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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

LaLiga can no longer monetize her matches in Spain. So start playing them where: USA

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LaLiga is about to get what she has been trying since 2018: playing an official game in the United States. Villarreal-Barcelona on December 20 in Miami It is the official recognition that European football has accepted that its future is to stop belonging only to the cities it represents. Why now. Several stars aligned to complete a long process: The game will be played seven months before the World Cup in the United States, Mexico and Canada. The country will be more receptive than ever football. Messi – precisely in Miami – is accelerating the consolidation of the MLS, against LaLiga’s interests. Television rights in Spain seem to have touched roof, it is a product marketed with an offer tension by The current model. There seems to be margin to raise prices for a business, that of football, which wants to continue growing so as not to be left behind the Premier League. And to stop the fugging of talent to the Premier itself or the Saudi league. Meanwhile, The US market offers the perfect combination To continue growing: More than 60 million Hispanics interested in football. High purchasing power. A Prime Time favorable that Asia cannot match. The equation. A game in Miami can generate 50 million euros direct compared to the 5 million it would generate in the Ceramic Stadium. With more than half of LaLiga’s income, coming from international rights, this is an anticipated movement. It was seen coming. LaLiga in fact He has been with physical presence for years in the United States by growing up there. No movement is a greater jump than hosting an official party. Not a friendly summer, but one with points at stake. The selection. Barça was essential to be a global brand that moves large audiences. Real Madrid is as much or more, but His very long open war with LaLiga He made his participation unfeasible. The Villarreal is also convenient: team attract enough (this year plays Champions) but at the same time manageable with its 20,000 members. Its president He has promised free trips to Miami For all the partners who want to attend. Those who do not want to travel will receive the return of 20% of the price of their fertilizer, although only one game will be lost, 5% of those played in the League. It is a patch that works for a club of its dimension in this first displacement, but it will hardly be sustainable if the parties abroad are normalized. The precedent. If everything goes as expected and LaLiga wishes, with FIFA and UEFA giving green light next to a RFEF that has already authorized it, there will be no turning back. In five years we can expect much more than a single match a year and not only in LaLiga, also in other important European leagues that seek to grow. Presumably, series A and Bundesliga. The transformation. Football is no longer a social ritual of citizen representation to become global content with consumers. The parties will go where the money is, not where the roots are. It is the same logic that the Club World Cup has taken to the United States and The Spanish Super Cup to Saudi Arabia. NBA and NFL They have been doing this for a decade. European football has simply defeated the taboo that caused the strong local roots of its clubs. And now what. This is not the end of the process but the beginning. Local fans who have paid fertilizers, t-shirts and television rights for decades will meet some games-in the case of Villarreal-Barça, perhaps the best of the season-playing thousands of kilometers. This is neither good nor bad per sealthough it will generate discrepancies among local fans who reject this model. It is the logical consequence of a sport that bills as a global industry but mostly continues to operate with local structures. LaLiga is not innovating, it is doing the same as other sports for ten years. The question is not whether this should happen or not, it has already happened. The question is what other European football traditions are about to fall. From Xataka We have contacted LaLiga to know its vision of this movement, but the organization has preferred not to make statements at the moment. In Xataka | The new Ibai football team already has a name and field. The problem is that the most important thing lacks: tradition Outstanding image | LaLiga

