Samsung is tired of being second in the chip race. Now they are preparing to dethrone the titan of Taiwan

When we talk about artificial intelligence, there are several proper names that star in the conversation. NVIDIA has become the foundation and cement of AI thanks both to their products as, above all, your money. But it’s impossible to leave Samsung out of the equation. Your HBM4 memories They are the ones that will allow NVIDIA and AMD manufacture their platforms new generation, but South Koreans do not want to stop there. They seek to be the largest advanced factory in the world and have launched a plan to wipe TSMC where it hurts the most. In the expansion throughout the United States. An x8 thanks to AI. 2025 was a transition year for Samsung. While its great rival in the memoir segment –SK Hynix– dominated the HBM chip marketSamsung is preparing to make the leap with HBM4 chips. This is the new generation of high-bandwidth memory designed to power the new AI platforms from both NVIDIA and Samsung. The effort paid off by overtaking SK and becoming the supplier of the two giants, and it is something that is already materializing. At least in estimates profit, of course. Now the company forecast profits of about 38 billion dollars for the first quarter of the year, something that destroys the profits of the same period last year, being eight times more. Texas. The company does not stop manufacturing the new HBM4 memory, but even so it cannot satisfy the enormous demand of its customers and there are already those who expect that the prices of these chips will increase by more than 50%. To meet demand, Samsung is moving, and The United States is key in its ambitious expansion. The South Korean company seeks to invest 37,000 million dollars in US soil, and 17,000 million of them they will stop to the Taylor, Texas plant. According to Korea Heraldthe company is finalizing hiring for this semiconductor plant where they hope to produce cutting-edge 2-nanometer chips. It is estimated that 1,500 people will be directly employed and the idea is to produce transistors with gate-all-around architecture. TSMC in the spotlight. Recent reports indicate that Samsung has already begun producing test units of chips in that lithography with the aim of beginning mass production by 2027. But this expansion is not only occurring in the United States. At the Pyeongtaek Campus, Samsung’s operations center, building a new factory for which Samsung has just ordered 20 EUV lithography machines valued at almost $8 billion. As it could not be otherwise, they are from ASML and it is estimated that the plant will have 70 units in total to support the production of HBM4 memory chips. And these two movements have one goal in mind: to dethrone the queen of semiconductors. Currently, TSMC takes the lead with NVIDIA and Apple as its best clientsbut Samsung is another industry giant that may not take the global throne, but is aiming for something more concrete: to be the one who leads the way in the United States. Both Samsung and TSMC are in full expansion throughout the United States, but if Samsung manages to start mass manufacturing of 2nm chips by 2027, it would overtake TSMC -focused on 2/3nm chips– in that development of advanced chips in the United States. It is still a vital race, since Tesla, Apple, NVIDIA or AMD are trying to get chips manufactured in the US and thus meet the demands of Donald Trump’s government. Trojan horse. In the end, it’s a move that Samsung can only win from. On the one hand, expand its HBM4 chip capacity to power AI platforms that do not seem to stop increasing in the short term. On the other hand, continuing to settle on American soil where it maintains a battle with the Taiwanese giant. But, also, Samsung is one of the founding members of the EPIC program of Applied Materials together with SK Hynix. They are positioning themselves to be the big player in semiconductors both as a factory and when it comes to designing machines and processes that allow for shorter development times for cutting-edge chips. and all this foreign companies are doing it on US soil when what the current government wanted was for were American companies those who will take the lead. In fact, Samsung’s plans are so ambitious that they are already looking for master 1nm chip production by 2030. In Xataka | ASML has discovered a way to further improve its SVU machines. This is terrible news for China and the US.

Huawei has been plotting a plan for six years and now they are ready to dethrone the undethroned: NVIDIA

