crisis

Airlines have found in the fuel crisis the best argument to cut your benefits as a passenger

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If you are thinking of traveling by plane in the coming months, you should be alert, since your flight is susceptible to cancellations. It’s not that we want to ruin your plans, far from it, but the truth is that the kerosene shortage generated by the conflict in the middle east has given European airlines a political lever that they are not hesitating to use. Crisis. He blockade of the Strait of Hormuzthrough which a substantial part of the world’s oil and kerosene supply transits, has sent aviation fuel prices soaring. On April 16, the International Energy Agency warned that Europe could have reserves for just six weeks. Just like share Financial Times, airlines such as EasyJet, which has announced larger than expected losses; Lufthansa, which has already canceled more than 20,000 flights; or Virgin Atlantic, which has acknowledged to the media that it will be difficult for them to close the year positively, are examples of what monster we are facing. What they are asking for the airlines. The sector has activated an offensive against Brussels and London. And according to they point From the FT, sector associations are pushing to delay or eliminate a long list of measures that they have been fighting for years: from the rule that would allow passengers to carry a second piece of hand luggage for free to changes in the compensation policy for canceled flights and modifications in airport slots (the time slots that airlines adhere to when operating flights). ANDl hand luggage. The European Parliament is studying whether passengers should have the right to take on board, at no additional cost, a second larger piece of luggage in addition to the usual handbag. For airlines like Iberia or British Airways this does not represent any change, because they already allow it. But for low-cost companies, which have built their business model precisely on charging for that additional luggage, it is something that directly affects their profitability. Disadvantage. Just like share FT, the airlines’ position is that these regulations already put them at a disadvantage compared to competitors from other regions of the world, and that a crisis like the current one aggravates that imbalance. “I have not started a war in Iran. Why do I have to accept its consequences?” counted Wizz Air CEO József Váradi, in the middle. Their argument is that governments should exempt airlines from paying compensation when a fuel supply problem prevents them from operating. What they have already achieved. Some requests have already begun to find answers. The UK Government has announced which will allow airlines to request an exemption from the ‘use it or lose it’ rule (which forces them to use airport slots or lose them) if fuel shortages prevent them from flying. In Brussels, the Commissioner for Transport and Tourism, Apostolos Tzitzikostas, has promised “temporary changes in legislation” if the situation worsens, and included in that list slot rules, anti-tank rules (which prevent airlines from filling tanks with cheaper fuel before entering the region) and passenger rights. However, Tzitzikostas also noted that he has no intention of telling people to travel less: “There is no need to intervene in how people live, work or travel.” The “temporary” trap. The key word in all European concessions is ‘temporary’. Regulators are aware that these measures, once in place, are difficult to reverse, and the sector knows it. The precedent of slots during the pandemic (when the rule was suspended and it took years for airlines to return to normal in terms of regulation) still resonates in the offices of Brussels. Cover image | Suhyeon Choi In Xataka | Commercial aviation is based on very old aircraft. The Iran war is going to make it even worse

The company that abandoned gamers in the SSD crisis is looking to redeem itself. It’s not going to be easy