We no longer use them to connect with friends

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Social networks have marked the last 20 years of the Internet. His matrices companies, which seemed that they were going to be forgotten, continue Among the most attractive companies. However, it is only necessary to go around their websites or applications to see that, in general, they are still networks, but socially have little, in the sense of continuous and direct relationship with friends, acquaintances or people we choose to follow. The great social networks today. Goal, who faces to be chopped in the Open judgment against the Federal Trade Commission (FTC), affirms That currently, only 7% of the time we spend on Instagram, and 17% on Facebook, we spend it consuming friends. And falling. The reality? “Most of the time in both applications is dedicated to watching videos, more and more short format, which are” disconnected “, that is, they do not come from a friend or a followed account,” they tell in the finish line. What remains is the magical word: algorithm, which Meta affirms that they developed to compete with the rise of Tiktok, which was braking their growth. Interested part. The FTC accuses monopoly goal, and Meta affirms, based on these data, that there is no monopoly because there is no “personal social media service market.” If social networks are increasingly used to consume content of friends, we are not facing a personal social network, but before something else. Or that argue from the legal department of the giant. What Zuckerberg announced in 2019. That social networks in general, and those of the goal in particular, have become platforms in which we expose and consume less own content and more of influencers and large profiles, has to do with the strategy that Zuckerberg announced before the change of name. Six years ago, the CEO announced that “The future is private“, a shocking phrase after his privacy scandals. Without announcing that they were going to focus on the users stopped publishing or consuming what their friends saw, they did affirm that the future of their platforms went through closest communications with friends, more ephemeral and privately, in front of what the Tuenti boards, Facebook walls or even Instagram comments. In that sense, on these platforms, an activity that has grown a lot is to send reels or stories to our friends by direct message: they are sent 700,000 reels by private every minute. Tiktok’s impact still feels. When goal began to turn the most public and perennial content to the stories, the threat was Snapchat. But then, Tiktok arrived, and its impact was huge. Adam Mosseri, CEO of Instagram, affirmed at the trial that the Chinese social network is “the fiercest competition we have faced.” His emergence in the market, he argued, “generated a 23% decrease in the time that users dedicated to Instagram.” The thing not only ended the Reels launch or its equivalent on Facebook, but with a copy of who already dominated algorithmic consumption: YouTube. Social networks have lived their youtubization. But YouTube also lives it. To compete with Tiktok and the Reels launched the Shorts. The algorithm still is not as advanced as the Chinese, but It is growing 186% compared to the previous yearaccording to the company. TO THE COFUNDADOR DE YOUTUBE He doesn’t like the new model too much. Social networks in 2025. With the arrival of The locks and the green circles (Google+ saw it first), The photos of family, exit and stay with friends are still where they never left since WhatsApp is WhatsApp: in the groups or in private conversations. They were published by times in Tuenti, Facebook, Twitter, Instagram or Snapchat, but they were always in private chats. What did not exist so much at the beginning of the web 2.0 Internet were niche interest groups as what had been experienced since the 90s in the forums. In many cases, these were emptied to move to groups on social networks. There are those who returned to them, but the great successor of all that is Telegram channels and groups, Discord, Reddit, etc The inconvenience of the first two is that the conversation does not leave there, it does not index or there is a way to access that knowledge if they are not part of them. Reddit’s problem, which is more open, is that we leave all our knowledge in the hands of a single actor. We needed a different social network, which did not arrive. The future is not very promising. According to the Empty Internet Theory either ‘Dead Internet Theory‘, Much of the content that exists in the network is created by automated bots and algorithms. In X we have come to see cases from this. For example, one in which a comic video was published for its sound but silenced, and yet it went viral and laughed at him (along with the criticisms of many users, who did not understand the joke). They are also being filled with stolen content. The problem is no longer loose examples, but the flooding of platforms such as YouTube of mass content created by AI, now that Google itself has Integrated I see 3 in the shorts. The impact is such that YouTube is trying to demonet itbut it is not getting preventing that become In a warehouse of ‘Slop‘. Image | Xataka In Xataka | Vibe Coding companies are discovering the harsh reality of AI: it is impossible to make money with it

Google has signed the largest hydroelectric agreement in history. You no longer know where to get more energy to feed your AI

