dying

Apple is dying of success with the MacBook Neo. So much so that its manufacturing is in danger

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Apple has a problem with MacBook Neo: You are selling it too much. The first Mac with an iPhone processor is being an overwhelming success, and it hits the keys that mobilize the average user: it is cheap, it can be used for practically all uses and… it is a Mac. The problem? That this laptop has the Apple A18 Pro It is no coincidence, and that it is selling so much is a problem for the supply chain. Why the A18 Pro. Apple is not manufacturing new A18 Pro chips for its MacBook Neo, it is recycling processors from the original production. If we look at its technical details, the MacBook Neo incorporates a five-core GPU and not six. When processors are manufactured in batches, not all of them work perfectly. Some may have specific failures in one of the CPU or GPU cores. Instead of throwing them away, Apple deactivates that defective core and can sell a trimmed version of it. This allowed Apple to create a laptop whose processor was practically at zero costa pillar for the profitability of the product. The problem. The demand for the MacBook Neo is exceeding Apple’s expectationsand the stock of the A18 Pro is starting to come to an end. According to Tim Culpan, production of this device is divided equally between Quanta and Foxconn, with an initial plan to produce about six million units. As of today, suppliers are not clear about being able to produce more MacBook Neo with the stock of A18 Pro processors. The dilemma. The Apple A18 Pro is manufactured in TSMC’s N3E process, three-nanometer technology, a chip whose production capacity is practically exhausted. Among Apple’s options would be to pay a premium to order urgent batches from TSMC, something that would allow production to resume but would end the key to the Neo: manufacturing an economical product with a profit margin. The second plan involves reallocating the wafers that Apple uses for other devices to the production of the Neo, another solution that does not seem ideal. If we add to this the current storage and RAM costs, the production of the Neo becomes complicated. No solution in sight. If demand for the MacBook Neo remains above expectations, Apple will have a decision to make. Raise Neo prices? Eliminate the budget 256 GB option? Offer new colors to revitalize the product? Be that as it may, the Neo makes one thing clear: the strategy of selling MacBooks at the lowest possible price works. And even more so when we are at that point where a mobile processor is, literally, a PC processor. In Xataka | The MacBook Neo is the biggest existential threat to the Windows laptop market. And the manufacturers have no answer

Cooking for an entire family on Christmas Eve is a dying tradition. And the explanation is in Mercadona

