industry

China has responded to the US by putting the global chip industry against the strings. This is your strategy

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Last April 4 The Chinese government formalized its response to the tariffs approved by the administration led by Donald Trump. On April 10 China will impose a 34% tariff To all Imports from the US. The choice of that day is not casual. And is that the tariffs approved by the Donald Trump administration will take effect on April 9. Just a day before. Presumably the Chinese government has chosen to keep a few days of margin in the hope of reaching an agreement with its American counterpart and relax a little tension. However, China’s response to the US does not only happen to establish new tariffs; He has also chosen to suspend the import licenses of products belonging to six US companies, as well as imposing More export controls of some rare earths. This is not at all the first time that the Xi Jinping government decides to pressure the US and its allies establishing limitations to the export of these raw materials. In fact, on December 21, 2023 the Chinese administration decided to restrict export of some of its rare earth processing technologies, shaping a maneuver that seeks to defend their strategic interests in full confrontation with the US and its allies. And at the beginning of December 2024 He chose to prohibit The export of critical minerals to the nation currently governed by Donald Trump. The US is going to run out of the scandio and beaming from China Since last December China does not export to the US three essential chemical elements for the semiconductor industry (Galio, Germanio and Antimony), as well as some materials that are characterized by their extreme hardness, and which, therefore, can be used for military applications. However, in response to the last tariffs approved by the US The Chinese government has decided Include in its list of transition metals subjected to export controls the Scandio and Disposio. China’s export controls will further tension the global supply chains of the chips These chemical elements are probably less known than metals prohibited by China previously, such as Gallium or Germanio, but are at least as important as the latter. In fact, the Xi Jinping administration has chosen them because it is fully aware of the deep impact that these restrictions will have Not only in telecommunications industries and the manufacture of storage devices, which directly affect, but in the entire global supply chain linked to the semiconductor industry. The scandio is usually used in the radiofrequency modules used by smartphones, base stations and Wi-Fi modules, while the Disprosius is involved in the manufacture of reading and writing heads used by hard discs, and also in the manufacture of electric cars. He China Ministry of Commerce It has prohibited the US export of these metals with immediate effect, so Chinese companies can no longer export products containing scandio, disposium, gadolinio, terbio, lutecio, samarium and ititrio. Presumably the export licenses of these critical minerals will only be granted under certain very strict conditions. However, the ban not only conditions the export of finished products containing these metals; also Denies the export of these gross mineralsin the form of metal or as compounds. Some of the companies that will with all likelihood suffer from the new prohibitions of China’s critical minerals are American, such as Broadcom, Qualcomm, Seagate or Western Digital. But there are also Taiwanese and South Korean companies, such as TSMC or Samsung. In the short term it seems that global geopolitical tensions will not love. Image | Skyater More information | China Ministry of Commerce In Xataka | The US will not be able to contain the technological development of China. Experts from the chips industry forecast it

The new US tariffs penalize Taiwan almost as much as China. And its chips industry is the most damaged

