Foxconn is the latest to join

Nvidia is the sweetest customer right now. It is the glue of artificial intelligence, invests millions in AI startups and, although Big Tech They try to be the new Nvidiathe truth is that they are currently the only ones with the necessary hardware to meet the hyperscalers’ objectives. His real achievement is to make the entire conversation revolve around him and make everyone have to work for you. And Foxconn is the last to tie itself to Nvidia’s future. In short. Nvidia is currently preparing the launch of Vera Rubin. It is a training and inference platform that is bringing together the latest generation of c hardware.ocompanies like Samsung either TSMC. However, Jensen Huang already commented that he would need all available hands this year to meet his goals, and that’s where Foxconn comes in. The great (and controversial) Taiwanese company has been chosen by Nvidia as the exclusive supply chain provider of the equipment necessary to Groq 3 LPX. The two companies were already working together, but the agreement implies a tenfold increase in the planned delivery volume and, furthermore, sooner than expected: for the third quarter of 2026. Transformation. This agreement puts Nvidia’s intentions on the table. If until recently we were talking about GPUs like the H200, which were those desired by the Chinese Big Technow it’s time to talk about the aforementioned Vera Rubin. It is a platform that will be able to do both training and inference work, something increasingly important in the era of Agentic AI. According to Nvidia, the Groq 3 LPX rack has 35 times better performance in inference for billion-parameter AI models compared to the previous generation Blackwell. Not for nothing Intel is turning its business to Xeons for data centers and ARM stock hit highs after unveiling its AI CPU. Foxconn will concentrate its resources on that LPX i platformpowered by Groq to accelerate the entire critical decoding phase of agentic AI models. And, aside from Groq 3 LPX, the Taiwanese company itself is one of the main suppliers of Vera Rubin NVL72 cabinets. In short: Foxconn is, right now, playing in the Champions League. According to the sources industry, shipments of the LP30 and LP35 chips that will use these LPX cabinets will be 1.5 million by 2026 and 2.5 million by 2027. In total, 6,000 racks for this year and 10,000 for the one that comes only with those chips. The fat customer. And here there are two sides of the coin. On the one hand, that of Nvidia, the company that has found a vein in AI so large as to abandon those who were their main clients not so long ago. Working for Nvidia is to ensure profits as long as its hegemony lasts in the age of AI. An example is Samsungwho made all the haste in the world to win the HBM4 memory race because it knew that if they complied, they would overtake their main customers in the race to become Nvidia’s supplier. Another example is TSMC itself. The largest foundry in the world had had Apple as its main customer for years. That ensured that if there was any crisis in the supply chain, Apple knew it would have its chips because TSMC’s future was tied to its own. But now things have changed and The one who has guaranteed wafers is Nvidia. Accumulating big contracts. The other side of the coin is that Foxconn, which is not in the daily conversation as one of the engines of AI, is winning big, juicy contracts. One is the one mentioned exclusively with Nvidia, but they are also suppliers of chips to other giants such as Google with its TPUsMicrosoft and Amazon AWM. Of Google, for example, it has 15% of the market share. And the company’s CEO, Liu Yangwei, sticks out his chest in this situation pointing that they can produce more than 1,000 complete cabinets per week and are working to double that capacity before the end of the year. Oh, and in case you’re wondering if this will have any impact on the price of RAMKeep in mind that each of these thousands of racks that Foxconn manufactures will have 256 chips with 128 GB of SRAM and 12 TB of DDR5 memory. It also helps understand why the memory majors are stopping making DDR4 memory to focus on DDR5. And why prices will remain as they are now for quite a few months. Image | Hillel Steinberg In Xataka | That Qualcomm prepares its own AI chips is good news. Whether it has an opportunity in the market is a very different thing.

Kawasaki and Foxconn already try nursing robots in Taiwan. The really ambitious is what comes after

