chips

India will spend a fortune on having its own chips industry. The problem is not just money

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India has approved An investment of 18.2 billion dollars To develop ten semiconductor projects and thus create an entire chip industry from scratch. The country wants to reduce its dependence on imports and compete with powers such as Taiwan and United Statesbut the country will be necessary for more than money to execute its strategy. Ambition is disproportionate. India is one of the largest consumers of electronic devices in the world, but it does not practically No local chips industry. Its implementation in the semiconductors aims to create the entire supply chain, from the design to the manufacture, tests and packaging, in the region. The approved projects include two manufacturing plants of semiconductors and multiple test and packaging factories. The opportunity of India. The race began in 2022, when the United States restricted chips exports of advanced to China. This triggered a global competition for self -sufficiency in semiconductors, and for India was a golden opportunity to reduce imports and capture a greater share of the global market of electronic devices that moves away from China. Beyond money. Stephen Ezell, Vice President of Global Innovation Policy in Information Technology and Innovation Foundation, Explain which India needs “more than a few semiconductor factories.” The Executive explains that leading manufacturers “consider up to 500 different factors before investing billions in a plant”, including talent, fiscal policies, labor regulations, technological infrastructure and customs policies, areas in which India still has pending work. The Government changes strategy. New Delhi has modified its approach initial. In 2022 he focused only on advanced chips of 28 nanometers or less, but this did not help develop the nascent Indian industry. Now the government finances 50% of the costs of all manufacturing projects, regardless of the size of the chip, and also supports the test and packaging units. Star projects are already underway. The largest current project is the semiconductor manufacturing plant of 11,000 million dollars That Tata Electronics builds in Gujarat, in association with the Taiwanese Powerchip Semiconductor Manufacturing Corp. The installation will produce chips for energy management, screen controllers and microcontrollers that can be used in AI, automotive and data storage. Talent exists, but it is limited. India has a reserve of engineers who already work for global chips design companies since the 90s. However, Jayanth BR, recruiter with more than 15 years of experience in the sector, Explain that international companies only subcontract design validation work “at the block level” to India. The central design remains in the United States or Singapore. Intellectual property is the great challenge. Sajai Singh, partner of the Jsa Jsa Advocates & Requests, Point out that India must update its intellectual property laws and improve application mechanisms. “Our competition is with countries like the United States, Europe and Taiwan, which not only have solid Pi laws, but also a more consolidated ecosystem for chips design,” he explains. And now what. The next three or four years will be decisive for the objectives of semiconductors of India, according to Sujay Shetty, general director of semiconductors at PWC India. There are still factors that India must stop, since manufacturing plants require specific locations without flooding or vibrations, with reliable road connections and suppliers of specialized chemicals that meet standards of ultraralta purity. India is still far from producing 2 nanometers avant -garde chips, but could find its niche in assembly and semiconductor tests, a sector with lower capital requirements and better margins. Cover image | Brian Kostiuk and Naveed Ahmed In Xataka | The undisputed winner of the aggressive competition of TSMC, Intel and Samsung is a European company: ASML

