companies

The strongest Chinese companies in Chips and IA have created a historical alliance

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The future of Nvidia in China is increasingly uncertain. The suspicions of the administration of the Chibespace of China about The safety of your GPU H20 for artificial intelligence (AI) force this company to convince the Chinese government that their chips are reliable. However, this is not the only challenge that Nvidia faces in the country led by Xi Jinping. And it is that a good part of the most relevant Chinese companies in the semiconductor industries and AI have allied to encourage the adoption of chips for the Chinese. During the last fiscal year, which expired on January 26, 2025, China represented approximately 13% of total income of the company led by Jensen Huang with a figure of about 17,000 million dollars. In practice, this Asian country is the third best client of this company only behind the US and Taiwan. In fact, according to TrainingView At the beginning of 2025 Nvidia had a fee in the Chinese chip market for no less than 95%. However, during the last weeks it has dropped to 50%. This abrupt decrease is largely due to the export restrictions of chips for the The US government has imposedalthough it is also caused by the development of competition within China. And, to curl the curl, Stepfun, which belongs to Tencent Holdings; Infinigence ai; Siliconflow, from Huawei; Metax; Biren Technology; Focus me; Iluvatar Corex; Cambricon Technologies and Moore Threads, which are some of the strongest Chinese companies in the development of chips for AI, They have constituted an alliance who seeks to stop Nvidia. For Nvidia it is increasingly difficult to sustain its position in China The Chinese government is urging Chinese companies that are dedicated to the development of large models of the use in their servers integrated circuits of Chinese origin. The alliance for innovation in the model-chips ecosystem, which is what is called the organization that the Chinese companies that I have mentioned a few lines have constituted, represents an important step in this direction. Nvidia has in its favor the mass implementation of CUDA (Compute Unified Device Architecture) In the AI projects that are underway, but the panorama is already beginning to change. This technology brings together the compiler and development profits used by programmers to develop their software for NVIDIA GPUs, and replace it with another option in The projects that are already underway It is a problem. Huawei, who aspires to an important portion From this market in China, it has Cann (Compute Architecture for Neural Networks), which is its alternative to CUDA. However, this is not the only asset in the country governed by Xi Jinping. Nvidia has in its favor the massive implantation of CUDA, but the panorama is already beginning to change Moore Threads It is one of the Chinese companies that are dedicated to the production of hardware for which companies aligned with the interests of the US and its 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 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. The cards MTT S4000 and MTT S3000 They are its most interesting proposals right now, although, curiously, in its porpholio the MTT S80 card also appears, a proposal for games and content creation that, according to Moore Threads itself, has a calculation capacity of 14.4 Tflops in single -precision floating coma operations. It doesn’t impress, but it’s not bad at all. However, this company has something else: a software package with which the domain of CUDA seeks to break. Muse calls itis compatible with the range of MTT cards that I have mentioned a few lines above and incorporates a compiler, execution libraries, specialized libraries and code purification tools. However, this is not all. On paper its most attractive capacity for China is that it allows to reuse the code written in CUDA, transferring it so that it can be executed on the cards for Moore Threads. It is difficult to predict what reception the hardware and software of this company will have in your country of origin, but there is no doubt that it is worth following the track. Image | Moore Threads More information | SCMP In Xataka | AI is the best thing that is happening to nuclear fusion. It is already accelerating the construction of Iter

Train liberalization in Spain has been a success for travelers. The problem is that companies are losing a money

