client

accept earning less and less per client

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Digi Spain Telecom has completed its transformation from SL to SA, from a Limited Company to a Public Limited Company, as stated in the Official Gazette of the Commercial Registry. The change, approved on December 15, paves the way for an IPO in 2026 that seeks to raise up to 750 million euros by selling 30% of the Spanish subsidiary. The context. Spanish commercial legislation prevents a limited company from being listed on the stock market. Only public limited companies can issue securities that are freely traded in the markets, hence this change is essential to ring the bell. Why is it important. Behind this movement there is a radical strategic commitment. While the three large Spanish operators fight to increase the average income per customer… …Digi does exactly the opposite and is winning the game. In 2025 it has snatched 932,000 customers from its rivals, but its profitability per user has fallen from 8.7 to 7.8 euros, a decrease of 10% in an amount already much lower than that of competitors, closer to 20 euros. The bet. The Romanian operator has chosen a volume over margin strategy that goes against the traditional logic of the sector. He would rather have 10 million customers paying him very little than 5 million paying him little, and the numbers are proving him right, at least for now: It is already the fourth operator with 10.2 million users and it is hot on the heels of Vodafone. In figures. The results of this strategy are overwhelming: 1.5 million ports accumulated in 2025, 23% more than in 2024. 681 million euros of income, 19% more. 70 own stores in Spain, more than double that of the previous year. Average income per client of 7.8 euros, compared to figures that are around 15-20 euros in large operators. Between the lines. The IPO will be what definitively validates (or not) the model. If investors buy shares and validate that narrow margin strategy, Digi will have shown that in a saturated market like the Spanish one, the only way for a fourth operator is to be radically cheaper. And less profitable. But more massive. If this does not happen, Digi would see the sign that its growth model does not convince to finance itself under better conditions. The background. The move to SA is not the only move paving the way for going public. Yes, but. The question now is how far ARPU (average revenue per customer) can fall before the model stops working. With less than 8 euros per customer, Digi is in uncharted territory for an operator with its own infrastructure. In Xataka | The Government has had an idea so that the next blackout does not leave us without mobile data: let the operators pay Featured image | Xataka with Mockuuups Studio

United Kingdom will be just the first client. Spain raises a colossus in Galicia to build war ships like churros

