companies

Thus it is possible to steal information from companies without anyone knowing

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Notion’s new 3.0 version is updated with quite interesting changesalso introducing the fashionable now, Artificial Intelligence Agents that can execute complex tasks autonomously. However, it also opens the door to a critical vulnerability. And it is that those who come with not very good intentions can take advantage of a simpler technique than it seems to extract and send confidential data to external servers with the help of those same AI agents. The background problem. As they point out from Codeintegritymodern AI agents combine three elements that make them a potential threat: ability to use tools on their own, autonomous planning of actions and access to sensitive corporate information. In this way, when an attacker manages to manipulate the agent’s instructions, he can execute chains of complex actions that can end up dodging traditional security controls of companies. Image: Codeintegrity How the attack works. Through article Published by Codeintegrity, its researchers have shown that the process can end up being very simple. First, the attacker creates an apparently harmless PDF document. However, within the archive hide a text with malicious instructions that deceive the agent of the “important routine task” of the internal system. An invisible trap. The malicious text uses psychological manipulation techniques, presenting itself as a critical task that must be completed to avoid “consequences” in the company, also using technical terminology to seem legitimate and implying that the action is “pre -authorized” by safety. When the user asks the notion agent to summarize the document, he reads the hidden instructions and interprets them as genuine orders of the system. Data leakage. Once activated, the agent seeks confidential information in the user’s notion pages, as the Prompt had sent it, and concatena in a malicious URL previously described. Then use the system web search tool to send a query that contains all that sensitive information to a server controlled by the attacker, where the data is recorded. Scope of the problem. The most worrying thing is that this vulnerability It is not limited to PDF files Uploaded manually. Notion 3.0 integrates connectors with multiple business services such as Github, Gmail or Gira, any of which could be used to inject malicious instructions without the user suspect. Even advanced AI models such as Claude Sonnet 4considered among the safest in the market, have proven to be susceptible to this type of attack. What does it mean for companies. The techniques of ‘Prompt Injection‘They can question the security of any company that manipulates or manages diverse AI agents, since they can execute and plan actions autonomously. Therefore, companies that embrace AI, must also rethink their security protocols and establish new specific controls to tackle these types of problems. Cover image | Zan Lazarevic and generated by AI with Gemini In Xataka | Mark Zuckerberg doesn’t care to lose $ 200,000 million in AI. The real risk would not be betting on it, ensures

They do them for them and companies are taking action

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The remote work interviews They have become fertile terrain for candidates to use AI as a cheat assistant and simply read the answers that the assistant facilitates in real time. A survey of the interview simulation portal with AI interviewing.io It points to the fact that 81% of the interviewers suspect that candidates use AI During their interviews, while 31 % have already confirmed it. The dilemma: traps or tools? One of the most striking cases of use of AI in the Cluelystartup founded by two Columbia student to solve technical interviews with the help of An undetectable For the interviewer. After discovering the deception, the University suspended it for “academic dishonesty.” However, the approach of the two students He opened a debate: Is it a trap to use a calculator or spelling corrector of the text editor or are they tools that everyone uses in their usual work? Increasingly hard interviews. To respond to these practices of candidates who hide the use of AI attendees during their interviews, companies have hardened the processes. As the analyst and engineer points out Gergely Orosz In one of the entries from your newslettersome companies are already changing the content of the interviews so that they are more open and require a logical route and not simply remain in the copy and paste of the Training questions that appear on platforms Training as Leetcode. Orosz stressed that the interviewers of large companies as a goal, are already obliged to indicate whether there are suspicions that the candidate is cheating at any point in the selection process, not only in technical tests. Thus, interviews are less vulnerable to the use of AI. According to statements From a finish line, “we demand the candidates to share their entire screen and deactivate all the background filters (including the blur) in most interviews” to reduce the possibility of external support. According to collected India TodayAmazon has already made it clear that “the use of unauthorized during interviews can lead to immediate disqualification” of the hiring process. Prohibit interviews. The dilemma facing technological press to use them In all possible processes. While some companies prohibit the use of AI In their interviews, others explore otherwise. According The published by Business InsiderGoal is allowing to use AI assistants in some of their work interviews. According to the company, “candidates can use AI tools in the same way that engineers do in their day to day.” What do you know how to do with AI? In that same line, other companies such as Canva move, which Incentives use of AI tools in their interviews to assess the skills of the candidates in this area. As stated, Farhan Thawar, Shopify engineering manager at A recent interviewin the selection processes of their department they let the candidates use what they want. “I love it. Because what happens now is that Ia sometimes generates pure garbage. When the candidate uses an AI assistant, I like to see the code generated. I ask them: What do you think? Is it a good code? Isn’t it a good code? Is there any problem?” That approach puts the AI ​​in the place that will occupy in its real position, since one of the tasks of the candidate It will be to check code generated by Ia. The return of the face -to -face. On the other hand, given the increase in fraud, some companies are recovering face -to -face interviews. Great technology such as Google, Cisco and McKinsey have reintroduced at least A face -to -face round. According to a Gartner report72.4 % of those responsible for selection are already applying it to reduce fraud In work interviews since face -to -face interviews allow you to verify the immediate reasoning, communication and reaction skills of the candidates. “Teleworking and advances in artificial intelligence have facilitated more than ever the infiltration of false candidates in the hiring process,” declared to Computerworld Scott McGuckin, Vice President of Acquisition of Global Talent of Cisco In Xataka | “I am very perfectionist”: the answer that recruiters no longer want to hear in work interviews Image | Pexels (Edmond Dantès)