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Google closed on July 15 A historical agreement With Brookfield Asset Management worth $ 3,000 million to access hydroelectric energy for 20 years. This is the largest corporate cleaning of the world in this modality, which will allow technology to access up to 3 gigawatts of hydroelectric power in the United States. The magnitude of the problem. Artificial intelligence has triggered the energy consumption of large technology to levels never seen. According to The International Energy Agencyfor 2030 the United States will consume more energy by processing data than by manufacturing aluminum, steel, cement and chemicals together. There are studies that indicate that data centers could consume 945 theravats of electricity time globally that same year. Although of course, the same agency also concluded that the energy consumption of AI It is overestimated. What includes the agreement. The initial contract covers two hydroelectric facilities in Pennsylvania: Holtwood and Safe Harbor, which Brookfield acquired between 2014 and 2015. These plants will initially provide 670 megawatts of power, but Google will have the option of expanding the agreement to the 3 gigawatts through future updates of the facilities. At the same time, the company will invest 25,000 million dollars in data centers in Pennsylvania and neighboring states over the next two years. Why now hydroelectric energy. While previously technological ones focused on wind and lots, now They look for “firm” renewable energy sourcesthat is, they provide constant supply regardless of the weather or time. Hydroelectric energy fits perfectly in this category. Besides, Trump’s recent legislation He has maintained fiscal credits for hydroelectric projects until 2036, while those of wind and plot will lose these incentives unless they are launched before the end of 2027. The energy career. Google is not alone in this desperate search for clean energy. Meta signed an agreement for Buy the production of a nuclear plant In Illinois for two decades. Microsoft, Amazon and other technological giants also They are closing similar contracts. The pressure is such that these direct agreements have become a way that technology funds to new generation capacity, thus relieving pressures on electricity prices at home. What comes after. Google Plan Expand this model beyond Pennsylvania towards the Middle Atlantic and the US western environment. The company has already signed other pioneer agreements during the last year, including Geothermal energy No carbon and advanced nuclear. He is also working with the country’s largest electricity operator to use AI and accelerate the process of connecting new energy sources to the network. The arrival of AI in our lives has overcome any energy forecastand now it is the great technological ones that have to guarantee a constant supply of their AI at any price if they want the business to be profitable. Cover image | Greg Bulla and Nuclear forum In Xataka | The AI has folded the price of an ultrarrao metal. The problem is that we need it to store renewable energy

GPT-5 will be better than its predecessors. The point is that for Openai that is no longer enough