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While Spain does not count With f-35 fighterssoon he will do it with what will be a source of pride for the nation: The Bonifaz frigatefirst of the F110 class, whose launch took place in the navantia shipyards in Ferrol. In fact, Navantia has received a commission that will place her in the world showcase as a reference construction: United Kingdom has asked her to do her Your next frigate. In the background: a plan to become the elite of the sector. A naval milestone from Spain. Navantia is carrying out in Ferrol the largest investment of the last hundred years in a shipyard in Spain: the creation of the Digital Block Factory (FDB) conceived to place military naval construction in the world technological avant -garde. With a budget of 110 million eurosan area of ​​45,000 square meters, 500 meters in length and 90 wide, the plant will double the productive capacity of the Galician shipyard and mark the final step towards the model of shipyard 4.0where automation, artificial intelligence and robotization will be protagonists. The day. Its inauguration is scheduled for the First quarter of 2026after a construction process that began in March 2024 and has included the creation of a digital twin to monitor in real time the progress of the works, control cost deviations and anticipate failures. Unpublished productive capacity. The new factory will allow Navantia to manufacture in Only one year the blocks equivalent to a air holder such as Juan Carlos Itwo F-18 frigatesfour European corvettes EPCfour maritime action ships (BAM) or up to two combat supply ships (BAC), in addition to logistical support ships such as the FSS that already produces For the Royal Navy. In practical terms, the plant may generate simultaneously The blocks of two frigates, with a production cadence of one section every ten days (about 26 per year), which will reduce construction deadlines by 20-25%. In the case of the F-110, about 85% From the structure of each unit it will be manufactured in the FDB, while the singular blocks (such as the dome of the sonar or the multimission mast) will continue to be built in the traditional workshops. This scheme will simultaneously add the commitments to the Spanish Navy and the eventual Export contractsa strategic aspiration in the current context of International Rearme, where the armed demands to have their ships in the shortest possible time. Automation, AI and Robotics. The factory has been designed under an optimized workflow scheme, divided into three major areas: steels, prearmament and flip. In the first they will be installed Robotized welding lines Equipped with hybrid laser technology, guaranteeing higher structural dimensional precision and robustness. In the prearmament phase, the subblocks will be transferred autonomously by vehicles not manned with IoT sensors, and robots will be integrated for welding, manipulation and palletization that will work collaboratively with the operators. Finally, in the voltage zone, the blocks will be assembled with subcomponents previously manufactured in an automated assembly system that combines speed, flexibility and reliability. The whole process will be supported by a system of Complete digital traceability: Each piece will generate information associated with its digital twin, which will automatically readjust the following phases and detect real -time deviations using smart cameras connected to 3D models. The Innovation and Robotics Center. Navantia digital transformation is not limited to the plant itself. He Innovation and Robotics Center (CIR), directly linked to the factory, acts as technological nucleus where the latest innovations in automation, automatic inspection, advanced welding and dimensional control are tested and validated. The CIR not only develops solutions applicable to immediate production, but also works as Training and Transfer Space of knowledge, ensuring that advances are quickly integrated into productive processes. The ecosystem, reinforced With collaborations With the University of La Coruña and with specialized consultants, it guarantees, a priori, that the Ferrolano shipyard remains on the border of naval innovation. Labor impact. From the company it has been ensured that, despite the high level of automation, the factory will not involve a template reduction. On the contrary, it will maintain a volume of Between 270 and 400 workers In turn, including both direct employees of Navantia and personnel from auxiliary companies. In each turn they will operate Between 300 and 325 peopleconfirming that robotization is raised as a tool for support to human capital and not as a substitute. The combination of specialized manual labor and intelligent systems ensures that flexibility is maintained to meet specific demands of each naval program. Reference at the military plane. Once finished, the FERROL FDB It will not have equivalent in the world of military construction. The only comparable reference is the Alemán Meyer Werft Shipyarddedicated to luxury cruises and has been gradually applying automated systems for fifteen years. Navantia, however, will be the first company to move this industrial logic War shipswhich, according to the company, will allow you to offer a competitive, sustainable and higher quality product in a sector where the speed of delivery is practically a strategic requirement. In addition, the possibility of producing blocks to Other international shipyardsexpanding his role as a key actor in the global naval supply chain. New era in the estuary. If you want also, with this bet, Navantia aims to turn Ferrol into a World Reference Pole For military naval construction, combining tradition and modernity in a project that represents a before and after in Spanish industrial history. As Rafael Morgade underlinedresponsible for the digital transformation of the company, it is an authentic “new era” in which the Galician shipyard will go from a disorderly growth accumulated in a century to a concentrated, efficient and technologically advanced model. In a marked geopolitical context For the rearmethis megafactoría not only reinforces the capacities of the Spanish Navy, but also positions Navantia as a industrial partner in the elite of the international defense market. Image | Navy In Xataka | The United Kingdom wants to remain one of the great powers. So he will not … Read more

The Critical Mineral Companies of the West are trapped between the US and its best client: China

