chips

In its race to make advanced chips, China has tried to copy ASML. It’s going wrong

by

China continues to make extraordinary progress when it comes to manufacturing its own advanced chips, but it still has a big problem: it does not currently have manufacturing equipment. extreme ultraviolet photolithography (UVE) own. Of course is working in the development of this technology, and one of the strategies it is following to overcome this challenge is unique… and almost obvious. Reverse engineering. In his 2010 book ‘Copycats’ Professor Oded Shenkar argued that it is often the case that imitators end up triumphing over innovators. Although in the West the view is the opposite, in China there is a positive view of copying and reverse engineering processes are an important tool to copy technologies. That is what the country has supposedly tried, as indicated in The National Interest (TNI). From producing for the world to producing for themselves. Already we review the conclusions from the book ‘Apple in China’, which is a perfect example of how by delegating production to China, Western companies have ended up contributing to the country’s development and its specialization. The trade war has logically made China now seek its independence in the face of the vetoes it is suffering from developing its own technological solutions. From UVP to UVE. There has already been significant progress in this area, and recently we counted as a Chinese manufacturer already has a prototype of a UVP machine (deep ultraviolet) for the creation of relatively advanced chips. If there is a crucial challenge to be able to create these even more advanced chips, it is power. have UVE photolithography machinesbut having that first problem solved is important to make the leap to EUV technology. And this is where something unique has been discovered. Let’s see how it works inside. As revealed in TNI, it has been revealed that China has been “caught” trying to reverse engineer a machine ASML UVP Photolithography. Not so much to mass produce these machines, sources indicate, but because Chinese technicians are trying to learn how they work in order to replicate them and, from them, develop more advanced machines and chips. It’s not broken just because. However, it seems that when disassembling one of these ASML systems, Chinese technicians damaged it. That made them notify the official ASML technicians to solve the problem. When they arrived, they discovered that the machine had not simply broken, but that the Chinese had tried to dismantle it and then reassemble it. ASML’s de facto monopoly. ASML’s UVE photolithography machines are considered the most complex and advanced in the world, and the truth is that today the Dutch company has a de facto monopoly with such systems. It is these machines that allow access to the production of the most advanced chips – such as those used in NVIDIA’s modern AI accelerators – and have become the true bottleneck of the semiconductor industry. Beyond the damaged machine. The incident reveals two crucial points. The first, Beijing’s extreme urgency to be able to control chip production from start to finish. The second is that the challenge of creating these machines goes beyond mere hardware copying: lithography systems require extraordinary technical mastery of components such as precision optics or materials science. Too many obstacles? China may have brilliant engineers, but ASML machines also have a highly specialized supply chain which undoubtedly makes it difficult for such a machine to be built entirely in China. A good example is Zeiss SMTthe German company that supplies the ultra-precision optical systems and mirrors needed for UVE and advanced UVP photolithography systems. A long way to go. This supposed problem reveals the difficulties that China is going through in order to have machines with advanced photolithographic technologies. At Nikkei Asia They were already talking in July about how complex it is to achieve a “Chinese ASML.” In this analysis they cited Didier Scemama, director of hardware research at BofA Global Research, who estimated that China still has years to achieve something like this. “It may take 5, 10, 15 years, we don’t know. Will it be competitive with what ASML does? It’s highly unlikely, but it will be good enough for China.” Image | Zeiss In Xataka | Holland has just declared war on China in the most important battle of the century: control of semiconductors

There is a mystery customer spending 10 billion on Broadcom chips. Nobody knows who he is and that should worry us

by

Charlie Kawwas, president of semiconductors at Broadcom, confirmed yesterday that OpenAI is not the mysterious client who signed up to pay $10 billion in custom chips. In September the existence of that enigmatic client became known and there was unanimity assuming that it would be OpenAI. But it turns out it’s not OpenAI. “I would love to receive a purchase order for 10 billion from my good friend Greg,” Kawwas said. referring to Greg Brockman, president of OpenAI. “He hasn’t given it to me yet.” Why is it important. During the Cold War, nuclear installations could be counted from satellites. In the AI ​​race, someone may be building the computational equivalent of a nuclear arsenal and we have no way of knowing. AI chips are the new strategic weapons. And unlike enriched uranium, they travel discreetly in commercial containers. An entity with $10 billion to spend on custom semiconductors is building AI capability on a beastly scale. The candidates. The analysis rules out the usual suspects: Meta and Google They are already known Broadcom customers. amazon has its own chip strategy with AWS. Microsoft invest through your partner-friend-enemy OpenAI. More disturbing options remain: Gulf sovereign wealth funds with technological ambitions. Government entities Americans (NSA, classified projects). Chinese actors operating through intermediaries. Apple preparing a major play in AI. This last option would be the canary in the mine to anticipate Apple’s total immersion in AI, but the parakeet Gurman has not anticipated anything, so it sounds like a very remote option. The money trail. Broadcom does not announce the arrival of these types of customers by chance. In September, CEO Hock Tan mentioned this $10 billion order because it completely changed the company’s revenue projections for 2025. Broadcom shares are up more than 53% so far this year. And in 2024 they will already double their value. The market always values ​​these secret contracts even if it does not know who signs the check. In perspective. Opacity in AI infrastructure investments has become the norm. Companies treat their component strategies as classified information. OpenAI just announced 33 gigawatts of computing capacity between agreements with NVIDIA, AMD and Broadcom. One gigawatt can cost $50 billion. The figures are stratospheric, but at least we know who signs them. The alarm signal. When $10 billion in critical technology changes hands without identification, we have a problem because computational training capacity, in the age of AI, is geopolitical power. This case is also a message about the immediate future: the next technological revolution may be developing outside of any public scrutiny. Featured image | Xataka In Xataka | Broadcom is the other NVIDIA: it enters the select group of billion dollars and does not stop growing thanks to AI