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If you have ever built a PC, it is very likely that you have purchased some component from the Crucial brand, owned by Micron. The RAM ‘pills’ or SSDs were of quality, but Crucial ceased to exist at the time when Micron decided that the segment of the artificial intelligence It was the priority. They focused on creating high-bandwidth memory for the platforms of the data centersbut now they have just announced their new generation of GDDR7 chips for gaming GPUs. And it is an example of how far behind they have fallen compared to the South Koreans. In short. In a post on his blogMicron has confirmed that it is starting mass production of 3 GB GDDR7 chips with a density of 24 Gb. They have done so with pride, as they complete an objective for which they have been fighting for months: to get on par with Samsung and SK Hynix, the leaders of the DRAM market. GDDR7 with asterisk. As detailed tomshardwarethese new Micron chips are 12.5% ​​faster than the first GDDR7 chips that hit the market. They have a bandwidth of 36 Gbps compared to the 32 Gbps from those original modules. However, although the density is the same as its competitors, the bandwidth is noticeably lower. Samsung chips have a bandwidth that can reach 42.5 Gbps and SK Hynix is ​​on par with its 40 Gbps modules… and is already working on 48 Gbps ones. To put it bluntly, the more memory a GPU has, the more textures it can hold, but bandwidth is the amount of simultaneous data it handles, which directly impacts performance in games. The third in contention. The more bandwidth the memory has, the better also for calculations in artificial intelligence applications, something that is becoming essential in video games with techniques such as Nvidia DLSS. And here we have to clarify something: although Micron’s is slower than its competitors, it doesn’t really matter that much in video games because even the most powerful cards from Nvidia and AMD move below 40 Gbps of bandwidth. However, and here comes another asterisk, the fact that Micron is announcing this now shows that it is months behind the two South Korean companies. This is something that is important because we are seeing that, especially in this AI race, whoever comes first is the one who takes the lead, a cat called Nvidia. It already happened a few weeks ago with Samsungbeing the first with the capacity to deliver Mass HBM4 memory to Nvidia for its new Vera Rubin platform and, precisely, being the one chosen by the AI ​​giant over SK and Micron. Nvidia always wins. But hey, here is a win-win. Micron is already in line with its competitors, at least as far as 3 GB GDDR7 memory production is concerned. And Nvidia manages to have a third manufacturer that can deliver those 3 GB chips for its GPUs. With a complicated market due to scarcityand with a gaming segment that remains important, having three memory manufacturers working on your platform can help unclog the GPU market. If Nvidia launches new products this year, what remains to be seen. That, speaking of Nvidia and the three big memory manufacturers, both the South Korean companies and Micron are already mass creating the aforementioned HBM4 for Vera Rubin. In Xataka | The US is investing a fortune in creating its own sovereign chips. Behind it is a South Korean company: Samsung

