even in the complicated current situation It is difficult to lie to ASML. At the moment his business in China endures, and will continue to do it at least until the moment when Chinese manufacturers of lithography equipment have their own UVE machines. Image | ASML More information | SCMP In Xataka | Japan wants to recover leadership as a manufacturer of lithography equipment. And he has a plan to end the Asml monopoly

Japan is reconquesting at full speed the chips industry. He has just manufactured his first 2 nm transistor

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Rapidus corporation It has just officialized A very important achievement: it has successfully manufactured its first 2 nm transist. It is very unusual for a company based just three years ago already stepping on the heels to the three giants of the semiconductor production industry: TSMC, Intel and Samsung. These companies plan to start Large scale manufacturing of 2 nm chips During the second semester of 2025, and, although Rapidus is not yet ready to manufacture this type of integrated circuits, the speed with which it is reaching intimidated milestones. This last company is with Tokyo Electron and JSR Corporation the best option in Japan for recover relevance which he had in the semiconductor industry in the 80 They monopolized in 1988 Nothing less than 50% of the chips industry. However, today none of these companies is positioned among the leaders of a sector dominated with iron fist by Taiwanese, American, Chinese, South Korean and German companies. Rapidus is fulfilling its promises one by one The latest generation semiconductor production plant that this company has put up in northern Japan, in the city of Chitose (Hokkaido), started the wafer processing tests in a pilot line. The directive plan of this factory is to start large -scale production of 2 Nm semiconductors in 2027, and is perfectly credible. In fact, the milestone that has just announced invites us to anticipate that they could even manufacture these chips massively before the end of 2026, although it is only a conjecture. Rapidus is a very young company. It was founded on August 10, 2022 by the Japanese government with an initial capital of 7,346 million yen (Something less than 46 million euros) contributed by, and here comes the interesting, Sony, Toyota, Nec, Softbank, Kioxia, Denso, Nippon Telegraph and MUFG Bank. The initial capital invested in the constitution of this company is not very bulky, but there is no doubt that the companies that participate in it They have an indisputable relevance in the sectors of technology, automotive and telecommunications. The purpose of Rapidus is to tune an automated production line that will be specialized in the manufacture of 2 Nm chips for AI applications The relevance of this organization, in any case, lies in the role entrusted to him by the government currently led by Shigeru ishiba. And, as I mentioned a few lines above, this is the company with which Japan aspires to recover competitiveness in the semiconductor manufacturing industry that had three decades ago. Its economy is at stake. In fact, this Asian country began to deploy its strategy to reinforce its integrated circuit industry more than two years ago, so the first results begin to see the light. What is causing the new Rapidus factory to monopolize the looks of the semiconductor sector is that, According to Atsuyoshi Koikewhich is the president of the company, will be completely automated. Its purpose is to resort to robots and artificial intelligence (AI) to set up An automated production line which will be specialized in the manufacture of 2 Nm chips for AI applications. Its plan consists, in short, to produce integrated circuits faster, with a lower and more quality cost. To manufacture these semiconductors, equipment of extreme ultraviolet lithography (UVE) produced by the Dutch company ASML, and practically all manufacturing processes are automatic. However, the tests of test and validation, interconnection and packaging of the chips are still largely carried out manually in most manufacturing plants. According to Rapidus, its automation technology of all these processes will allow you to reduce the delivery time of your chips by 66% compared to the times they usually offer TSMC and Samsung. More information | Nikkei Asia In Xataka | Japan takes the initiative with nuclear fusion and sets an extremely ambitious date: the 2030s In Xataka | Japan has taken the carrier to dominate the chips industry. Prepare a 325,000 million dollar plan

Intel pull the towel with the chips for ia. Its general director acknowledges that Nvidia’s advantage is insurmountable