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The tariffs imposed by the administration led by Donald Trump They are here. The current US president has used this pressure tool throughout his electoral campaign, and just two and a half months after returning to the White House is running your promise. These taxes affect most of the countries with which the US maintains a commercial relationship, among which Spain is, but Taiwan presumably is One of the most damaged. And it is that the Trump government is determined to do everything necessary for the US to recover leadership in the semiconductor manufacturing industry. At the moment In Asia they occur 90% of memory chips, 75% of microprocessors and 80% of silicon wafers. However, the most outstanding country in this continent in this sector is Taiwan, with a production of 90% of high integration chips and 41% of microprocessors. This is the exemplary punishment to Taiwan: some tariffs of 32% The US administration is already taking the necessary measures to cause US companies to buy integrated circuits made of homeland. The tariffs you are approving They largely pursue this objective, and, despite the alignment in the geopolitical field that support the US and Taiwan, the manufacturers of Taiwanese chips are not at all safe from the tariffs. In fact, Donald Trump made a statement at the end of January which he presented his intentions with total. “In the very close future we will impose tariffs on foreign production of computer chips, semiconductors and pharmaceutical products to return the manufacture of these essential goods to the US” “In the very close future we will impose tariffs on foreign production of computer chips, semiconductors and pharmaceutical products to return the manufacture of these essential goods to the US (…) went to Taiwan; Now we want them to return. We do not want to give them billions of dollars in the ridiculous Biden program. They already have billions of dollars. They don’t need money; They need an incentive. And the incentive will be that they do not want to pay a tax of 25, 50, or even 100%, ” The current US president declared. The near future of which speech has already arrived. As explained The countryon Vietnam there are 46%tariffs; About Cambodia, 49%; over China, 34%; and about Taiwan, 32%. The case of the nation led by Xi Jinping is a bit special because the new tariffs approved by the administration of Donald Trump are added to those who had been deployed by the US government previously, which makes a total of 54%. Even so, to some extent it is surprising that Taiwan comes out so disadvantaged. In any case, in regard to this last country, this measure is consistent with the statements in which Donald Trump anticipated that he wants the US to recover leadership in the semiconductor industry. However, Taiwan still has an oxygen ball, although It seems that it will not last long. And is that an epigraph of the newly announced tariff plan Expressalthough in an unclear way, that tariffs for some specific products, such as semiconductors or medicines, will not yet come into force. In that case they will presumably be temporarily subject to the universal tariff of 10%. 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

How YouTube is devouring the audiovisual industry

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YouTube turns twenty years old and does so exhibiting some data that proclaim its domination of the audiovisual panorama. We are not talking about the social network most seen and followed by the world: it is that the platform owned by Google is about to advance giants like Disney. At least if we attend to the forecasts of the firm specialized in Moffettnathanson market analysis. A juicy 2024. What we know so far, According to the prestigious moffettnathansonIt is that YouTube has become 2024 in the second largest company specialized in audiovisual content, with revenues of more than 54,000 million dollars. In front of her is only Disney, to which YouTube will advance in 2025 if two premises are fulfilled: that YouTube does not stop its current upward rate of income and that we only have audiovisual income (excluding other businesses, as thematic parks) of Disney. In what does win. Although in terms of YouTube benefits, the second place has, there are other aspects in which it is number one. For example, in February 2025, YouTube became, According to Nielsenat the largest -added television content source in the US. He left giants like Disney itself, in addition to Netflix, Fox, Paramount, Warner or Universal. And that renouncing to become a Netflix overflowing with its own content, that is, all based on licenses from other channels and what the content creators generate. YouTube is an essential property for Google: according to the estimate of Moffetnathanson, it could have a value of between 475,000 and 550,000 million dollars, that is, 30% of Alphabet’s total valuethe conglomerate that Google has. The youtube theme TV. Although it is only available in the United States, YouTube TV has become The largest live television service Distributed by the Internet of the country, with 8 million subscribers. It also offers content on demand, and includes programming of ABC, NBC, CBS or FOX, which makes Google proposal especially powerful in sport and news. Payment YouTube. To this are added other types of subscriptions such as the streaming of music YouTube Music and Youtube premium that among other things allows you to watch videos without ads. This same month, YouTube talked about 125 million subscribers in these two servicesMusic and Premium. It is a spectacular rise since April 2024, where it had 100 million subscribers. The spectacular income of the platform comes from both these two payment formats and TV YouTube, and according to Moffettnathanson, it still has a margin of growth when it enters the market of the market streaming on demand. The advertising business. YouTube It has also confirmed That television screen consumption has surpassed the mobile, in a seemingly counterintuitive growth but that makes two things clear. First, that advertising remains an ingredient of the business that YouTube will continue to take care (36,000 million in benefits in 2024); And second, that it is clear who their next rivals are: Netflix, Disney+ or Prime Video, once he has left behind his attempts to become a social network of short -style videos Instagram or Tiktok. Header | YouTube In Xataka | Podcasts are living their great revolution, but not in Spotify or Apple Podcasts: YouTube is winning the game

Manus is the Chinese startup of AI that has just launched a 200 dollars a month. It is a bad sign for the industry