This is the silent crisis of the chip of the future

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While the world has its eyes on the race for traditional silicon and artificial intelligence, a silent crisis is brewing in the global technological bowels. The United States and Europe are investing billions to recover the sovereignty of microchips, but they have ignored a material that could put the future of robotics, defense and energy in check: gallium. Western blindness to an absolute monopoly. Gallium is not as high-profile as lithium, it is not even technically a “rare earth”—as the specialized publication China Talk—but it is of irreplaceable critical importance. While the US administration strives to shield its supply chains, Beijing has been moving its chips around the board with impeccable stealth. The data is overwhelming. China currently controls 99% of the global primary production of galliumwhile the United States stopped producing it almost four decades ago. The great particularity of this material, according to Geopolitical Monitoris that it is not extracted directly from a mine, but is a byproduct of the processing of aluminum and zinc. This makes it deeply vulnerable: its production cannot magically increase no matter how much demand rises. This dependency is not a mere theory. China has already started using this domain as a geopolitical weaponimposing export restrictions in 2023 and escalating to a complete ban on shipments to the United States at the end of 2024. From mastering the mineral to conquering the factory. The Asian giant’s strategy was not the result of chance. As pointed out China Talksince the early 2000s, China forced its aluminum producers to extract gallium, achieving self-sufficiency and global control of the raw mineral (what is known in the industry as a market upstream). But the real drama for the West is happening right now in the final products (downstream). China has given birth to the “TSMC of GaN”: Innoscience. This Suzhou-based company has burst the global market for Gallium Nitride (GaN) power semiconductors, sinking its American rivals – such as Navitas or EPC – by offering prices up to 50% lower. Such a collapse in prices is not magic. The secret lies in a lethal combination of state financial muscle and technical audacity. As revealed China Talkin its early years Innoscience It operated with negative gross margins of 266%, supported by more than $350 million in government funds. They were willing to lose money to gain the world. Added to this is its industrial business model. While Western companies are fabless (they design the chip but pay third-party factories, such as the Taiwanese TSMC, to assemble it), Innoscience manufactures its own chips. They were the first to mass produce 200mm wafers, allowing them to get 80% more components out at a fraction of the cost. Against this backdrop, the pattern that is drawn is chilling and mirrors that of the solar panel industry: European giants such as STMicroelectronics They have ended up surrendering to the superiority of Innoscience, injecting $50 million into the Chinese firm in exchange for access to its factories. Goodbye to traditional silicon. To understand the seriousness of the issue, you have to understand why silicon is no longer enough. As they point out from AZOM, Silicon is reaching its physical limits. Gallium Nitride (GaN), on the other hand, is a “broadband” semiconductor (wide bandgap). Compared to 1.1 eV for silicon, GaN has a bandgap of 3.4 eV, allowing it to operate at much higher voltages and temperatures without melting. Translated into simpler words: GaN provides greater energy efficiencythe devices do not heat up and allow the size of the components to be drastically reduced. That’s why our mobile phone chargers are now smaller but charge the battery in minutes. Beyond a phone. Gallium Nitride is the master pillar of critical technologies: AI data centers: These chips reduce energy losses by up to 30%, something vital in the face of the devouring electrical appetite of Artificial Intelligence. Electric vehicles: They are key for on-board chargers and converters, radically improving their autonomy. Defense and Military: Advanced radars, missile systems, electronic warfare and the 5G antennas that connect us all depend on GaN. A future dictated from Suzhou. The market is about to explode. From Geopolitical Monitor projects that the sector GaN semiconductor devices It will go from generating 3.06 billion dollars in 2024 to almost 12.5 billion dollars in 2030. And the lion’s slice seems to have a Chinese name. It is a fatal mistake to think that Innoscience He wins only because he is cheap thanks to the million-dollar subsidies from his government. As clarified China Talkthe company innovates at the highest level, designing chips across the entire voltage spectrum (from 15V to 1200V). Its quality is such that it has become the only Chinese partner of American giants like NVIDIA and Google to design the 800-volt power architectures that will power the “AI factories” of the future. The forecast is dark, but there is an ace up the sleeve. If the West does not react, Innoscience will go from having a dominant position to an absolute monopoly. If a new trade war breaks out, car, robot and data center manufacturers in the US and Europe will have to ask permission from a single Chinese company to be able to turn on their machines. Despite the pessimism, the battle is not entirely lost. Western companies and governments are testing various containment strategies: The judicial trench: Companies like EPC and Infineon They have sued Innoscience in the US for patent infringement, achieving some import restrictions. However, this is just a patch; The bans usually apply to loose chips, but not to final products assembled in China, and the Asians can redesign their models to bypass the ban. The technological leap (300 mm): The great hope is in changing the rules of the game. Texas Instruments (USA) and Infineon (Germany) are leading the move to larger, 300mm GaN wafers. They have the advantage that the highly specialized machinery to manufacture them is in German and American hands, heavily protected by export controls. Furthermore, at the basic … Read more

They say things get worse before they get better. The RAM crisis teaches us that they can always get worse