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Western companies that are dedicated to the extraction and processing of critical minerals are between the sword and the wall. These raw materials They are fundamental for many strategic industriessuch as those of semiconductors, telecommunications, advanced weapons or electric car, so USA and China are using them as a resource to exert pressure on the other. This situation represents a very serious problem for Western mining companies because Donald Trump’s government has imposed very strict controls to China of these minerals, as well as High tariffs. Rio Tinto and BHP are the world’s largest western miners, and its best client is China. In fact, According to Volt Rush In 2024, 57% of Rio Tinto’s income came from China compared to 16.7% of the US. Losing the Chinese market is not an option for these companies, so the managers of the two companies I just mentioned have met with President Donald Trump in the White House with the purpose of defending their interests and protecting their position in China. However, they also have something to offer to the Administration: the possibility of reinforcing the US supply chain by opening new deposits in the country, such as the “Resolution Copper” project of Arizona, delayed for years due to the opposition of the Apache tribe of San Carlos. China dominates an essential market for the US and its allies: that of rare earths On April 4, just 24 hours after Donald Trump announced the taxes that he was going to apply to the importation of most products from abroad, The administration led by Xi Jinping responded. And he did it forcefully. In early December 2024 He chose to prohibit The export of some critical minerals to the US, among which were three essential metals for the chips industry: Gallium, Germanio and Antimony. Shortly after the Chinese government added two more critical metals to its list of export restrictions: the Scandio and the Disposio. These chemical elements are probably less known than metals prohibited by China previously, such as Gallium or Germanio, but They are at least so important Like the latter because they have a fundamental role in the industries of integrated circuits, telecommunications and the manufacture of storage devices. Many companies have high -power magnet reservations made with rare earths, but possibly they will only allow them to subsist a few months The ability to put pressure from China had not yet been extinguished. Just ten days later, on April 14, the Administration did not hesitate take another step forward With the purpose of putting in check, in addition to the industries that I just mentioned, those of electric cars, aeronautics and advanced armament. To achieve this, it effectively suspended, in addition to the export of the most valuable rare earths, that of high -power magnets that have a critical role in the industries that I have cited in this same paragraph. Chinese authorities are retaining in ports throughout the country not only rare earths, but also high -power magnets acquired by electric cars manufacturers throughout the planet, aerospace companies, chip factories and armament companies. Many of these organizations They have high -power magnet reservations Made with rare earths, but possibly they will only allow them to subsist a few months. Europe in particular is in an extremely delicate position. China’s export controls are directed mainly to the US, but the old continent It does not remain unscathed. At least for the moment. In fact, in Germany, which as we all know is the heart of the European car industry, There are already experts who assure that if China continues to retain rare earths and electric motors some essential parts of the electric cars production chain will stop in a few weeks. For the European car industry this blow would be very difficult to fit. European companies that are dedicated to the manufacture of semiconductors are also in a very compromised situation. According to Reuters Many European chip production lines They will stop very soon Due to the shortage of crucial supplies, which has led the European Chamber of Commerce to meet with officials of the Ministry of Commerce of China to ask them to allow rare earth supply to European companies that are dedicated to the production of integrated circuits. Image | Volker Braun | Gage Skidmore More information | Volt Rush In Xataka | The US will not be able to contain the technological development of China. Experts from the chips industry forecast it

Starship already has its first client to go to Mars: the government of Italy

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The CEO of Spacex, Elon Musk, and the president of Italy, Giorgia Meloni, They became such good friends Last year that Musk had to Go out to deny That he had a romance with her. Then it was she who got into trouble with the rest of Europe for Consider Starlink as an option for Italian army communications. Finally, Italy will collaborate with Spacex differently. The first Starship ticket to Mars. The Italian Space Agency (ASI) has signed an unprecedented agreement with Spacex to transport scientific experiments developed by Italy in the first missions of the Gigantic Starship ship To Mars. The agreement, revealed by the President of the LI, Teodoro Valentewithout intervention by the European Space Agency, ensures a seat for Italy in the new space race towards Mars, this time with a strong commercial partner. Spacex president, Gwynne Shotwellhe described collaboration as a “unique agreement in its gender”, and promised that there would be others to come. The experiments. He ESPO He mentions, without going into details, three “Made in Italy” charges that will fly with Starship to Mars. The first is an experiment on the growth of plants that will investigate how to design future greenhouses and life support systems. The second and third are a weather station and a radiation sensor to thoroughly document the space climate during the interplanetary flight of six months to the red planet. Your goal is Improve the safety of future astronauts Let Mars fly. Six months of interplanetary trip. Starship is the highest and most powerful launch system in the world. Still in the development phase In Spacex facilities southeast Texasit consists of a propeller of more than 70 meters and a ship of more than 50 designed to fly to Mars and land on its surface after reposting in orbit. Elon Musk hopes to send The first five starship to Mars in 2026. Any delay would force flights to the next launch window, scheduled for 2028. All initial flights would be without crew until the system is already tested. With this agreement, Italy would have a preferential place in the first private rocket that aspires to reach Mars. Image | Spacex In Xataka | Elon Musk has revealed what Starship V3 will do: to “take all creatures” to Mars as an ark of Noah