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It smells in the environment. GPT-5 is falling. Well, not only is he smells: it is also Sam Altman already shown that He is using it. There are many indications that point to an imminent launch, and it is therefore good time to assess what we expect from this new foundational model and its impact for the industry. Downward expectations. In general, the sensation of media and analysts coincides: the quality jump that we will see from GPT-4 to GPT-5 will not be much less that we saw between GPT-3 and GPT-4 when the latter He threw himself In March 2023. The reason is simple: climbing (dedicate more computation capacity and more training data) It no longer raises such notable improvements like those raised. Expected deceleration. That “Founder of AI“It was already expected – engineers knew that this better rhythm was not sustainable – and precisely the rescue came things like modes of reasoning. To make the model “reason” work: That allowed not to respond immediately, and instead the model explores several paths and ends up deciding the best. The problem? If “reasons” it takes longer to answer, and if it takes longer to answer conversing with it it is no longer useful. And that’s where GPT-5 enters. The off -road model. If we expect something from GPT-5, it is something like “the model to dominate them all.” So far there was a real chaos in OpenAi and its models: we have chatgpt as a unifying layer, but from this chatbot you can choose different models and different ways (reasoning, research, etc). GPT-5 is expected to automatically adapt to user’s needs (although being able to select modes manually does not seem a bad idea for advanced users) and becomes an off-road model that Unify everything. Better in everything, but maybe not too much. Of course, GPT-5 is expected to represent a sensitive leap in the capacities of this founding model. There are many rumors about what will be especially trained to program and to solve mathematical and even scientific problems. Advanced reasoning. It is also expected to have an advanced reasoning capacity, and here there may be two psible striking improvements. The first, that the model reasons better but also does it faster and more efficiently. Or that reason better (and slower) but reason as well as now, but at the same time that does not prevent chatting with it in that way. In both cases the result will be the same: more precise and detailed responses. Deep Think. The second, which perhaps Openai implements the same idea that Google has already implemented in Gemini: a Model “Deep Think” that combines the power of several instances of the same model so that they all reason and end up reaching the best conclusion. This second option, of course, raises the arrival of an even more expensive subscription plan, because this mode of reasoning is very expensive and using it intensively will be oriented only to very specific scenarios in areas such as the scientist or academic. Agentic. OpenAi already recently presented Your chatgpt agentand GPT-5 is expected to have a key participation in the future of that option. Right now, the agthic capacity of that service is surprising – it takes the control of the browser and you ask you to do something – but also limited (it takes a long time in everything, it is often wrong). With the new foundational model its performance should end up improving in a sensitive way too. A model of AI that threatens more jobs. THE IMPACT IN THE INDUSTRY It is certainly uncertain, but if these capabilities are really notable, there will be more threatened jobs. GPT-5 could, for example, being a strong candidate to even replace people in customer service and technical support: their ability to talk in real time-and to remember more and more details of users-is very striking in this regard. Sectors such as health, with improvement of diagnostic prelminar, or education adapting more and better to each student, such as They have already profiled with their mode of studyThey are clear candidates to be affected. After the failure of GPT-4.5, OpenAi needs a total success. A few months ago OpenAi suffered The greatest failure in its history with GPT-4.5a model that cost a lot to launch and did not show really striking improvements. He ended up going back and now he needs GPT-5 to represent a decent (at least) jump. Keep burning money. The role of GPT-5 is also key to maintaining the good reputation of the company. They live in much of it, and demonstrate the gigantic investment rounds that it has achieved over the last years. In Openai they continue to burn money as if there were no tomorrow, and although it already generates respectable income – it is estimated that will enter 12,000 million dollars In 2025— he is far from profitable. Fierce competition. The threat is also multiplied against rivals like Google and now also a goal. The first is Your most direct competitor (together with Anthropic) in terms of quality of commercial foundational models. The second has become a real toothache, especially since it has so much money (and generate both thanks to Instagram and Facebook) that does not need external investment and can waste money without apparent problems. For example, stealing talent without stopping. Please subscribe to chatgpt. Chatgpt’s popularity is undeniable, and today many users associate “AI” with “Chatgpt” when using any of the available models. That has allowed its number of weekly unique users either 700 million “Four times the one who was a year ago,” exceptional growth. Subscriptions, yes, are slower: at this time OpenAI has five million business business users, while the figure was three million in June. He needs many more to deal with his astronomical expenses, and GPT-5 should listen to get it. In Xataka | The AI war intensifies: Anthropic cuts Claude’s access to OpenAi. He has done it before the launch of GPT-5

The world of technology is no longer “the seven magnificent.” Now that scepter has “the Trinity of AI”

