manufacture

Europe has hope placed in the electric car of 25,000 euros and Volkswagen already knows who will manufacture it: Spain

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Volkswagen ID. Polo, Raval Cupra, Skoda Epiq and Volkswagen ID. Cross. Those are all the cars that Volkwagen has commissioned Spain. The company has commissioned the bulk of its urban vehicles to our country. It will do it with four cars that will be key, for better or worse, in the medium -term company strategy. Confirmation. It will be in Martorell, Barcelona (Volkswagen ID.P Polo and Cupra Raval), and in Landaben, Navarra (Skoda Epiq and Volkswagen ID.cross) where the Volkswagen group will manufacture its smallest electric. The company has confirmed it at the IAA Mobilitythe Münich hall focused on electric vehicles. It will be its four electric cars that will fly over 25,000 euros. That is to say, The “affordable” offer The group will be manufactured in Spain, a strategy that we already sensed partially but that was about to be confirmed. 25,000 euros electric car hub. The arrival of these four models to our country is, on paper, great news for the company’s workers. Martorell has long been positioned as the central nucleus of the strategy, with A battery plant “by your side”its projection as Component supplier And, now, with the two cars awarded. Landaben takes another very important pinch. The Volkswagen ID. Cross, which is just a concept, will be one of the company’s great assets in the segment. The Volkswagen T-Cross promises to be one of the most important electric/medium term electric. The EPIQ will be the “affordable” option. In addition, in both cases the SUV body fits perfectly into the electric car since it is the body preferred by the public and facilitates to fit greater battery capacity in the car without sacrificing the space. Investment. In your event, Volkswagen has pointed out that a total of 10,000 million euros will be invested. 70% will be in charge of the company that are divided into the electrification of the Barcelona plant (3,000 million euros), Navarra (1,000 million euros) and the 3,000 million euros of the Sagunto plant. The remaining 3,000 million euros correspond, according to the company, with the investments of the auxiliary companies to mount these cars. Key models. Spain has become a key region for the future of the company. Right now, it has four of the models that aspire to generate a qualitative leap in sales within the German group and the plant that will produce the batteries for all of them. The sale of these cars is especially relevant because in 2027 manufacturers have to Place below 93.6 gr/km of CO2 in the average emissions of the cars that have sold. The figure is already hard and needs the sale of large volumes of electricity but it will be Much more in 2030 When that maximum figure is reduced in half. If the political plans are maintained, the cars that occur in Spain should despite substantially in the company’s results accounts Volkswagen is interested in prioritizing the sale of these cars that, by price, should be easier to sell. The risk. The other face of the currency is evident: that cars are not sold. Although manufacturers are obliged to press in this market (due They present obvious inconveniences when they are taken out of the city. Right now, that electric, cheap and “for everything” car or that allows “anywhere” even with space limitations does not exist. That role played by the Seat Ibizato give an example, it is in danger of extinction if the manufacturer does not opt ​​for a substantial electrification of mechanics. Spain, leader. Spain has managed to find its hole in the electric car market. Although has been threatened by brands (and in fact it is made) it will be taken to take some of the cheapest electric to countries with less expensive labor, such as Morocco, Spain has managed to offer itself as an attractive country to produce cars with the lowest profit margin. Volkswagen’s bet is not alone. Stellantis will also produce its smallest models in Spain. Vigo and Zaragoza will be key in the production of smaller cars, the mounts About the Stla Small platform. It is a battle that has earned France or Germany whose operational costs are higher and need to produce higher costs (and less volume) to justify its production. Photo | Volkswagen In Xataka | If the question is if the cars were “cheaper” regarding your salary in 1975 than now, we have made accounts

If we cannot manufacture chips, we will at least control how they are manufactured