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The current situation in which hyperscalers have made all the hardware manufacturers produce almost exclusively for them is leading us to a curious scenario. Apart from the huge RAM and SSD crisis that affects everything –and everyone– Changing from one technology to a newer one no longer depends so much on the needs of a company but on what is barely available on the market. AND The Elec points to a movement by Samsung that represents a new thrust for mobile phones, computers and everything that has soldered RAM. No more LPDDR4 modules. LPDDR4 LPDDR5. They stand for Low-Power Double Data Rate, the low-power version of the RAM tablets that we can buy when building a PC, for example. Unlike conventional RAM pickups, LPDDR memory is soldered to the boardachieving very high speeds with a minuscule energy cost. That is why it is the preferred one for smartphones, tablets and ultrabooks, but it is also ideal for some miniPCs that have become popular in recent months. The downside is that it cannot be expanded or replaced, but its features make it the only option for certain devices. The most powerful versions mount LPDDR5 and LPDDR5Xbut there are still many devices that have the fourth generation versions for cost savings reasons. The turn comes when, according to the South Korean media The Elec, Samsung has begun to cut off the supply of LPDDR4 and LPDDR4X modules to its customers. Translation. Although they are memories with a decade behind them, mid-range and entry-level mobile phones, as well as many other devices, continue to have these versions to keep prices low. At a time when the market is more volatile than evermaintaining those competitive prices by mounting memories that are still interesting in certain ranges was a strategy that made a lot of sense. However, as the media points out, Samsung seems to want to focus on the production of LPDDR5 and LPDDR5X memories. By converting the output lines of the LPDDR4 memories, they will be able to manufacture more new generation RAM, but the price to pay will be that mobile manufacturers will have to switch to that LPDDR5. Mid-range and entry-level smartphones will be faster, but also more expensive. The price to pay. A few weeks ago we already said that the impact was evident. memory represented 20% of the bill of manufacturing an entry-level mobile phone, being one of the most expensive components. And, at that time, the figure was expected to reach 40% by the middle of this year. With this reconversion of Samsung’s lines, we will see where the percentage increase is in a year in which it is already estimating a drop of more than 10% in mobile shipments. The calculations They are tremendous: In the entry range – increments of 30 dollars per unit. In the middle range – from 60 to 80 dollars per unit. In the premium – from 100 and 150 dollars per unit. Samsung itself is not spared. Here you can think that Samsung has a lever to eat the mobile market. That is to say, if it is one of the three that controls the memory production segment and, in addition, has its line of mobile phones and tablets, it can give preferential treatment to its ‘brothers’ to maintain the price in the midst of the crisis. Well no. They already commented that this was not going to happen and, furthermore, it is already flirting with the idea thats Galaxy A17 be an example of this movement. The company’s entry-level mobile has the Exynos 1330 SoC that supports both LPDDR4X and LPDDR5 memories. When the supply of LPDDR4X runs out, they will move to the new generation, which will mean that there will be two different A17s, one of them being one with 50% faster memory than the other. They go direct with HBM. But, as two pieces of news are better understood together, at the same time that the abandonment of the LPDDR4 production lines is pointed out, we have confirmation that Samsung is going to press ahead with the development of HBM memories. These are high-bandwidth memories that are packaged in AI training and inference platforms, and have been reported that Samsung has managed to reduce the HBM memory development cycle from two years to one. It’s a necessary boost to continue being both NVIDIA and AMD’s preferred choice for AI hyperscalers. Shortage. Putting all this together, the result is that there is a RAM crisis for a while. The bottleneck of the industry is enormous and that only three companies –SK Hynix, Micron and Samsung– are the ones who call the shots, and all have opted to satisfy the demands of AI, does not help the situation return to normal. Although there is Chinese companies that may have their opportunity In this scenario, the reality is that the estimate is that all the production of the large It will barely cover 60% of the memory demand until 2027. These companies, of course, are doing great. An example is that, in three months of 2026, Samsung earned more than in all of 2025. But for users and the consumer industry itself, the reality is different. And the worst thing is that there is no realistic date when we will start to see a recovery. NVIDIA has taken the lead, AMD tooand it is no longer just the US and China that need memory: Europe also wants its share of the pie. There are voices that They aim for 2028 as the year of recoverybut other forecasts they go above 2030. What is clear is that there is a crisis ahead In Xataka | TSMC’s only problem was that it was in Taiwan. So the United States has decided to get her out of there