In its darkest time Intel is receiving a crucial economic support from its best client: China

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China is the largest market in which Intel is present. During the fiscal year of 2024 29% of its turnover Proceeded from this Asian countrycompared to 24% of the US. And is that of the 53,100 million dollars that This company entered last year nothing less than 15,400 million arrived from China. These figures reflect very clearly how important the country led by Xi Jinping for Intel is. And also how sensitive it is to the geopolitical context. In fact, SANCTIONS TO CHINA That the US government has deployed during the last two years have prevented this veteran company from selling its most advanced chips to its Chinese clients. Nvidia, AMD, Broadcom or Qualcomm has happened to them, but Intel is at a very delicate moment. Of the economic crisis facing We have spoken in depth In other articles. And, in addition, it can be aggravated by the commercial war that the US and China is currently. Mature chips are helping Intel to survive in China The company founded by Gordon Moore and Robert Noyce in 1968 does not design and manufactures only PC microprocessors, GPU for games and games artificial intelligence (AI) and quantum processors. An important part of the Intel business is supported by the commercialization of relatively old integrated circuits that come from their mature lithography nodes. They are not at all avant -garde semiconductors, but they are still necessary. At the current situation of tension between the US and China for this last country, these mature integrated circuits are crucial At the current tension situation between the US and China for this last country, these mature integrated circuits are crucial. Chinese chip designers and manufacturers are capable of supply your own market with The mature chips you need Appliances manufacturers, telecommunications or cars equipment, among other industries. However, many users, research centers and universities in China continue to use software for X86 and X86-64 processors, so at the moment they cannot do without the CPUs designed to execute it. Intel is currently benefiting from this need. And is that, according to ReutersChina is promoting in a very important way the demand for its oldest microprocessors for personal computers and servers. It is evident that in current circumstances this demand represents a very valuable fresh air breath for Intel, although a predictable future exchange of tariffs between the US and China in the field of integrated circuits could greatly degrade this business segment. We will see what happens, but there is no doubt about one thing: China continues to be very important for Intel. Image | Intel More information | Reuters In Xataka | Intel has confirmed that the 20A node will be skipped to reduce expenses. The 18A node will enter production in 2025

Spacex will launch next week the first polar space flight in history. Your client: A Bitcoin tycoon