Openai signs with Samsung and SK Hynix for a potential chips demand of 900,000 wafers per month. It is an absurd figure

by

In Seoul A package of agreements was closed which reflects how far the career for artificial intelligence is coming. Openai sat down with Samsung and SK to advance his project Stargate And the companies pointed to a goal that surprises on its own: 900,000 DRAM wafers per month. The plan, according to the parties, goes through reinforcing memory production and studying new data centers in South Korea. All this was announced after a series of meetings of Sam Altman, business leaders and President Lee Jae-Myung himself. The appointment at the Seoul presidential office brought together Sam Altman With the leaders of the aforementioned Asian technological conglomerates, in the presence of the president Lee Jae-Myung. The tone was shared: Korea seeks to consolidate as one of the three global powers in artificial intelligence and OpenAi needs to anchor its Stargate project in regions with technological muscle. This lace explains the interest of both parties in formalizing agreements that cover from the memory supply to the construction of new data centers, with a long -term view. An objective that can tension the entire memory sector The volume that has been put on the table is disproportionate if compared to the market. According to Techinsightsthe global capacity of production of 300 millimeter DRAM was about 2.07 million per month in 2024 and would grow to 2.25 million in 2025. reaching 900,000 would mean about 39% of all that capacity. No individual manufacturer reaches such a figure alone, so that the magnitude of the agreement reflects both Openai’s ambition and the growing pressure to ensure the supply of advanced memory. Signed documents include preliminary commitments to expand memory production and evaluate additional infrastructure in South Korea. Among them is the participation of Samsung SDS in the development of data centers, as well as Samsung C&T and Samsung Heavy Industries in its design and construction. The Ministry of Science and ICT contemplates evaluating site outside the Metropolitan Area of ​​Seoul, and SK Telecom has signed an agreement to study the viability of a center in the southwest of the country. It is also proposed to explore the deployment of Chatgpt Enterprise and API capabilities in corporate operations. A key point in all this is in the difference between using and training a model. When someone consults a chatbot, infrastructure of inference is activated, much less demanding. But to train a new generation system, thousands of chips are needed working in parallel, each accompanied by High performance memory modules. This scale multiplies the need for servers, cooling systems and electrical power. In that context, guaranteeing hundreds of thousands of wafers per month does not seem an excess, but a way of ensuring that the next wave of models has the necessary material support. Stargate Data Center in the United States Openai’s computing muscle relies on huge draft alliances. With Oracle and SoftBankthe company prepares five data centers that would provide several capacity gigawatts. Nvidia, meanwhile, has announced that it would invest up to 100,000 million dollars and that would give access to more than 10 gigawatts through their training systems. Openai’s trajectory is not understood without Microsoft, his first great partner. The Initial bet of 1 billion in 2019 and the subsequent investment of 10,000 million gave access to the Azure cloud, Key to train models They promoted Chatgpt. Over time, however, Sam Altman’s company has begun to reduce that dependence. The last movements mark a change of course towards infrastructure in which OpenAI has more direct control, a way of making sure they are not conditioned to a single supplier. It should be remembered that many of the ads remain preliminary. Letters of intention and memoranda mark the will to advance, But concrete details have not yet closed. At the scale that Stargate raises, the risks are evident: from bottlenecks in the production of high performance memory to energy availability to feed facilities of several gigawatts. To this are added the necessary permits and the complexity of coordinating projects with so many actors. At the moment, the signed opens a path, but it remains to be seen what materializes and in what deadlines. Images | Sam Altman | Samsung | SK Hynix | Xataka with Grok In Xataka | I’ve been hooked to Sora 2 for two days: I’m generating absurd memes where I am the protagonist and I can’t stop