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Railway liberalization has reached cruise speed with spectacular results for passengers … but demolving for operators accounts. Why is it important. The train price war is changing the transport map in Spain. Users earn with more low options and prices, but companies are bleeding money in a battle that has also begun to question the sustainability of the current model. In figures: Almost 40 million travelers They used high speed in 2024. That is 77% more than in 2019, before pandemic. Prices They have fallen up to 42% On some routes. Passenger income is 35% below the levels prior to liberalization. The context. Ouigo has become the undisputed EY of low prices. In the first quarter it was the Most economical operator in four of the five liberalized runners: Madrid-Barcelona (18.59 euros). Madrid-Sevilla (29.09 euros). Madrid-Málaga (26.89 euros). Madrid-Aliante (20.80 euros). Only in Madrid-Valencia surpassed him Avlo, and it was for just 25 cents. This aggressive strategy It is giving results. The French subsidiary has managed to capture 36% of the market in Madrid-Aliante, 25% in Madrid-Valencia and 15% in Madrid-Barcelona. Yes, but. Profitability is another issue. The sources do not indicate the concrete losses of each operator in 2024, but The data They indicate that the average income remains far from the levels that Renfe achieved alone. The operators have increased only 6% the average income in Madrid-Barcelona, to the 8 cents per traveler and kilometer, a figure that remains 35% lower than the era of the monopoly. Deepen. Beyond numbers, liberalization is changing mobility habits. The train has won the battle to the plane bluntly: In Madrid-Barcelona, the rail share went from 65%to 81.5%, while other routes exceed 80-90%. And now the financial sustainability of the sector is at stake. If current margins do not allow long -term profitability, something will have to give in: either prices, or some operators will end up withdrawing from the market. In Xataka | Renfe trusted the Avril trains to face the Low Cost of Ouigo and Iro. They do not stop giving problems Outstanding image | Dani guitar

Elon Musk wants Elon Musk’s companies to finance Elon Musk’s AI with Elon Musk’s money

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Elon Musk is clear that his most immediate future passes, yes or yes, due to artificial intelligence. The eccentric magnate launched two years ago Xai After resorting, among others, the resources of Tesla and Spacex to raise funds. Much has rained since then. Elon Musk already has an AI model in the market, Grokand wants to continue growing to stand up to OpenAi, Google and company. For that he needs resources, and something else, but if something has the richest man in the world they are plenty of resources. So he has put the machinery in motion. -He Elon, can you give me money? – Of course, Elon. – Thank you, Elon. The billionaire has us accustomed to mobilizing Spacex resources to finance their movements. For example, Spacex gave him a loan of 20 million dollars to finance Tesla in its first measures. Also He used Spacex resources to finance The Boring Company And even asked $ 1,000 million to face the purchase of Twitter. Why use Spacex resources? Because it is his company, he founded it with 100 million dollars from his own pocket and is not a public company, Ergo is not participated and does not have to ask the investors permission. With Tesla, a company that is also CEO, the situation is different. Tesla is a public company and has a shareholders’ board that must approve the mobilization of resources. It is true that It is a Board of Shareholders faithful to Muskbut it is a process that cannot be skipped. However, in 2016 he used his Tesla actions to Buy Solar City Company of renewables of which Musk was maximum shareholder and Lyndon Rive, his cousin, the CEO. Inverters did not like it too muchby the way. More money. Knowing that, it will surprise us less than Spacex has approved Invest 2 billion dollars in XAI, the artificial intelligence company that Elon Musk is (surprise) founder and CEO. This investment is part of a capital collection of 5,000 million Announced by Morgan Stanley Last month. It is also the largest investment that Spacex has made in another company and the first in XAI (of which you have record, of course). Grok now has an anime avatar. This, specifically | Image: Xataka Android In the background. The reality is that these movements have the objectives to increase the capabilities and assessment of XAI, as well as allow their operations to be maintained. The latter will see that it is still complex. With regard to “artificially” the valuation of XAI, the most striking movement was undoubtedly The purchase of X by XAI. That increased the valuation of X to 33,000 million dollars and that of XAI to 80,000 million dollars, according to Musk. It is no accident that Grok is integrated into X, which recently to the Starlink customer service support and that Musk wants to use it as the basis for optimus robots. Everything revolves around Xai into the spearhead of his empire. But need more. Elon Musk wants to compete against Google, Openai and Anthropic. Your latest model, Grok 4has received excellent scores in the benchmarks, although its impact has not been the same as that of Chatgpt or Gemini. Beyond that, XAI has a small big problem: AI is expensive and spends money in abundance. XAI has spent billions of dollars in data centers (Some with 200,000 gpus nvidia hopper) And he intends to create a superordinate, Colossuswith a million GPUS Blackwell. The problem, of course, is to get between 50,000 and 62.5 billion dollars that would cost this transactionespecially after recent controversies with Grok. Not to mention that maintaining and developing Grok costs Xai about 1,000 million dollars per month. For us to get an idea, it is estimated that XAI will spend $ 13,000 million in 2025, but will only generate 500 million dollars in revenues. Cover image | Gage Skidmore edited by Xataka In Xataka | Elon Musk said the electricity network would begin to fail in 2025. For once, it has given in the nail with its prediction