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The world of cinema has some fixation with number seven. It is demonstrated by the mythical ‘The Seven Samurais‘(1954, Akira Kurosawa) which would then be adapted to the genus Western with’The magnificent seven‘(1960, John Sturges). The idea ended up moving to the business world and for a few years there has been talk of “The magnificent seven“In reference at seven most important technology companies in the world. Well, that number is no longer so relevant. It seems that we will have to change it for a three. The four billion club. Last week Microsoft became the second company in the world to achieve a stock market capitalization of Four billion dollars. Just two weeks before Nvidia had been advanced. Both have climbed into the AI car and benefit widely from it, but there is a third leading protagonist that is still far from that milestone but that goes like a rocket. The 10 companies with the greatest stock market capitalization today. Goal is far from the four billion, but its recent growth is spectacular. Source: CompaniesMarketcap.com Goal. The recent ones Financial results presented by goal served to make the company redouble their commitment to this segmetno. Those responsible spoke of a much larger capex than expected that will rise to 66,000-72,000 million dollars. That, added to all movements they are doing to sign talent and creating a new superintelligence team have caused remarkable optimism among investors. Meta actions rose more than 10% after these ads, although in recent days their value – like that of their competitors – has reduced significantly. We have gone from “the magnificent seven” … In recent years that list with the most important companies in the world (by stock market capitalization) was dominated by large technological ones. Among the first 10-15 positions were always those “seven magnificent”, namely: Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla. All of them remain very relevant, but the rise of AI has changed the panorama. … to “the trinity of the AI”. Dec Mullarkey, manager at the Capital firm SLC Management, He spoke How “the Magnificent seven have compressed (and became) in the Trinity of AI.” The expectation that these companies do not stop generating remains extraordinary, and that has made investments and interest in these companies absolutely triggered. Overvalued? The Ratio P/E (also known as Per, Price to Earnings Ratio) is a metric that evaluates whether an action is expensive or cheap in relation to the benefits of the company. A high P/E means that investors expect a high growth of benefits, and a low one may indicate that the action is undervalued. According to this metric, Tesla is very, very overvaluedwhile Google is relatively undervalued with respect to its competitors. The companies of “The Trinity of AI” are somewhat overvalued. Graph: Xataka. Data: Companymarketcap.com Google’s mysterious case. It is strange that in that “trinity of AI” is a goal but not Google, which at least in practice is much stronger: His family of Gemini models is more capable than those who have a goal, for example, but for now, investors do not seem completely convinced of their ability to lead that segment. The situation of Amazon and Apple It is very different: both have made their respective bets, but they are still very relegated in that AI race. Image | Chatgpt In Xataka | All against Nvidia: the strongest Chinese companies in Chips and IA have created a historical alliance

Spotify is no longer a music player. It is a “audio netflix” who wants to devour your whole day

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After 18 years palmando money, Spotify premiered its age this year with its first profitable exercise in its history. That milestone has been followed by good news as its latest quarterly resultsthat tell their own story. A story that goes far beyond its 696 million users – 276 million of them, Premium. It is that of a silent but beastial metamorphosis. Spotify has ceased to be a music player to become something different. It is a time to capture time. When Daniel EK says that “people arrive at Spotify and stay in Spotify” is subtly describing its strategy: Colonize more and more sound moments of our day to day. A few years ago, Spotify’s natural competitor was Apple Music. And YouTube Music, Deezer, Tidal. Today their rivals are rather Tiktok, YouTube, Netflix, Instagram, and even your own concentration. Compete for your sustained attention. It is not worth being the one who puts background music. The growth in active users – 11% – is, more than more people listening to music, more people delivering fragments of their day to the same platform: Music to go to work. A podcast while you work. Another music while playing sports. An AUDS AUDIOLIBRO. Videoclips with which to kill dead times. Spotify has been weaving A network that catches routines, not a long time. That is the strategy: assault every moment in which we consume audio. And towards that the company goes, towards being much more than a modern Gramola. It wants to be the entity to whom we delegate the decision to hear in each context of our day. The audiobooks looked like a sweetbeard, something tertiary, but The decision to compete with Audible It seems more and more important. The reason: Spotify needs content that works at dead moments that music cannot fill out at all. Long journeys by car. Hours of cleaning at home. Night walks. The audiobooks, such as podcasts, turn Spotify into a company for all occasions, into the audio netflix they promised to be. Spotify detected that there was a silent war for the moments of “partial attention”. While we drive, we cook, clean, we close. Moments when music works, but where an interesting conversation can hook you more. That is why hundreds of millions were spent in Joe Rogan and company. To occupy temporary territories that escaped their control. With the audiobooks gaining weight, Spotify has completed its transformation. It is no longer a music app. Not a music app that has podcasts. Is A total audio platform that coincidentally also reproduces songs, homogenizing everything in that damn word called “content.” They have resigned to be perfect in something to be indispensable in everything. And it is working: almost 700 million people have decided to be in a space that serves as a unique sound universe and does not dispatch towards several specialized applications. Outstanding image | @felipepelaquim In Xataka | The problem is no longer that Spotify has been filled with artists AI: is that AI is “reviving” dead musicians