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Some called him the other “moment Deepseek“From China. This new model, called Manusquickly became viral for its ability to do deep analysis looking for sources of information and then synthesize clear but detailed answers on any issue. It was a direct competitor of OpenAI and its “Deep Research” modeand after being available limited and free, now its creators have decided to market this product big. With subscriptions, of course. Manus. Although its creators describe it as an AI agent, in reality Manus is fundamentally aimed at giving more meditated responses and after a deep analysis of various sources of information. It is true that this process automates, but does the same as Other “AI agents” such as Openai Deep Research mode and also those who also offer Claude or Gemini. Its performance, of course, is comparable to that of these services, and was initially available (under invitation) for free. That is over. Face subscriptions. As they point out In Bloomberg Manus now offers a public version of payment for $ 39 per month to be able to use its benefits with 3,900 credits, but also has a higher plan of 199 dollars per month for version with even less limits (19,900 credits) when it comes to exploiting those deep research modes. Taking into account that the service has just appeared, those prices of course They are aggressive and even controversial. Be careful with this. Manus’s decision is surprising for several reasons. To start, it is a company with hardly any market penetration and practically unknown to the general public. Come from good 200 dollars a month It seems to risk sinning for excess confidence. Not only that: the worrying thing is that this can be the canary in the AI ​​mine. This is: a precedent of what comes to us, with subscriptions of business companies that ask us for true monets for services than more reputed ones (such as Openai) also offer and without a clear differential factor. Committed virality. With the Internet boom and social networks virality was achieved with free massive products that were monetized Through advertising. Google and Facebook nurtured those models, but AI seems to depend on the freeemium model: we can access basic functions, but we do want to take advantage of the models, we have to go through a subscription model. And there is a clear reason for it. The generative AI is very expensive. The cost of each consultation we made to chatbots of AI is comparatively much greater that for example have traditional search engines. Training these models is also exceptionally expensive –It is estimated That GPT-4 training cost about $ 100 million-and you have to try to recover the investment. IA companies know how to do it: increasingly faces. And we are getting used to subscribing to everything. With the “era Google” We did not pay for the product but we were the productbut little by little payment subscriptions have been taking force with the rise of content streaming. We are already very accustomed to paying for services we use, and AI wants to take advantage of that trend. The problem, as is the case with the aforementioned streaming segment, is that There must be differentiating factors to bet on a payment service and not for another. And there Manus has it especially difficult, because he competes with very reputed models and that can be perceived as more confidence for users. No own model. Manus is a “Wrapper“, a platform that is built from the functions of other AI models such as Claude, from Anthropic, or Qwen, from Alibaba. It does not depend on itself. Its creators do not seem to have their own model, but even having the problem is that they will not be able to invest in it the amount of time, money and resources (as talent) necessary for the models to be especially remarkable. Too much competition. But Manus faces true giants. It is a situation analogous to which Anthropic and his chatbot claude livethat do not have the financial muscle of Google, Microsoft or even OpenAi. Manus has both that competition in the US and especially important rivals in China. There Deepseek is the main protagonist, but Alibaba, Baidu or Tencent They will not let a newcomer steal their wallet easily. In Xataka | Now the competition to overcome Depseek is also fought in China herself: Alibaba has just announced QWen2.5-max