We are champions in productivity with medium and large companies. The problem is that with SMEs we lose by win

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The OECD data has been putting the red lantern to Spanish productivity decades. However, that perception does not Low productivity in Spain It does not fully adjust to the reality that reflect the Recent OECD reports. Such and as they highlight in The confidentialalthough the global data show a very discreet increase, companies of between 10 and 250 workers exceed productivity to the average of their peers in the OECD. However, the big problem is that 95.1% of Spanish business fabric is made up of SMEs with between 0 and 10 employees. What the OECD says about Spain. The OECD, in Your productivity report Of 2024, it evidences that the average annual growth of the hour per hour worked in Spain has been 0.5% per year, while the OECD as a whole has registered an average of 1.2%. That places the country clearly below the average of the Club of developed economies. Despite this scenario, a BBVA Foundation Analysis On the evolution of the total productivity of the factors (PTF), which combines the productivity of labor and capital to leave a photo closer to the reality of companies, says a growth of 0.9% interannual of this parameter. Which reinforces the conclusions of the OECD on the growth of productivity in Spain, which is like the Second country with greater growth of productivity in the last two decades. However, beyond the global data of Spain, the graphics of the OECD productivity study value the largest companies already medium -sized as a productivity engine in Spain. Thus, the OECD evidence that the mismatch in productivity is not so much between Spain and Europe as a whole, but among the different company sizes within the country itself. Total productivity of the factors (PTF) by country. Source: Productivity Council of Spain Microenterprises: many and unproductive. As recognized From the report From the Productivity Council in Spain, the most relevant feature of the Spanish productive fabric is that 95.1% of Spanish companies have less than ten employees, confirming that microenterprise is the standard in Spain, not the exception. According to the OECD dataSpanish microenterprises generated in 2023 an added value of $ 56,990 per worker, compared to $ 108,356 per employee generated by large companies. That means that large companies are 90% more productive than SMEs. The productivity of microenterprises is 15.3% below the OECD average and represents one of the main ballasts for the national average. He OECD diagnosis On microenterprises it is clear: having many very small companies limits the Productivity improvements and investment capacity. Medium companies approve with note. The highlight of the international comparative analysis is that, according to the OECD, “Spanish medium -sized companies have a productivity higher than the EU average, standing above the other advanced countries in their category.” In percentage terms, Spanish companies of 10 to 49 employees are 8.7% more productive than the OECD average; those of 50 to 250 employees 9.1% and those of more than 250 employees 5.2%. In other words, only 4.9% of companies in Spain would be above the OECD average, occupying avant -garde positions in terms of competitiveness in markets International The challenge: increase size and investment. The recipe that the OECD gives to Improve productivity Of these microenterprises it is clear, but it is not simple to apply: it is necessary to seek improvements in productivity through Investment and innovationimproving the value added by employee so that the business fabric gains size. According to 2023 dataSpain is at the tail in investment in machinery, ICT assets and i+d. Precisely, a Report of the Bank of Spain He pointed to productive investment as the key to business growth. The report emphasizes that private business investment had not managed to recover prepondondemic levels, while public investment in this area had recovered and grew at a good pace. In Xataka | Some researchers have analyzed the working day in Spain: the same thing that 40 years ago is worked, but in worse jobs Image | Unspash (Sherman Yang) We believed that in Spain we were not productive, but medium and large companies exceed the OECD average. That is the problem