A plan with 1,000 companies and billions at stake

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For decades, when there was talk of technological innovation, there was an inevitable destination: Silicon Valley. From that strip of northern California advances were promoted that marked the lives of millions of people worldwide. There were companies that today are part of our day to day, such as Apple, Google, Nvidia, Adobe or Netflix, and there a cultural imaginary was also forged that made Silicon Valley synonymous with synonym of modernity. The term not only defines a place, it is also a brand What have we seen in series, movies and even the way we think about technology. Today, however, other regions of the planet begin to claim their space, with the ambition to balance, or at least approach, to the symbolic and economic weight of that Californian cradle of innovation. And in that struggle, one of the most striking movements comes from China. Shanghai has put A project that seeks to transform Zhangjiang, into Pudong, in what we could interpret as its own Silicon Valley of artificial intelligence. The goal is as specific as huge: create an ecosystem with 1,000 new companies from here to 2030, reach an industrial volume of 100,000 million yuanes, one 12,000 million euros to change, and raise an innovation center with global influence, According to the Xinhua state agency. They are figures that impose respect. If the announcement came from any other part of the world, it could sound more to aspiration than tangible plan. Because gathering a thousand artificial intelligence startups In just five yearsmoving more than 10,000 million euros in such a short time and also pretending world influence is not precisely a simple task. But we talk about China, a country that in recent years has proven to be able to turn its ads into realities. The transformation of its technological industry is evident. China is no longer limited to being the world factory That supplies the devices we use every day, also innova. And he does it hard. There are cases like Deepseek in the field of artificial intelligence or Unitree Robotics In Robotics, companies that have climbed positions until they become international referents. China is no longer limited to being the world factory. There is another key element: resilience against external restrictions. The United States has imposed severe limits to Chinese access to the most advanced technology, From nvidia leading chips Until the Lithography Machinery of Advanced Nodes of ASML. And, despite this, China has managed to respond. Huawei’s example, who managed to develop a 5G chip in full technological fencehe surprised his own and strangers in Washington and showed the country’s ability to advance even under pressure. This context feeds an inevitable question: can Zhangjiang become the Silicon Valley of artificial intelligence? For now there are no definitive answers. What we do have is a plan with clear goals. If it will end up being a new Silicon Valley or not, only time will say it. But the movement is already underway and deserves to be followed closely. Shanghai’s commitment to convert Zhangjiang into a magnet of companies, talent and capital To land the promise, it is convenient to go down to the facts: on September 16 it was inaugurated in the heart of Zhangjiang Science City the call Zhangjiang Artificial Intelligence Innovation Townthe starting point from which to understand what the project is, where it unfolds and what goals has been set for the next few years. It is not about lifting a technology park from scratch, but to integrate existing spaces such as Moli Community, a residential and innovative area, AI Island, a park specialized in artificial intelligence, or the Moli Twin Towers. The idea is clear: that this concentration works as an innovation engine, test terrain for new applications and fertile space for startups and large companies. In official words, ambition is to build a place of “low cost of innovation and high intelligence density”, With an eye on attracting talent and accelerating the implementation of artificial intelligence in specific scenarios. The project is displayed by a planned surface of 2 square kilometers, According to China News. The heart of the area brings together more than 700,000 square meters of industrial spaces and is based on 1,000,000 square meters of facilities. Less than 3 kilometers are added 7,000 homes aimed at talent. The sources that we have consulted do not clarify whether these figures correspond to new work or existing resources. The plan has set two clear horizons. By 2027, the goal is to have gathered more than 500 new artificial intelligence companies, complete the registration of 100 large models and have consolidated between three and five companies with a vocation of global leadership. The second milestone arrives in 2030, with the aim of reaching the 1,000 new companies and an industrial volume of 100,000 million yuan. The inauguration of September 16 marked the beginning of that road. The premiere was not symbolic. At the inauguration The first twenty companies were presented. They do not reach a desert, because since July 28, when the concept of the initiative was announced, more than forty companies had already joined. To attract companies and talent, Pudong has launched what he calls the “Ten high quality measures”From Zhangjiang AI Innovation Town. The menu includes rentals from 1 yuan (0.12 euros) per square meter and day, free accommodation between one and two weeks for equipment in the initial phase, low -cost youth apartments with a Maximum 2,000 yuan (239 euros) per month for three years, and a system of coupons that cover up to 100 percent in computing services, models or linguistic corpus, with stops of one million yuan per category. To this are added support for “AI demonstration scenarios” of up to 10 million yuan (1.2 million euros), among other incentives. Capital is also part of the design. The inauguration announced the Zhangjiang AI Innovation Town Link Fund, a fund of 2,000 million yuan created by Hillhouse Venture and the Pudong Public Investment Group. Its function is to … Read more