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The usual thing at this time of year is that most family gatherings become a single topic: What to have for dinner on Christmas Eve? And on New Year’s Eve? Is the menu repeated from other years? Is the entire purchase completed or are there still issues pending? That was the usual. At least until, in one country at a time less fond to cook and more to the already prepared foodanother question began to form: Why spend hours in the kitchen on the afternoons of December 24 (and 31) if we can order dinner to a restaurant, catering or the super trustworthy? It may seem like a simple anecdote, but it says a lot not only about Christmas but about how homes and our consumer habits are changing. An afternoon locked in the stove? That Christmas Eve and New Year’s Eve are special events, no one doubts it. Neither do they both basically revolve around the table. However, that is one thing and quite another that we are willing to spend hours locked in the kitchen to prepare appetizing dinners for a regiment of relatives, something not so strange just a few decades ago. In 2019 the German supermarket chain Aldi made a poll in which he asked the Spaniards the same thing: how much time we spend preparing Christmas lunches and dinners. Their conclusion was curious: although on average we dedicate 137 minutes to them, the vast majority of those interviewed (62%) aspire to cut that time between stoves, leaving it at 112 minutes at most. Who cooks then? Others. It’s that simple. It is not easy to measure the trend, but a Google search is enough to find articles from regional newspapers that talk about how more and more families order the main Christmas meals and dinners from restaurants, hotels or catering companies. It occurs in the Community of Madrid, Galicia, Aragon, Catalonia, Castile and León either Estremadurato cite a handful of examples of a trend that actually transcends communities. Not only that. In addition to families willing to pay to get rid of the burden of preparing dinners for 10, 12, 14… diners, we find companies willing to cover that growing market niche, some as relevant as Mercadona, the supermarket chain with higher quota of the country. Christmas Eve ‘made in Mercadona’? That’s how it is. Since the end of November, Juan Roig’s company has announced its ‘Ready to Eat’ oriented towards parties, a section that allows you to order canapés, stuffed chicken, suckling pig, lamb… in advance to be served during the nights of December 24 and 31. “Just heat and serve,” Mercadona boastswhich highlights how the service allows families to save time “without having to worry about the kitchen.” It makes complete sense if you take into account that the Valencian company has been betting for years precisely because of that line of business and Roig himself has publicly acknowledged who is convinced that in the middle of this century kitchens will disappear from Spanish homes. His prediction points in a clear direction: supermarkets will no longer be just the places where we shop, they will be the food references where we will buy dishes and even where we will consume them. Don’t we cook anymore? Not quite. We continue cooking, although it is true that we do it differently and less and less. He gave us a clue recently a study published in TIJGFS which leaves out a revealing piece of information: 59.1% of Spaniards We still cook practically every day, which means that most of us still use our ovens and vitro. The other side of that figure is that there is 40.9% who never cook or do it very rarely and that percentage has been growing in recent decades. The CIS has also confirmed that the majority of their respondents (46.5%) believe that home cooking is losing ground to fast food. If that were not interesting in itself, there are other indicators (from the food industry) that suggest changes in consumption: for example, we increasingly demand less fresh bread and fisha latter product that begins to associate to leisure outside the home. And what happens at Christmas? Beyond our general eating habits, Christmas has its own peculiarities. Christmas Eve and New Year’s Eve dinners are not ‘normal’ dinners. Firstly, because a higher degree of elaboration than normal is expected of them. Second, because it involves cooking for many more people than those who are part of the usual family nucleus: on December 24 and 31, cousins, in-laws, brothers-in-law, nephews sit at the table… Which ends up easily translating into groups of more than ten diners. Is that important? Yes, if we take into account that we increasingly live in smaller apartments and families are smallerwhich translates into a series of practical complications: How to cook for 12 people in a tiny kitchen with a two-burner vitro? Where to store so much food? Where the hell can you seat 12 or 14 people in a room where there is furniture for one couple, who is the one who really eats in that house the rest of the year? It was done until now, right? Yes. But times change. And that is something that is easily observed when going out into the street. looking at statistics. The fact that there are more and more single-person households or households made up of two people and fewer than three, four or more members means that there are fewer people accustomed to cooking for groups. We are also less willing to spend hours in the kitchen, as stated in 2019 Aldi and confirm the boom of ‘Tardebuena’ and ‘Tardevieja’. We enjoy the afternoon more the 24th and 31st because we spend less time between pots. There is another factor and it is economic. In restaurants and catering establishments there are different rates, but they usually guarantee two things: fixed prices and menus and guaranteed product. Nothing about being surprised that the kilo of lamb has … Read more

Cambricon was a dying company in 2019. Today it is worth 68 billion thanks to an unexpected partner: the US

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Chen Tianshi has multiplied his fortune by more than twelve in two years until reaching 22.5 billion dollars. Your company, Cambricon Technologieshas seen its shares soar 765% in 24 months and its revenues have grown more than 500% in the last year. Why is it important. Cambricon’s meteoric rise is not so much a story of disruptive innovation as of strategic protectionism. And it well exemplifies how US technology sanctions have become the best trading partner for some Chinese companies. The context. In 2019, Cambricon depended more than 95% on Huawei, which canceled all its contracts at once. The company seemed doomed. Then came the US restrictions of 2023 and 2024, which cut off the supply of NVIDIA chips to China. The Chinese government responded by requiring companies to buy “at home.” And that’s how Cambricon went from dying business to national champion. Between the lines. The case shows the difference between competing in a free market and thriving in a protected one. Cambricon has not beaten NVIDIA in technology: its chip Siyuan 590 is several years behind A100. But in a market sealed by government decree, it doesn’t need to be better, just available. The company has accumulated inventory of 2.76 billion yuan ($380 million), something that would be worrying in any sector. But with NVIDIA chips locked, that stocks It has become bargaining power. Some customers pay up to 30% extra for immediate delivery. Yes, but. The question that divides analysts is how long it will last. “Cammbricon’s explosive growth is primarily due to a very low base, and its current valuation may be inflated without sustained political support,” explains Shen Meng, director of investment bank Chanson & Co. Cambricon’s chip works well for inference (when an AI model makes predictions), but it lacks scalability for model training, the most computationally intensive phase. NVIDIA not only sells chips, it sells a complete ecosystem with CUDA which is “extraordinarily difficult to replicate quickly”, according to Sunny Cheungresearcher at the Jamestown Foundation. The contrast. Cambricon has a market capitalization of 558 billion yuan (about $68 billion), 60% less than that of Intel. But it generates just 1.6% of Intel’s revenue. Investors are not buying fundamentals, they are buying national hope. The alarm signal. Cambricon herself has tried to cool the frenzy. In August, with its stock soaring more than 130% in a month, it issued an official warning: its trading price had “deviated markedly” from its fundamentals and investors “could face substantial risks.” When a company warns that its valuation no longer makes much sense, it is worth listening. What does this say about technological warfare?. The Cambricon case shows that US technological sanctions are not holding back China, but rather reorganizing its industry. They are creating a new class of state-aligned tech elites, years after the Chinese government crushed its private giants. The US government has cut off China’s access to advanced chips, but in exchange has given away captive markets to companies like Cambricon. The result is a Chinese semiconductor industry that is weaker technically but more dependent on the government. It’s not the free market that chooses the winners, it’s political favor. The big question. What happens when protectionism is no longer enough? Cambricon achieved its first quarterly profit in the fourth quarter of 2024, four years after going public. It’s not bad either. But its growth depends on the government tap remaining open and Chinese companies having no alternative. If US restrictions are eased or if domestic competitors like Huawei gain traction, the party could end quickly. Chen Tianshi has built a fortune of 22.5 billion on political arena. The history of technology suggests that these types of foundations do not usually last decades. Featured image | Cambricon In Xataka | China was no longer supposed to be able to get its hands on NVIDIA’s most advanced chips. Until he found a shortcut in Indonesia