The one between Chinese companies

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The artificial intelligence (AI) resides in the heart of the pulse currently supporting the US and China. The government led by Donald Trump is doing everything in his hand to prevent avant -garde chips for ia that design Nvidia, AMD, Intel or brains, among other US companies, They arrive in the country led by Xi Jinping. Meanwhile the latter is dedicating An enormous amount of resources to the development of its own advanced GPUs and AI models. The curious thing is that the most level competition in the AI ​​sector does not support only the rivalry of US and Chinese companies. During the last four years the subsidies of the Chinese government have led to that the companies that are dedicated to the development of great AI models. The Chinese market is very large, and, of course, the World Cup is even much more, but this circumstance has not avoided that conflicts between some Chinese companies emerge. The one who is freeing Huawei and Alibaba is especially bloody. Huawei denies having copied Alibaba Ren Zhengfei, the founder and general director of Huawei, made at the beginning of last June very interesting statements during a conversation with a Chinese journalist from the people’s newspaper. According to this executive “Las Gpu Ascend de Huawei are still a generation behind the chips for the US”. A priori it is surprising that the head of this company publicly publicly recognizes as this. His words They arrive at a very important moment For the company that leads. And it is that just two months ago Huawei released two new chips for AI, the GPUs Ascend 910d and 920with which he aspires to go Learning Nvidia, leading the leadership in performance in AI applications that hold both in China and beyond the borders of this Asian country. In fact, Noah Ark Lab, the Huawei Research Division, already has its first large -scale model implemented entirely on the Ascend chips. Honestagi has published a study in Github in which he maintains that there is a correlation between Pangu Pro Moe and Qwen 2.5 14b For this company, the development of a large language model in whose training and inference has only used its own chips, and not the NVIDIA GPUs, it is a success. However, the arrival of the last review of his Pangu Pro Moe model (Mixture of experts) He has not been exempt from shocks. And is that, According to Reutersa research group known as Honestagi has published a study on the Github platform in which it maintains that there is a very evident correlation between the Pangu Pro Moe de Huawei and Qwen 2.5 14b of Alibaba. This simply means that Noah Ark Lab could have trained its AI model using Qwen 2.5 14b instead of starting from scratch. If this, this division of Huawei would have violated the copyright of Alibaba. However, this is what honestagi defends in your report, but Huawei hasn’t taken it to deny it. And is that This last company holds That PANGU PRO MOE does not strengthen the incremental training from the models of the other manufacturers. There is another important fact that we are not overlooking: Huawei ensures that its development team has strictly adhered to the open source license requirements for any third -party code that it has used, although it has not specified what open source models it has used. On the other hand, Alibaba at the moment has not ruled, but presumably will announce his opinion about this conflict during the next few days. It will be interesting to verify how this Liza is resolved between two of the most important Chinese companies in the AI ​​domain. Image | Huawei More information | Reuters In Xataka | The Chinese company Alibaba has an AI to detect pancreatic cancer. It is so good that the US has accelerated its approval

The AI ​​already decides who says goodbye to who ascends in many companies

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We are seeing the first indications of how AI is going to Transform the future of employmentalthough that does not imply that I will take it out. Newly graduated to which the possibilities of learningprogrammers converted into operators of a assembly chain of Software generated by AI either Chatbots interviewing you To hire you in your next job. In this new transformative role, AI is also having A leading role In employment, although not as you think. According to A survey carried out by the Employment Services platform summarizes Builder, managers are asking the AI ​​who should say goodbye. The new glass ball. A survey conducted at 1,342 Business Managers in the US has revealed that 60% of them trust AI to make human resources decisions in their companies. 78% of respondents ensure that IA decides which employees receive salary increases in their company, 77% indicate that AI chooses those who are rising, and 66% consult who should say goodbye. Taking into account the AI ​​skills In business managementmaybe it’s adventurous to leave In the hands of generic models Talent management, but 53% of respondents ensure that he asks Chatgpt what employees say goodbye to who ascend. 29% claimed Use co -pilot and 16% left the fate of its employees in the hands of Gemini. Without training or training. As in other areas, two thirds of managers who use AI for a task as delicate as equipment managementhas not received any training For the use of AI. Only 32% say they have received the necessary training on the ethical use of AI in personnel management. To complicate things a little more, around 20% of managers ensure that it lets the AI ​​have the Last word in decisions about who says goodbye or who ascends without mediating human intervention. However, the vast majority of them are willing to intervene if you do not agree with the decision made by AI. Confirmation bias. According to Stacie Haller, Main Professional Advisor of Sumume Builder, it is risky to leave the weight of important decisions in the hands of AI without adequate training. “While AI can support data -based information, it lacks context, empathy and criteria,” the authors of the survey indicate in their report. Such and as he published he New York Magazinethe main problem of the general models as chatgpt, is that They are flatterers by nature. That is, they seek to please the user at all costs, although this implies altering the results. That implies that, for a lot of neutrality and objectivity that managers want to obtain in their decisions by saying goodbye to employees, AI will take into account their personal preferences, reinforcing their confirmation bias, although the choice is not the best for the company. Tantling the land for AI. As they have revealed the survey data, 46% of the managers who use the management of their teams have been commissioned to evaluate whether IA could replace a position that an employee was carrying out. 57% considered that there was the possibility of applying AI to automate those tasks, and 43% carried out That replacement. However, although some profiles may have succumb to the first automation traces, there are still many other managers that see AI as a very useful tool as support in equipment management. 97% of respondents claim performance evaluation of your team or to elaborate strategies with which to improve that performance, but always supervising the results proposed by AI. In Xataka | A company hired a worker, dismissed the boss who selected him and forgot about him: he has been charging without working seven months Image | Unspash (INNN agency, Emiliano Vittoriosi)