With the beginning of the technological war between the United States and China, Huawei was given a mission: to become the spearhead of Chinese technology companies. After a tough first few years that were like a pilgrimage through the desert, the Chinese company has come back strong. Not only has it regained leadership in China, but it has taken steps to become the lever of the industry. Yes a few days ago presented its supercomputernow it’s time for something more modest, but essential in the AI ​​career. An inference chip that, they claim, is more powerful than the NVIDIA alternative. Atlas 350. Within the framework of the Annual Partners Conference, the company has once again introduce the Atlas 350 platform (already advertisement at Huawei Connect 2025 last September). This is a card that uses the latest version of its processor Atlas 950PR and which, according to the company’s data, has an improvement in inference performance of 2.8 times compared to the competition. That competition It’s the H20 chip, a trimmed version which was the one that NVIDIA had permission to sell in China. It is a platform focused on rapid data movement, which makes it ideal for a high workload in tasks such as search recommendations, multimodal generation and use of large-scale language models. It is an accelerator, in short, a piece of hardware dedicated to a very specific task, and it is what it knows how to do well within a server. to the mess. To train AI, China has other weapons, some from Huawei itself, but this Atlas 350 is to meet that goal of the Chinese industry of making AI tools accessible and monetizable as soon as possible. In fact, at the event it was confirmed that there are already partners launching servers built with the Atlas 350 as its heart. And here is the real relevant data. Huawei is not just presenting things: it is presenting and announcing that it already has partners launching products with this new technology. Because the idea is that each new piece of hardware begins to be distributed and deployed as soon as possible among Chinese companies that are within the ambitious five-year plan for technological sovereignty. Essential. For months now, the company has been moving to position itself as the lever for the rest of the Chinese technology network with NPUs, dissipation hardware, standard cards for AI, motherboards and “other different forms of hardware to facilitate the development of customers and partners.” At the event, they highlighted that “although the first half of the era of artificial intelligence focused on computing power, the second will be defined by data.” And it is in that inference where Huawei wants provide all your infrastructure to become an indispensable piece of the ecosystem. Because China, within the great future plan, is fighting to become a power not only of the AI ​​that we know, but of the physical artificial intelligencerobots or 6G networksa field in which Huawei also leads. Enough? That’s the big question, and the answer may not depend as much on raw power as it does on the ecosystem. I’m not talking about the rich ecosystem that Huawei is building, but rather the ecosystem of tools. If everyone uses NVIDIA cards for training (in the inference we see that little by little everyone is waging war on their own), it is for them that the software and processes are optimized. And the most leading Chinese companies they want NVIDIA hardware to be on par with or surpass American rivals. This has been a soap opera with NVIDIA pressuring Trump to let it sell the H200s in China, achieving it after 25% tariff for those purchases and then China sending contradictory messages. On March 31 there will be a meeting in Beijing between Trump and Xi Jinping and it is expected that export controls – and the issue of NVIDIA – will be put on the table. And someone who is going to be watching that meeting carefully is Huawei. Because China is at a crossroads right now: it knows that Your companies order NVIDIA chipsbut at the same time the Government does not want them to leverage themselves using foreign technology that could leave them stranded again. Images | Huawei In Xataka | The looming bottleneck in AI is neither RAM nor gas: it’s that TSMC’s N3 node is absolutely saturated

For years the chicken was the king of protein. Now the beans and lentils want to dethrone it