an increasing problem for the wine industry

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In early February, The Civil Guard dismantled An international network dedicated to illegal wine from La Rioja. That is, a network dedicated to falsifying wine bottles and selling them in Vietnam and China. The funny thing is that they have operated for years and only the alarm has jumped because a Spanish tourist saw a suspicious bottle in a gourmet store in Vietnam and bought it to bring it to the country and analyze it. A problem that does not stop growing. For years, illicit trade and fraud in the wine sector and spirits keep growing. In 2023, Spanish customs and police authorities seized Almost 15 million liters of illegal drinks. Globally, although there are those who estimate that up to fifth of the wine that is sold could be false, more conservative estimates They say that annual losses in drinks of this type amount to 1,300 million euros. Of course, it is something that worries (and much) the most important wineries who see not only how they lose income, but how the low quality of falsifications affects their brand image. In fact, there are lawsuits specialized in intellectual property that They offer service to the wineries throughout Europe to monitor the market (ON and Offline) and detect this type of falsification. What exactly is that is falsified? To start the same wine. There is Fine fakes that combine lower quality wines To try to pass them through higher bottles, but normally it is about replacing. But there is much beyond the “dilution” and “replacement of ingredients”, there is a lot explained in the Spanish A few years ago Fabián Torres, Director of Business Development of SICPA Spain. Complex. Be that as it may, counterfeiters play with one thing: the world of tastings is a complicated world. Although it seems that it is true that There are supercatters capable of overcoming the most difficult teststhe truth is that for most human beings there are no major differences between wines. Not enough, at least, to detect a falsification achieved. And this has more crumb than it seems. Because many people have begun to ask that why pay a disproportionate amount of money for a flavor profile that, in short, can be achieved “falsified” at a much lower price. The best example is the case of Rudy Kurniawan, perhaps the most famous counterfeit in recent years. After leaving prison in 2021 he has set up a business in which FALSIFY VINES ‘ON DEMAND’. In your case, organize tastings to buy exclusive broths with your own falsifications. Normally, they win their wines. Of “falsified wine” to “duplicate wine”. It is a phenomenon very similar to the calls’duplicated perfumes‘(legal fragrances designed to smell like other design perfumes): we have seen it in supermarkets with Cheap versions of the most popular wines of the moment, like Verdejo frizzante. However, The potential of this type of products It is much greater. After all, we live in a world in which LOS DUPLAS WITHOUT ALCOHOL No They stop growing. We have gone from an industry in which the flavor was inseparable to the historical manufacturing process to a flavor profiles laboratory. And, in Spain, one of the world’s world leaders, this revolution will make the foundations vibrate of the industry. Image | Kelsey Knight | Klara Kulikova In Xataka | If the question is what is the future of wine, more and more Bordeaux wineries are clear: the without alcohol

After the emergence of Deepseek, the “seven magnificent” of the Tech industry have collapsed in the stock market. All except Apple

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The year began well for Nvidia. On January 29, 2025 its capitalization I reached The 3.49 billion dollars and everything seemed to go on wheels. The Surprise arrival of Deepseek R1 It changed things a lot and joined other factors to cause spectacular collapse. Two months later, this Nvidia market capitalization is 2.77 billion dollars: it is almost 21% less. That effect has been contagious, but one of the greats is falling the storm. Apple. As they point out In five daysthat January 25, 2025 Apple had a capitalization of 3.55 billion dollars, and at this time that value is 3.35 billion, 5.6% fall. Sensitive, of course, but much less than that of its rivals of the group of “The Magnificent Seven”. That they have stayed in … Not so magnificent. Next to the fall of Nvidia are those of Microsoft, Alphabet, Amazon, Meta and Tesla – as we say, is saved a little. If we analyze the evolution of market capitalization of the seven the performance of these two last months, the “average” drop is 13.5%. They have lost more than two billion dollars compared to 15.58 billion dollars in late January, a real collapse. It’s not just care. The impact of Deepseek has not been the only factor that has contributed to those falls. They have had a lot to do The recent tariffs That is imposing Trump to imports of all kinds of products – foreign cars They are the last victims-. These taxes and Trump’s protectionist policy are forcing many companies to restructure their strategy, and investors – and consumers – are clear what the impact of all this will be: price increases everywhere. Why does Apple endure? Of the great technology, Apple is the only one that has managed to mitigate the losses relatively. Probably partly because of his “warm” attitude to AI. Your interest in data centers fever It is practically nulland despite the Recent criticism It is clear that it is not “burning money” as other companies in the sector do. The rest of the group has invested true fortunes In this segment, although some They are stopping. Bubble in sight? These days are 25 years of the bubble of the Puntocom, and what is happening with the great technology and the AI ​​segment does fear for an AI bubble. There are certainly similarities between both situations, but also important differences. Apple, especially solid. Cupertino’s company is usually More immune that their rivals to these fluctuations in the world of finance. In the face of complaints about the relative lack of innovation or New disruptionsApple has managed to diversify income – especially with the expansion of its services – and continues to maintain confidence of both investors and users. Image | Zhang Kaiyv In Xataka | Deepseek R1 is not just another AI model: it is the greatest existential threat that Silicon Valley has faced