Samsung is mired in the deepest crisis in its history. You no longer have room to make more mistakes

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2025 is being a crucial year for Samsung. A year in which his future is being played. This reflection of Han Jong-Hee, co-director general of the company, Express clearly At what time is The largest company in South Korea: “First of all, I sincerely apologize for the fact that the performance of our actions You have not fulfilled your expectations. In the last year our company has not correctly responded to the semiconductor market for artificial intelligence (AI), which quickly evolves. “ A very important idea follows from Jong-Hee’s words: The competitiveness of its subsidiary Specialized in the manufacture of integrated circuits is essential for Samsung. Even so, the problems are being presented from several fronts. “Our technological advantage has been compromised in all our businesses. It is difficult status quo instead of generating disruptive changes “, Pray an internal statement Written by Jay Y. Lee, the president of the company. In this Samsung scenario you need your best chip manufacturing technology, 2 Nm lithographyBe a success. At the moment we know that at least two companies, the Japanese chip designer for the preferred networks (PFN) and a South Korean company specialized in the design of neuronal processing units (NPU), are very interested in their 2 Nm integration technology. And, as we tell you earlier this week, has reached an agreement with Tesla to make chips for a value of 16,500 million dollars in its Texas plant (USA). There is no doubt that the confidence of these companies is an oxygen ball for Samsung, but in all likelihood it will not be enough to relieve the stress to which it is currently subjected. The loss of leadership in the memories market has further injured Samsung Samsung has led for more than three decades the dram memory chips industry, but the AI boom has triggered something that just two or three years ago would have seemed unthinkable: now it is SK Hynix the manufacturer of integrated memory circuits that LEADS THE HBM Chips Market so much (High Bandwidth Memory) like that of the DRAM memories. The latter are those used by most of the devices with which we are familiar, such as computers or mobile phones. SK Hynix controls 70% of the Integrated HBM MEMORY Circuits market However, HBM memories are those that are integrated into those hardware solutions in which it is necessary to prioritize maximum performance, such as GPUs for Ia. In recent months Samsung has led the manufacturing market for integrated dram memory circuits with An approximate 40% quotawhile SK Hynix defended A very worthy 29%. Behind both was Micron Technology, with 26% approximately. During the first quarter of 2025 these figures have varied in a very important way. In fact, Now the leader is SK Hynix. This last company controls no less than 70% of the market of integrated HBM memory circuits, so its leadership in this sector is overwhelming. In fact, SK Hynix is the Nvidia supplier if we stick to its GPU for ia. On the other hand, this last company was erected during the first quarter of 2025 as the leading manufacturer of DRAM memories with A 36% quota. Samsung now occupies the second position With 34%. And Micron Technology follows them closely with 30%. Behind them, Chinese manufacturers of Yangtze Memory Technologies Co. (YMTC) and Changxin Memory Technologies (CXMT) During the next years SK Hynix will maintain its leadership in HBM memories, although it will lose a part of its quota due to the saturation of the hardware market for AI and the growth of competition. Samsung, meanwhile, about 25% will be stabilized market share. And finally, Micron will be the only one of these three companies that will grow up to 20% market share. These figures are just a forecast elaborated by analysts from SCMPbut they allow us to get a quite accurate idea about how this market of the semiconductor industry will evolve. Image | Xataka In Xataka | This is the chips war: a former SK Hynix employee is suspected to deliver stolen technology to Huawei In Xataka | Samsung tries

He left his tesla Cybertruck plugged in and went on vacation. Two weeks later, the vehicle no longer lit