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The Dutch company ASML has invested 1.3 billion euros in Mistral AIbecoming your greatest shareholder. Far from being another financial operation, reading is that it is Europe trying to control world semiconductor manufacturing. Without manufacturing a single chip. The current situation. ASML already has the absolute monopoly of the extreme ultraviolet lithography machines (EUV)the only ones capable of manufacturing chips of less than 7 nanometers. Without their teams of 180 million dollars, nor TSMC, nor Samsung, nor can they produce advanced semiconductors. Now he also wants to control the software that optimizes those machines. Why is it important. The processes of photolithography They generate data petabytes. A 1% improvement in production yield can use thousands of millions. If Mistral becomes the standard AI to optimize ASML machines, Europe would control both hardware and “brain” that makes it work. This play resolves the current technological trilema: the United States designs the chips, Asia manufactures them. And Europe? Europe could control the tools and processes that make its manufacture possible. The context. TSMC has already begun to use Nvidia to optimize its plants. China develops its own systems. If ASML does not act, its Asian customers will optimize the machines without their participation, turning their technology into a Commodity. With Mistraleach software update would be a reason to maintain the monopoly. And most valuable: they would have access to the most critical manufacturing data in the world. Yes, but. The operation has its risks. Mistral needs Nvidia chips to train its models (irony: use American technology to control world manufacturing). And China could accelerate its efforts of technological independence if you perceive this alliance as a hostile. In addition, going from language models to specialized industrialized is not a triviality. Mistral will need very specific talent, which today works in Google or TSMC. In perspective. This alliance recognizes an uncomfortable reality: Europe has lost the battle of direct chips manufacturing. But you can win the process control war. It is like not knowing how to cook but owns all ovens and recipes. Once the factories optimize their processes with Mistralchanging another system would be extremely expensive. He is a technical lock disguised as a service. The long -term game. Between 2025 and 2027 we will see the integration of Mistral models into the ASML software. By 2030, Europe could have a duo that controls how all the advanced chips in the world are manufactured. In the end this story does not go on chatbots or on generative. It is about using AI as a Trojan horse to insert European dependence on the most critical process of the digital economy. ASML already showed that You can master an industry by controlling a single key point. Now he wants to control two: the hardware and the software that optimizes it. In Xataka | Le chat from Mistral AI: What is it, how it works and what can this artificial intelligence chat done in Europe do Outstanding image |

When you are openai and you can’t buy enough GPU, the solution is obvious: manufacture yours

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Openai will create its own artificial intelligence chips. It is a crucial decision for the future of your business, but the ally you have chosen to do it: Broadcom. When the river sounds. The runrún has been listening Since the beginning of 2024. Nvidia, owner and lady of the segment of the AI ​​accelerators, was an ally too powerful for OpenAi. The solution was clear: develop its own chips with which to minimize that dependence. Broadcom takes chest. Hock Tan, Broadcom CEO, yesterday told investors that the company had closed an agreement with a mysterious client that would invest 10,000 million dollars in AI chips. Although Broadcom did not reveal the client’s name, sources close to those agreements indicated In Financial Times that this client is none other than OpenAi. Neither Broadcom nor this last company have confirmed the data. Xpus to power. Those chips, to those who referred as Xpus, are a kind of specialized and personalized variant of the NVIDIA or AMD accelerators. We have the perfect example in the TPUS (Tensioner Processor Units) that Google presented almost a decade ago And that has been improving generation after generation (we are already going for the seventh generation, called Ironwood). Broadcom, by the way, has collaborated in the development of these Google chips, so it has overdue experience in that area. Own chips for internal use. According to sources close to this collaboration, Openai aims to use these internal AI chips, and there are no plans to offer them to external clients. That reinforces the theory that Openai wants to create data centers with these own chips to avoid (or at least mitigate) the dependence of Nvidia. Nvidia will have (a lot) competition. Nvidia dominates Iron fist This segment, but has long for the rivals – both in the West as in the East – work to make their monopoly in this sector disappear. Microsoft He has MaiaAmazon His trainiumGoogle its aforementioned TPU and AMD of course Your instinct. To goal It is about it. But Cuda remains the “Moat” of Nvidia. Of course the true key to Nvidia overwhelming success is not so much in its chips and in the fact that its architecture CUDA is de facto standard In this market and all AI systems developers usually base their projects on that platform. It is the “Moat” of Nvidia, that “pit” that allows you to protect its “castle” from the rivals and continue dominating the market. And here there are also attempts to avoid the dependence of the company, and among them Those from China stand out. And TSMC, what? The funny thing is that for months it seemed that The ally that Openai had sought To carry out this project was the most important semiconductor manufacturer in the world, TSMC. Earl this year that collaboration It seemed to go on the right track and several sources pointed out that we would have the first OpenAI GPUS for 2026. It may simply have chosen to have a plan B (TSMC) to avoid its dependence on NVIDIA, but also prepare a C (Broadcom) plan. Image | Qualcomm In Xataka | China’s self -sufficiency test in chips for AI is already here: it has not bought Nvidia or a single H20 GPU in the last quarter