The Spanish invention that already interests in the industry

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We have been doing decades Combustion engines more efficient, but always with the same basic principles. Now, a Spanish startup has a radically different idea: an engine designed from scratch for hybrids of the future. It is called E-Rex and has captured the attention of two giants: Renault and Geely. And the tests will begin to see if the fiance “Spanish revolutionary engine” becomes the heart of the new electrified cars. The e-rex. Juan Garrido Requena He is an engineer and co -founder of Innengine. In 2020, a video With a striking holder. “E-Rex: The real engine for extended range.” In it, he told us about his vision for the creation of a combustion engine that would revolutionize hybrid mobility. Such an engine should be compact, light, that did not have vibrations or emit a remarkable noise and, in addition, that it was efficient. His e-rex He met these conditions and claimed that he was the first designed specifically for the cars of the future, since the hybrid motors then, and now, were modifications of traditional combustion motors. Like a 2,000 cc of gasoline. The key of the e-rex is not only its size and weight of about 35 kilos, but the power. It is an engine of a time that, according to Garrido, is twice more powerful than one two -stroke and four times more powerful than one four -stroke. The consumption is low, also the emissions of CO₂ and NOX and is comparable in potential at a four times of 2,000 cc. Its confrontated piston design and a variable compression relationship system is what makes it possible to adapt to different needs (power or efficiency) and what eliminates vibrations, since the strength of the pistons is compensated naturally. Extended autonomy hybrids. This engine is not designed, apparently, to retire the current combustion engines, since Juan Garrido refers to its creation as what the future of something more concrete will define: extended range vehicles. These are like a hybrid, but vice versa: instead of having a main combustion engine with the support of an electric motor, the electric motor is the main and the combustion is to feed a generator, which is the one that gives energy to the electric to move the wheels. In summary accounts: the combustion engine becomes the ‘pile’ of the electric motor, which also has a battery of which to ‘throw’. It is an electric in theory, but a hybrid in practice. Horse enters the equation. These Extended range vehicles They were not the most popular hybrids five years ago. Nor are they now, but things can change because a giant has entered the room. Horse is one Joint Venturewhich becomes a company created by two or larger companies that join forces to achieve a common goal. Like the loss in combat NorthvoltOh. In this case, those two large are Renault (45%), Geely (another 45%) and Aramco (the remaining 10%). Among the company’s objectives, is the development of new hybrid engines, batteries and other elements for that vehicle of the future. They have plants in various parts of the world, being Spain one of them and cradle of the engine of Renault Rafale E-Tech HybridFor example. Above, a conventional engine. Below, the e-rex. They claim that it is 40% cheaper to manufacture without the need for new techniques or materials Evidence. In that search to get new generation engines, Horse began this year to produce New 49 kW engines that are capable of feeding hybrid cars at speeds of 130 km/h, but the next steps point to the E-Rex’s e-rex. In a releaseboth companies have confirmed an agreement to prove two of the E-Rex prototypes. These tests will be carried out in the Laboratory of the Department of Clean and Thermofluid Mobility of the Polytechnic University of Valencia and these results will be used to see if the Group licensed exclusively by the INNENFINE technology. If this occurs, the next step is to produce them in mass. Revolution. Julien Faure is Horse’s director of Technology and has commented that “revolutionary technology and architecture could completely change the dynamics of combustion technology with implications for automotive, navy, aviation, drones and energy generation.” Faure ensures that these tests “potentially are of historical importance.” For his part, Roberto Leandro, Executive Director of Innengine, says that collaboration is more than a milestone: “a bold step towards a more sustainable future.” It is clear that you have to be with an eye on this Spanish engine that, if it meets these tests, can be an important impulse for electrified cars while we are still waiting for solid state batteries. Images | INNENGINE In Xataka | Hyundai and Kia want to save combustion by burning hydrogen. And they have a very promising engine.