For decades they told us that the healthy thing was to change red meat by chicken or fish. The recommendation was so assumed that it became a kind of nutritional mantra. However, a change begins to glimpse either on supermarket shelves, gyms or social networks, the word “protein” appears more than ever. And the striking thing is that it is increasingly associated with meat, but plant foods. The question is inevitable: why now the vegetable protein? Vegetable protein in the center. The advisory committee of the United States food guides wants to turn the pyramid. According to a report by The Washington Postfor the first time it is proposed that vegetable proteins have priority. Not even chicken or fish, for years synonymous with healthy food, would occupy that place. Christopher Gardner, a professor at Stanford, summed it up with a simple phrase: “The beans, peas and lentils would lead the list of protein sources.” Red meat would be, on the other hand, in the last position. The evidence that supports this turn. The recommendation does not come from nothing. Rahman, clinical director of Barnard Medical Center, remembered the same media than those who eat more plants have less risk of cancer, diabetes, obesity and even deterioration of memory. In a study, Published in the American Journal of Clinical NutritionThey analyzed some 50,000 women, where they concluded that diets rich in plant proteins favor a healthier aging than those based on animal proteins. Beyond the guides, reality speaks for itself. According to The New York Timeslegumes are a pillar of the Mediterranean diet. A single cup of lentils or beans provides about 15 grams of protein, to which fiber, iron, magnesium, folate and vitamin E should be added. Vegetable or animal? Here the nuance appears. In Men’s Health They point to something that usually goes unnoticed In the middle of the vegetable boom: animal protein still plays with advantage. The reason is how we take advantage of it. Its essential amino acids – that our body cannot manufacture – are absorbed more effectively than those of plant origin. The simplest example is on the plate: 85 grams of chicken add up to 20 grams of protein. The same amount of chickpeas stays at six. Marie Spano, sports dietitian cited by the magazinewarns that those who follow exclusively vegetable diets need more daily total protein. Even so, the solution is to combine legumes, whole grains, nuts and seeds throughout the day. The great nuance: natural vs. ultraprocessed. Not all vegetable proteins are the same and here the most critical point appears. In The New York Times They warn of risk to trust ultra -processed that “disguise” healthy. A clinical trial showed that, even with good nutritional profile on the label, the ultra -processed (including shakes and vegetable meals) They do not offer the same benefits than minimally processed foods. In the study, the participants who followed a diet with little processed foods – fruits, natural yogurt, homemade legumes – lost twice as much weight and body fat that those who consumed “healthy” ultraprocesses such as vegetable lasagers ready to heat or protein smoothies. As the epidemiologist Filippa Juul summarized, cited by the NYT: “Ultraprocesses have less texture, chew faster and stimulate appetite artificially.” The world revolves around protein. The boom is not only nutritional, also cultural and commercial. We live in full “It was protein chic”: Protein has become a symbol of sculpted bodies and aspirational well -being. Social networks such as Tiktok popularize extreme routines, hyperproteic milkshakes and diets that touch the obsession, sometimes linked to eating disorders. The food industry has not been left behind. Product containers “High in protein” They adopt aggressive visual codes, with black and red typefaces designed to attract the male public. A strategy that remembers what happened in its day with the “Light” products in pink, aimed at women worried about weight loss. Protein is no longer just a nutrient: it is marketing, identity and business. So the powder protein? The most recognizable symbol of the protein boom may not be lentils or vegetable hamburgers, but the shake that is stirred in the locker room of any gym. But is it essential? The expert’s response is nuanced. Nutritionist Saray López defends it in Xataka As a practical tool: “It has no contraindications and can help reach daily requirements.” But others, such as the dietitian Jesús Guardiola, They underline this same medium that with a balanced diet it is not necessary to resort to supplements: “The problem is when the shake replaces real food.” Specialists agree that dust protein can be useful in concrete contexts: older people with difficulties in chewing, patients in recovery, who seek to gain muscle mass or even workers who barely have time to eat. But they insist that it is not a universal or magical solution. Everything indicates that it is not a passenger fashion. Protein has become the star of the global food conversation. From the official guides to the shelves of the supermarket, of the fitness routines to the homemade cooking recipes, everything seems to revolve around it. But beyond the boom, the background debate is not only how much protein we eat, but from what sources it comes and how it is processed. Image | Freepik Xataka | Powder protein has become the star accessory of modern well -being. Nutritionists have something to say

Spain, white brand. Landowner and company are about to dethrone traditional brands

Distributor brands have silently conquered Spanish baskets, from 20% in 2003 to 44% in 2024 without pause or truce, according to a Kantar study published in Expansion. This increase has been unstoppable, without distinguishing between years of economic crises and years of growth. Why is it important. This commercial third change transcends the typical flight to the cheap during crises. The White brand has evolved towards a premium differentiation strategy that has broken the traditional monopoly of the big brands. The context. The ascent has been unstoppable during these more than two decades, growing both in years of crisis (2008-2014, pandemia) and economic bonanza. Neither post-crisis recovery Recent inflation They have stopped their progress, dismantling the myth that they are temporary products. In figures: Lidl leads with 82.1% share. Mercadona follows with 74.5%. Carrefour seeks to move from 33% to 40% before 2026. Day already reaches 57%. In fact, Dia has redesigned more than 2,000 products to “enlorate raw materials” and create “own formulas.” Its purchasing director is clear: “We do not want to be the quality C, but the A”. It is the definitive jump of imitation to your own innovation. The trend. There are several phases in this growth: From 2003 to 2019, constant but moderate growth, around the annual point. From 2020 to 2022, brutal acceleration: +4.1 points in two years. Since 2022, rhythm consolidation, +2.7 points in two years. If the recent growth rate is maintained (1,3-1.4 annual points), the white brand would reach 50% between 2028 and 2029. And would overcome traditional brands in quota. Yes, but. The data suggest that we are close to a natural plateau. Few developed economies exceed 55-60% value share of the white brand, because there are always premium niches and categories where traditional brands maintain advantage (luxury, technological innovation, very specialized products). The money trail. The chains control the entire value chain: from the recipe to the linear, without intermediaries. This allows them to achieve higher margins while they offer quite competitive prices, a much more complicated equation for traditional brands. Spain approaches the German model, where The white brand has gone very much in the market Regarding other countries. Traditional brands will face their greatest existential threat: compete against those who control both the product and the sales channel. In Xataka | Mercadona is more profitable than ever and is also closing stores for the first time in years. It is a calculated strategy Outstanding image | Mercadona

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