urine is helping solve the fertilizer crisis

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I never imagined that one day I would find myself in the position of calculating how much human urine Spain produces each year, but here we are: adding permanent residents and international tourists, the country produces 23,948 million liters of urine per year. 23,000 million that we are literally flushing down the toilet and that, in short, could help us solve the enormous problem that is approaching us with the fertilizer crisis. Use urine as fertilizer? It’s not a new idea. In fact, it has been around for more than fifteen years and there are already commercial fertilizers on the market (the Swiss Aurin, for example) and others that are under development (one in Spain by the ICTA-UAB). In places as diverse as the United States, France or the International Space Station, the use of urine is the order of the day. For years the Rich Earth Institute Vermont (USA) has a program dedicated to examining the safety and efficiency of using urine for this purpose. As they themselves explained on the BBCthe idea of ​​recycling urine responds to two basic reasons: the first is “the fertilizers it produces, which are valuable for agriculture”, the second is “the pollution it avoids”. Resolved. As if that were not enough, as our DAP colleagues explainthe University of Surrey has just solved one of the key processing problems: clouding of membranes in the concentration process. And then? If we have been working for 15 years, why do we still depend on the Gulf? Because the barrier is not scientific, the barrier is infrastructure and regulation. Let’s think about it for a moment: yes, Spain produces almost 24,000 million liters of urine, but how the hell are we going to collect it? We would need an entire circuit of toilets with urine separation, a channeling, collection and processing system on a national scale. Plus, if we had all that, there would still be a ton of regulatory issues and associated risks (like pharmaceutical waste). The thing is moving. That is true: the rising price of Gulf urea makes all these alternatives more attractive. And it does it automatically. In that sense, the 473 liters of urine produced by each adult can be a small ‘gold mine’. The issue, as I say, is that it is not simple: studies indicate that in the sewer urine is diluted up to 100 timesso it must be separated at source and collected with separate circuit toilets (something that, well, right now is anecdotal in urban environments). But it starts somewhere. Because, as said Siddharth Gadkari, lead author of the study published in the Journal of Environmental Chemical Engineering, human urine hides a kind of paradox: “although it contains the essential nutrients we need for agriculture, we currently treat it as waste.” With a little luck, these connection tests will move legislation and in a few years we will begin to see how that begins to change. Image | Philippe Murray Pietsch In Xataka | Going to the bathroom is a waste: urine is the real liquid gold and is full of valuable things

If you thought the crisis in Hormuz was enough, the war in Ukraine has triggered another maritime drama in Europe: the Gulf of Finland

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About five years ago, the container ship Ever Given became stuck in the Suez Canal for six daysblocking one of the most important commercial arteries in the world and leaving hundreds of ships trapped waiting. That incident, caused by a failed maneuver and adverse wind conditions, was enough to disrupt global supply chains in a matter of hours. A new seafront. As global attention focuses on the Strait of Hormuz, the war in Ukraine has opened another critical scenario much closer to Europe: the Gulf of Finlanda small but key space for Russian energy exports. There, far from spectacular drones or large fleets, the conflict manifests itself in a more silent way but just as revealingwith ships detained, routes blocked and growing tension between actors trying to avoid a direct escalation. This new focus demonstrates that the war is not only being fought on the land front, but also in the nerve centers of maritime trade. Ukraine attacks and a collapse. The situation has its origins in a clear kyiv strategy: to hit key russian ports to export oil, such as Ust-Luga and Primorsk, where it comes a fundamental part of the income that finances the war. The attacks have drastically reduced the operational capacity of these facilities, leaving dwhole days without activity and causing an immediate chain effect. The result: a unprecedented maritime traffic jamwith dozens of oil tankers (many of them linked to the so-called “floats in the shadows” Russian) accumulating waiting to be able to load. A system on the limit. They remembered this week in Political that this traffic jam in the Gulf of Finland is not just a striking image, but a symptom of something deeper: an energy and logistics system that begins to fracture under the pressure of war. Unlike conventional vessels, these tankers cannot be easily redirected to other ports due to the risk of being detained or sanctioned, which forced to remain anchored for days or weeks. As a result, there is an unusual concentration of aging and, in many cases, unsafe ships in European waters that were not prepared to absorb that volume. Europe trapped between control and escalation. Under this scenario, countries like Estonia and Finland They are in a particularly delicate position, since, despite being within the NATO framework, they have chosen not to intervene directly against these ships. The reason is clear: any attempt to stop or board an oil tanker could trigger a Russian military responseas already happened when a Russian fighter intervened to protect one of these ships. Since then, Moscow has reinforced its naval presence in the area, making it clear that it considers these strategic routes a red line. The Mirror of Hormuz. There is no doubt, what happens in the Gulf of Finland connects directly with the crisis in Hormuz: In both cases, the war moves towards maritime straits where traffic control becomes a strategic tool. The difference is that there is no formal block here, but an indirect disruption which generates similar effects, with stopped ships, tense routes and altered markets. In both scenarios, it is enough to interfere enough to collapse the system, and also without the need for a total shutdown. A war that spreads across the map. If you like, the result is a conflict that is no longer limited to Ukraine either to the Middle Eastbut it extends to the critical nodes of global trade, affecting Europe directly. The Gulf of Finland has thus become in another hot spot where energy, legal and military interests intersect, with an extremely fragile and volatile balance. And what seemed like a localized war is proving to have a much greater scope, generating new sources of tension that, like in Hormuz, can escalate quickly. without prior notice. Image | LAC, NormanEinstein In Xataka | If fog was deadly in Ukraine’s winter, spring is offering Russia a key advantage: greenery In Xataka | Ukraine is close to what no one has achieved in a war: shooting down missiles for less than a million dollars