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Incredible things happen by mixing large heritage with the spacex’s launching ability. The First private extravehicular activity either The manned flight to the highest altitude from the Apolo program They were two great milestones of the Polaris Dawn mission. But the new Fram2 mission will achieve something that had never been done, not even by space agencies. Fram2 will be the First spatial flight manned in polar orbit. The first time a ship will take its occupants to fly over the polar caps. Commanded by Chun Wang, a Chinese-Maltés entrepreneur who made fortune with Bitcoin mining, the four crew will be the first humans who observe first-hand the north pole and the southern pole of the earth from space. The never seen To date, there has never been a space flight with astronauts in polar orbit. The highest inclination reached by a manned mission was 65 degrees and the Soviets achieved in 1963 with the Vostok 6. Spacex mission aspires to achieve a pure polar orbit of 90 degrees. To access a polar orbit, the ship must be launched north or south, passing on inhabited land regions. The fuel spending is greater and, in case of emergency during takeoff or re -entry, it will be more complicated to guarantee a safe landing and the rescue of the crew. The launch of the mission, aboard the Crew Dragon ‘Resilience’ ship of Spacex, is scheduled for Monday, March 31 at 23:30, local time of the 39A launch platform of the Kennedy Space Center, in Florida. Spacex will have to land the propeller of the Falcon 9 rocket in Bahamas For this mission. Who travels Fram2 mission crew The person behind the mission is Chun Wang, the co -founder tycoon of F2POOL, one of the largest Bitcoin mining companies that exist. Stake Fish has also founded, an Ethereum stake platform. They are very profitable businesses, taking into account that a flight on board Crew Dragon of Spacex costs about 200 million dollars. Wang was born in China. Acquired the nationality of Malta in 2023 With a gold passport. Vive Svalbard (Norway), but flies almost daily with the aim of visiting the 249 recognized countries and territories of the world. Next to him will fly a Norwegian cinematographer, a German scientist and an Australian doctor: Jannicke Mikkelsen: He will be responsible for documenting the mission. With experience in filming under extreme conditions, it has registered polar flights and other projects in remote locations. Rabea Rogge: Mission pilot, focused on polar robotics research for your doctorate in Norway. He has directed satellite missions and works with advanced technologies in the Arctic. Eric Philips: Doctor and specialist in the mission, contributing years of expeditions to both poles and the prestige of their participation in polar guidelines. The crew has received An intense eight -month training which included microgravity simulations, rescue techniques, first aid and coexistence tests in small spaces, including an experience in the Alaska desert to ensure its adaptation to extreme conditions. Three to five days FRAM2 crew with their space costumes The ship that will transport the four crew on this journey is the Crew Dragon “Resilience”, which has already flown in three missions: Crew-1, Inspiration4 and Polaris Dawn. On this occasion it will be equipped with the Cupola module, a glass dome that will offer panoramic views of the poles. The Fram2 crew They will do scientific research on atmospheric phenomena and collaborate with Spacex in studies for future long -term space flights. The itinerary of three to five days includes 22 scientific experiments. Among them Spacexray, the first radiographs made to human beings in microgravity, and Study Egresss, with which they will evaluate their ability to perform maneuvers to get out of the ship after their removal and secure it without help from rescue equipment. Images | Spacex In Xataka | Polaris Dawn is a success: Spacex has just changed the rules of the game with the first commercial space walk

So far Arm only designed chips. Now you will manufacture one for data centers, and goal will be your first big client

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There is a lot of money invested in data centers. Maybe too much. And that is a juicy cake in which many companies want to enter. One of them is ARM, which throughout its history He had limited himself to designing chips that others then licensed and manufactured. Now they will go further, and AI is the main reason. THE FIRST CHIP ARM. As revealed In Financial TimesARM will reveal his first chip this summer. Until now, Arm had remained outside a career in which Intel, AMD, Nvidia, Qualcomm or Apple have been the protagonists, but now they want to enter that fight. Data centers in the spotlight. SoftBank, which has a majority participation in ARM, has ambitious plans in the data centers segment. It has allied with Openai and other companies for the colossal Stargate projectwhich will make them theoretically invest 500,000 million dollars in data centers in the US. And the company wants ARM to be part of that project with own chips that govern the servers of those data centers. Goal as a great first client. This chip is expected to be a CPU for servers and that it is created so that it can then be customized by companies as a goal. In FT they indicate that in fact the company of Mark Zuckerberg is already the first big client of ARM in this initiative. TSMC could be in charge of the production of chips, according to sources close to the plans. Acquisition of ampere in sight. We speak these days of the alleged advanced negotiations that They could end SoftBank buying ampere. The firm specializes precisely in the use of ARM architecture in multinuk chips Oriented to data centers. Threat to Intel and AMD. These two companies (especially Intel) and architecture X86 have always dominated the segment of servers and data centers. However, chips with ARM architecture have begun to be an interesting option, and the alleged appearance of these Arm’s own chips could further boost their market share. And Varapalo for Qualcomm. Qualcomm socate are references in our mobiles, but the company also takes time Working in chips for servers. In the last months Qualcomm and Ar had maintained a litigation that finally closed a few days agoand it is about to see what is the impact of this ARM project on the Qualcomm roadmap, which apparently He was also in negotiations with goal to provide chips for their data centers. Image | ARM In Xataka | West tries to block China in technology while giving him his greatest opportunity in decades