Two companies monopolize more than 50% of Elon Musk’s fortune. None of them is Tesla

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Elon Musk is again in the focus of technological news after Tesla’s proposal to offer a salary bonus 1 billion dollars To “motivate” the millionaire. While it is true that getting it will not be easy, that remuneration would be the key for Elon Musk to become the First billionaire in history. Before such a figure, many (Even Pope Leo XIV) They consider it excessive. However, Tesla has a weight of weight to offer that figure: the car manufacturer is no longer the main origin of Elon Musk’s fortune, which can see more interesting to put aside Tesla and dedicate her efforts to obtain greater benefits with Spacex, XAI, Starlink or Neuralink. A megaplan of 1 billion dollars. After Judicial cancellation of the 2018 Bono, valued at more than 56,000 million dollars (according to the value of the shares), Tesla has presented A new salary plan before the US stock and values ​​commission. To achieve such a fortune, the CEO must comply with a very demanding roadmap, which will be delivered in a staggered way as they are unlocking milestones over a decade. Most of these objectives now sound like science fiction, given the delicate Tesla’s commercial situationbut we must not undervalue Elon Musk’s ability. For example, to meet the conditions of its salary bonus, Musk must make Tesla sell 20 million additional vehicles and that the company reaches a stock capitalization of 8.5 billion dollars, starting from the current valuation of around 1 billion. In addition, you must deploy one million of autonomous robotaxis and of the Optimus robots with integrated Grok, multiplying by 24 the current benefits of the company. More tesla pastel. In reality, the remuneration of the salary bonus is carried out in the form of 423 million shares of Tesla, so that Elon Musk would expand its participation in Tesla from current 13% to 29%. This would allow Elon Musk to have More influence and power of veto on the Board of Directors. However, I would also turn Tesla back into the main FElon Musk’s income. At present, Tesla represents about 140,000 million of the almost 471,000 million that Musk treasures, according to the Millionaire index of Forbes. Tesla doesn’t shine as much as before. Such and as they highlight in CNBCalthough Tesla remains relevant in the proportion of Musk’s heritage, at this time the private companies of the millionaire are those that are experiencing a greater economic growththus winning greater prominence in his fortune. Musk’s estimated participation in Spacex is 42% and is already worth more than 168,000 million dollars, especially after New SpaceX assessment in 400,000 million dollars in its last round of investments. Up to the AI ​​train. In addition, XAI Holdings, the artificial intelligence startup that “bought“The social network X, reached an assessment of 80,000 million in March 2025. After some Additional investments of Musk, his startup of AI has been revalued up to 113,000 million dollars, according to I pointed Forbes. HE esteem that in the next financing rounds the company of AI that Grok develops It could exceed 200,000 million, of which Elon Musk controls 50%. Although in a minor average, Neuralink has also grown up to an assessment of 9,000 million dollars today, of which Elon Musk is a 51%holder. Together, the three main private companies in Musk would already exceed Tesla’s weight in the person’s fortune richer in the world. Tesla has put a price to become the gold mine that was: 1 billion dollars … if you get your goals, of course. In Xataka | The shocking thing is not that Elon Musk has lost 80,000 million dollars in 2025: others have earned 102.00 million Image | Flickr (Gage Skidmore), Unspash (Anatoli Nicolae, Spacex)