The luxury goods market is dying of success. The reason: there are too many rich people

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According to the latest report According to Intermon Oxfam, the 10 largest fortunes in the world have increased their assets by 698 billion so far in 2025. However, despite the fact that their fortunes are on the rise, the consumption of luxury goods aimed at this type of consumer has only decreased in the last year. Paradoxically, one of the causes of this decrease in sales would be the increase in the number of millionaires that have been created in recent years. The luxury market has hit the brakes. In 2024, the global luxury products market recorded a drop of 2% compared to the previous year, marking the first decline in fifteen years. Prices and sales of goods such as luxury watches, exclusive mansions, art and liquor have stopped growing and, in many cases, have stagnated or reduced. For example, the index Knight Frank’s luxury investment portfolio (KFLII), which takes into account the market value of these luxury consumer products, has increased by 72.6% in the last 10 years. But if we take the percentage of the last two years we see that in 2023 it fell by 6.6%, while in 2024 it fell by 3.3%. That is, to try to alleviate the drop in sales, luxury product brands have lowered their prices. This drop in sales of luxury products has been noticed in groups like LVMHwhich has been experiencing negative numbers in its wine and spirits division since 2023. Has all luxury gone down equally? However, as how they stand out in The Economistnot all luxury has decreased in the same proportion. A look at the Wealth Report 2025 from the consulting firm Knight Frank gives us a clear picture that only a certain type of luxury goods have fallen, while others, much more exclusive and inaccessible They have continued to grow at the same pace. For example, the high end cars have continued to increase their prices at a rate of 1.2%, as have leather bags from exclusive brands, such as those manufactured by Hermès, which have also maintained their upward trend at a rate of 2.8%. Even a market as bullish as real estate has been altered by the turbulence in the luxury market, reducing its growth rate to just 0.7%. Changes in the perception of luxury. If the data says that in 2025 not only have increased the number of millionaires but those that 1% of the population each time it’s richer Why have sales of luxury products decreased? The answer lies in Thorstein Veblen, an economist of the late 19th century, who in his book “The theory of the leisure class“has already defined that real luxury depends on its scarcity and exclusivity. This theory maintains that, if a luxury good is accessible for many peopleit is no longer perceived as exclusive and loses its value. Therefore, as the number of people who, for example, can pay 200 euros for a bottle of wine increases, it is no longer perceived as an exclusive luxury product and its price is devalued. It’s something similar is happening in the industry luxury fashionwhere “more affordable” brands such as Gucci, Burberry recorded drops in sales of between 15 and 30% while the most exclusive and inaccessiblesuch as Louis Vuitton or Christian Dior, suffered more contained falls of around 1.7%. Scarcity is the hand that rocks the luxury market. You can’t go to a Hermès store and buy the last Birkin without further adoin the same way as Ferrari makes you wait its millionaire clients more than two years to drive their car. This is not because of a production problem, but because tight control of the amount of product that is put on the market for it to exist a permanent shortage. This scarcity not only maintains the price in the store, but also keeps it above those that have already been sold, ensuring that their value not only does not go down, but that it increases because of this “exclusivity” caused by scarcity. If it is mainstreamit is no longer luxury. That concept is what is making some supercar manufacturers they are overturning in creating special editions and even editions One-off to take the concept of exclusivity a little further. Reason that explains that, for example, the invoices for some of these supercars double the price of the base car due to the customizations that are applied to them to make them even more exclusive. The new forms of luxury: exclusive experiences. Just as I pointed out a study of Bain & Company at the end of 2024, the luxury customer is moving away from those products that are no longer exclusive, and is now betting on something that does maintain that exclusivity: the luxury experiences. The Economist quote thatFor example, a night at the Le Bristol hotel in Paris costs twice as much today as it did four years ago. Likewise, tickets for the 2026 World Cup final to be played at MetLife Stadium in New Jersey, they have doubled their price compared to previous finals, with prices ranging between $2,030 and $6,730, although on the resale market They can exceed $25,000. Something that is also common in top-level events such as the SuperBowl or the NBA finals. In Xataka | There is someone playing a gigantic game of Monopoly with real houses and in front of our eyes: Jeff Bezos Image | Unsplash (Jonathan Francisca)

