“The demand for AI chips exceeds us, and will continue to do so for years”

CC Wei, the current president and CEO of TSMC, knows exactly what he has on his hands. Recently has communicated to shareholders that this Taiwanese company will not be able to fully meet the global demand for chip production. artificial intelligence (AI). And this situation will last for several years. The trigger for this scenario is the insatiable demand for AI chips from the data centers that are being built around the planet. Intel is setting up several cutting-edge integrated circuit production plants. Samsung, too. And TSMC is working on building new state-of-the-art factories in Taiwan, the US, Germany and Japan. Despite this effort, the future looks full of dark clouds. TSMC maintains its forecast It expects a 30% increase in sales this year, but it could sell more if its production infrastructure were able to absorb the current demand for AI semiconductors. Despite this scenario, the head of TSMC has anticipated that his company will not take advantage of this bottleneck to suddenly increase the price of wafers. And he will not do it for a compelling reason: he prefers to guarantee the stability of his business. What will most likely happen is that the cost will rise little by little, so that it can be absorbed by the market without triggering a fracture. If the AI ​​bubble does not burst, demand will continue to grow The factories that TSMC has in operation in Taiwan, and, above all, the plants that it is building in Hsinchu, Taichung and Kaohsiung, play a leading role in this company’s medium-term strategy. However, its most media project is its new facility in Arizona (USA). The plant that is already in operation has been producing 4 nm chips since 2024 in the N4 lithographic nodewhich belongs to the 5nm FinFET family. TSMC needs to reinforce its production infrastructure in the US in an attempt to meet demand This factory, known as Fab 21, made $514 million in profit last year according to Yeh Chun-Hsienthe minister of the National Development Council of Taiwan. This is not bad at all if we keep in mind that during the first year of operation the semiconductor plants They do not usually provide benefits. Even so, TSMC needs to reinforce its production infrastructure in the US in an attempt to meet the demand of its American customers, among which Nvidia, Apple, AMD and Qualcomm stand out. Their plan involves investing an additional 20 billion dollars in the expansion of Fab 21. In fact, this project is part of the expansion plan of 165 billion dollars that TSMC presented last year. If everything goes as planned, mass production of 3nm integrated circuits will begin in Arizona in 2027. But this is not all. And the purpose of this company is for this site to finally bring together no less than 12 factories, 4 advanced packaging centers and an R&D facility. This is the long-term expansion plan for the Chandler (Arizona) campus. What Wei hasn’t said, but the market has been reading between the lines for months, is that TSMC is in an extraordinarily comfortable position. You can choose who to manufacture, at what price and in what timeframe. Their clients have no real alternative in the short term. Intel tries to sneak into that gap with its 18A integration technologyand some reports argue that Apple has already reached a preliminary agreement with those of Lip-Bu Tan. But this, at best, is a story for 2027. Meanwhile, TSMC’s waiting list continues to grow. And CC Wei knows it perfectly. Image | TSMC More information | Tom’s Hardware In Xataka | Intel’s plan against an unattainable TSMC: beat Samsung and consolidate itself as the second largest chip manufacturer

none exceeds 350 euros and they have a 24-month warranty

When it comes to buying a new device, we don’t always look for the best or the latest. Many times the determining factor is the price, one that is especially relevant in periods like this where we are so close to the Black Friday. Now, if we seek to save as much as possible on our purchases, there is something that we cannot lose sight of: refurbished devices. and there Back Market It has a huge selection. Among its entire catalog, we can find devices from brands like Apple at great prices. They are a very interesting option if we want to try a reconditioned one for the first time and we are not looking to spend too much, all taking into account that vWe also have a 24-month warranty. Of all the available options, we leave you three as an example: Apple Watch Series 9 by 295 eurosa device that still holds its own and offers a great experience. Samsung Galaxy Tab A8 by 114 eurosa very economical tablet ideal for studying or working. Apple iPad Air 5 by 301 eurosanother tablet option that offers a lot for its price. Apple Watch Series 9 The thing about Apple is that it is difficult to find its cheaper devices, even if they have been available for a year. The reconditioned ones fit in very well there., both on iPhones as in tablets and watches. If you are looking for one of the latter, you have the one available right now. Watch Series 9 by 295 euros in Back Market, a great price if we take into account that this device arrived in stores around 480 euros. This is a very interesting model that stands out for offering an LTPO OLED display with up to 2,000 nits of maximum brightnessideal for outdoors. It is powerful and its performance is very good, being also an ideal option to be able to control our health and our training on a daily basis. Its autonomy also reaches up to 36 hours in low consumption mode. The price could vary. We earn commission from these links Samsung Galaxy Tab A8 If we are looking for a refurbished device to try and we want to spend little in return, this Galaxy Tab A8 It can fit us perfectly. It is true that it already has a few years behind it, but despite this it is still a very good option if we want something cheap to watch multimedia content or to study. We have it available for 114 eurosall without forgetting its 24-month warranty. What does this Galaxy Tab A8 offer? It is a device that has a 10.5-inch screen with WUXGA resolution (1,920 x 1,200 pixels), an average size to be able to watch a movie or as a work (or study) tool. Its battery, in addition, is 7,040 mAh, uMore than enough size for a whole day. The price could vary. We earn commission from these links Apple iPad Air 5 We close this selection of reconditioned devices with another from Apple, this time with a iPad Air 5. It is a device that combines great performance with a design that, in hand, it is super convenient to use. It arrived in stores for over 650 euros, but if we buy it reconditioned in Back Market, its price has little to do with it: it costs 301 euros. Of this, we can highlight its 10.9-inch screen with a resolution of 2,360 x 1,640 pixels, ideal for watching movies and playing games. At the power level it is plenty thanks to its M1 chipwhich is accompanied by 8 GB of RAM. As we have said above, it is a very easy to use device that we can take with us everywhere. The price could vary. We earn commission from these links Some of the links in this article are affiliated and may provide a benefit to Xataka. In case of non-availability, offers may vary. Images | Xataka, Apple, Samsung In Xataka | Best tablets in quality price. Which one to buy based on use and recommended models In Xataka | The best smartwatches: their analyzes and videos are here