The book that reveals the secrets of the most powerful European company in the chips industry

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The portrait of ASML proposed by Dutch journalist Marc Hijink in the book ‘Focus: The Asml Way’ It is extremely thorough. This Company of the Netherlands leads the manufacturing industry of photolithography teams that are necessary to produce integrated avant -garde circuits. In addition, in the short term it is very unlikely that another company will be able to compete with it from you to you. At least if we stick to extreme ultraviolet machines (UVE) that are used to make the most advanced chips. ASML was founded in 1984 by Philips and also the Dutch International (Advanced material semiconductor). The purpose of this alliance was to take advantage of the long experience of Philips in the tuning of optical equipment and lithography machines, and the knowledge of ASM in the field of integrated circuit manufacturing processes, to design and manufacture avant -garde photolithographic equipment. Today ASML holds an “invisible monopoly”as Hijink holds in his essay. The road to the UVE photolithography team has been long and tortuous This book seems to me a highly recommended work for any reader interested in technology in general. And essential for those who want to know better the semiconductor industry and scrutinize it through the eyes of the European company linked to this most relevant market. The chapters that Marc Hijink dedicates to the prolegomena that gave rise to THE CONSTITUTION OF ASML They are very interesting, but my favorites are all those in which the enormous complexity of avant -garde photolithography machines explores. Intel invested in 2012 no less than 4,000 million dollars to help Asml to finance the development of its UVE lithography team This company is where it is thanks to its UVE lithography machines. And the path that has taken him to them has not been at all a path of roses. In fact, Canon and Nikon, their natural competitors, they also tried to develop these chips production equipment, but They failed in the attempt due to the enormous technical and economic resources that implied its tuning. ASML It took more than two decades to have a fully functional UVE lithography machine ready, and had the economic and technological support of its best customers. Intel invested in 2012 no less than 4,000 million dollars To help you finance the development of this chips manufacturing machine. TSMC and Samsung also economically supported this company of the Netherlands during this project. And the play did well. In fact, these are the three companies that currently have ASML UVE lithography teams. The tuning of this lithographic team has given this Dutch Company the mastery of the manufacture of high integration semiconductors. In some moments the text of Hijink adopts a tone more similar to that of a black novel than that of an essay dedicated to technology. And it is reasonable for a reason: A ASML is currently subject to a lot of pressure by US governments and the Netherlands. The sanctions that have deployed both in recent years prevent this company sell your most advanced equipment to your Chinese customersand Marc Hijink explores the geopolitical plot in which ASML has been involved with the rigor that deserves a situation whose end is not yet evident. For now ‘Focus: The Asml Way’ It is only available in English, but you read effortlessly if you are minimally familiar with this language. Highly recommended. * Some price may have changed from the last review BIBLIOGRAPHY | ‘Focus: The Asml Way’by Marc Hijink In Xataka | 2024 has been a year full of uncertainty for chip designers. So much that the market has changed leader