It will be normal for companies to win more money with fewer people

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Microsoft is at your best economic moment. At the same time, he is saying goodbye to Much of its template in different departments and key divisions such as Xbox and some of their European studies. The paradox of the company led by Satya Nadella is clear: it is completely normal for companies to win more money with fewer people. The layoffs. The Microsoft case is no exception, it is the new present in the Tech industry. In May fired more than 6,000 employeesabout 3% of its global workforce. In July, I added to the list other 9,000 workers. “Organizational changes necessary to better position the company in a dynamic market,” According to Microsoft spokesmen. The company carries cleaning template since January 2023an added to salary freezing and bonus cuts and incentives for its employees. The figures. Microsoft has closed its last fiscal quarter with income of 64.7 billion dollarsan interannual growth of 15% and a stock capitalization greater than 3.7 billion dollars at the time of writing this article. A you against Nvidia to be the most quoted company in the world. The paradox. Since 2023, the estimated total of dismissals in Microsoft exceeds 30,000. Meanwhile. Historical record in quarterly income. Record in net benefits. Record for action per share. Stock capitalization record. Microsoft is leading the company model towards which the technology industry is directed: more income, more efficiency and less workers. The context. Since 2022, layoffs are becoming usual. They do not arrive in a context of recession, they arrive in the midst of an increase in the valuations of technological actions. They are an integrated routine, in cases like Microsoft’s, in the company’s quarterly planning itself. Far away is the post -financial stage of 2008, with the United States keeping interest rates and investment in Big Tech absolutely triggered. A phenomenon that continued after Pandemia, with the great technology overcome and entering a war for talent. Image | Trueup.io Where are we going. Since 2022, great technology have stopped the Race for hiring and entered a completely different phase. It is forecast that about 200,000 technology employees will be fired in 2025. A figure still distant from The 400,000 that were recorded in 2023but symptom of a trend that will not be reversed. Mainly for three reasons. Because. In the years immediately after pandemic, technological ones launched themselves to an aggressive hiring strategy. Thousands and thousands of job offers in a context after which Andy Jassy himself, CEO of Amazon, admitted that had hired too much people. Superstar. Although the wave of dismissals sounds like a crisis for workers in the Tech sector (because there are), the sector giants are raffling the most specialized profiles. The focus is on attract talent to win in AIturning engineers In the new players. The division is clear: thousands of workers going to the street, and engineers signing with seven -digit salaries. And, along the way, companies earning more money than ever. In Xataka | 50 years later the amazing thing is not that Microsoft continues to exist. The hallucinating thing is that it remains (Tan) relevant

Microsoft is one of the world’s largest companies. He has had to abrive his workers because they didn’t even use Copilot