AI has been great for Satya Nadella. His salary this year exceeds 96.5 million dollars

Microsoft CEO Satya Nadella’s salary has reached a new record in 2025: $96.5 million. According to collected Bloombergthe Microsoft executive received a 22% salary increase compared to 2024 that reflects the skyrocketing stocks from the $4 trillion tech giant. Underlying this salary increase lies a debate that has been on the table for some time: the accelerated increase in the wage gap among senior managers of a company and its employees. Work well done pays off. The last fiscal year has been historic for Microsoft and its CEO, Satya Nadella, who will receive the largest salary package since he took office in 2014. According to what Microsoft made public in a document filed with the US Securities and Exchange Commission (SEC), the total compensation awarded to Nadella amounts to $96.5 million. This remuneration represents an increase of 22% compared to the previous year, in which a salary of $79.1 million for the CEO. If Microsoft does well, so does its CEO. As stood out Fortunethis salary increase goes hand in hand with the good stock market performance that Microsoft has had in recent months, and the prominence of artificial intelligence in its products and services The company’s board of directors indicates that more than 95% of Nadella’s compensation is linked to the performance of his shares, highlighting financial results, the creation of value for shareholders and leadership in AI as key elements to grant that salary increase to the executive. It’s salary, but not everything is cash. The majority of the compensation Nadella will receive comes from stock awards worth more than $84 million. The bonus that the CEO will receive in cash for different incentives will amount to 9.5 million dollars. For his part, the manager’s base salary It remains at 2.5 million and will obtain $196,000 in other benefits, such as per diems or private jet services. This implies that about 90% of their remuneration is variable and dependent on stock market performance, which means that it is only a valuation that is made at the time it is assigned, but it is an asset that can increase or lose part of its value. depending on your management. This remuneration strategy linked to shares represents an important incentive for the CEO to continue meeting objectives. Salary escalation. Since Satya Nadella took over as CEO of Microsoft in 2014, his salary has continued to increase at the same rate as the company’s stock price. According to the published data by Business Insiderin 2015 Nadella’s total salary was $18 million. By 2022, his compensation had multiplied to $55 million, and increased by 63% in 2024 to $79.1 million. With the 96.5 million, the Steve Ballmer’s successor At the head of Microsoft he has broken his own record. Salary gap and layoffs. This year of prosperity for the CEO of Microsoft occurs in a context of complex internal adjustments in the company he leads, which has announced layoffs that will affect up to 15,000 employees. The difference between Nadella’s salary and that of an average Microsoft employee is significant: the CEO earns 480 times more than the average annual salary of his employees, which is around $200,972. This gap between managers and employees does not only occur at Microsoft, but is another example of an upward trend in large technology companies. According to a study that has analyzed the main companies of the S&P 500, in the last five years the salary of managers has been increased by 35%. A much higher percentage than the salary of its employees has increased. In Xataka | The highest paid Spanish manager in the world does not work in a large technology company: he sells “sugar water” Image | Microsoft