Far from being in decline, oil companies are doing business thanks to AI

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Artificial intelligence is not only transforming technology, it is also redefining the worldwide energy economy. The most coveted resource is no longer oil, but the electricity necessary to train AI models and feed gigantic data centers. In fact, great technological ones, such as Microsoft, Millions of dollars have invested In data infrastructure, more than double what exxon and Chevron together plan to allocate to capital investments. Megawatts have become the new black gold. The turn of the service oil companies. Petroleum service companies are going through a period of weakness. The number of land platforms in the United States has fallen since 2022, According to Enverus data cited by Wall Street Journal. Given this panorama, several firms – Solaris Energy Infrastructure, Liberty Energy, Atlas Energy Solutions, Prpetro and Profrac – have found an unexpected client: the great technological ones. Its proposal is to reuse the experience acquired in the fracking to install independent electricity generation units, fed with natural gas, directly next to the data centers. The most visible case is Solaris, which has been associated with XAI to operate 900 megawatts of gas turbines in Memphis destined for the Colossus 2 supercomputer. Unlike large oil companies, which seek to place their own gas in data centers, these service companies do not produce fuel. His commitment is to take advantage of his equipment and technical knowledge to transform from off-Grid electricity suppliers. In other words, while Majors try to give way to their production, services reinvent themselves to survive in a depressed market. Position yourself quickly. While electric companies take up to four years to give access to the network, modular gas units that install these firms may be operational in less than two. In a sector that lives a counterreloj career to expand capacity, that difference is decisive. In addition, executives such as Liberty Energy highlight the certainty of prices offered by its generators against the volatility of the electricity supply, According to Wall Street Journal. Downward pressure in oil. The OPEC+ policy also helps explain the turn of American companies. The poster, led by Saudi and Russia Arabia, is pumping more crude than the market demands, which keeps prices under pressure. As we have explained in Xatakathe strategy seeks to gain market share and, incidentally, favors the United States with cheaper gasoline that contains inflation. But this movement has a collateral effect: weakens the American fracking, which needs quotes of between $ 60 and $ 65 per barrel to be profitable, and pushes many of these companies to look for new customers, such as data centers. Geopolitical volatility adds uncertainty. The last episode was the Israeli attack in Doha against Hamas leaders, which stirred the markets and forced the White House to give guarantees to caste to avoid an escalation. Although the immediate impact on the supply was limited, the episode recalled the fragile of the current balance. In the opinion of the analyst Javier Blasbeyond specific tensions, what we live is not an accelerated substitution of fossil fuels, but a ENERGY ADDITION: Renewables grow, but oil and gas continue to increase their weight in the mix, which prolongs the dependence of these sources and reinforces their role in the energy fever that unleashes artificial intelligence. Beyond. The phenomenon goes far beyond oil services in the United States. Startups like Crusoe Energy They have gone from mine bitcoin to lift data centers next to gas wells to take advantage of a fuel that was designed before. The firm already participates in the Openai, SoftBank and Oracle Stargate megaproject with 360 megawatts of capacity. Large oil companies are also looking for their site: Exxonmobil and Chevron They are developing off-Grid plants With carbon capture systems, while in Europe the Italian eni promotes “green” artificial intelligence and CO₂ storage businesses supported by its HPC5 supercomputer. The movement even reaches turbine manufacturers, such as Siemens Energy, that has doubled orders Thanks to the data centers boom. For its part, the unavoidable geopolitical dimension must be taken into account: countries like Russia, Iran and Qatar They concentrate more than half of world reserves of natural gas. In a context in which AI demands a constant and reliable electricity supply, this fuel is consolidated as a strategic asset, key not only for the technological industry, but also for the balance of global energy power. An electric future, but fossil. The figures point to accelerated growth. As we have detailed in Xatakathe demand for gas for data centers will increase by 47 GW until 2030. In the United States, the electrical consumption of these facilities could triple, from 290 TWH in 2024 to more than 700 SWH in 2030. The International Energy Agency, According to Javier Blasprepare scenarios where oil and gas consumption will not reach its peak, but will continue to grow up to 2050. Natural gas, in particular, remains the most reliable source to meet demand peaks. Not everything is opportunities. How Wall Street Journal warnsmodular generation projects have several limitations. Its temporal character is the first: many data centers could resort to these solutions such as a patch for a few years and then replace them with renewables or even nuclear reactors. To this is added the economic aspect: although the modular turbines are installed quickly, they are less efficient than the large combined cycle plants, which implies greater fuel and replacement costs. There is also the risk of social rejection, as has already been seen in Memphis, where the installation of XAI turbines has generated protests on air pollution. Finally, the ease of replicating this technology can make it a very competitive market, with narrow margins and little space for sustainable advantages. The new black gold. The AI ​​has changed the rules of the energy game. Startups, turbine manufacturers, petroleter majors and fracking suppliers are converging towards the same objective: feeding the electrical appetite of data centers. In this new scenario, what was once oil today are megawatts. The battle for who will provide that reliable and abundant energy … Read more