The measure is much more restrictive than with H20 chips

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The administration of the cyberspace of China (CAC) has ordered To the main technological companies of the country, including Bytedance and Alibaba, to stop buying and testing the Nvidia artificial intelligence chips specifically designed for the Chinese market. This is another episode in the arduous Commercial War between the United States and Chinaa hardening caused by Beijing’s strategy to reduce its dependence on American technology. What happened. The Chinese regulator has banned the purchase of the RTX PRO 6000D, the most recent Nvidia chip adapted to the local market, forcing companies to cancel their orders and stop the evidence that had already begun. According to Financial Timesseveral companies had expressed their intention to acquire tens of thousands of units before receiving the approval from the government. Why now. Chinese regulators have concluded that semiconductors developed by national companies Like Huawei and change They already reach comparable performance or superior to the products that Nvidia exports to China. This evaluation has led the authorities to bet on local industry. Even more restrictive regulation. This prohibition goes one step further than the previous guidelines, which focused on advising the purchase of H20, the previous Nvidia model for China. The current measure is a direct order that leaves no room for maneuver to Chinese technology companies. The Nvidia reaction. Jensen Huang, CEO of the American company, It has been shown “disappointed” but comprehensive with the situation. “We can only be at the service of a market if the country wishes,” he said during his visit to London, where he accompanies Donald Trump on his tour of the United Kingdom. The geopolitical context. The tension comes from afar. The United States initially prohibited Nvidia Sell ​​your most advanced chips To China, which led the company to develop specific versions for the Chinese market. In July, Washington partially flexible these restrictionsbut established that Nvidia must pay 15% of the income she obtains from China to the US government. Between the lines. “The message is now high and clear. Before, a new Nvidia supply was expected if the geopolitical situation improved. Now everyone is hands to work to build the national system,” assured the executive of a technological company to the Financial Times. From the comings and disagreements between China and the United States, both countries have found a kind of Technological self -sufficiency. In the case of China, this has been another step towards this strategy promoted by Beijing. Bet on national chips. China seeks to triple its production of IA processors next year, according to information of the Financial Times. The commitment to national semiconductors is part of a broader strategy To compete with the United States in the career of artificial intelligence and reduce its vulnerability to future commercial restrictions. For Nvidia this implies the loss of a key market in a moment of maximum growth of the sector. Cover image | Nvidia and Arthur Wang In Xataka | China has the largest censorship system in the world. Now he has decided to export it and sell it to other countries

one million terabytes and 24,000 nvidia chips for a key mission

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In an increasingly digitized world and where artificial intelligence (AI) is transforming the way we work, investigate and relate, the supercomputing has established itself as the rod of measure technological power. It is a strategic resource that allows us to accelerate advances in science, innovation and defense. Not all super -taders play in the same league. Frontierof the United States Department of Energy, marked a milestone in 2022 by becoming the first to officially overcome the exaescala barrier, with 1,102 Exaflops in the Benchmark HPL. To that achievement they joined later The Captain and Auroraalso on American soil, consolidating its leadership position on paper. In the case of China, the information remains opaque, With very few public data about the status of their projects. Europe, however, just moved. Your first superorous to exaescala is already underway: Jupiter. Installed in the Jülich Supercomputing Centerin Germany, one of the most important advanced research poles of the continent. Jupiter is driven by the platform Nvidia Grace Hopper And Evidan xh3000 Bullsequana architecture is based on a liquid -refrigerated system designed to squeeze efficiency and performance. It is expected to reach up to 90 exaflops in artificial intelligence loads. Their applications will be diverse: from climatic research to neuroscience and quantum simulation, placing Europe in a new calculation capacity league. An inauguration with historical air September 5 The official inauguration ceremony in Jülich took placewith the presence of German authorities, European and leaders of the technology industry. German Chancellor Friedrich Merz presented him as a Pioneer project for Europe. “With Jupiter, Germany now has the fastest supercomputer in Europe and the fastest room in the world. Open completely new possibilities, from the training of AI models to scientific simulations.” In the Top500 list, Jupiter already appears as the fourth Most powerful supercomputer in the world, only behind the Captain, Frontier and Aurora in the United States. The European Union stands outIn addition, what works entirely with renewable energyby hiring green supply on the German network, and that its Rack Jedi leads the Green500 energy efficiency classification. The figures behind Jupiter To understand its magnitude, just review some technical data: 24,000 superchips nvidia gh200 grace hopper 51,000 network connections with infiniband quantum-2 technology Storage capacity close to an exabyte Modular installation with 50 specialized containers Maximum consumption of 17 MW, equivalent to about 11,000 homes A rack called Jedi leads the World Energy Efficiency Classification Why is it relevant to Europe Europe had been behind in the supercomputing career for years, with a landscape dominated by the United States. JUPITER offers researchers, companies and academic centers direct access to a top -level machine without depending on external resources. This means forming their own talent, consolidating experience in the management of these systems and reinforcing technological sovereignty at a time when artificial intelligence and calculation capacity have become strategic issues. Concrete applications The first projects already selected show how far a supercomputer of this category can go: Climate: The ECMWF works with a kilometer scale simulations, capable of representing extreme storms and feeding the Destination Earth project, whose objective is to build digital twins of the planet European: The Trustllm consortium trains language models in multiple European languages ​​for industrial and scientific applications Neuroscience: With the arbor simulator, neurons behavior will be modeled at the subcellular level, key to developing therapies against diseases such as Alzheimer’s Quantum: JUPITER aims to exceed the 50 -QBITS record in simulation, a relevant step towards quantum practical computing Astrophysics: The Max Planck Institute will use it to study cosmic reion, the period in which the first stars and galaxies emerged Particle physics: The University of Wuppertal will increase the resolution of its calculations on the Mon, which could open the door to new discoveries Video models: The University of Munich explores compression and dissemination architectures to advance applications that go from medicine to autonomous driving Multimodal models: The University of Lisbon Scale open and multilingual models, integrating different fields of science and automatic learning Access and future Researchers may request access to the system in calls that will be held twice a year. At the moment, there are already 30 projects underway. The expected useful life is at least six years, which guarantees continuity and stability in a land where technological cycles are increasingly fast. A strategic movement Jupiter is not just a technological achievement. It is a strategic commitment to provide Europe on their own capacity in an area where part of the future of artificial science and intelligence is played. With him, the continent finally has a tool that allows him compete at the highest levelwith energy efficiency and technological independence. Images | Nvidia | Jülich Supercomputing Center In Xataka | Alibaba has just demonstrated that Openai spends 78 million to do the same as them for $ 500,000

