Jinping

The divorce of China and Nvidia is a fact. The Xi Jinping government no longer recommends Chinese chips: it demands them

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China is touring a path that has no going back. US sanctions and their allies prevent Chinese companies and public institutions that are dedicated to the development of models of artificial intelligence (AI) access the most advanced GPUs that design NVIDIA, AMD or brains, among other Western alignment companies. And in these circumstances the government led by Xi Jinping only has one option: minimize China’s dependence of technologies from abroad. In early October 2024 The administration arrived To the companies of Chinese a recommendation in which it asked them to use chips produced in China as much as possible. Ten months later, According to SCMPthis recommendation has become a demand. And it is that the Chinese government is already forcing data centers that belong to the State throughout the country to use at least 50% of Chinese integrated circuits on its servers. This scenario clearly favors a company: Huawei. Huawei has a unique opportunity, but also a monumental challenge Huawei invests more than $ 25,000 million annually in The development of your hardware for AIso presumably it will not take long to match the benefits of the GPUs produced by NVIDIA or AMD. His most ambitious proposal right now is the chip Ascend 910dwho seeks to overcome the performance of the GPU NVIDIA H100. However, this Chinese company has also recently presented its chip Ascend 920a solution that is clearly destined to occupy in the Chinese market the gaps that it will leave The H20 GPU of Nvidia. This proposal will enter large -scale production during the second half of 2025 using 6 NM integration technology that have presumably developed elbow with Huawei elbow and SMIC (Semiconductor manufacturing international corp). Nevertheless, Huawei faces a huge challenge that probably in the short term it will prevent you from satisfying the demand for chips for Ia from the Chinese market. In the middle of last June Jeffrey Kessler, the Undersecretary of Commerce for Industry and Security of the US Department of Commerce, He made this statement In Congress: “Our evaluation indicates that the production capacity of Huawei Ascend “Our evaluation indicates that the production capacity of Huawei Ascend by 2025 will be 200,000 units or less, and we foresee that the majority or all of that production will be delivered to companies within China.” This prediction about the production capacity of avant -garde chips for Huawei is sustained on an irrefutable fact: the mate of the integration technologies used by the Chinese manufacturer of SMIC semiconductors to produce the Huawei GPUs has a very wide margin of improvement. SMIC already has the ability to manufacture 6 Nm integrated circuits, and soon it can also produce 5 Nm semiconductors, but is limited by the performance of the deep ultraviolet lithography equipment (UVP) you have in your possession. It is meritorious that SMIC and HUAWEI engineers have managed to refine their integrated circuit manufacturing processes what is necessary to produce 5, 6 and 7 nm chips With ASML UVP teams, but a priori it is very unlikely that with these machines they will be able to go beyond the 3 Nm. And it is because the technique of Multiple patterningwhich is what they are using, imposes important limitations. A note: This strategy in broad strokes consists in transferring the pattern to the wafer in several passes with the purpose of increasing the resolution of the lithographic process. His problem is that he usually has an upward impact on the cost of chips and the decline in production capacity. For Huawei it is a big problem not to have the necessary technology to produce avant -garde semiconductors comparable to those who manufacture Intel, TSMC or Samsung, so it is working on the development of its own team of extreme ultraviolet photolithography (UVE). More information | SCMP In Xataka | Nvidia has to deal with the absolute distrust of several US legislators. His plan in China is in danger In Xataka | The US wants to end the chips for the Chinese that are sold abroad. And China knows how to defend oneself

Xi Jinping has reappeared after 16 days of silence. What we did not imagine was what was activated during his absence