that companies pay fortunes to their employees for having children

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South Korea has been plunged into one of the worse demographic crises of the world, with a fertility rate that reached a historical minimum of 0.72 children per woman In 2023, one of the lowest in the world. This figure is far from the population replacement level, located in 2.1 children per womanand evidences a rapid population aging which complicates the country’s economic and social sustainability. This demographic emergency It has been defined by President Yoon Suk Yeol as a “national emergency” in the face of the risk of decreasing productivity and deteriorating the fiscal health of the State. According The published by Bloombergin the face of such demographic and economic challenge, the companies of the country have brought their shoulders offering generous “baby checks” to those employees who decide to have children. Decades fighting low birth. The South Korean government has been implementing decades The most varied policies to encourage birth, destined to Relieve the economic burden of families. These include direct children’s subsidies, housing aids, paid paternity permitsfacilities for access to child care and early education. However, despite these measures and mass investment in public initiatives, the birth rate in Korea has only achieved A very modest reboundwhich has led to the authorities to consider additional reforms and to promote the private sector participation In approaching the problem. Aminar to have children from your pocket. Given the growing concern about the impact that the population decrease will have on available labor, important South Korean business conglomerates decided to act on their own. According to published Bloombergcompanies such as Booyoung offer economic bonds of up to $ 72,000 (100 million wones) for each child born, and some even apply a custom retroactive effect to facilitate parenting. It is not the only one, The local press He ensures that other companies have also implemented bonus plans and additional benefits for those employees who expand their family. “I was spent. So, after Hong and his wife, who also works in Booyoung, processing the news, did what many would do if they were offered a fortune to expand the family: they had another son to get the bonus for their birth. This is the economy of Korea. The economic incentives that Korean companies are offering do not start from an altruistic or patriotic commitment. But companies have become aware of the serious demographic crisis and, Therefore workwhich must face in the coming years. South Korea looks in the mirror of other countries with serious demographic problems such as Japan and the image is that of a aged labor market in which labor shortage It has been generalized. It is estimated that by 2050, the population of 65 years or more will amount to 40%, potentially the largest proportion of any country in the world. On the other hand, the companies that offer these incentives have become those preferred by professionals who want to form a family, so they ensure the attraction and retention of better qualified professionals, who are going to prefer a company that offers Family conciliation benefits. An encouraging rebound in birth. Such and as he collected Reutersthe set of Stimulus measures implemented by the Government with the Private sector support begins to show its first effects with A slight increase In the birth rate. After almost a decade of constant falls, the fertility rate in South Korea rose to 0.75 children per woman in 2024, marking A change of trend descendant and marks a first significant advance in many years to reverse the historical. However, they warn that cultural and social transformation necessary to sustain more significant increases will take time. In Xataka | Japan believed to have touched back on his birth crisis. Now another question is asked: if there is really a background Image | Unspash (Laura Lee Moreau)