Privacy is dying since ChatGPT arrived. Now our obsession is for AI to know us as best as possible

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For years we have learned to distrust. Not to share too much, to be suspicious of each clickof each form, of each extra permission that the mobile phone or some app asked us for. To frown. Privacy was the last bastion of digital dignity, the ground we had to defend. But something has changed. And he has done it without resistance. Since ChatGPT and company arrived, and especially since the projects and expanded memorywe have crossed an invisible line. We no longer just agree to hand over our data, we offer it proactively. What’s more, we get frustrated when AI doesn’t remember enough, or when it’s not able to quickly process a report or analytics. Or when it doesn’t anticipate what we want. The paradox is brutal. We’ve gone from being outraged that Instagram showed us an overly personal and painfully targeted ad (shirts that camouflage lorzas, infertility treatments) to being impatient if ChatGPT doesn’t remember something we could use it to remember. Of the “I don’t want to be tracked” to “why the hell don’t you know me better by now?” The difference comes from the perception of immediate usefulness: social platforms monetized our data by selling their access to third parties to segment ads, AI uses it to give us more useful answers. Or so we think. The trick is in the illusion of reciprocity: When you provide information to a social network, you receive in return content that you did not ask for and advertisements that you do not want, no matter how accurate they may be. When you hand it over to an AI, you get personalized responses, assistance tailored to you, solutions that seem designed exclusively for your case. In the second case, the transaction feels fair. Symmetrical. Even generous on the part of the machine. But the architecture of power has not changed. She has only become more seductive. Now they don’t watch us, they understand us. And they don’t track us, but they remember us. Language matters, because it changes how we perceive what we are giving up. We have gone from being spied on to being cared for. And that makes a psychological difference, even though the end result is the same: handing over the entire map of who we are to entities we do not control. Privacy is not dead. He is giving up due to exhaustion. Because defending something that makes our lives more difficult, that deprives us of comfort and efficiency, is unsustainable when the alternative promises to know us so well that it frees us from explaining ourselves over and over again. In Xataka | OpenAI is making the tech industry unite its destiny with yours. For the sake of the global economy, it better work Featured image | Xataka

There are more and more older people dying for falls in the US. And the culprit is an old acquaintance in the West