Fish has been in a deep crisis in Spain for years. Mercadona believes it has the formula for that to change

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He video It is from October 2024, but it could have easily been recorded yesterday, today or even tomorrow. In a piece lasting just under a minute, Jana Quiles, tiktokerrecounts his disastrous time at a fishmonger: “I just wanted a piece of fish for dinner and, because I didn’t know what to order, I ended up buying 25 euros worth of hake.” Your case is interesting because it connects with a phenomenon shared by many other young people on networks and that is reflected in the statistics from the Government: Spanish households buy less and less fish. Mercadona has taken note and has decided to step on the accelerator in a bet that it’s been a while implementing: the move from the fishmonger to the trays. What has happened? That Mercadona wants a “new fish sales model” in its stores. The chain itself announced it in a statement posted on its website, a note that, beyond its corporate tone, stands out for two things. The first, the message. The company advances its intention to complete the transformation of its sections, betting 100% on the packaged product. “We transfer all products to trays, guaranteeing quality and freshness.” The second thing that draws attention is the images. Mercadona’s statement only shows photos of fish already packaged, labeled and arranged in open refrigerators. Not a counter. Not even a stand with fresh goods and fishmongers to consult about the goods or a special cut. Nothing, in short, that can lead to experiences like the one that Jana Quiles lived in her day. @janaquiles This happens to me as a beginner 😂🐟 ♬ original sound – Jana Quiles Is it something new? In a way. Although Mercadona seems determined to complete its “reengineering” of fish, in reality the change comes from behind. Does more than a year There was already talk of the chain’s desire to find a more efficient model for the section, betting on the consumption of clean merchandise arranged on trays. The idea, how it progressed TOB.C. in January 2025: greater offer in packaging, with items ready for consumption, and much less assisted sales, moving away from the model that prevails in traditional markets. From the traditional image of customers browsing the hake, turbot and mussels displayed on ice, with the fishmonger on the other side of the counter, we move to a more functional one in which there is only the customer and the tray. Why this change? Mercadona argues who wants to “adapt” to how we consume in our homes and defends the benefits of the new model: “The key is to reduce as much as possible the time that passes from when the fish comes out of the water until you consume it.” To older claims that the trays allow it to reduce waiting times in stores, offer an “assortment adapted to real consumption” and work with merchandise “clean and ready for consumption.” In short, selling merchandise made almost to measure for a clientele that has lost the habit of buying fish and no longer has the vocabulary and the keys to ordering fresh goods. Again the case by Jana Quiles is paradigmatic. His experience with hake is not something isolated, it connects with an entire generation that has not acquired the habit of going to traditional fishmongers. That’s all? No. To these advantages are added others that Mercadona does not cite and directly affect its production costs, logistics and even the management of spaces in the store. In January the company already made it clear In any case, the change in model would not imply dispensing with employees, they would simply be assigned new roles. “The entire fishmonger’s team continues to be part of Mercadona. Their work adapts to other needs in the store.” Does it only affect fish? No. The focus may now be on fish, but it is only part of a much larger Mercadona strategy that connects with two of its main bets. One is food ready for consumption. For years, the chain has aspired to be more than just the place where you buy products to fill your refrigerator and pantry; It seeks to be directly the space in which you feed yourself. The clearest reflection of this slogan is the section “Ready to eat”but the commitment to trays of fish that are clean, cut, filleted and practically ready to put in the oven goes in that same direction. And the other bet? The ‘Store 9’the new local format that the Valencian chain wants to bet on. Your goal is optimize processes and improve efficiency, but in practice that translates into moving even further away from traditional counters and moving towards already packaged merchandise. Interaction with staff during purchases is reduced to a minimum. No chats with butchers, fishmongers or fruit sellers, like in traditional supermarkets. Speed, efficiency, and functionality prevail, which in turn leads to handling and packaging tasks being removed from public areas. Is this just about Mercadona? Not at all. Roig’s chain has managed to gain a considerable market share in Spain, close to 30% in terms of value, so their decisions affect thousands and thousands of families. However, the changes in fish consumption go further and partly connect with the Quiles video that we mentioned at the beginning of the article. We Spaniards buy less and less fish. The official data of the Government show that per capita consumption of fish (both fresh and frozen) in homes has been plummeting for years. And it doesn’t get better. He latest reportfrom November, shows interannual falls of between 4 and 5.5%. With its latest movements, Mercadona seeks to position itself in the part of the business that performs best. While Fedepesca talks about the closure of thousands of fishmongers Since 2007, there are businesses in the sector more focused on the sale of ready-to-buy merchandise, online orders and home delivery that they keep growing. Fish consumption itself is leaving homes to focus at leisure. Now Mercadona aspires to carve out … Read more