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In case it was not enough pressure for Microsoft employees, after announcing the dismissal Now he has decided to take a radical turn in his internal strategy and requires his employees to use tools for In your workflow. What was only a recommendation before, now it has become a demand in the toughest line of the “Ai Fluency” that has already been established in companies Like Duolingo, or Canva. According to published Business Insiderthis change responds to the imperative need for Microsoft to accelerate the adoption of AI among its own template, especially considering that only a few They used their github co -ilot. At the blacksmith’s house, stick knife. AI is no longer optional. Microsoft’s address has made it clear that “the use of artificial intelligence is no longer optional.” As published by the American media, Julia LiusonPresident of the Microsoft developer division, sent a forceful email to Microsoft managers: “AI is now a fundamental part of our way of working. Just like collaboration, data -based thinking and effective communication, the use of AI is no longer optional: it is essential for all roles and all levels.” This message implies that all employees, regardless of their position, must carry out literacy in AI and incorporate artificial intelligence into their workflows with the objective of Automate bureaucratic tasks or repetitive processes. Do not use it penalizes. To encourage their use, Microsoft managers received the order to incorporate the knowledge and use of AI among the factors to assess when evaluating their performance. “(AI) It should be part of their holistic reflections on the performance and impact of each individual, “Liuson instructed to those responsible for team. Although there is still no unique metric in all departments, some teams are already assessing establishing concrete ways of measuring this aspect in the next annual performance reviews. The enemy at home. This change seeks to solve what Microsoft considers that Github Copilot’s too slow adoption among its own workers. The pressure to adopt the AI ​​not only comes from within. Satya Nadella’s firm faces hard competition between models of programming assistanceas cursor or Replitwhich are winning growing in number of users, to the point of overcoming it in some segments of use. Citing a Barclays report, the American media says that “cursor would have already overcome Copilot in a key segment of the development market.” Technology currently allows its employees to use external AI tools provided they meet certain security requirements, which shows that not even in its Github Copilot bosom has the monopoly. Business Carambolas. Microsoft’s alliance with Openai is about to give a new fruit, since Sam Altman’s company is tantling the purchase of Windsurfmain cursor rival in the Nic of AI agents for programming assistance. Since Microsoft has an agreement with the Chatgpt creator, this acquisition would give indirect access to the intellectual property of Windsurfwhich would help you improve co -ilot performance. With this New movement Nadella’s masterful, Microsoft would have access to the heart of its main rival, something does not go unnoticed for Windsurf and OpenAi managers. In Xataka | Microsoft fired him after 23 years but continues to go to the office: “I feel responsible for my team and my clients” Image | Unspash (Salah Darwish, Tai Bui)

WhatsApp will allow companies to call you directly. The question is whether it will become another spam nest

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WhatsApp has announced An important update for its business platform that will allow large companies to make direct voice calls to users. The novelty also includes video calls and business voice messages, all enhanced by artificial intelligence in order to automate commercial interactions. What includes the update. Companies that use the WhatsApp Business platform can both receive customer calls and perform them directly in the future. This function adds to video calling capabilities, useful for telesalud consultations, and to send voice messages. Meta is also expanding its business functions, which include personalized recommendations of products and automated customer monitoring through Chat. Why is it relevant. WhatsApp Business already has more than 200 million monthly users and has become an important source of goal income. The company generates money through its click ads to WhatsApp and charges merchants for messaging functions. This expansion towards direct calls seeks to make WhatsApp a more complete business communication channel, especially in markets such as Brazil and India where it is already very popular for customer service. However, it also raises doubts in terms of safety and privacy for the user. We must also bear in mind that, over the last years, WhatsApp has become A very attractive focus on cybercriminals in order to cheat their victims with increasingly sophisticated techniques of Phishing. Of course, it is convenient to be cautious in a context in which the scams proliferate more than ever through the messaging app and in Spain, with traditional calls, where The Robinson list Try to limit unplayed commercial calls, it offers disparate results. Although goal seems to have everything under control over this new function. What does goal say about it. The company ensures that companies can only call users who have previously requested to be contacted and will work with certified partners for the deployment of these functionalities. Meta is also integrating WhatsApp, Facebook and Instagram marketing tools on a single platform, which will allow companies to manage their campaigns centrally and optimize their advertising budgets. And now what. Although the function seeks to facilitate customer service and automate the answers Through the (Something that does not usually like the user), the success of this functionality will depend largely on how target implements the controls to avoid abuse. If the verification of companies is rigorous and the complaint mechanisms work correctly as the company indicates, it could become a useful tool for customer service. However, it does not hurt to stay alert to possible unplayed calls and be cautious with any request for personal or financial data that they receive through this route. Cover image | Goal In Xataka | Finally WhatsApp will use AI in something that will make many happy: to end the chaos of the messages without reading