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We recently discovered that from the age of 35 our performance did not collapse as it had been thought, but rather On the contrary. However, it is a law of life that new problems derived from health and our physical form arrive with old age. In fact, in the United States they have realized one thing: more and more elderly die from falls, and have found the culprit. A growing problem. In the United States, falls have become one of the main causes of death among older people. In 2023 they died More than 41,000 adults over 65 years of injuries associated with fallsand the mortality rate has tripled in three decades. The most vulnerable group, those over 85, went from 92 deaths per 100,000 in 1990 A 339 in 2023. This increase is alarming because it coincides with decades of programs, medical guides and investments to prevent falls that, despite the efforts, have failed to reverse the trend. Drugs as a trigger. Epidemiologist Thomas Farley holds that differentiates it with countries like Japan or Europe lies in the high medication of the greatest Americans. Points to the called Frids (“Fall Risk Drugs”), a group that includes benzodiazepines, opioids, antidepressants, gabapentin, certain classic heart and antihistamine medications such as diphenhydramine. These drugs induce sleepiness, dizziness or weakness, and are linked to 50–75% more falls in the elderly. His proliferation, in his opinion, explains why deaths multiplied without other factors, such as loss of mobility, poor vision or risk risks, have worsened in the same proportion. Other factors. Other specialists like Thomas Gill and Neil Alexander Matizan In the New York Times That vision. They point out that before death certificates used to attribute the death of elders to heart failure or other ailments, minimizing the role of falls. Today Document betterwhich increases statistics. In addition, medicine prolongs the lives of people with chronic diseases and multiple disabilities, making the current cohort of over 85 years Be more fragile than that of thirty years ago. That accumulated fragility could partly explain why they survive less after a fall. Also, although the use of opioid and benzodiazepines has decreased or stabilized, they have The prescriptions are grown of antidepressants and gabapentin, which maintains the pharmacological exposure. The urgency of the “discomfort.” Before the consensus that drugs play a key role, the emerging strategy It is the “discomfort”: Review and remove unnecessary medication or adjust doses to reduce risks. Networks like the US depressal recordch network They insist that it is easy to prescribe, but difficult to remove treatments once established, by clinical inertia and patient resistance. The list Beers Criteria I already recommend alternative therapiesas cognitive-behavioral therapy for insomnia, physiotherapy, exercise and psychological approaches for pain, instead of powerful anxiolytic or analgesics. Samurai discipline to the rescue. In parallel to the numbers of the United States, Un work from the University of Tohoku revealed that The re-hoa traditional Japanese practice associated with the samurai that consists of slow and controlled movements of sitting, rising and walking, can significantly improve the strength of the knees and reduce the risk of falls in seniors. In just three months, adults who made this routine for five minutes a day, four times a week, increased on average 25.9% Its knee extension force, compared to 2.5% of the control group. The method, which does not require equipment and minimizes risks of injury, is raised as an accessible alternative to combat the loss of muscle mass and the fragility of age, combining physical benefits with the cultural value of an ancestral tradition adapted to the challenges of modern health. Preventable tragedy. Be that as it may, each fall that causes fractures, brain injuries or dependence is a devastating event that alters lives and generates huge costs. The paradox is that many of these deaths They could be prevented with a more rigorous control of the prescription and with programs that prioritize non -pharmacological interventions. The key, in the case of the United States, points to patients and caregivers demanding their doctors Check the treatments and raise alternatives, because often that conversation does not happen. The increase in deaths from falls in the elderly, far from being an inevitable consequence of aging, reflects failures in the care model and opens an urgency: to balance the extension of life with the quality and safety of those years won. Image | MR.FINK’S Finest In Xataka | We had always thought that after 35 our performance collapsed. Is the opposite In Xataka | China has a huge youth unemployment problem. So much, that some people pretend that they work

Spain has been a world reference in high speed. And the doubt is whether we are dying of success

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Saturation. That is, according to the Government, the reason why Spanish high speed does not stop accumulating delays and breakdowns. At least, that’s what is suggested. The increase in frequencies, new competitors and the same ways. Those are, for the government, the reason why Spanish trains have been forgetting a year. 289 trains. In the 90s, “6 trains a day, by direction, today through the Torrejón de Velasco point of the Madrid-Sevilla high speed, 289 trains circulated.” With these words Óscar Puente, Minister of Transportationof those who point out that in the 90s there were no problems of delays that today exist in the high railway speed of our country. “If there was an incidence in the infrastructure or the train, the impact was minimal. The time it took another to pass allowed to solve the problem. Today when there is an incidence you have 25 trains in both ways in a radius of one hour. Therefore the effects are greater. The controversy. The bridge response tweet comes to an interpellation in which a user indicated that In the 90s you could take a train without fear of delays. The answer also coincides with a new fault in the high -speed line of the Andalusian corridor where 261 passengers had to be evicted from a train because a car caught fire Last Saturday, August 30. This caused delays throughout the afternoon. However, the fire was not the only cause of delays. That same morninga breakdown in the infrastructure was also causing delays in the trains because it was showing a false obstacle sign on the road. Although before restoring the service it was already known that this obstacle did not exist, the machinists had to stop to comply with the protocol. A summer to forget in Andalusia. The events of September 30 have been the last of this summer but, much less, the only ones. In early July, A train was stopped 13 hours On the roads and their passengers they did not receive assistance from emergency services throughout the night. Days later, another problem with A catenary in Toledo It caused significant delays in the same high -speed line. He even had to stop passing through one of the tunnels of the Malaga line by leaks in one of the facilitieswhat had caused detachments. And Adif? The first of those incidents It seemed to come from an ouigo train which was disconnected from some security systems. This caused the chain stop of four other trains that circulated in the same area. One of those operated by Renfe, overloaded by the stop, ended up suffering a small fire of his systems, being completely arrested. The problem affected More than 16,000 passengers and From Adif they pointed to the French company as the cause of the problem. Ouigo, meanwhile, returned the accusation saying that Adif did not maintain the facilities correctly. A few days later (and after the adif notice that the critical points of the infrastructure was going to review) that Second problem in La Sagra (Toledo) who stopped the trains again. More traffic volume … The truth is that the volume of traffic in the high Spanish speed has shot in recent years. To give only one example, the day of the fault that left a train for 13 hours 30 trains between Madrid and Andalusia had to circulate. Yes it is true that 30 years ago, that volume of traffic was unthinkable. To the traffic of Renfe we ​​must add the entrance of Ouigo and Iryo into the Spanish railways which, without a doubt, has stressed the tracks. If there are more trains, there are more possibilities of suffering a delay but there are also more possibilities that such delay affects a greater number of trains. To get an idea, in 1992 (with the inauguration of the first high -speed line) 1.3 million passengers traveled between Madrid and Seville. In 2024, that figure was 5 million passengers. Another 5 million passengers were recorded in the corridor to Malaga. And throughout Spain almost 40 million passengers moved in this type of trains, According to CNMC data. … but an insufficient investment. In ELECONOMIST They point out that Adif’s investment in infrastructure is greater than ever. In 2025 just over 681 million euros will be allocated while in 2015 it was 465.5 million euros. However, they point out that taking into account their heritage, Adifs spends 16% less than a decade ago. Keep in mind that in that decade, in addition, the Spanish railways have gone from some 31 million passengers To touch the 40 million and the number of trains has multiplied with the entrance of Ouigo and Iroyo. Everything indicates that the investment in the facilities is insufficient and, above all, it is late if we take into account the increase in the number of travelers. In 2021 investments were guaranteed until 2025 worth 21,000 million euros in Adif But this game It is not dedicated entirely to maintenance of the tracks. That is, it seems that “emergency” maintenance is being carried out in too stressed lines for the expense that had been made in them. Photo | Tim Adams In Xataka | He vibrated so much that “the Water of the Váter came out.” Renfe has a problem in Catalonia and the AVE of Lleida is only the last example