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Xi Jinping has reappeared after 16 days without public presence. He has done it on June 4 in An official meeting with Belaruso President Alexander Lukashenko In Beijing. His return ends an unusually long absence that, for the moment it has occurred and for the international context, unleashed a wave of speculation about his health, his power within the communist party and the course of the second world economy. Why is it important. The disappearance of XI coincided with a rebound in tensions with the United States, marked by threats of new sanctions and a progressive deterioration of bilateral relations. In that context, the lack of visibility of the maximum Chinese leader has generated uncomfortable questions: was he sick? Were there internal movements against him? Who was making decisions in his place? The facts. Three signals fed the noise, as reported Nikkei Asia: The Politburo did not celebrate its monthly May meeting, or at least it did not communicate it, something stipulated by the Statutes of the party. Although there is no obligation to make it public, its silence was striking. The Defense Minister was absent from the Shangri-La dialogue in Singapore, the most important security conference in Asia. The name of Miao Hua, head of the political department of the Popular Liberation Army, has disappeared from the official website. In parallel, it was confirmed The death of former vice president of the Central Military Commission, Xu Qiliangofficially due to illness. But his death occurred in a context of constant purges in the army and rumors – not verified – of suicides between high controls under investigation for corruption or disloyalty. The opacity of the system, far from containing the conjectures, amplifies them. Between bambalins. As collected NTD —Inly linked to the Falun Gong movement, openly critical of the regime, “three possible scenarios were shuffled: XI could be sick after years of power concentration. He would be orchestrating unprecedented internal reforms. It would face a rebellion of the marginalized factions since 2012. The most drastic hypothesis: that high positions of the party would have agreed to resign, possibly in August. An important nuance: NTD It is not a neutral source. It is convenient to take into account his critical bias with the Communist Party and his militant editorial line. The hypotheses that it raises are not contrasted by independent sources. The context. China lives a especially sensitive moment. The economy slows down, tensions with Taiwan intensify and Trump insists with its tariff war. As I pointed out The Diplomatthe absence of XI just now projects weakness in the worst possible time. It would not be the first time that a Chinese leader responds to questioning with a symbolic gesture: in 1966, when he doubted the health of Mao Zedong, The leader swam publicly through Yangtsé To demonstrate strength. And now what. XI has reappeared, but the episode leaves an uncomfortable conclusion: even a two -week blackout is enough to activate the radar. When power depends on both its image and its actions, any emptiness is perceived as a crack. The next big appointment will be the Fourth Fourth of the Central Committeeplanned for August, and with him the traditional summer retreat in Beidaihe, where a good part of the party’s strategy is drawn. There will be special interest in seeing him again. In Xataka | China promised them very happy monopolizing rare earths. The problem is that he did not think of the smugglers Outstanding image | Chinese Communist Party

Xi Jinping has just decreed the final technological divorce with the United States

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Nvidia engineers have almost ended the development of a GPU with Blackwell microarchitecture with a single purpose: power replace chip h20 They cannot sell in China. The US Department of Commerce vetoed such exports, so the firm led by Jensen Huang He looked for an exit with a chip adapted to government demands. TSMC is expected to start making this GPU this month, but That effort may even help. Not that Nvidia is fighting with the Absolute distrust of US legislators: China is turning its back. As indicated In SCMPthat chip for the Chinese market is not ready. In the conference for investors that Jensen Huang gave last week he indicated that “the key is to understand the limits and know if we can develop interesting products that can remain useful for the Chinese market. We have nothing to announce at the moment, but we are considering it.” Xi Jinping wants to eliminate the US software and hardware dependence, and is on its way to get it Huang made a surprise trip to China when the veto was announced to those exports in mid -April, and met with several senior Chinese officials to express their commitment to this market. The new chip that theoretically prepares for China will be significantly cheaper than H20but those statements of the CEO of Nvidia already made it clear that it would not be based on said microarchitecture. For Nvidia that effort is logical: during the last fiscal year that ended on January 26, 2025, China represented about 13% of its global income: about 17,000 million dollars. It is the third best client of the company, only behind the US and Taiwan, but the sanctions that the United States government is deploying were one of the great threats to Nvidia’s survival in the Asian giant. The other is even more worrying. Xi Jinping made clear in a session with the Chinese politician that China’s goal is to “deduct” the country’s technologies set Meanwhile, China continues to work tirelessly to completely eliminate its traditional United States dependence in this segment. Companies that are designing GPUS for games and artificial intelligence (AI), and the Chinese government is subsidizing them remarkably after US sanctions. Companies like HuaweiMetax, Biren Technology, Moore ThreadsInnosilicon, Zhaoxin, Iluvatar Orex, Deglinai, Lisuan Technology Or Vastai Tech work in that field. In fact, the problem for Huang and Nivdia is that Xi Jinping made clear in a session With the Chinese politician that China’s objective is to “deduct” the country’s technologies set. All the development of China, both software and hardware, must end up depending on solutions developed in the country. Thus, no matter the efforts that Nvidia can do to create chips adapted to the Chinese market: the president of China wants to depend only on Chinese technology To boost the development of your AI, and that means a worrying news for Nvidia. Image | Hillel Steinberg | Global panorama In Xataka | The US gives Huawei a great opportunity: to get its new chip for AI with the Nvidia market in China