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“I think it is too late for us (to achieve the position of Nvidia in the field of artificial intelligence), Although we have other opportunities in this market (…) twenty or thirty years ago we were leaders. Now the world has changed. We are not among the ten main semiconductor companies. We have to be humble. “These words of Lip-Bu Tan, the Director General of Intel, have been collected by The Oregonian And they are aimed at company employees in a clear attempt to expose what challenges they face. The challenges with Those who are dealing Intel They exceed the other challenges that he has faced during his more than half a century of history. The leadership that has sustained for decades in the manufacturing industry of integrated circuits is in the hands of The Taiwanese company TSMC Since the mid -2000s. In addition, the stagnation during the last years of the PC market and the slowness with which Intel has participated in the AI industry have placed it in a very compromised position. In July 2024, the company that at that time led Pat Gelsinger gave a tremendous batacazo in the stock market. Their actions fell 30% in a few days and stabilized in the value they had in 2011. In addition, Intel lost $ 1.6 billion During the second quarter of 2024 and its year -on -year income fell by 1%. These circumstances triggered a crisis that still persists. Today China is a crucial support for Intel. Dram memories will be tomorrow Shortly after his arrival It was leaked that lip-bu so He planned to launch a new cut of the Intel template in a clear attempt to reduce their operating expenses, among which personnel costs or marketing expenses are counted. The figure that the company shuffled on this occasion amounted to 20% of its workforce, which in practice implied to dispense with approximately 20,000 workers. These people join the more than 15,000 employees of which Intel has dispensed with during the last months of 2024. In addition, since June 18 and throughout the month of July they will be forced to leave their jobs Between 8,000 and 10,900 workers Of the factories that this company has spread throughout the planet. However, presumably the most affected plant will be the largest of all: that of Oregon (USA). It is evident that Intel is going through a very difficult stage, although he still has some solid pillars to hold on. One of them is China. During the fiscal year of 2024, 29% of Intel’s turnover came from China, compared to the 24% of the US This Asian country is the largest market in which Intel is present. During the fiscal year of 2024 29% of its turnover He came from Chinacompared to 24% of the US. And is that of the 53,100 million dollars that This company entered Last year no less than 15,400 million arrived from China. These figures reflect very clearly how important the country led by Xi Jinping for Intel is. And also how sensitive it is to the geopolitical context. An important part of the Intel business is supported by the commercialization of relatively old integrated circuits that come from their mature lithography nodes. They are not at all avant -garde semiconductors, but they are still necessary. At the current tension situation between the US and China for this last country These mature integrated circuits are crucial. Chinese chip designers and manufacturers are capable of supply your own market With the mature chips needed by appliances, telecommunications or cars equipment, among other industries. However, many users, research centers and universities in China continue to use software for X86 and X86-64 processors, so at the moment they cannot do without the CPUs designed to execute it. Intel is currently benefiting from this need, although he is preparing another bet. An a priori accurate bet. And this American company has founded the Japanese investment group SoftBank A company specialized in the design and manufacture of memory chips. His name is Saimemory and he was born expressly to compete from you to you with SK Hynix, Samsung and Micron Technology. Your plan consists in developing A new type of dram memory Stacked high from some patents prepared by Intel and several Japanese research centers, among which is the University of Tokyo. Intel and Softbank have proposed to complete the development of a prototype and evaluate its viability from a technical point of view by 2027. Image | Intel More information | The Oregonian In Xataka | Intel has confirmed that the 20A node will be skipped to reduce expenses. The 18A node will enter production in 2025

The United States is convinced that the Chinese army already uses its chips for ia. Nvidia has a different opinion

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The CEO of Nvidia, Jensen Huang, recently granted An interview to the CNN medium, where he could speak without capujos about the current context of his company, about Nvidia’s position in the AI racethe benefits of this technology, and other relevant topics of current affairs. In addition, he has also provided his opinion about The commercial war with China and restrictions, as well as the possible use of American technology in Chinese military terrain. Chips for the Chinese army. The United States has shown concerns in the past about whether advanced Nvidia chips would be used by the Chinese army. Those concerns gave rise to The restrictions of chips A100 and H100. Despite this, There are indications that the chips would also be reaching the Chinese army. Nvidia is not worried. Huang It has subtracted importance To Washington’s concerns about the military use of its artificial intelligence chips by China, arguing that the Chinese army cannot depend on American technology that can end up being restricted at any time. Their statements come while the company promises to resume sales of Its H20 processors to the Chinese market and days after meeting with President Donald Trump in the White House. Huang’s position against Washington. In the interview, the manager defended that “we do not have to worry” about the military use of American technology in China, since “they simply cannot trust it.” His argument is that Beijing will avoid depending on US components due to the risk of future limitations. Huang added that China already has “a lot of computing capacity” and does not need Nvidia chips to develop its military capabilities. The restriccions have hit Nvidia. US administrations have maintained export controls on the most advanced semiconductors for fear of strengthening Chinese military capacities. These measures, applied in a bipartisan manner, have cost Nvidia billions of dollars in potential revenues. According to the company, restrictions made them lose approximately about 15,000 million dollars in sales After the latest restrictions imposed by the Trump administration to prohibit their chips to China. The company affirms which also had to amortize 5,500 million in inventory. Between Washington and Beijing. It is clear that the company is making extraordinary efforts to maintain a balance between Washington and Beijing. His CEO openly criticizes control policies, arguing that They are counterproductive For American technological leadership. His thesis is that for the United States to maintain its dominant position in AI, American technology must be available globally, included in China, where half of the world’s developers are located. American senators They have warned him specifically that avoids meeting with companies linked to the Chinese army or intelligence organizations during your visit to Beijing. Meanwhile, Nvidia faces Huawei’s growing competition and other Chinese chip manufacturers, although the country’s technology companies continue to demand their processors due to their platform CUDA. And now what. Nvidia has announced that you will request licenses for Resume Sales of the H20 Chip to Chinawith the US government ensuring that it will grant them soon. The company has also developed a new processor specifically designed to comply with current regulations: the RTX Pro GPU, which is part of the architecture Blackwell and is completely adapted to export controls. China represents 13% of the total income of Nvidiaabout 17,000 million dollars, which explains why Huang maintains its favorable speech towards the Chinese market while sailing among the geopolitical pressures of both countries. The H20 chip had been developed specifically for the Chinese market after the restrictions of the late 2023, becoming the most powerful product legally available until its effective prohibition in April. Cover image | Nvidia In Xataka | The Nvidia’s supercomputer costs millions of dollars. And to work we use a switch with three kilometers of cable

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