China has been so close to dying with its solar panels that has made the only logical decision: manufacture less

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China is a colossus in the photovoltaic industry segment. They are not just installing huge parksbut dominate production with iron. So much that they have made The whole world depends on its technology and collapsed the price of the panels, drowning European and American manufacturers. The result of the crazy expansion was An internal price warbut after years of losses in the domestic market, they already propose a solution. Manufacture fewer panels. Storm. In 2020, China presented a zero emission plan Net for 2060. The goal is reduce your considerable carbon footprint and pollution and, for this, They marked That in 2030 there should be at least 1,200 GW of solar and wind capacity installed. The energy began to act, but companies from other sectors saw that there was a lucrative opportunity and got into the business. The result? Market saturation and such a beast production of the modules that were drowning foreign companies, but also to the domestic market. If 1,200 GW of renewables installed in 2030 were needed, only the solar installed in 2024 already surpassed The 880 GW. To the search for solutions. Production folded world demand And prices crashed, with huge companies in the sector asking the State for help To be able to continue in business. In that unsustainable situation for your own industry because They lost money with each salea kind of OPEC For Chinese photovoltaic, the Chinese photovoltaic industry association, or CPPO, with 33 of the main manufacturers signing a self -control commitment. The meeting was held in December last year and its executives are still looking for solutions after years of price wars. This week the Snec pv & is expo 2025 In Shanghai, in which manufacturers and companies around the world have met to evaluate the global situation. And, although we have to wait to see what measures they take, the Asian association of the photovoltaic industry – one of the organizers of the event – is clear that it cannot be followed in this situation. Or we refer to one or sink. As we read in South China Morning Post“The solar industry is not a zero -sum game,” said Zhu Gongshan, president of the association, in the inauguration speech. “We are in this together and the extreme cost of costs and fierce competition are not different from drinking poison to calm thirst,” he said. China installed About 278 GW of solar capacity last year, a figure that represents almost 60% of the new facilities worldwide. And it was the result of an overcapacity that contributed to a fall of 60% of the prices of the solar modules between 2020 and 2024. At the December meeting, one of the measures agreed by the main manufacturers was to respect a minimum recommended price to preserve the margins, and had a moderately positive result in early 2025, with a price rebound. But they don’t loosen the accelerator. The Cpia estimated Between 215 and 255 GW for this year, a cut in front of the amount of last year, but the accounts do not leave and the rhythm of facilities that are being kept is still very high: until April 30, 105 GW had been added, 75% more than what was installed in the same period of the previous year. It is estimated that it was because in January a large number of facilities were carried out and that they will fall 44% in the second half of 2025. One of the measures driven By the Government to reorganize the industry, it entered into force on June 1: sell production at market price instead of a guaranteed rate in the new solar plants. The antidote. “Instead of waiting for a cyclical recovery, we must face a disruptive restructuring in the sector,” said Zhu. And what are the proposals? Several are handled, such as focusing on improving collaboration between the government and companies to confront the offer through regulations or mergers. Another is that I know Bet on technological innovation for both panels and production chain, which will allow sustainable growth and higher benefit margins. That is, not to make the crazy panels that anchored to a technology that can be quickly outdated, but is cheap, but to improve quality and make fewer panels, maintaining a higher price and avoiding saturation. Change of mentality. Another problem is that there are too many things to consider. Those 33 Chinese companies of the CPPO are not the only ones that manufacture panels and there are those who may not respect self -control agreements. But, in addition, these internal problems are added tariff manids imposed by the United States. In the case of panels, Trump’s administration He imposed tariffs of More than 3,500% to the importation of panels from China and 60% to materials such as polisilicio, wafers and Chinese solar cells. China’s response, according to the president of one of the local businesses, should be internationalization. “Due to tariffs, it is no longer enough to export: we must locate production abroad,” said Gao Jifan, president of Trina Solar. We will see what happens, but try to stop that saturation of the market is significant, and that they talk about democrating production can generate a new battle from Western countries that we have already seen with the Chinese car: the one that try to attract the attention of manufacturers. Image | Huasun In Xataka | Solar panels that clean other solar panels: the photovoltaic industry has entered its self -replicant phase