Memory prices have started to fall in some markets. There is still a long way to go to close the AI ​​crisis

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There is a scene that repeats itself every time the market gives a truce, even if it is minimal: it is enough for the price of a key component to begin to fall for the feeling that the worst is over. This is exactly what is happening now with DDR5 memory. In recent weeks falls have been recorded in the retail channel of several markets, and that has reactivated an inevitable question among those who have been following the evolution of prices for months: whether we are facing the beginning of the end of the memory crisis or simply a one-time adjustment. An extended pressure. To understand what we are seeing now, it is advisable to broaden the focus and look at the recent path of the market. The rise in memory prices It has not only hit the user who wants to update their equipment, but also manufacturers, distributors and assemblers, in a context marked by supply and demand tensions that have been conditioning purchases and strategies for months. Therefore, we are facing a pressure scenario that has ended up affecting a good part of the hardware market. Where and how much prices are falling. Beyond perception, what there is right now is a measurable change in some shop windows. TrendForce aims to clear declines in the retail channel in several regions. In Europe, the German market recorded a monthly drop of 7.2% in March 2026, while in the United States there have been discounts of more than 20% on specific 32 GB DDR5 kits. The most striking case is China, where 16 GB modules have fallen between 25% and 30% from the peaks at the beginning of the year. A correction. Behind this adjustment there is a much more earthly explanation than it might seem. According to the analysis firm and the industry sources it cites, the main factor is less traction in consumption after months of high prices, which has led many buyers to delay decisions and distributors to accelerate the release of inventory. Added to this is a common lag between the spot market and contracts, which can take between one and two months to translate into actual shipments. The noise around TurboQuant. In parallel with this correction, an element has appeared that has fueled the debate in the market. TurboQuanta compression algorithm from Google, has been interpreted in some recent coverage as a sign that the pressure on RAM could relax. However, the most prudent readings They point in another direction, pointing out that this is an incremental improvement and not a change capable of alone altering structural demand, especially in memory for servers and loads linked to artificial intelligence, which remains high. End of the crisis? All this fits into an idea that the sector itself repeats quite clearly. From Taiwan-based memory manufacturers, contract prices have remained stable despite volatility in the retail channel, and demand in segments such as servers, DRAM and HBM remains strong, partly supported by multi-year agreements with large customers. In this context, the current correction is interpreted as a specific adjustment, not as a sufficient turnaround to consider the current episode of tension resolved. Caution and more caution. What we are seeing in some markets is a temporary relief for the consumer, yes, but everything indicates that it is a correction within a cycle still stressed by underlying factors that have not disappeared. The most optimistic forecasts speak of a progressive normalization towards the end of 2026 in some segments, while others place it even further. With this scenario, ending the memory crisis would be getting ahead of events that, for now, are still far from being confirmed. Images | Andrey Matveev In Xataka | AI urgently needs memory, so Samsung and SK are going to inject $1 billion into China