These are the 18 companies that Xi Jinping has chosen to compete with the West

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The recent one Technological Symposium held in China It was not one more meeting. For the first time in years, President Xi Jinping met with the country’s great technological leaders, Including Jack Ma, the co -founder of Alibaba who had disappeared from public life since he faced the authorities in 2020. The disposition of the seats, an important detail in Chinese culture and protocol, spoke for itself, gave subtle messages about the power of each company. Huawei and Byd occupied the central positions, close to Xi Jinping. It was a sample of the importance that China gives telecommunications and electric mobility. In a way it is an award and recognition. And beyond the protocol, the relevance of the meeting is in the fact that it has occurred, in an early sign on a change in government attitude towards the private technological sector. The convened companies reflect Chinese power in technology today. Some better known in the West, others still unknown but with a global potential. These are: Deepseek. The New Chinese star in generativewhich competes with OpenAi models at a much lower cost … and open source. Its presence is symbolic: China is giving great importance to the Global AI race. Tencent. The giant of Gaming and social networks have its action at maximum. The reason? Has introduced Depseek R1 in Wechatits “superapp” with more than 1,000 million users. Iflytek. Natural language processing leader in China. Its voice recognition technology is winning integers in the development of AI in China. Qihoo. Outstanding leader in Chinese cybersecurity at the domestic level, of an end user. It is a sector considered sensitive to the desired Chinese technological autarchy. Xiaomi. No secret: smartphones manufacturer that has triggered its relevance in the last decade and is an important example: the ability to innovate in affordable hardware keeping margins restrained. Will Semi. Specialized in chips for the automobile industry. Again, the type of key company for self -sufficiency. Or at least to reduce the dependence of foreign suppliers. Byd. World leader for sale of electric cars, ended 2023 even above even Tesla, although this recovered the throne in 2024. And unlike the Musk company, not only sells electric cars, so its total is much higher. It is a perfect example of the sublimation of the Chinese strategy: to dominate future industries. Huawei. Victim of the Commercial War, has managed to get up after the western sanctions and is reaping A great success with your phones in your gigantic domestic market. In addition, it maintains its position in 5G telecommunications and has diversify its business, with a recent opening towards business software. New Hope. Chinese “new hope” in agriculture: modernizes this type of traditional sectors through AI and automation. UNITREE. Robotics. It has domestic robots Of various types and prices, including some quadrupeds reminiscent of Boston Dynamics. This is a very interesting type of company: it is an example of a category traditionally dominated by the West. And now China also makes its way in it. Chnt. Key figure in Chinese industrial automation, a sector with a +++ priority in the country’s modernization strategy. Feihe. Holding company of production and sale of dairy products. What do you do on this list? Bet on digitalization and modernization. And incidentally serves as an example for other traditional and more analog sectors. Alibaba. The Chinese electronic commerce giant. Or one of them, because there are already several. In addition, it is the company of the enigmatic Jack Ma, which It had almost a missing five years of public life. This presence is a track of a possible thaw between the government and giants like him. Catl. World Dominator of the battery market and recent investor in Spainanother fundamental component for the energy transition and towards electric mobility. Transfer. Chemical group that is digitizing its industrial operations. Case similar to Feihe or New Hope. Koce. Leading company in machinery and smart manufacturing. Case similar to the previous one. Meituan. Giant of electronic commerce at the local level, with strength in delivery services. Compete with Alibaba nationwide. He has aggressively expanded his digital services in second and third level cities, but for the moment not in international key. GERTEK. Manufacturer of acoustic components and audio technology for manufacturers such as Apple. Again, model company for its ability to master important niches in the global technology supply chain. This symposium is one of those moments in Chinese technological history that can be very remembered within a few years. Especially if time confirms it as a turning point in the relationship between the Chinese government and its technology. Years of strict control, completed with The cancellation of the IPO of Ant Group And with the virtual disappearance of Jack Ma, they now change inertia with Beijing apparently willing to give some more air to their private companies. Two reasons seem the main causes: The rise of AI as an opportunity to lead a global industry with which to achieve definitive recognition to the position that China has occupied in the world. Competition with the United States in the context of a markedly nationalist and protectionist country and culture. Always under the premise expressed by XI: “Serve the country.” China is in full readjustment of its technological strategy: it maintains state control, but allowing more space to the private sector. Especially in areas such as AI, where speed is as important as innovation to compete. In the end the message is as clear as expected: Chinese technology can and should grow … but as long as they remain aligned with national priorities. In Xataka | Deepseek exposed: how money earns and what role does the Chinese government have in this AI Outstanding image | Wikipedia Commons

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