chips

Nvidia is going to give your chips to the push you need to maintain their domain

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Nvidia is preparing to open the door to the door to The photonic silicon. Just a few hours ago it has started in Palo Alto, California (USA), the Specialized Conference in Semiconductor Engineering and High Performance Computing ‘Hot Chips’. And the company led by Jensen Huang has not let out the opportunity to announce that in 2026 its platforms of artificial intelligence (AI) latest generation They will use photonic interconnections to reach higher transfer speeds between GPU clusters. Most of the designers and manufacturers of integrated circuits are working on the development of silicon’s photonic. Douglas Yu, a TSMC executive with responsibility in the field of systems integration, explained In September 2023, what disruptive capacity has this technology: “If we manage to implement a good system of integration of silicon photonics we will trigger a new paradigm. We will probably be placed at the beginning of a new era.” Nvidia has just taught her letters Before moving forward we are interested in intuiting with some precision what we are talking about. The photonic silicon is a discipline that in the field that concerns us seeks to develop the technology of this chemical element to optimize the transformation of electrical signals into light pulses. The most obvious field of application of this innovation is the implementation of high performance links that, on paper, can be used both to solve communications between several chips and to optimize the transfer of information between several machines. Advanced packaging technologies with which the main semiconductor manufacturers work, such as TSMC, Intel or Samsung, can benefit a lot from a communication mechanism between very high performance chips. And the big data centers in which it is necessary connect a large number of machinesalso. However, there is a particular discipline that has a projection of the future overwhelming and the one that would be wonderful about the advantages proposed by the photonic silicon: AI. CPO technology reduces energy consumption to just 9 watts per port This is precisely Nvidia’s commitment. In the clusters of the thousands of GPU they must work in unison, so it is essential to connect them using high performance links. It is possible to solve this challenge using traditional copper cables or optical modules, but these two solutions introduce very important inefficiencies in the infrastructure. The most problematic are the loss of energy and bottlenecks. Data transfer can consume up to 30 watts per port, which increases the dissipation of energy in the form of heat and increases the probability of a failure. In addition, latency limits the scalability of clusters as the GPU number of data centers increases. To solve these inefficiencies NVIDIA will integrate the optical components that require photonic interconnections In the same encapsulated switching chip. This technology is known as CPO (Co-Packaged Optics) and reduce energy consumption to only 9 watts per port. In addition, it minimizes signal loss and improves data integrity. It looks really good. NVIDIA has confirmed that it will integrate CPO technology into its Quantum-X infiniband and Spectrum-X Ethernet interconnection platforms during 2026. However, there is something important that is worth not overlooking: CPO will not be an extra. When it arrives, it will be strengthened as a structural requirement of the next generation of data centers for AI in a clear attempt to increase the competitiveness of hardware platforms for NVIDIA. Image | Nvidia More information | Tom’s hardware In Xataka | Intel and TSMC lead the revolution of photonic chips. His problem is that China has just done fully in this war

Depseek has just launched something that will bitter the day and the US chips companies: it is called Depseek-V3.1