If we cannot manufacture chips, we will at least control how they are manufactured

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The Dutch company ASML has invested 1.3 billion euros in Mistral AIbecoming your greatest shareholder. Far from being another financial operation, reading is that it is Europe trying to control world semiconductor manufacturing. Without manufacturing a single chip. The current situation. ASML already has the absolute monopoly of the extreme ultraviolet lithography machines (EUV)the only ones capable of manufacturing chips of less than 7 nanometers. Without their teams of 180 million dollars, nor TSMC, nor Samsung, nor can they produce advanced semiconductors. Now he also wants to control the software that optimizes those machines. Why is it important. The processes of photolithography They generate data petabytes. A 1% improvement in production yield can use thousands of millions. If Mistral becomes the standard AI to optimize ASML machines, Europe would control both hardware and “brain” that makes it work. This play resolves the current technological trilema: the United States designs the chips, Asia manufactures them. And Europe? Europe could control the tools and processes that make its manufacture possible. The context. TSMC has already begun to use Nvidia to optimize its plants. China develops its own systems. If ASML does not act, its Asian customers will optimize the machines without their participation, turning their technology into a Commodity. With Mistraleach software update would be a reason to maintain the monopoly. And most valuable: they would have access to the most critical manufacturing data in the world. Yes, but. The operation has its risks. Mistral needs Nvidia chips to train its models (irony: use American technology to control world manufacturing). And China could accelerate its efforts of technological independence if you perceive this alliance as a hostile. In addition, going from language models to specialized industrialized is not a triviality. Mistral will need very specific talent, which today works in Google or TSMC. In perspective. This alliance recognizes an uncomfortable reality: Europe has lost the battle of direct chips manufacturing. But you can win the process control war. It is like not knowing how to cook but owns all ovens and recipes. Once the factories optimize their processes with Mistralchanging another system would be extremely expensive. He is a technical lock disguised as a service. The long -term game. Between 2025 and 2027 we will see the integration of Mistral models into the ASML software. By 2030, Europe could have a duo that controls how all the advanced chips in the world are manufactured. In the end this story does not go on chatbots or on generative. It is about using AI as a Trojan horse to insert European dependence on the most critical process of the digital economy. ASML already showed that You can master an industry by controlling a single key point. Now he wants to control two: the hardware and the software that optimizes it. In Xataka | Le chat from Mistral AI: What is it, how it works and what can this artificial intelligence chat done in Europe do Outstanding image |