Airtificial will manufacture parts of the first Spanish rocket at its Jerez plant

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Two of the most popular names of the Spanish high -tech industry have joined their paths. Airtificial, whose factory we visited a few years ago for the presentation of The first hyperloop capsulewill manufacture from now on reusable components for the first Spanish rocket, Miura 5 of PLD Space. Jerez composite. From the dream of magnetic levitation in vacuum tubes to the much more tangible reality of access to space. Aerospace & Defense Airtificial has agreed manufacture at its headquarters A series of composite material panels for PLD Space. They are, specifically, shields for the nozzles of the new Treprel-C engines. Critical elements that serve as a structural support, channeling the thrust of the engines to avoid vibrations that deformed the nozzles, and at the same time of thermal insulation, acting as a barrier that protects the rest of the systems of the lock of the heat of combustion. Why anestificial. The new PLD Space provider has 30 years of composite experience, a more light material than the metal that will reduce the weight of the Miura 5. In the space industry, less weight means greater efficiency and more load to orbit with the same fuel. In 2018, Airtificial acquired international fame after the presentation of Quintero One, a 30 -meter capsule made in carbon fiber compound material. It was a Hyperlooptt design, one of the companies that tried to materialize high -speed transportation promoted by Elon Musk. Today Hyperloop is considered One of the great technological failures of the last decade. Although Hyperlooptt continues to try, Virgin Hyperloop One closed, forcing the Spanish Zelleros to make adjustments. Years later, Airtificial has made the leap to the space industry. Miura 5 is not a promise. PLD Space has A detailed plan to become the European rocket factoryand the pieces begin to fit. After the debut flight of Miura 1, the Miura 5 of 34 meters high and five engines in its first stage is taking shape. Although your body is made of aluminum, it uses composed materials in areas such as cofia or the covers of the engines, which will be key For your future reusable version: PLD Space will try to recover the first stage of Miura 5 after the shock, and on this depends on the resistance of the components. The company is immersed in the qualification of the new Treprel-C engines, which will burn bioqueroseno and liquid oxygen. It is the first time they develop Rocket engines with turbobombs in Spain. The confidence in the project is such that there is already a date marked in red on the calendar to see the first Miura 5. The CEO Raúl Torres It is optimistic: “December 15 of this year. That is day D”. Images | Hyperlooptt, PLD Space In Xataka | This is the Spanish rocket Miura 5: Pld Space has presented it in images and hints that version 1.2 can land