It has gone from dying for work to the “silent resignation”

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He demographic aging In Japan he is forcing to make deep changes in their work culture in order to improve employee working conditions to improve their productivity Without exhausting employees. Japanese employees have been forced to choose between have more social life or a successful work career and the data suggests that there is already a winner. According to published The Japan Timesa survey revealed that an increasing number of young people from generation Z has opted for the “Silent resignation“: Do the minimum to meet the schedule and requirements of your work, but showing an absolute lack of commitment to the company. A cultural change. According to data from a survey conducted to 3,000 employees by the Professional Race Research Laboratory of the Mynavi Employment Search Platform, 46.7% of employees between 20 and 59 years claimed to have opted for the “silent resignation”. More than 70% of employees who claimed to find themselves in this situation admitted that they had no plan to adopt a change in attitude. “We observe that the ‘silent resignation’ is becoming the new standard. As the values ​​diversify, it is important that companies accept the diversity of people’s values ​​and offer flexible work styles that adapt to them,” explained to the Japanese environment Akari Asahina, one of the authors of the study. Less motivated workforce. This high percentage is indicative of a demotivated workforce that no longer obeys a work culture based on loyalty and the benefit for the company, as has happened for decades in Japan, but is more concerned about balance Between work and personal life. According to the data of a 2024 Mynavi survey that publicby the Japanese medium Mainichi53.6% of respondents were dissatisfied or very dissatisfied with their current use. 49.2% of respondents claimed that their dissatisfaction was due to salary And, among them, the most dissatisfied were young people between 20 and 30 years old. 35.2% of them assured that had changed jobs For this reason. “In the past, an employer paid a fair salary and provided benefits for people to remain in the same company until retire in statements to DW. Generation Z wants more personal life. Among the youth of generation Z is also imposed by the desire for greater conciliation between personal and professional life. “Many young people saw their parents sacrifice their lives for a company, doing many extra hours and, in practice, renouncing their private life. They have realized that this is not what they want,” said Professor Kawakami. “I do not hate my work and I know that I have to work to pay the rent and invoices, but I prefer to meet with my friends, travel or listen to live music. I know that my grandfather and even the generation of my parents thought that they had no choice but to work hard and earn more money, but I do not understand that way of thinking,” Issei explained, a 26 -year -old boy to DW. “Quiet ambition” arrives in Japan. According to what was published by The Japan Timesthe authors of the survey have detected that one of the consequences of that lack of commitment of the workers coincides with the symptoms of the call “Quiet ambition“Or silent ambition. This phenomenon, especially present among the members of generation Z consists in the lack of interest of the youngest to ascend, since that is a minimal economic reward in exchange for a considerable increase in responsibilities and workload. In other cases, on the other hand, it is not an active negative to ascend, but rather the lack of opportunities to advance in the professional career which causes employees to give up and stop striving more than strictly necessary to fulfill their contract. More time to create a family. Japan is taking measures to encourage birth, making sure that its workforce has time outside work to socialize and reconcile working life with family care. These policies are beginning to permeate in generation Z that no longer sees work as their grandparents or parents do. SCMP It echoed of the effective work hours of Japan in November 2024. According to Takashi Sakamoto, Analyst of the Recruit Works Institute, the annual work hours in Japan They had been reduced 11.6% in the last two decades, from 1,839 hours from 2000 to 1,626 hours worked a year in 2022. The largest decrease occurred in the strip of workers between 20 and 29 years. “Many young people saw their parents sacrifice their lives for a company, doing many extra hours and, in practice, renouncing their private life. They have realized that this is not what they want,” Professor Kawakami explained to DW. In Xataka | Japan has aged so much that retirement is no longer an aspiration: more and more people work after 70 years In Xataka | “They are much more daring.” Image | Unspash (Emma Ou)