Soon, in some Taiwan hospitals, you could cross with a robot that guides you through the halls, wears a tray with samples or accompanies you to the consultation. It is not a prototype locked in a laboratory: it is already being tested with real patients. Behind the project are Kawasaki and Foxconn, and their idea is clear: that these robots are part of the health team since 2026. The robot that are developing part of an already known base: The Nyokkeya social model that the Japanese firm has used in residences, restaurants and even infrastructure facilities. This new version, which is being tested in the hospital Taichung general veterans From Taiwan, adapt that design to a clinical environment and gives it concrete functions designed to relieve part of the loading of health personnel. A Nurse Robot in Taiwan. The robot moves autonomously through the hospital corridors, thanks to a sensor system that allows it to dodge obstacles and avoid collisions. It has two arms with the capacity to hold objects, a compartment to transport samples or medication, and can guide patients by facilities. The Register points out that it could also Explain basic hygiene standards to users, although it is not clear if that function is part of the model that will be displayed soon. Everything indicates that the immediate objective is not to replace medical staff, but to assist it in routine tasks that consume time and resources. In a context like Taiwanese, where the shortage of nursing personnel is a real concern –and shared by many other countries-, The presence of these robots could relieve part of that pressure. Foxconn estimates thattaking care of transporting medications, samples or kits, Nurabot could reduce staff workload by up to 30 %. Who are behind the robot? The collaboration between Kawasaki Heavy Industries and Foxconn is not accidental. The first was a pioneer in industrial robotics in Japan and today manufactures automotive systems, the semiconductor industry and even surgery. The second is the largest electronics manufacturer for the world’s contract, and it has been betting on robotics and artificial intelligence as new growth engines. In this project, in fact, Foxconn has had Nvidia technology For the entire artificial intelligence ecosystem, from the training of models in data centers to the execution of algorithms in the robot itself. According to Nikkei Asiaboth companies are negotiating how production, technical support and the marketing of the robot are divided once it reaches the market. What comes after. At the moment, the robot is focused on hospital environments, but both Kawasaki and Foxconn have already shown interest in expanding their use to other sectors. The final idea is to build a versatile platform that can adapt to different environments and needs. In that scenario, the experience accumulated in clinics would serve as a test field for a future generation of multifunction robots. A kind of technological staff on which to build other more specialized models: customer service assistants, guides in public spaces, logistics assistants. What is trying today in a Taichung hospital could become the basis of a new category of robots designed to live with us on a day -to -day basis. OBJECTIVE: Get to the market in 2026. If everything goes as planned, the robot will arrive on the Taiwanese market in fiscal year 2026. Kawasaki and Foxconn have marked an ambitious goal: to reach accumulated sales of 200 units in the following year, that is, before the end of 2027. Yes, the price has not yet been revealed. Images | Nvidia In Xataka | The agents were supposed to go for AI in another dimension in 2025. As with other things of AI, it was only supposed to

The US tariffs are already hurting two of the companies that support Taiwan’s economy: TSMC and Foxconn

Tariffs officialized by the US government on April 3 They are wreaking havoc on the entire planet. These taxes penalize Vietnam with a 46%surcharge; to Cambodia, with 49%; to China, with 34% that adds to the tariffs that the US administration had already previously approved to make a total of 54%; either Taiwan with 32%among many other countries with which the nation led by Donald Trump maintains commercial relations. The relationship that the US and Taiwan maintains is singular. From a geostrategic point of view they go hand in hand with the purpose of defend their interests against China. However, the current US administration is determined to take the necessary measures to re -lead the semiconductor manufacturing industry as it did until the mid -80s and Taiwan is an obstacle. A very big one. After all, TSMC, The largest integrated circuit manufacturer on the planetIt is a Taiwanese company. Taiwan’s bag is already collapsing Donald Trump’s plan and his collaborators require that the US acquires the ability to manufacture all the avant -garde chips that currently come from Taiwan, or, to a lesser extent, from South Korea. And is that a good part of the GPUs for artificial intelligence (AI) that design Nvidia, AMD, brains or Amazon, among other American companies, leave the latest generation plants that TSMC has in their country of origin. The announcement of the new tariffs is already seriously damaging some of the companies that support Taiwan’s economy, such as TSMC or Foxconn If we stick to Taiwan the US tariffs seek to encourage the transfer of TSMC, UMC production plants and other Taiwanese companies to the US to, thus, avoid tariffs. In fact, TSMC is getting ready Several avant -garde plants in Arizona (USA), and one of them is about to start large -scale advanced chips production. In any case, the announcement of the new tariffs is already seriously damaging some of the companies that support Taiwan’s economy, such as TSMC or Foxconn. Just 24 hours ago the Taiwan bag almost 10% collapsed in which it is already its most pronounced fall in one day. The coup de grace was given the officialization last Thursday by the US government of the imposition of the 32% tariffs that I have mentioned a few lines above. According to Reutersthe announcement of the US administration has caused many investors to sell their shares of large technology companies. And, apparently, TSMC and Foxconn are two of the most affected. In addition, it is not any two companies. Not much less. Chips are fundamental for the support of Taiwan’s economy. And it is evident that TSMC is your crown jewel In this industry. AND Foxconn leads the global industry of the manufacture of consumer electronics devices. In fact, it is a fundamental pillar in Apple’s supply chain, Sony, Nintendo, Microsoft, HP or Dell, among many other companies. The Taiwan government has responded rapidly creating a fund of 2,650 million dollars that seeks to help the companies most damaged by the new US rules. And President Lai Ching-te has announced that he will strengthen economic ties with the country of Donald Trump with the purpose of finally eliminating tariffs between both nations. We will see what happens finally, but Some specialized analysts In economics they predict that Taiwan will fall into a short -term recession. Image | Foxconn More information | Reuters In Xataka | The USA hits China again with a double purpose: to stop the development of its hypersonic superorders and missiles In Xataka | What’s behind the chips megafabrica that TSMC and Samsung plan to build in Arab Emirates

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