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There was a day when Depseek surprised half the world by demonstrating that you could go far with less. Today returns with V3.1 And a message that does not go unnoticed: the model has prepared for the next Chinese chip batch. We are not talking about an automatic market overturn, but about a concrete bet that points in an awkward direction for Nvidia and company. If that technical tune with the Chinese hardware It translates into performance, conversation about who feeds AI in China is going to sound very different. According to the company’s own noteV3.1 opens a hybrid inference in the purest style GPT-5: the same system with two routes, Think (deep reasoning) and Non-Think (Quick response), Sygons from your website and app. The formulation is clear: “Hybrid Inference: Think & Non-Think, a model, two models.” The company also underlines that the version Think “Reach answers in less time” than your predecessor. That is, not only do pesos change, the inference modes that are already in service also change. The phrase that frames everything: an FP8 “thought for national chips” In a comment set in his latest publication in Wechat, Depseek writes: “EU8M0 FP8 is for the next generation of national chips.” That is the point that tense the rope: it suggests that the company has adjusted the data format, apparently a FP8 which label as EU8M0, to the next wave of Chinese processors. Bloomberg andReuters collect that message And they synthesize it: v3.1 is “personalized to function with next -generation AI chips Chinese. ”In other words, optimization oriented to the local ecosystem. The original comment in Chino (left) and its Spanish translation with Google Translate (right) FP8 is an 8 -bit format that weighs half that FP16/BF16. With native support, it allows more yield per cycle and less memory, provided that the climb is well calibrated. In the official Model Card of Hugging Face It is read that Depseek-V3.1 “has trained using the EU8M0 FP8 scale” format, which indicates that it is not only a packaging of weights, but that training and execution have been expressly adapted to that precision. The delicate part, and it is convenient to be prudent, is that everything points to a chips remittance that will be displayed in the future, since they can take advantage of this scheme natively. So is this bad news for Nvidia? The data of the fiscal year that expired on January 26 indicates that China represented approximately 13% of the company’s revenues led by Jensen Huang. If part of the computation of AI in China Classic duo muta NVIDIA GPU + CUDA ECOSYSTEM To domestic solutions that work with the UE8M0 FP8 format and give good results (presumably chips ascend of Huawei), the demand for Western solutions could be eroded over time. China meant about 13% of Nvidia’s income in the last fiscal year All this happens on the US export controls board: restrictions that sought to stop China’s access to leading chips and that have also accelerated their commitment to self -sufficiency. This year the Trump Administration rehabilitated with conditions the export of H20a chip cut for China. Since then, the state of the H20 has been oscillating: among permits, Chinese regulatory pressures and Nvidia plans to present Blackwell -based alternatives. The background message is that the framework is political and changing, and any route that allows China to depend less on these windows becomes strategic value. You have to remember another fact that helps to calibrate expectations. According to Financial TimesDeepseek tried to train his future R2 model with Huawei chips ascend to official instances and found persistent technical problems. He ended up returning to Nvidia for training, while he was still working on the Compatibility for inference. That episode does not invalidate the current strategy, but puts the bar: to completely migrate its processes is not simple, it requires, among other things, months of engineering. V3.1, therefore, it must be read as iteration. Now the company states that it has prepared its model for the next Chinese chips. Matherena models scores And here we have another interesting fact. Matharenaa platform linked to Zurich Federal Polytechnic School which evaluates models in real and recent mathematical competitions, places GPT-5 as a leader, with 90% in final response tests, already deepseek-v3.1 (Think) something behind although among the best models of the moment. This helps to locate the context: V3.1 Compete above. Images | Xataka with Gemini 2.5 | Matharen and Deepseek screen catches In Xataka | Tiktok stole the searches, Depseek beat them in Ia: Baidu discovers that being “the Chinese google” is no longer enough

Plan to remove 2,000 million from the chips and give them to critical minerals

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Donald Trump has criticized on many occasions The Chips Law approved in July 2022 by the government of Joe Biden. 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 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 Biden program. They already have billions of dollars. “ “The ridiculous Biden program.” It is evident that Donald Trump doesn’t like Chips law 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 dismantled the Chips program if he arrived at the government was on the table, which caused semiconductor manufacturers They were hurry to collect subsidies Before his return. The partial dismantling of the Chips Law is on the table Presumably Intel, TSMC, Globalfoundries and other designers and manufacturers of integrated circuits have already charged the subsidies of the Chips program assigned to them during the mandate of Joe Biden. Or part of these funds. 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, According to Reutersthe government is considering reallocating at least 2,000 million dollars. China is restricting the export of many of these minerals in response to US sanctions and their allies If this measure thrives those funds initially reserved for semiconductor research and the construction of chips factories will be used to finance projects dedicated to obtaining and the processing of critical minerals. At the moment China controls extraction, processing and the distribution chain of a good part of this crucial strategic resource for many industries, such as integrated circuits, telecommunications, batteries or the electric car, among others. And the country led by Xi Jinping is restricting export of many of these minerals in response to the US sanctions and their allies. The US needs to drastically reduce its dependence on critical minerals controlled by China, and the decisions that Donald Trump has made during recent months reflect clearly that he is much more worried about reinforce the American land industry to deliver subsidies to chips manufacturers. However, the reallocation of these 2,000 million dollars will have an additional effect, if it thrives, it is worth not overlooking: Howard Lutnick will expand its influence to the critical mineral sector. And this manager has the total confidence of Donald Trump. Image | TSMC | Gage Skidmore 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