We do not even know if Trump’s ‘golden dome’ can be built, but there are already companies competing for the contract of the century

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At the beginning of the year we began to talk about the ‘golden dome’ or ‘Golden Dome’. It is the name of the antimile shield that Donald Trump wants to build For the United States. It seems that the thing is serious and that has intensified competition among many military technology companies that want a piece of the cake. The golden dome. Unlike antimile systems such as The Israeli iron domeTrump’s proposal is that he would use a satellite network capable of stopping Hypersonic missiles. Experts soon Show your skepticismarguing that it is not possible to create a shield that covers the entire territory as in Israel, a country 400 times smaller than the United States. The details of how it will be achieved do not seem to import Donald Trump, which in May assured that “we will have the best system ever built.” A very juicy cake. It is not clear how it is going to be built or if it is possible to do so, but the plan is that it is finished before this legislature ends, with the first test planned by the end of 2028. According to the administration, its construction will cost 175,000 million dollars, of which 25,000 million have already been invested. Business parade. As reported in the New York Timesmany companies are already doing tests to show their capabilities and be part of this project. This is the case of Varda Space Industries, the Californian startup created by Spacex former employees that was dedicated to manufacturing drugs in space. In May they did a test to demonstrate that they are not only able to track hypersonic missiles, they can also calculate their trajectory and that they can be intercepted. The Wild West. Companies that are selected will ensure a privileged position in the American defense. In statements to New York Times, Mark Montgomerydirector of a group of defense experts in Washington, said that “there are more than 100 companies with sensors, satellites or other devices that want to sell to the golden dome (…) this is the wild west, and it is a huge opportunity for those who are selected.” Several layers. The antimisile shield will have several layers, three land and one spatial, according to Reuters reported. The space shield will be the most complex part from the technological point of view and where many of these companies are focusing. In April we already talk about Spacex had proposed its technology for the creation of the golden dome. It is a network of up to 1,000 satellites to detect missiles and another 200 armed with missiles or lasers to destroy them before they reach their goal. Palantir Technologies and Anduril Industriestwo technological companies dedicated to defense, were also part of this initiative. Images | Wikipedia, Picryl In Xataka | The US has decided to try if Elon Musk was right. So he has placed two cybertruck in the desert as the target of his missiles

Nvidia, TSMC and SK Hynix are the most powerful chip companies on the planet. None can allow any of the others to fall