It will impose tariffs on all chips manufacturers that do not produce in the US

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Donald Trump has been threatening semiconductor manufacturers for almost a year with imposing tariffs if they do not produce their chips in the US. At the end of last January and just a week after returning to the White House, the US president He made this statement: “In the very close future We will impose tariffs to the foreign production of computer chips, semiconductors and pharmaceutical products to return the manufacture of these essential goods to the US (…) went to Taiwan; Now we want them to return. We do not want to give them billions of dollars in The ridiculous Biden program. They already have billions of dollars. “ The “ridiculous Biden program” referred to by Donald Trump is The Chips Law approved in July 2022 by the government of Joe Biden. It is evident that Donald Trump doesn’t like this plan at all. Three months before, in October 2024, I had already charged ferocity against this program of the previous administration In Joe Rogan’s podcast: “We put millions of dollars on the table so that rich companies came, they borrow the money and build chip companies here. And they will not give us the best companies.” At that time the possibility that Donald Trump Unmaved the Chips program If he arrived at the government he was on the table. Chips tariffs are imminent In the middle of last April, integrated circuit manufacturers were able to sigh relieved. The US Customs and Border Protection Office He published a statement in which he officialized that some electronic devices and strategic components, such as chips, were temporarily exempt from tariffs. Of all of them. Of 10% global applied to most of the planet’s countries, and also of the very tariff that penalizes Imports that come from China. It is important that we do not overlook that at that time this office of the US administration warned that the exemption was temporary. “We will put tariffs on the companies that do not come. Very soon we will put a tariff for all of them” And it seems that its end comes. According to ReutersDonald Trump has confirmed just a few hours ago that his administration will impose tariffs on semiconductor imports of those companies that do not transfer their production to the US. And also has specified that they will arrive soon. “Yes, I have discussed it with the people from here. Chips and semiconductors: we will put tariffs on the companies that do not come. Very soon we will put a tariff for all of them,” The US President has asserted before a dinner with the executive directors of the main technology companies. Donald Trump has not anticipated what amount will these tariffs have, but Your statements They are nothing reassuring: “We will put a very substantial tariff, not exaggerated, but substantial with the conviction that if they come to the country, if they are coming, building or planning to come, there will be no tariff (…) but if they do not come, there will be. For example, I would say that Tim Cook would be in a very good shape.” The Director General of Apple was with Donald Trump when he delivered these words, and it is evident that the US president was hinting without any dissimulation that he expects Apple and the large technology companies in the country to manufacture their integrated circuits in the US. They are not going to have another option if they do not want their products to be substantially underwent. More information | Reuters In Xataka | The US will not be able to contain the technological development of China. Experts from the chips industry forecast it

Nvidia world leadership in chips for AI is brutal. In GPU for games directly has fulminated the competition

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Nvidia dominates the global chips market for artificial intelligence (AI) with a fee that during the last three years has oscillated between 80 and 94%, according to Fourweekmba. Your leadership is supported by A very competitive hardware and a software ecosystem in which CUDA (Compute Unified Device Architecture) It has an essential role. This technology brings together the compiler and development tools used by programmers to develop their software for NVIDIA GPUs. Most of the artificial intelligence projects that are currently being developed are implemented on CUDA, 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. AND Moore Threads and Cambricon Technologies They have muse and neuware respectively. Even so, the competitors of Nvidia will cost them a lot to break the leadership of Cuda. Nvidia has distributed 94% of GPUs for market games During the second quarter of 2025, 11.6 million graphics cards for PC and 21.7 million processors for desktop computers have been distributed throughout the planet, according to the US consultant Jon Pedie Research. By themselves these figures do not tell us just anything, but they acquire the relevance they deserve if we consider that they indicate that the distribution of graphics cards has grown by 27% and that of CPUs 21.6% compared to the first quarter of 2025. Distributed units allow us to train a very precise idea about market behavior It is important that we do not overlook that these figures quantify the distributed units, and not the units sold. However, there is a direct correlation between them, so the distributed units allow us to form a very precise idea About market behavior. Anyway there is a fact that is even more shocking than all we have collected so far in this article: NVIDIA has distributed no less than 94% of GPUs for market games during the second quarter of 2025, again according to Jon Pedie Research. AMD has been forced to settle for 6% of the distributed units, and Intel does not even appear in the report of this consultant because its presence is anecdotal. So are things in the graphic hardware market for PC. One more note to conclude: the rebound of distributed units of graphics and processors for PC during the second quarter of 2025 against the first responds in all likelihood to the need for stores and users to supply before Tariffs approved by the US government They entered into force. Image | Xataka More information | Jon Pedie Research In Xataka | Nvidia is ready for the chip for the need to survive in China. Who is not ready to let him sell is the US government