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Imagine the scene. You have a tesla and you are about to go on vacation. The trip will be by plane, so you face an immediate decision:leave the car plugged in During the two weeks you will be out or wait to connect it when returning? If you follow the manufacturer’s recommendations, the answer is clear: it is best to leave it plugged in. That was exactly what Aj Esguerra did, resident in Arizona. The official advice followed to the letter. But when he returned home after his break, he ran into an unpleasant surprise: his Tesla Cybertruck did not respond. This is what they tell in Motorpasion Mexico. What failed? We go in parts. What happened exactly to cybertruck At first glance, everything seemed in order. As the user explains in a group of Tesla ownersthe charger worked, the car had been left with 79 % battery and the Tesla app showed that the load limit It was set at 80 %. But when returning on vacation, Aj Esguerra encountered the last thing one would expect from a connected vehicle: a completely inert cybertruck. “I need help: we were out two weeks and when returning, the Cybertruck does not turn on at all,” he explained. I couldn’t even open the doors. He restarted the charger – the blue light went to flash in red – and began to consider hypotheses: “I live in Arizona and this week we have had record temperatures. Could the battery have overheated and damaged the battery?” AJ contacted the technical service through the app and, as he said, the answer was immediate. “The Tesla service is on its way. They responded quickly through the application and received a call immediately,” he explained. The technicians managed to access the interior of the vehicle, put it in a provisional way and They transferred to a service center For a more complete diagnosis. There came the final explanation. The problem was not the battery, nor the heat, nor an error when programming the load. The failure was in a key component of the Cybertruck electrical system: the Power conversion system (PCS). According to Esguerra, the technicians ruled out that the breakdown was related to having left the car plugged in. In fact, they reiterated that this is still the recommended practice. The good news: Tesla took over the reparation without any cost for the owner. Thus, the vehicle worked normally. What is the power converter and what does it do As Skill-Lync points outthe SCP plays a fundamental role: it is in charge of managing how electrical energy in the vehicle enters and is distributed. When we connect the car to a power outlet, the SCP transforms that alternating current (CA) in direct current (CC) To load the main, high voltage battery. But he doesn’t stay there. Power conversion system He is also responsible for keeping the car’s auxiliary systems – such as lights, internal electronics or sensors – through a second conversion: high voltage to a lower voltage. It is composed of several key elements: CC-CC converters, filters, electronic controllers and a liquid cooling system to avoid overheating. In the cybertruck is located in the auxiliary compartment Known as the “Ancillary Bay”, which requires the removal of some sheets to access it. The official recommendations Tesla makes it clear in the cybertruck user manual: The most important thing to preserve the high voltage battery is leave the vehicle plugged in When not used. This is literally indicated by the manufacturer, which warns that the car, even off, continues to consume energy progressively. And if the load falls to zero, damage that does not cover the warranty can occur. In addition, Tesla recommends not waiting for the load level to be low to plug the car. In fact, he affirms that the system pays better if it is kept loaded regularly, even if it is not used. And in case of a prolonged trip, it advises to calculate that the vehicle loses around 1 % battery per day, although that figure can vary depending on the temperature or vehicle configuration. The background message is clear: nothing happens to leave it plugged for weeks, provided that everything works correctly. Although, as we have seen in this case, sometimes things do not go as expected. So, is it safe to leave the car plugged for weeks? In theory, yes. It is what Tesla recommends and is what Aj Esguerra did. But the case of his cybertruck shows that, in practice, Other factors can come into play They escape user control. For example, a peak of voltage in the electricity grid, a punctual failure in the charger or overheating due to extreme temperatures can trigger a chain of errors difficult to detect if no one is there to intervene. In the absence of supervision, a minor incident may end up becoming a major problem. Esguerra himself acknowledged that, before leaving, forgot to schedule the load for the freshest hours. The Cybertruck was carrying day, in the middle of heat wave in Arizona, for several days in a row. Although Tesla did not attribute the failure to heat or continuous load, that context helps to understand how certain environmental factors can increase risk, especially in extreme climates. So, leaving the car plugged in is recommended. But it is also to ensure that the charger works correctly, that the environment is safe and that the electrical installation is protected against unforeseen events. In that balance between trust and prevention is where you should really reduce the possibilities of meeting any type of inconvenience. Images | Formulate (CC By-SA 2.0) | Tesla In Xataka | Norway has tested the real autonomy of electric cars. His verdict: Tesla and Chinese brands are ahead