CUDA is the standard that grips the world and Nvidia is the only company with chips capable of running it. Until now

by

Goal will acquire rivos, a Californian startup specialized in the design of chips based on RISC-Vaccording to sources of Bloomberg. In addition to the capabilities of its chips, the operation is part of a broader strategy: free itself from the NVIDIA dependence and thus take control of its infrastructure for artificial intelligence without its chips. What is at stake. Throughout these last years, Nvidia has dominated the GPUS market For the thanks to CUDAits owner development platform that has become the de facto standard to train and execute artificial intelligence models. Today, we have reached the point that whoever wants to make a large scale needs Nvidia chips, and that gives the company a huge market power, since they put the necessary hardware for an industry in which everyone wants to enter. Goal, despite having some of the best open models in the sector with Callskeep spending billions annually in Nvidia hardware. The strategic movement. With rivos, goal not only buys a company, buy an alternative to the current technological stack. The startup Develop GPUS and RISC-V-based acceleratorsan open source architecture standard that threatens the traditional X86 (Intel and AMD) and ARM. Goal already works in its own internal chip, the goal Training and Inference Accelerator (Mtia), designed next to Broadcom and manufactured by TSMC, but the advances are not as fast as Zuckerberg would like. According to sources cited by Bloombergthe CEO would have been actively looking for market reinforcements to accelerate development. It is not the only one. Goal adds to a career in which their technological rivals already have an advantage. Google has His tpusAmazon has Trainium and Microsoft has developed Maia. The AI ​​war does not win only with the best models, but also With the chip that executes them And goal, despite being burning hundreds of billions of dollars in AI, it was staying behind in this front. The context. Rivas acquisition is not an isolated movement. Target there was already tried to buy furiosaaia South Korean startup specialized in chips to train AI systems, but the offer of 800 million dollars was rejected. In addition, the company has recently announced An investment of 29,000 million dollars To build a huge data center in Louisiana and plan to spend up to 72,000 million this year on infrastructure related to AI. The RISC-V challenge. Rivas represents an ambitious bet. Although RISC-V has not yet managed to penetrate massively into US data centers (its presence is mainly limited to microcontrollers and IoT devices), its potential is undeniable. China is already launching tablets and laptops with this architecture. If Meta manages to develop an AI accelerator based on RISC-V capable of replacing The NVIDIA H200 In its internal operations, it would be a considerable blow for the dominant standard. Cover image | Nvidia and Goal In Xataka | Openai has just presented Sora 2 with a Tiktok -style app. This is outlined a new wave of viral videos

Intel has been manufacturing chips for decades only for her. His only salvation is to make chips for all others

by

Let’s make a trip to the past. The year is 1997 and Steve Jobs has just returned to Applebut the state of the company is terrible and its future, uncertain. To try to save her Apple began to look for strategic alliances, and that was when she announced an absolutely unusual with Microsoft. Bill Gates’s company would invest 150 million dollars in Apple And both would collaborate on several fronts. That unique agreement seemed impossible. Both companies were large rivals, but the truth is that both won with that alliance. Now it seems that we could live an analogous situation with two other companies that are also large rivals. On the one hand Intel, which is as low as Apple was in 1997. On the other TSMC, which dominates in the semiconductor market like Microsoft did it in the software then. According to The Wall Street Journalboth companies are negotiating a possible alliance that is certainly surprising, but has very interesting ramifications. If TSMC helps Intel’s “salvation”, That will give you an advantageous position in future agreements with the US government. This government is now the owner of 10% of Intel’s shares, and for better or worse to get along with Intel, it means getting along with the administration. Taking into account the current policy that practically forces to manufacture chips and components in the US to get rid of tariffs, that potential alliance becomes profitable. Not just that. The agreement also favors TSMC interests when avoiding possible antitrust. How is it going to be a monopoly when you are helping a competitor not go to pique? As They demonstrated Apple and Microsoft, eliminating competition is not the only way to win the game. A promising transition The Historical crisis For which Intel has been going through his new CEO, Lip-Bu Tan, to make very difficult decisions. The mass layoffs They are part of that strategy, but the company has also attended a deep restructuring that It is “chopping”. But there is even more. In fact, Intel’s strategy seems to be recognized and Accept the failure of the era of “exclusive chip”. The firm has admitted that manufacturing by and for it had no route, and now wants to focus on a business model on which it is A chips factory for third parties. That is exactly what has placed TSMC where it is. If the alliance with TSMC is completed, a unique strategy would be confirmed by Intel in which in a few weeks we have lived a unique opening to alliances of all kinds and condition: SoftBank injected 2,000 million dollars USA bought 10% of Intel for 8,900 million dollars Nvidia invested 5,000 million dollars Apple is a candidate for a collaboration agreement And now TSMC could also follow those steps All these steps certainly open an escape for an Intel that seemed to be against the strings. If such alliances fruit, Intel will only lack his two great future objectives. The first, fulfill your promises With the 14th node to which everything has opted. The second, Get customers For that node. And that is where those agreements can be very useful. Image | Intel In Xataka | Intel has confirmed that the 20A node will be skipped to reduce expenses. The 18A node will enter production in 2025

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

by

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

by

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

by

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

by

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

by

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

Log In

Forgot password?

Forgot password?

Enter your account data and we will send you a link to reset your password.

Your password reset link appears to be invalid or expired.

Log in

Privacy Policy

Add to Collection

No Collections

Here you'll find all collections you've created before.