This company is China’s great hope to definitely dispense with Nvidia chips

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In China there are dozens of companies that are dedicated to the design of GPU for applications of artificial intelligence (AI). Stepfun, which belongs to Tencent Holdings; Infinigence ai; Siliconflow, from Huawei; Metax; Biren Technology; Focus me; Iluvatar Corex or Moore Threads They are some of the most important. However, currently One shines more than the others. In fact, as we have anticipated from the head of this article, this company is the best China asset when dispensing with the Nvidia chips. Although it is not as well known as Huawei or Moore Threads, Cambricon Technologies is one of the companies specialized in the design of GPU for AI with greater growth potential. In fact, he has received the approval of the Shanghai bag (China) to raise 560 million dollars. Will allocate them to the design of four chips for training and inference of AI models, and also to the development of an alternative to CUDAfrom Nvidia. To this company everything seems to be going well. And is that during the last twelve months The value of its actions has tripled. The strategic role of AI for China in its technological and commercial war with the US supports Chinese companies dedicated to the hardware design for AI and the development of large language models. However, there is more than promises to boost the business not only of Cambricon Technologies, but also that of the other Chinese companies that design integrated circuits for AI: the Chinese government has decided to force the data centers that belong to the State throughout the country To use at least 50% of Chinese integrated circuits on their servers. Cambricon Technologies is not an emerging company like the others China needs talent to compete with the US on equal terms and knows where you should look for it: in its population. In fact, the Administration has encouraged the implementation of elite educational centers that receive the best students in the country with open arms. The Chen brothers were two of them. Today are the founders and maximums responsible for Cambricon Technologies. The first, Chen Tianshi, exercises as president and general director of this company specialized in chip design for AI applications. And the second, Chen Yunji, is an expert in the development of processors for neural networks that, as far as we know, exercises as an advisor and responsible for technology in Cambricon. Both formed in An elite program for young talents In the Chinese Academy of Sciences, and currently the two are researchers and professors in this educational institution. Your best asset is its complementarity. Tianshi is an expert in chips design, and Yunji in AI. Chen Tianshi and Chen Yunji obtained their doctorates in computer science at age 24 Together they created a project at the Chinese Academy of Sciences that pursued a processor specialized in deep learning. Their plan went well and that chip allowed them to found their company. Their curriculum supports them, and there is no doubt that their effort has helped them reach the position in which they are. In fact, both obtained their doctorates in computer science at age 24. However, Cambricon is not a traditional emerging company. The growth of which we have spoken a few lines above and the expectations it has raised have been led by the support of the Chinese government, which sees in this company the opportunity to achieve the technological self -sufficiency it needs. During the last three years Huawei has established himself as one of the main Chinese GPU designers for AI, but Cambricon has something that this giant does not count at the moment: he combines a very ambitious hardware and A constant software platform improves. Huawei Ascend family chips are very competitive, and also has Cann (Compute Architecture for Neural Networks), what is Your alternative to Cudabut Cambricon is demonstrating that he has the ability to adapt its Neuware software very quickly to the needs of its customers. And in a market in which CUDA governs with iron fist It is a very important asset. Currently the flagship products that have changed to compete with Nvidia and Huawei in the Chinese market are the MLU series (Machine Learning Unit) and yes. In fact, the expectations of the Chinese semiconductor industry defend that the GPU Siyuan 690 will have comparable performance to the chip NVIDIA H100. In addition, Cambricon guarantees that their products are compatible with the models of the leaders in China, such as Deepseek, Qwen de Alibaba or Hunyuan de Tencent, among others, which has allowed it Gain the confidence of the Chinese industry. If we add that, According to Financial Timesfor developers it is easier to use neuware that Cann is reasonable to anticipate that during the next months Cambricon will monopolize the attention of the technology industry. Image | Cambricon Technologies 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 one with the brain chips