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Nvidia dominates the global chips market for artificial intelligence (AI) with a fee that during the last three years has oscillated between 80 and 94%, according to Fourweekmba. Your leadership is supported by A very competitive hardware and a software ecosystem in which CUDA (Compute Unified Device Architecture) It has an essential role. This technology brings together the compiler and development tools used by programmers to develop their software for NVIDIA GPUs. However, the company led by Jensen Huang has a fundamental partner: TSMC. Nvidia designs the chips for AI and this manufacturer of Taiwanese semiconductors, the eldest of the planet with A global quota close to 60%it produces them. Its iron leadership is the result of Its peak technology and its titanic production capacity. TSMC has many important clients, such as AMD, Qualcomm, MediaTak or Broadcom, among many others, but thanks to the AI ​​NVIDIA, it has established itself as Your second best customer Only behind Apple. Presumably TSMC is about to start MANUFACT 2 NM GPU For Nvidia, but this is not the only thing that this chips manufacturer is going to do for one of its best customers. And this Taiwanese company has decided to start An expansion plan for five years of its manufacturing capacity of integrated circuits using its advanced cowos packaging technology (Chip-on-Wafer-on-Substrate). According to Beth Kindigof the I/O Fund consultant, this technology will monopolize between 50 and 60% of the market in 2025 compared to 15% it supported during 2024. The synergy of these companies is indisputable The high demand for GPUs for AI with Blackwell MicroAritectura de Nvidia is largely responsible for the implementation of this plan. The company led by Jensen Huang can respond better to the needs of its customers and will see how its competitiveness is increased in a phase in which Depseek and other Chinese companies represent a challenge. In March 2024 TSMC officially announced which was building two cowos packaging plants in the town of Chiayi, housed in southern Taiwan. However, this is not all. He also shuffled the option to put a plant more specialized in this advanced packaging technology in Japan, presumably on the island of Kyushu, in which this company is currently building two semiconductor production plants of avant -garde. In any case, there is something else. And it is that Chiayi plants will be trained to work, in addition to the packaging cowos, With advanced Info and Soic technologies (System on Integrated Chips). Nvidia and TSMC synergy is indisputable, but this recipe requires a third ingredient: SK Hynix It is evident that TSMC wants to cover your back well and look to the future to prevent its production capacity from being threatened by a bottleneck. An interesting note: currently the Cowos packaging is being used with the AMD Instinct Mi250 chips and with the A100, H100, H200, B100 and B200 NVIDIA GPUs, as well as in its derivatives. The review used in these last two chips, the B100 and B200, is known as Cowos-L. Before the TSMC ends this year, you will be able to process no less than 60,000 wafers per month using its advanced packaging technology. The synergy of Nvidia and TSMC is indisputable, but this recipe requires a third ingredient: SK Hynix. This South Korean manufacturer of memory chips leads the HBM memories market (High Bandwidth Memory) that work side by side with the GPUs for ia with a shocking authority. Your market share Broken 70%so that the remaining 30% are distributed by Samsung and Micron Technology. After them, Chinese manufacturers of Yangtze Memory Technologies Co. (YMTC) and CXMT (Changxin Memory Technologies). At the end of 2024 SK Hynix took advantage of the celebration of an innovation forum organized by TSMC to publicize its mastery of the manufacture of HBM memories. According to SK Hynix itself Its MR-MUF process, which, in broad strokes, is a technology that makes possible a faster punch of the DRAM compared to the TC-NCF process that other companies use, has allowed it to achieve an efficiency 8.8 times higher than that of Samsung and Micron. This simply means that it manufactures its HBM chips much faster than its main competitors. SK Hynix is ​​manufacturing 12 -layer HBM3E memories on a large scale while Samsung and Micron have problems with their production As we can intuit, the speed at which a company that is dedicated to manufacturing semiconductors is capable of producing its integrated circuits deeply condition its competitiveness. It is evident that greater efficiency will allow you supply more guarantees to your customersespecially in an upward market like that of HBM memories. In addition, SK Hynix is ​​manufacturing 12 -layer HBM3e memories on a large scale while Samsung and Micron have problems with their production. In any case, both Samsung and SK Hynix are already working on the development of HBM4 memories with the purpose of catapulting their competitiveness. Here it is precisely where Nvidia appears. SK Hynix announced in October 2024 that he intended to deliver the first HBM4 memory chips to his clients during the second half of 2025. However, Jensen Huang asked him That the delivery advances. Chey Tae-Won confirmed itthe president of SK Group, so it is absolutely reliable information. Why does NVIDIA require so urgently the HBM4 chips? Simply because you need to support your chips for the most capable with the most available energy and energy efficiency memories. And in this field SK Hynix currently has the pan well grabbed by the handle. Image | TSMC In Xataka | South Korea fears US reprisals. To avoid their old lithography equipment, they take dust on a warehouse