Who will manufacture the consoles now

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Do you remember those non-tan-lejanos times in which the video game scene was a real field planted with pots, each with its characteristics, its catalogs and its peculiarities? Only in the 1990s there were 32 different consoles in the market… And that without counting the laptops! But the times have changed, and that park diminishes dangerously to approach a point where we possibly only have a console with our own hardware before us. To content. The news that has made the most veteran fans to get the beards have come directly from Sony’s senior vice president: Sadahiko Hayakawa states that are gradually changing their video game business of a hardware -centered model “to a model that expands the community and increases interaction.” Hayawaka says that all Sony is reorienting “creation” rather than the device factory, since games, music and cinema have ended up adding 60% of the company’s total benefits. The manager has mentioned the recent purchase from Bandai Namco As an example of this reorientation in the search, for example, of profitable IPS. It has been seeing. Sony has been launching signs that point by steps in this direction for a while. The clearest, the launch of ‘2’ Helldivers in Xbox Series X and S A year after his arrival exclusively to PS5 and that of ‘Lego Horizon Adventures’ on Switch. The purchase of Bandai Namco also points in that direction: franchises such as ‘Dragon Ball’ are too juicy (and universal) and to limit the potential millionaire bemnefits with an exclusivity. It is sought. Another sign of this change is the Rumors linked to a work offer in PlayStation About the games will be carried at PC in just six months after their departure in PlayStation. If so, titles such as ‘Death Stranding 2’ would be in PlayStation before the end of the year. Finally, there has been job offers In search of multiplatform development directors and accounts management in which, literally, “design and execute a global commercial roadmap that expands the PlayStation Studios titles beyond the limits of the hardware of the company itself.” Xbox was first. Sony and Microsoft are going to par, and Microsoft has taken much more determined steps in that direction: Xbox emblematic games such as’ Gears of War ‘,’ Forza Horizon 5 ‘E’ Indian With excellent sales results (Seven of the twenty best -selling games in PlayStation They are Xbox properties). Have expressly spoken of give up permanent exclusivities. And his slogan “Play wherever you want “ It could not be clearer: Xbox’s future intention is to sell a platform, not a machine. Nintendo to yours. The only one that remains unperturbed to events is Nintendo, and has achieved it with a strategy that they explain GREATED OUR COMPANIONS OF LIFEXTRA: Game prices do not change. It doesn’t matter if you buy the new ‘Mario Kart’ the departure day or a year later, they will cost the same. Punishment for late? It may be, but above all, a prize for those who arrive first, who are going to play longer for the same price. And so, the sales of the games from day one have multiplied, which has strengthened the company’s bases and has strengthened it in the economic. Nintendo can allow you to be the only one in the patio, you do not need to beg for other systems. The million dollar question. Obviously it is … Who will manufacture the consoles now? And the answer is evident: nobody. The future is from the cloudand in that sense Xbox is betting all its chips. As they claim, Game Pass is leaving profitablerather than selling games in boxes, and one of the most powerful aspects of the subscription is to be able to run its titles on any screen. If PlayStation also launches something like that (not necessarily with its own platform, but generating material for others), we can be before the death sentence not only of the physical format, but directly from traditional consoles. A confusing future. Nothing screams more “transition stage” than this was that we have had to live. From Microsoft literally disintegrating all the possibilities that we see a new box called “Xbox” to Nintendo remaining faithful to its screens, its franchises and its prices, through a Sony that enters a phase of change confessed, it is difficult to predict what the future will bring us. It is clear that there will be more screens than ever. What is not clear is what they will be plugged in. In Xataka | PlayStation 6: All the information we know (or we think) so far

The plan to manufacture the purest semiconductors in the world is to go to space

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While the United States and China tense their relationships with Taiwan chips factories in the center of the dispute, a Welsh Startup has been getting allies To manufacture semiconductors in orbit. The objective: to achieve an impossible quality to replicate on Earth. Context. The geopolitics of semiconductors is possibly one of the largest headaches for world powers. Europe imports 80% of the chips you need, and 90% of the most advanced It comes from Taiwan. An climb of tension in the region could have catastrophic consequences. Therefore, the search for a resilient supply chain is a strategic priority. The solution, paradoxically, may not be on earth. This is where it enters Space Forgean Aerospace Company based in Cardiff that is developing reusable satellites to manufacture semiconductors and other advanced materials in orbit. Manufacture chips in space. Why go so far for something so small? The answer is in physics. Vacuum and microgravity They are ideal conditions for the development of ultrapurus crystalsthe base of any semiconductor. On earth, gravity introduces tiny imperfections and defects in the crystalline structure of the materials during their formation. NASA He has been studying for decades The advantages of manufacturing in space. Gravity causes phenomena such as convection and sedimentation of molten materials, which prevents a homogeneous distribution of components and generates defects. In space, these problems disappear. Materials are formed more perfectly, which translates into higher quality chips, more efficient and lower energy consumption. The first satellite. Space Force believes that glass “seeds” can occur in space 10 times pure That anyone found on Earth, which would result in semiconductors with a hundredth of the defects. Less defects implies less waste, greater performance and, ultimately, more powerful and efficient devices. But how much of promise and what about reality? The company has already put its first manufacturing satellite, the Forgestar-1. Successfully released in June 2025 On board a spacex rocket, this satellite, developed entirely in Wales, is the first British spacecraft sent to space with the purpose of producing new materials. It is a first demonstration mission: it will prove that the appropriate environment for space can be created and some production techniques will validate. NATO is knocking on the door. Space Forge got 30 million dollars In its first financing round, the largest series for a space technology in the United Kingdom. The most significant is Who leads The investment: NIF, the NATO Innovation Fund. The NIF highlighted “the independence of the long -term supply and resilience” chain as one of the reasons to invest in the startup. This capital injection will accelerate the development of the Forgestar-2, the next generation of its returnable manufacturing satellite. Microgravity as a service. The potential of microgravity manufacturing goes beyond semiconductors. Metal alloys can be impossible to mix on the earth or new compound materials. The pharmaceutical industry could also benefit greatly, with improvements in the useful life of medicines and administration methods. Space Forge aspires to a business model of “microgravadad-asservice“, an idea that somehow remembers the Arm licenses model. Instead of selling chips, it will rent spaces in its” orbital factories “so that others produce their own materials. In Xataka | Manufacturing materials for space is fine. Manufacturing materials in space is much better because everything changes