The two most important chip companies in China have a problem: the 5 Nm have been choked

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In the middle of last May Dr. Kiman expert in the manufacture of integrated circuits who has worked in Samsung and who currently investigates for TSMC in the US SMIC (Semiconductor manufacturing international corp) I was about to Start 5 nm chips production. And also that he planned to launch his first 3 Nm nodes equipped with GAA transistors (Gate-alall-around) in 2026. This company is the largest Chinese manufacturer of semiconductors, and has been working on the development of its own 5 Nm photolithography with Huawei. For these two companies to have the ability to manufacture their own 5 Nm chips is crucial, but they are having serious problems with this integration technology. Dr. Kim pointed in May that the performance by wafer that SMIC had reached in this node was less than 30%, but now there are two antagonistic means, the Canadian platform Techinsights and the Chinese newspaper SCMPthose that support the difficulties faced by Huawei and SMIC. According to Techinsights the new laptop Matebook Fold Ultimate Design Huawei incorporates a soc Kirin X90 manufactured by SMIC. Nothing striking here. What is surprising is that the chip of this ambitious team is not produced in the 5 Nm node. SMIC is manufacturing it in its second -generation 7 NM node (N+2) using an integrated circuit production technique known as Multiple patterning. 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. China needs avant -garde lithographs, but endures thanks to mature chips The problem facing SMIC and Huawei, as we have explained in other articles, is that the Multiple patterning It has an upward impact on the cost of chips and the decrease in production capacity. These two Chinese companies have been forced to use this technique in their equipment deep ultraviolet lithography (UVP) because the prohibitions of the United States and the Netherlands prevent the Dutch company Asml from selling their machine their machines in Chinese extreme ultraviolet photolithography (UVE). The latter allow to produce more advanced semiconductors than UVP equipment. In Xataka The cure of some diseases "incurable" is already closer thanks to quantum computers According to Techinsightts, the new Matebook Fold Ultimate Design Matebook of Huawei incorporates a SOC Kirin X90 manufactured by SMIC In current circumstances it is reasonable to conclude that Huawei has not yet incorporated 5 Nm chips manufactured by SMIC in its most advanced equipment because the production of these integrated circuits is still very limited. This is what Techinsight and SCMP supports. And we think about it too. However, there is something important that we should not ignore. As I mentioned a few lines above, China needs avant -garde photolithographies To have the ability to make chips as advanced as those produced by South Korean companies Samsung or SK Hynix, Taiwanese TSMC or Intel or Micron Technology Americans. But, curiously, the Chinese semiconductor industry is surviving Thanks to mature chips. In fact, in 2024 it produced 12.5% ​​more than in 2023. It is not bad at all, especially if we are in mind that US sanctions and their allies prevent Chinese manufacturers of integrated circuits accessing UVE lithography equipment. And since 2024 they cannot buy more UVP lithography machines. For a good part of 2022 the production of China semiconductors suffered an important fall and did not begin to recover until the end of that same year. Of course, in 2023 this industry grew almost constantly, and in 2024, as we have just seen, the rebound was monumental, especially in the final stretch of the year. {“Videid”: “X81Felr”, “Autoplay”: False, “Title”: “A future without mole in China the industry changes the paradigm and we explain why”, “Tag”: “”, “Duration”: “182”} In this situation it is reasonable that we ask ourselves what kind are the integrated circuits that are producing the Chinese manufacturers. And the answer is very revealing: these are chips derived from mature integration technologiesusually of 28 nm or less advanced. After all, the semiconductors that we find mostly on electronic devices, appliances or cars, among other products, have been produced using them. More information | Techinsights | SCMP In Xataka | The US has declared the total war on Huawei: he does not want him to sell his chips for the most advanced outside of China (Function () {Window._js_modules = Window._js_modules || {}; var headelement = document.getelegsbytagname (‘head’) (0); if (_js_modules.instagram) {var instagramscript = Document.Createlement (‘script’); }}) (); – The news The two most important chip companies in China have a problem: the 5 Nm have been choked It was originally posted in Xataka by Juan Carlos López .

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