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

Their companies lack the scale of their rivals

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The Japan government needs its semiconductor industry to be great again. The biggest. In fact, it was in the past. In 1988 NEC, Toshiba, Hitachi, Fujitsu, Mitsubishi, Matsushita and other Japanese companies hoarded nothing less than 50% of the chips industry. However, Today none of these companies It is positioned among the leaders of A sector dominated with iron fist by Taiwanese, American, Dutch, South Korean and German companies. Japan is currently investing more money in its sector of integrated circuits than the US, Germany, France or the United Kingdom. Not in terms of net value, but its effort is greater if we weigh the investment of these countries on their gross domestic product (GDP). The US dedicates 0.21% of its GDP to its semiconductor industry, and Germany 0.41%. France, according to Nikkei Asia0.2%, and, finally, the United Kingdom 0.04%. The difference is very significant and puts on the table the effort that Japan is making with 0.71% of its GDP. However, this country will not be easy to compete from you to you with Taiwan or South Korea in the integrated circuit industry. Toshikazu Maeda, the general director of the company specialized in the manufacture of equipment to produce Marumae chips, holds that many Japanese companies lack the necessary scale to compete effectively and increase their income. In fact, he regrets that most of the Japanese companies are not growing in full rise of the artificial intelligence (AI). To remedy it, it proposes a solution: smaller companies should merge to grow and be ready to react to the next great opportunity. Rapidus is Japan’s best option to compete with South Korea and Taiwan Japan currently has dozens of very specialized small businesses that manufacture components for ASML either Tokyo Electronwhich are two of the largest manufacturers of photolithography and wafering processing equipment. As Maeda defendsits production capacity is too modest to compete with giants from other countries, such as South Korean companies Samsung or SK Hynix, which produce some of their integrated circuit manufacturing equipment, or the American applied materials, among many others. However, if we stick to the manufacture of Japan Chips already has a company that aspires to compete with TSMC, Intel or Samsung. Rapidus corporation It has been expressly created to replace Japan at the forefront of integrated circuits. Interestingly, it is a very young company. It was founded on August 10, 2022 By the Japanese government With an initial capital of 7,346 million yen (just under 46 million euros) contributed by, and here comes the interesting, Sony, Toyota, Nec, Softbank, Kioxia, Denso, Nippon Telegraph and Mufg Bank. The initial capital invested in the constitution of this company is not very bulky, but there is no doubt that the companies that participate in it have an indisputable relevance in the sectors of technology, automotive and telecommunications. Japan currently has dozens of very specialized small businesses that manufacture components for ASML or Tokyo Electron Rapidus is currently putting a circuit manufacturing plant integrated in northern Japan, in the city of Chitose (Hokkaido), in which it plans to produce semiconductors of 2 Nm. The first prototypes of these chips They are already readybut large -scale manufacturing will not arrive at best until 2027. So far there is nothing really surprising because presumably at that time TSMC, Samsung and Intel will already be manufacturing integrated circuits with comparable lithographs. What is causing the new Rapidus factory to monopolize the looks of the semiconductor sector is that, according to Atsuyoshi Koike, which is the president of the company, it will be completely automated. Its purpose is resort to robots and AI To set up an automated production line that will be specialized in the manufacture of 2 Nm chips for AI applications. Its plan consists, in short, to produce integrated circuits faster, with a lower and more quality cost. To manufacture these semiconductors, equipment of extreme ultraviolet lithography (UVE) produced by the Dutch company ASML, and practically all manufacturing processes are automatic. However, the tests of test and validation, interconnection and packaging of the chips are still largely carried out manually in most manufacturing plants. According to Rapidus, its automation technology of all these processes will allow you to reduce the delivery time of your chips by 66% compared to the times they usually offer TSMC and Samsung. If this Japanese company finally achieves its purpose and its competitors do not improve its efficiency will be able to deliver its semiconductors In a third of the time spent by their rivals. A priori is a stinging enough asset for Rapidus to grow in a perceptible way, although for the moment it is just a conjecture. Whatever this company seems to have everything well tied. More information | SCMP In Xataka | Japan takes the initiative with nuclear fusion and sets an extremely ambitious date: the 2030s In Xataka | Japan has taken the carrier to dominate the chips industry. Prepare a 325,000 million dollar plan

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