Spain looked at Chinese cars as a salvation table. In the commercial war, the risk of dying drowning runs

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“Spain is in favor of more balanced relations between the EU and China,” with these words Pedro Sánchez, president of the Government, has defended his approach to China before the commercial war that is being freed and during the same. And the automobile sector has a lot to do. “Essential partner”. With those words Pedro Sánchez has defined the relationship that China should have with the European Union. The words have pronounced them during their meeting with Xi Jinping, president of the country. The Spanish is in a round of visits by Asia in which he is stopping in China and Vietnam. Both countries have been severely punished by the United States. China still maintains 125% tariff Despite the 90 -day truce that Donald Trump has granted. Vietnam had been punished with some 46% tariffs. The importance of words. This “essential partner” is not accidental and shows Spain’s approach to China in full tension for the commercial war that are pounding the United States and the Asian country. In fact, the words of the words of the European Union is unmarked as “partner, competitor and systemic rival”, collected by The country. Sanchez needs to play with tact with his statements. Only a few days ago, Scott Besent, secretary of the United States Treasury, said that “I am not sure if it was the prime minister or the Minister of Economy of Spain, who made some comments this morning: ‘Maybe we should align more with China.’ That would be to cut off the neck”, in words collected by The confidential. Xi Jinping, meanwhile, thanked Sánchez for the “firm will” to maintain good relations between the two countries, emphasizing that it is the third time that the president of the Spanish Government visits the Asian country, they point out in The world. The equilibrium game. Spain has encountered the most uncomfortable view at the right time. With the agenda already scheduled, it was seen if the president of the Government would be willing to go to China in the middle of the commercial tension with the United States. The single presence is seen as a Spanish approach to the Chinese side and, of course, It is unmarked from European politics that bets to get wet as little as possible. However, Spain has a good number of Chinese investments in our country. The commercial balance between the two countries It is still very unbalanced In favor of China (we import goods worth 45,174 million euros and export there products worth 7,467 million euros) but China has the key in key sectors. Putting the carpet. Without a doubt, one of the sectors in which Spain wants to influence is the car. China is disembarking in Europe. His commercial war with the United States will force him to disembark in greater force in Europe and Spain is a perfect gateway. With the fees to the electric car, the plug -in hybrids and the Chinese low ranges vehicles have A huge opportunity in countries like Spanish where “electricity” is not so developed. All their companies need to open markets outside China to seek profitability. If the perspectives are maintained, byd will be in 2025 One of the five greatest manufacturers of the world. Given this situation, Spain is clear that it wants to be a very important part of Chinese landing in Europe. The automobile sector is essential for Spain. Not only in its factories, you have to add ports that receive cars, distributors and a Powerful auxiliary and component industry. It is better for us. The biggest problem facing Spain is that it is best to open to China if you want to open your business routes in the automobile sector. When the tariffs of Chinese electric car were voted for the first time, Spain was favorable. A visit to China and a threat of attacking the Spanish pig directly (whose exports to China are key) He changed the Executive idea. But, in addition, other threats float in the air. In Europe, France or Italy remained firm in their favorable vote to tariffs on Chinese electric cars. Then, China ordered to stop investments In those countries and since then we have not had news of new approaches. At the moment, Spain has Chinese investments in different ports To receive and start distributing cars that arrive from Asia, the investment of Chery in Barcelonathe agreement between Catl and Stellantis For a battery plant in Aragon or the Extremadura projects to produce batteries for electric cars. But there are certain problems. In a first reading, it seems clear that if Spain has the opportunity to continue expanding its Chinese investments in the automobile sector to be key in the European car of the future and if you have a threat to its head of withdrawing investments or torpedoing trade between the two countries, the approach to China seems completely logical. The problem is to pull the rope tense, irremediably, on the other. The United States has already warned Spain that its position is not correct and some sectors are (obviously) worried. The direct impact In the automobile industry it is not too high but, for example, shipments to the United States of olive oil They have shot under the threat of tariffs. What can we expect? Given this context, Spain will have to play its cards to several bands. Approach enough to Beijing but without burning. It will be necessary to see if the United States maintains its commitment to tax trade with the European Union with a flat rate or if it extends tariffs by sectors, which can be an indirect attack on a specific country. A good example is the 25% tariff to the car. The United States government has repeatedly decided to pause its tariffs to Mexico or Canada but keeping them in the car market is a clear attack on these countries. Also to Germany, in Europe, which is The country that exports more vehicles to the United States. We will have … Read more

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