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The Chinese government loves to plan. Since the fifties they use a system called “Quinquenal Plan” in which they establish their objectives and the steps to achieve them in a period of five years. They also have other long -term plans, such as “Made in China 2025” in which 13 strategic technologies set out to lead (With very good results, by the way). Now China has proposed to lead a new technology, BCI (Brain Computer Interface) devices. Five years. It is the margin that the Chinese government has been put to create a brain-routine interface industry that is internationally competitive. The road map states that by 2027 they get significant advances and that in 2030 they have a solid industrial ecosystem, with two or three leading companies worldwide. Government support. To promote the creation of this new industry, the Government will encourage investment in the sector and offer a favorable policy when approved key products such as medical implants. They also consider creating industrial parks specialized in BCI, so that companies work together and collaborate with each other. Competence. Neuralink, founded by Elon Musk, is the best known company in this sector that has already achieved Place brain implants in humansalthough the Australian company Synchron takes advantage By achieving more brain implants with less invasive techniques. In the United States also highlight Blackrock Neurotech and Paradromics, more focused on research and medical applications respectively. Chinese companies. Although not as advanced as in other countries, China already has several companies dedicated to this industry. As They count on Wiredone of them is Neucyber Neurotech, a start-up that arises from the Chinese Institute for Brain Research and has already placed its Beinao-1 implant in five paralyzed patients. Participants are now able to move a cursor and navigate between different apps. They have also done it with a semi-invasive method that places the implant in the outer layer of the brain, greatly reducing the surgical risk. Neuroxess is another of the companies that is achieving significant advances. In their case they have placed their implant in six patients with paralysis; Three could control devices and with the other three they managed to accurately decode the Chinese language. And of course Brainco, one of the “Six Little Dragons” by Hangzhou which was founded in the United States, but moved to China after government incentives. In this case they are centered on prostheses such as This hand that is controlled with the brain And their advantage is that they are pioneers in mass production and offer products to the consumer market. A different approach. While the Neuralink approach is more radical, both for using invasive methods and for its idea of ​​implanting chips to everyone, China’s plan opts for a more specific bet for health applications. In addition, semi-invasive techniques such as Neucyber Neurotech want to focus and promote non-invasive BCI devices such as Brainco to conquer the mass market (not everyone will want to implant a chip in the head). Use cases. The document mentions “Wearable” BCI products such as helmets or glasses that could be used in different areas. A case of use would be the prevention of traffic accidents alerting in case of drowsiness or lack of attention. Also in industries where they work in conditions or with hazardous materials, alerting low levels of oxygen, preventing poisoning or fainting. In Xataka | China was the world’s landfill, today its problem is another: it does not have enough garbage to burn

The US is dismantling the chips law. His blow will fit the semiconductor industry throughout the planet