Mexico’s plan to stop being a second player in the semiconductor industry

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Become Mexico into a scientific and technological power. That is the plan of President Claudia Sheinbaum who, since she held the position at the end of last year, has not stopped presenting proposals to achieve that goal. Fruit of this is the call ‘Mexico Plan‘, the intention of create your own cheap electric car. Now, Mexico wants to depend on others to obtain chips, becoming a technological power along the way. The key name of the project is ‘Kutsari’ and, although ambitious, it must face important challenges. KUTSARI. In a press conference, Sheinbaum advertisement The creation of the National Semiconductor Design Center “Kutsari”. He explained that “it is the union of many scientists, technological developers and public institutions of higher education that will put all their intelligence, design and creativity to generate new semiconductor designs.” The idea is ambitious and encompassed in the proposals of the Mexico Plan to revitalize the country and stop depending on both imports. In this case, imports of all types of chips for the devices that Mexico already produces and, thus, strengthen local manufacturing. Stop being a country that assembles chips to become one that designs and manufactures them, ultimately. Goals. Sheinbaum’s vision is clear: Creation of the National Semiconductor Design Center. Later, establish a semiconductor manufacturing center. Finally, create a chain that allows you to try, encapsulate and assemble those chips in equipment. In the statement, the president speaks of three venues located in Puebla, Jalisco and Sonora that, in addition, will be coordinated and supported by institutions such as the National Institute of Astrophysics, Optics and Electronics, the Advanced Studies Research Center of the National Polytechnic Institute, the National Autonomous University of Mexico and the National Polytechnic Institute. Kutsari means “sand” in Purépecha, the key material from which silicon is extracted to create semiconductors Roadmap. After the implementation of the first headquarters in which the semiconductors will be designed, a consolidation of them is expected for 2027. At some point next year, the idea is to start looking for how a private, public or mixed company could establish a factory that produces these chips in the face of consolidation in 2029 and 2030. The objective of these first Mexican semicondators is the automotive industry, the automotive industry is the automotive industry and medical equipment. They also mention “other strategic devices for the country”, without specifying what they would be. However, in the design of semiconductors the patents and that commitment of the country will be reflected in a modification of the Federal Law on Intellectual Property Protection with the objective of accelerating the patent process. Thus, this record of technological innovations will be expedited to expedite the production and sale process after the initial design phase. And it is also something that will allow protecting designs to possible plagiarism. Investments. We enter the critical part of the plan. As we mentioned, Kutsari is part of the Mexico Plan, but producing semiconductors is not only easy: it is not cheap either. Thus, the idea is to attract national private initiative and foreign investments that intend to seduce with the creation of a more powerful business technological mesh. Several companies are already betting on Mexico and, without leaving the chips segment, we have an almighty like Foxconn who is building in Mexico the Greater factory on the planet For Nvidia chips. Challenges. But, beyond the difficulty when establishing that new industry, Kutsari will encounter other challenges along the way. One is the very high competition with countries such as Vietnam either India that have been offering aggressive incentives for years for companies They move from China to their territoryeven seducing giants like Apple and Samsung. To that wild competition we must add that silicon is needed or germaniumtwo critical materials for semiconductors that are strategic in countries such as the United States and China. And, obviously, national and international talent is needed, as well as a stable political and economic environment, since chips do not develop overnight. On this, Sheinbaum has commented that “there is a lot of research in Mexico and now what we are doing is putting all these minds together”, a good touchstone that only needs to consolidate with good development policies that allow the country to enter to play in the complicated and competitive world of semiconductors. Image | ASML In Xataka | If the question is how to answer the US trade war, Europe believes to have the answer: smart tariffs

Industry obsession with annual updates

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One year cycles. The manufacturers are obsessed with this. In Xataka we have already stated that, as they are stopping innovating the phones and how their life cycle increases, Maybe it’s time to consider biannual update cycles. It is something applicable to the software in which, year after year, we do not stop seeing how the new version is a tracing of the same With some minor changes. It is curious how Google, one of the precursors of this fever for annual updates, has another philosophy with one of its star products: Chromecast with Google TV. From Android 12 … to Android 14. If you have a chromecast with Google TV, go to the system settings, you have a gift. Android TV par excellence has just been updated to Android 14 in the UTTC version. 241218.004, with a total weight of 809 MB. The key is that Chromecast was not working with Android 13I was doing it with Android 12. And Google has accustomed us to version jumps other than those we usually see on mobile phones. The last time this device received a change of version was In October 2022. And nothing happens. Chromecast with Google TV executes some Android common applications: all those related to multimedia. Nexflix, Amazon Prime Video, HBO, Apple TV … It is also able to run games that we find in mobile phones, already throughout these years it has proven not to be an insecure device. Chromecast receive security patches and their applications are updated quite frequently, proof that it is not strictly necessary to change every version years. The commercial strategy. Although the biannual version updates may sound sweet, the truth is that for manufacturers it makes a lot of sense to continue launching versions every year. The update cycle, in addition to being a way of loyalty to the user with a device that is constantly receiving improvements, is an incentive to generate demand for new devices. Some specific improvements, as in the case of Apple, only apply to the latest models and, with even more capable and updated software than that of the previous versions. This annual update cycle also allows us to make some pressure on the competition, an obsession that ends up marking the rhythm of evolution of the industry. In the case of the Chromecast, the competition is minimal, and Google can afford the license to space the cycle to the extreme. Image | Xataka In Xataka | The eight years of updates are already possible on Android. That will happen is something very different

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