Its solar panel in tandem already exceeds the theoretical limit of silicon

The efficiency of solar panels always andStá in object of studyand the only country capable of developing new advances is China. In fact, the company Longi has achieved have even a certificate of the National Renewable Energy Laboratory (NREL) of the United States. Short. The Chinese giant of the solar modules He has achieved A new record in solar energy conversion, reaching 34.85% efficiency in a pervskita solar cell in two terminal tandem. In this way, Longi has managed to overcome The previous 34.6% record that Longi herself held two years ago. A key technical advance. To understand the feat, it is important to know the tandem design. This structure combines an upper cape of Perovskita and a lower crystalline silicon, allowing to capture different ranges of the solar spectrum. Through a technique called bilayer interface passive, two layers are introduced that improve the passage of electricity between both active layers. On the one hand, lithium fluoride (LIF) acts as a barrier against load losses. On the other, the ethylendiamium diyoduro (EDAI) fills the nanometric scale holes, ensuring a more efficient load extraction. It’s not just about materials. The Chinese company has also redesigned the structure of the crystalline silicon, making the frontal surface more rough to facilitate the adhesion of the Perovskita and maintaining a standard texture in the rear to optimize the capture of infrared light. This texturing improves the absorption of light and, therefore, the efficiency of the panel. Achievement is not less. Apart from overcoming its own record, the Chinese company has overcome The so-called Shockley-Queisser limit. In other words, it has managed to exceed the maximum efficiency limit marked by 33.7% for a single union. However, tandem cells, which combine different materials such as Perovskita and silicon, can overcome this limit by taking advantage of a broader range of the solar spectrum from the theoretical aspect. For example, research has shown that tandem cells can achieve higher efficiencies 40%and theoretically, some configurations could reach up to 60% . Institutional support. Thanks to the participation of the universities project such as Suzhou and Hong Kong (HKPU), together with the Huaneng Clean Energy Research Institute, They have allowed A Longi perfects its silicon hetero -union technology and optimizing manufacturing processes, bringing Tandem technology to a more commercializable level. The next challenge. Longi has shown that the solar efficiency roof remains a mobile objective. However, he will now have this laboratory technology to the mass market. The durability of tandem cells, production costs and industrial scalability They will be key factors To determine if this record becomes a commercial standard or another technical advance without immediate practical application. Image | Pixabay Xataka | New record of efficiency of a solar panel thanks to the Perovskita. The “miraculous material” already exceeds the theoretical limit of conventional panels

It already exceeds 8,000 million in income and manages to be profitable

Amazon managed Your corporate blog. That is 13% more than the previous year, marking a new record since its arrival in the country in 2010. But the most notable is the turn in its profitability. The Spanish subsidiaries 36 million losses in 2023 were passed to 1.5 million benefits. Its main logistics division, Amazon Spain Fulfillment, multiplied by ten its benefit to 19.2 million, while Amazon Road Transport quintupled it to 10.45 million. This growth is mainly driven by its holy Trinity: Online store. Cloud services. Digital advertising. Why is it important. The technological giant has established itself as one of the ten largest employers in Spain with 28,000 permanent workers, being the company that has created the most stable employment in the last five years. Its total fiscal contribution exceeded 1.3 billion euros, distributed among more than 400 million in direct taxes (mainly social security and companies tax) and more than 900 million in indirect taxes (VAT and withholdings). The panoramic. The company has invested 4,500 million in Spain during 2024, 32% more than the previous year, with special focus on logistics infrastructure and data centers. Amazon has 40 logistics facilities throughout the country and has announced an investment of 15.7 billion to expand its Cloud region in Aragon. Its template reached 28,000 employees, adding 3,000 positions for 2024. Yes, but. Although Amazon speaks of a fiscal contribution of 1,300 million, its taxation for benefits in Spain is still completely broken down. The company emphasizes that it paid more than 400 million in direct taxes, but this figure mainly includes contributions to social security and other taxes, without specifying how strictly corresponds to the Corporation Tax. In detail. The greatest growth occurred in its technological areas: the Data Services subsidiary increased income by 60%, and the audiovisual division, 55.7%. Amazon Data Services, which manages data centers, received an injection of 500 million to expand its infrastructure in Aragon. Amazon Digital Spain, responsible for Prime videohe invoiced 312 million, almost doubleing his benefit. Amazon Online Spain, dedicated to advertising, multiplied its benefit for ten to 6.3 million. And now what. Amazon still does not reveal the specific income of your online store and AWS In Spain, when operating these areas through luxembourg branches. It is estimated that these operations generate about 4,650 million euros in Spain, approximately 58% of the total business, but its results do not break down with the same transparency as the subsidiaries constituted in the country. Outstanding image | Adrian Sulyok (UNSPLASH) In Xataka | I have downloaded all my Amazon data and I have learned a lesson: it is too easy to buy online

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