Europe already has its recommendations for the latest oil crisis

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15 years later, the idea of ​​limiting the speed to 110 km/h is floating in the air again. It comes from the European Commission, an organization that has indicated what measures it recommends to countries to save fuel with a letter. It includes 10 measures that touch on all types of issues in our economic and social life. These are those aimed at mobility. What has happened? That the European Commission, through Dan Jorgensen, Commissioner for Energy, has sent a letter to the 27 with recommendations to save oil in the face of the crisis that we are already experiencing and the possibility of it extending over time, according to media such as The World either The Country. The decalogue is based on the recommendations made by the International Energy Agency, but Jorgensen has already pointed out in the press conference after the announcement that there is no general recipe for all member countries of the European Union, so it is up to each one what to apply. At 110 km/h. Perhaps one of the measures that draws the most attention to Spaniards is the 10 km/h reduction in speed. It is a measure that The Government of José Luis Rodríguez Zapatero already applied it in 2011. That barely lasted a few months (from March 7 to July 1) and the reason was the crisis derived from the Arab springs with which the price of crude oil rose. In those days, the Brent Barrel had also exceeded $100 per unit. When the project was presented, the expected savings for one year were 1.4 billion euros and gasoline and diesel consumption was 15 and 11% lower. The measure was lifted by encrypting savings of 450 million euros During the months that the plan was active and the fuel savings were 11.4% in the case of gasoline and 7.7% in the case of diesel. Given the enormous variety of models with combustion engines, it is impossible to establish a specific saving figure by reducing speed by 10 km/h. This is certain to happen since fuel consumption increases exponentially at higher speeds if you drive in the highest possible gear. The DGT points out Driving at 110 km/h leads to savings of almost 9% in a gasoline car and around 6.5% if we talk about a diesel car. Today yes, tomorrow no. Another of the measures announced by the European Commission that governments can apply is to limit entry to cities based on the license plate number. The idea is to use the car on alternate days to get around, a measure that would boost the use of public transport and would be accompanied by the demand from Europe that teleworking be prioritized to avoid commuting. This solution has generally been applied to improve pollution rates. They are common in countries more polluted than ours. In Mexico, for example, they apply the Not Circulating Today in which the license plate number is taken into account to allow or disallow the circulation of cars. Also in countries like China it has been applied. In our country, the most famous case was that of Madrid, which with The Government of Manuela Carmena applied this protocol in 2016. The measures, in fact, are still considered to reduce pollution in the city but they have not been applied again. Flights, the fewer the better. The Energy Commissioner has also referred to flights. According to Jorgensen, we should “avoid air travel when alternatives exist” and it has been clear with who the main ones are: “reducing business flights can quickly relieve pressure on the aviation fuel market,” they state in The World. It must be taken into account that Europe has been working for a long time in reducing short-term flights, especially those lasting less than two hours, and replacing them with train travel. In fact, the commitment to connect European capitals It is a determined commitment by the Commission. Lisbon-Madrid is a good example of this. It is expected to be long. In addition to the European recommendations, it must be taken into account that Europe is releasing its oil reserves with the aim of containing fuel prices. Our country alone has released 11.5 million barrels of oil from its energy reserves. However, the crisis is expected to be long. The accounts suggest that the world is already facing a daily deficit of 8 million barrels. Oil at $200 a barrel begins to appear on the horizon. Media like Financial Times They warn that we are facing a crisis similar to that of the 70s. And Repsol already warns– Releasing oil reserves is a temporary patch. Photo | Tim D. and Rafael Garcin In Xataka | There is a silent war between “premium” and low-cost gas stations: and the most unexpected side is losing it

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