Intel is closer than ever to be chopped. A giant is interested in buying its chips factories

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The possibility of intelid for a long time. Two years before get out of this companyPat Gelsinger, the former Director General of Intel, He acknowledged that he saw with good eyes The possibility that the network of integrated circuit factories is somewhat broken down from the company’s matrix. At that time, More than three years agothis was already an interesting option to increase the competitiveness of its chips production plants, and in current circumstances it seems even more advantageous. At the beginning of last April Reuters and The Information assured that the Board of Directors of Intel and TSMC had reached a principle of agreement that was pursuing to constitute a joint company that would be responsible for the management of Intel semiconductor factories. Its plan was that TSMC would have a 20% participation in the new company, so presumably Intel would maintain a majority participation. Finally, this initiative did not come to fruition, but the possibility of splitting the Intel chips factories of the company’s matrix is still on the table. And now it is the Japanese investment group SoftBank who, According to Financial Timesis interested in controlling the Intel Integrated Circuit Production Infrastructure. SoftBank has something very important: the support of the US government As we explain yesterday, SoftBank has injected into Intel 2,000 million dollars, which has consolidated it as the sixth main shareholder of this company. According to Reutersthis Japanese company has promised not to participate in the Board of Directors, and it will not buy integrated circuits produced by this American chip manufacturer. However, SoftBank’s plan does not end here. And is that, According to Financial TimesMasayoshi Son, the general director of this investment group, is interested in Intel chips factories. SoftBank has promised not to participate in the Board of Directors of Intel In fact, again according to this means of communication of British origin but currently in the hands of the Japanese company Nikkei Inc., before formalizing the injection of 2,000 million dollars in Intel, SoftBank communicated to the board of directors of this company its interest in its interest in Buy the full semiconductor production subsidiary. A priori it is reasonable to anticipate that the US government would not see with good eyes that a foreign company is done with the total control of Intel chips factories, but SoftBank is not any company. The most important initiative of how many has launched the Trump administration to protect US leadership in the field of artificial intelligence (AI) is The Stargate project. And this plan is led by an American company, Openai, and another Japanese: SoftBank. The company directed by Sam Altman is responsible, in broad strokes, for the development of technology and infrastructure management. And Masayoshi’s company are responsible for financial administration. Stargate will cost no less than 500,000 million dollarsand it is evident that the US government Trust SoftBank. During the next few weeks we will check if the purchase of Intel Prosper Chips factories, but all likelihood the administration will not be an obstacle. Image | Intel More information | Financial Times In Xataka | The next revolution of the chips is approaching. Intel, Samsung, TSMC and AMD already work on glass substrates

In China a chips designer for the growing like foam. The surprising thing is that it is not about Huawei or Moore Threads

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Cambricon Technologies is an essential company in China’s plans to dispute its leadership in the US artificial intelligence (AI). Although it is not as well known as Huawei or Moore Threads, this 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 to promise to boost the business in the short and medium term not only of Cambricon Technologies, but also that of the other Chinese companies that design integrated circuits for ia. As we explained yesterday, the Chinese government has decided to force data centers that belong to the State throughout the country To use at least 50% of Chinese integrated circuits on their servers. A priori is one of the most effective strategies when promoting innovation and minimize China’s dependence of technologies from abroad. And in all likelihood this measure will be supported by others in the future that will try to encourage the use of Chinese chips in all data centers in the country. Public and private. Huawei and Moore Threads complete a very valuable trio for China Moore Threads appears since October 2023 in the blacklist prepared by the US government. This is one of the Chinese organizations that are dedicated to the production of hardware for which companies aligned with the interests of the US and their 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 appears since October 2023 in the blacklist prepared by the US government 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. MTT S4000 and MTT S3000 cards are Your 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 herself, has a calculation capacity of 14.4 Tflops in Simple precision floating coma operations. Currently this company does not have the ability to compete with Nvidia outside China, but its future looks very interesting. And is that has received During the last four years a total investment of about 800 million dollars from more than two dozen investors. Among them are Chinese technology companies bytedance and Tencent. 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

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

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