“The countries that do not manufacture their own drones will be vassal states”

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Elon Musk has put his cards on the table with A lapidary phrase: “We better discover how to build drones quickly or we will be doomed to be a vassal state.” Only China manufactures scale drones. And a certain electric car company could supply that need. The harsh reality. “The United States cannot currently manufacture its own drones,” said Musk At a results conference of Tesla. At first glance, it seems a classic exaggeration of the entrepreneur. American military suppliers such as Aerovironment (manufacturer of the Switchblade-600) or General Atomics (creator of the MQ-9 Reaper) design and produce drones. However, Musk does not refer to the ability to design these unmanned ships, but to the scale production and independence of the supply chain. In this sense, China’s dependence is overwhelming. Not only by the United States. China controls between 70 and 80% of the world market for commercial drones, which They are actively used in the Ukraine War. And critical components such as batteries, chips, cameras and engines come mostly from China. “China manufactures more drones on a day than the United States in a whole year,” Musk said. A 9 billion market. But Musk’s warning is not just a patriotic outburst, it also has a business reading. According to a Morgan Stanley reportthe drone and Evtols sector could reach a value of 9 billion dollars from here to 2050. It is a cake too large for the South African businessman not wanting a piece. The movement would charge special relevance at the current time of Tesla. The company recorded a drop of 71% of its net benefits during the first quarter of 2025, with a 52% sales collapse in a single month. The incipient deployment of robotaxis does not seem enough to convince shareholders, and bet on such a large market could be the solution. The pieces fit perfectly. Tesla already develops advanced robotics with humanoid robot optimus and autonomous systems such as autonomous computer -based computer driving. Spacex, your sister company, closes the circle with an unmatched knowledge of the aerospace sector. Musk itself showed the movement in the call to investors, speaking about Tesla’s future: “The future of the company is based primarily on large -scale autonomous cars and on a vast number of autonomous humanoid robots.” Drones fit as a glove in this vision of “robots with affordable artificial intelligence.” The pentagon is knocking on the door. China’s geostrategic dependence has not gone unnoticed in Washington. The pentagon has launched the “Replicator” initiativea 1 billion program to deploy thousands of military drones, selecting the Switchblade-600 Aerovironment as its first public purchase. In parallel, the Department of Defense has promoted a reform to eliminate the bureaucracy and achieve the “domain of UAS” by 2027. The message is clear: the United States shares Musk’s concern and is trying to recover the lost terrain to forced marches. Musk’s statement about the “Vasallos states” is, say, a play for several bands. Image | Flickr (DVIDS) In Xataka | China conquered us with its cheap drones. Now the price of its pieces is shooting for a reason that is not accidental