This is no longer about ideas, it goes from industry

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Everything indicates that coexistence with Humanoid robots It will cease to be exceptional sooner rather than later. Before crossing with style androids’The Bicentennial Man‘, we are likely to see in our day to day more contained versions, functional and charismatic, such as the robot of’Sunny‘, The Apple TV+series. Although resorting to science fiction to imagine the future does not convince everyone, it remains a useful tool to put an image to what could be to come. ‘Her‘, with Joaquin Phoenix and the voice of Scarlett Johansson, he did more than a decade ago: He anticipated with disturbing precision the type of link that begins to come true today with Chatgpt’s most advanced voice modes. China wants to be in the center of that revolution. It has been incurred in artificial and robotic intelligence for years, two industries that advance more and more united. This week, as a statement of intentions, He has exhibited More than 150 robots in an international summit held in Shanghai. A sample of force, but also a track of what is coming. Futurist showcase to realities laboratory The WAIC 2025 It hasn’t been another fair. For four days, Shanghai became a showcase of the present – and not only of the future – of humanoid robotics. Hundreds of robots paraded through the event, in what is already considered the most ambitious alignment ever gathered in China. More than 80 specialized companies participated in the exhibition, and at least 60 models made their world debut. But it was not just a matter of numbers: the relevant thing was to see how these machines begin to acquire form, functions and meaning beyond the laboratory. The new robotic fold arm, fed by the VLA de Tencent language model, was one of the protagonists of the event. His proposal goes beyond mechanical precision: Combine vision, language and action in the same system. The robot understands what is asked, analyzes the context in which it is located and generates movement plans autonomously. You can reject absurd orders, adjust your movements if you detect errors and respond in a consistent way during a conversation. All this allows you to face dynamic tasks with unpublished flexibility in industrial robots. Unitree, meanwhile, opted for motor expressiveness: from calligraphy to boxing, through a new humanoid robot designed as a personal assistant. Deep Robotics focused on real deployment: its quadrupeds are active in more than 600 environments, from electrical installations to educational centers. Keenon, with his Bípedo Xman robot, points to the services sector. And Cyborg Robotics presented the country’s first heavy load humanoid, aimed at demanding industrial tasks. Humanoid robotics lives a turning point. According to Jiang Lei, one of the key voices in the development of corporate in China, told Global Times that The industry is going from theory to practice. The new generations of robots no longer only observe or execute scheduled routines: they perceive their environment, adjust their movements in real time and face complex tasks with a precision that already touches the millimeter. That opens the door to real applications in sectors such as health, trade or logistics, where the margin of error is increasingly narrow. Click to see the original publication in x Although the achievements are visible, the challenges persist. The United States maintains leadership in fundamental aspects of humanoid movement, such as biomechanics and locomotive autonomy. But many believe that China is beginning to stand out on other fronts: large -scale production capacity, massive access to data and iteration speed. It is not just a matter of algorithms: it is a matter of system. China not only wants to make robots: wants to export them. And he has taken advantage of the event to highlight it. In emerging markets such as Southeast Asia, its offer Technology is finding fertile terrain. There, the demand for automated solutions for electronics, semiconductors or industrial processes is growing, and Chinese manufacturers are trying to respond with solid, reliable and competitive proposals. Images | Artificial World Intelligence Conference (WAIC) In Xataka | Entering Google or Apple was always the dream of university students thanks to their salary and conditions. Now it’s a nightmare

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