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Donald Trump is fulfilling what he anticipated both during the electoral campaign and after returning to the White House. The Chips Law Approved in July 2022 By the government of Joe Biden He has never liked him. Has made it very clear in statements such as this last January: “In the very close future we will impose tariffs on foreign production of computer chips, semiconductors and pharmaceutical products to return the manufacture of these essential goods to the US (…) went to Taiwan; now we want them to return. We do not want to give them billions of dollars in the ridiculous driver program. They already have billions of dollars.” Three months before, in October 2024, I had already charged ferocity against this program of the previous administration In Joe Rogan’s podcast: “We put millions of dollars on the table so that rich companies came, they borrow the money and build chip companies here. And they will not give us the best companies.” The Department of Commerce has seized 7,400 million destined for chips During the electoral campaign the possibility that Donald Trump dismantled the Chips program if he arrived at the government was on the table. A priori the money that has already been delivered will not be returned to the administration, but a part of the funds remains in the hands of the Department of Commerce, which is currently led by Howard Lutnick. And the dismantling has already begun. As we explained last Friday, the US government plans Reassign at least 2,000 million dollars coming from the heading for research and manufacturing integrated circuits within the Chips Law. If this measure thrives these funds will be used to finance projects dedicated to obtaining and the processing of critical minerals. At the moment China controls extractionthe processing and distribution chain of a good part of this crucial strategic resource for many industries, such as integrated circuits, telecommunications, batteries or electric car, among others. The government plans to reallow at least 2,000 million from the game for the investigation and manufacture of chips However, this is not all. And it is that the US Department of Commerce has seized a fund of 7.4 billion dollars that was managed by the National Center for the advance of semiconductor technology (Natcast), which is a private non -profit organization. This money comes from the Chips program and was intended for the research and development of new technologies for semiconductors. The Department of Commerce has justified this seizure arguing that the creation of Natcast by the Biden Administration was an attempt to “avoid clear legal restrictions that They prohibit government agencies to create corporations“In addition, Secretary Lutnick has declared that this organization was “a bribe fund that did nothing but fill the pockets of loyal to Biden with dollars from US taxpayers.” A priori we might think that this measure only affects the US, but nothing is further from reality. Its impact will be received by the global semiconductor industry. American research has made fundamental contributions to the global integrated circuit industry, so the cut of funds for this item in the Chips Law will be a perceptible effect in this sector. As a button shows: the extreme ultraviolet radiation source (UVE) that they use ASML photolithography equipment It was developed by Cymer in the US. If we stick to Natcast’s role in the current semiconductor research, it is important that we do not overlook that this organization is involved in the construction of the extreme ultraviolet light accelerator (UVE) of Albany (New York). And also in the tuning of an Chips Research and Development Center in Tempe (Arizona). The Commerce Department has not yet confirmed What will you do with the 7.4 billion dollars That he has seized, so the future of New York and Arizona research facilities is uncertain. More information | Reuters | Tom’s hardware In Xataka | The US will not be able to contain the technological development of China. Experts from the chips industry forecast it

Deepseek has suggested that Nvidia chips no longer needs. We believe to know who is buying them

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Deepseek shook at the beginning of 2025 the foundations of the industry of the artificial intelligence (AI). This Chinese model developed by the specialized quantitative coverage fund trading High-Flyer algorithmic monopolized all the attention because He gave us free of charge an AI with a quality similar to the comparable solutions of Openai or Google. However, this was not all. And it is that for three weeks the debate about the hardware used by this company to train its model. High-Flyer, who specializes in addressing investment decisions using advanced mathematical models and computational algorithms, says he trained Deepseek R1 using 2,048 chips H800 of Nvidia. Several analysts They soon react ensuring that he had actually used 50,000 GPU H100which are more powerful, bought through intermediaries. The sanctions of the US government prevent Nvidia According to SCMPDeepseek’s next iteration will dispense with the GPUs of this American company. High-Flyer has suggested that everything you need already finds it in China Last week those responsible for the Deepseek development published on the Wechat platform an entry in which they hinted that next generation GPUs for China They will launch soon. This comment has unleashed endless speculation about the name of the Chinese company that is going to make this announcement, but, above all, it has put on the table the possibility that High-Flyer is preparing the following Deepseek iteration using these chips. A priori does not seem at all crazy. According to SCMP The five GPU designers for the Chinese who have the ability to deliver to High-Flyer the hardware they need are Huawei Technologies, Cambricon Technologies, Moore Threads, Hygon Information Technology and Metax Integrated Circi. Any of them could be responsible for the announcement anticipated by Deepseek developers in Wechat, but we We bet on the first three Because, in our opinion, they are Those who are “in a better way”. Cambricon Technologies is one of the companies specialized in the design of GPU for AI with greater growth potential Although it is not as well known as Huawei or Moore Threads, Cambricon Technologies is one of the companies specialized in the design of GPU for AI with greater growth potential. In fact, he has received the approval of the Shanghai bag (China) to raise 560 million dollars. Will allocate them to the design of four chips for training and inference of AI models, and also to the development of an alternative to CUDAfrom Nvidia. 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. MTT S4000 and MTT S3000 cards 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. The other indispensable actor in the Chinese chips industry for IA is Huawei. 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 the NVIDIA H20 GPU is going to leave. 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). 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

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