Intel was about to snatch Apple as a client from TSMC. Having achieved its story would be another

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Apple is the largest TSMC customer. By difference. In 2021 26% of income From this manufacturer of Taiwanese semiconductors came from the signing of the apple, a figure much higher than 5.8% derived from its activity for Mediatek, which was then its second best client. All probability These numbers will barely varied In the following years. In any case, the narrow bond that these two companies have maintained has caused Apple to be a priority customer for TSMC. Those of Cupertino were the first to have access to the 3 nm lithographic node which is underway in TSMC plants in Taiwan. And Apple will have priority access, as expected, to the 2 nm lithographic node With GAA transistors (Gate-alall-around) in which TSMC will begin large -scale manufacturing for 2025. That of these two companies is a story full of complicities and alliances that have allowed both to be reinforced. However, everything was about to be very different. Intel tried to convince Apple The company led by Tim Cook began to develop its own SOC for its smartphones and tablets between 2009 and 2010. At that time Apple decided that Samsung, which is one of the three semiconductor manufacturers From the planet next to Intel and TSMC, be responsible for producing its chips. However, there was a problem: Samsung already was already one of the integrated circuit manufacturers that had some of the most advanced integration technologies, but it was also a direct competitor of Apple. This rivalry led Tim Cook to opt for other options, and one of them, presumably the most attractive, consisted of allying with TSMC and trusting that this Taiwanese company was responsible for manufacturing its semiconductors. However, this It was not the only option Cook had on the table. He also considered the possibility of working with Intel or Texas Instruments. The problem was that Intel had barely manufacturing chips for third parties, and, on the other hand, Texas Instruments integration technologies were not advanced enough. “Simply Intel does not know what to do to exercise as a chip factory for third parties” Despite all this, Paul Otellinithe general director of Intel at that time, met with Tim Cook in early 2011 with the purpose of convincing him that Intel was his best option. And it must have been very persuasive. In fact, the head of Apple decided to stop the commitment he had already reached with TSMC for two months with the purpose of evaluating Otellini’s proposal. Morris Changthe founder of TSMC, worried a lot when he learned that Tim Cook had temporarily stopped his commitment and decided to travel immediately to the US to meet with Apple’s general director. Chang has revealed during an interview with Acquired What happened during those negotiation days: “Intel’s general director approached Tim Cook and asked him to consider his company. At that time Intel was the main supplier of the Apple Mac line. I knew many of Intel’s clients in Taiwan, none of them liked it because Intel always acted as if they were the only ones who had microprocessors. Even if Intel tried to do business in good faith, he had a conflict of interest. “ However, Chang adds something else. “We have learned to attend all the requests of our clients. We always respond with courtesy, but Intel has never done that. All Intel clients in Taiwan who knew wanted to change the supplier,” recalls Morris Chang. Anyway, when the TSMC founder spoke with Tim Cook the latter had already made a decision. A decision that reassured the veteran Taiwanese engineer: “Simply Intel does not know what to do to exercise as a chip factory for third parties.” This is the phrase that, according to Morris Chang, Tim Cook said to let him know that Apple would seal his alliance with TSMC. The rest is history. Image | Asia Society | Flickr (Fortune Ceo Initiative, David Geller) More information | Acquired In Xataka | The new TSMC factory in the US has achieved something “impossible”: overcome the performance of Taiwan plants

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