How to manufacture five million tires every year

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Between the Plaza Mayor of Valladolid and the Bibendum roundabout there are 4.1 kilometers and thousands of distance lives. Exactly those who work, have worked or work at the Michelin factory in the city of Pisuerga who, Like Renaultis one of the great engines of the city. The union with the city is so great that “in fact, the idea of ​​calling Bibendum Glorieta at the entrance of the factory left the City Council. We had a generic name of industrial polygon. We wanted to change it and they themselves proposed the name,” they point to us from the company whose doors proudly look its famous Pet in a gigantic size. And it is that 2,200 workers pass every day (almost 1,700 of them are part of the workforce and another 500 work in maintenance or cleaning, among other functions) that keep the plant to full performance, with three eight -hour shifts that keep alive an annual production of five million tires. The objective is clear: fill the 50 trucks that come out every day. Valladolid is not one more factory for the company. It is one of the so -called “digital factories” for the high investment that has been made in all types of systems to carry out a controlled production to the extreme. This investment is manifested in the machinery that gives life to gums for cars, trucks and tractors that are manufactured there but also for the control of the entire assembly line. It is there, exactly, where our visit begins. A control tower We could say that the Valladolid machine room is the opposite of what we could imagine. The Castellanoleonese plant moves to the rhythm of two operators that supervise everything that happens locked in an office. By hand they have two computers with multiple monitorson the wall the screens are multiplied with cameras distributed throughout the facilities, colored notices of all kinds and a volume of numbers, names and information for profane eyes. Our guide points to a side wall in which we had not repaired given the communicative epilepsy we had in front of us. Simply, lines and bulbs. This worked before and thus still controls the management of the inventory or the situation of the machines in some plants. Valladolid, they explain to us, have some of the most advanced control and supervision systems and, in fact, have worked to implement some of the solutions in other plants of the company. The intention is clear: all unforeseen must be controlled at the time for the production chain to stop the minimum and essential. From a breakdown to the shortage of a product. We leave that luck of control tower to put the feet on the mainland. In front we have the compounds that give life to a rubber. They are so simple that they look like a children’s game. Rubber, a metallic ring, the fabric that structures the wheel and the rolling band. So simple that it seems a lie that we talk about a product capable of resisting the force exerted by a car that rolls more than 100 km/h, a truck that transports tons of merchandise or a tractor that, with the agricultural tires More advanced, it can circulate at 80 km/h. “In the United States it is legal for a large tractor to circulate at that speed.” What is unthinkable here “creates a problem when thinking about how to face wear. So we have a system so that, from the tractor itself, the tire pressure is increased so that a smaller surface touch the ground when it moves through the asphalt. And, on the contrary, you can lower the pressure to gain trace when it gets into the field,” they explain. This way of working, without leaving from the tractor cabin, is a solution like the one that They use the pilots in the Dakar Rally That, from inside the car, they put pressure if they want to gain speed on a fast track or remove it if they need to cross a dune since it requires greater contact with the ground to have greater traction capacity. From the rubber to the road This is the key to everything. With the hand, our guide holds the tire rubber. “Each rubber has its own mixture and is secret,” they point to us. It is about making the most balanced rubber for each vehicle and moment. Not only is it a matter of offering the best grip, you also have to get the slightest rolling resistance (lower consumption) or less noise. And those concepts are enemies of braking, traction and, of course, performance. Join those Three pillars In a single tire is the biggest challenge, prioritizing with each type of product one or another game. For example, a Michelin Primacy 5the tire that we have come to know and that is designed for great general performance and good behavior in summer, that a Michelin CrossClimatedesigned to replace the chains in case of Nevada, or a Michelin Pilot Sportfor sports driving. The heart of each has its own mixture of ingredients (they add up to 200,000 tons of rubber per year). And that mixture enters through a machine that is in charge of flattening and shaping the compound. The mixture is heated, flattened and forms the heart of the tire. That already ironed rubber is painted with brands to facilitate the subsequent process management. As if it were a very long plasticine without principle or end, the machines are cutting into strips and barrels serve to generate the rounded shape. This is where the metallic ring and textile meshes are inserted in charge of structuring and supporting the vehicle pressures. The heavier, the greater the resistance the mesh should exert, so in the specific models for SUV or electric cars, two meshes are usually included. Finally, everything is covered with a last layer that will form the rolling band. This is drawn in the process of Vulcanizedat which time the tire … Read more

China has been so close to dying with its solar panels that has made the only logical decision: manufacture less

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China is a colossus in the photovoltaic industry segment. They are not just installing huge parksbut dominate production with iron. So much that they have made The whole world depends on its technology and collapsed the price of the panels, drowning European and American manufacturers. The result of the crazy expansion was An internal price warbut after years of losses in the domestic market, they already propose a solution. Manufacture fewer panels. Storm. In 2020, China presented a zero emission plan Net for 2060. The goal is reduce your considerable carbon footprint and pollution and, for this, They marked That in 2030 there should be at least 1,200 GW of solar and wind capacity installed. The energy began to act, but companies from other sectors saw that there was a lucrative opportunity and got into the business. The result? Market saturation and such a beast production of the modules that were drowning foreign companies, but also to the domestic market. If 1,200 GW of renewables installed in 2030 were needed, only the solar installed in 2024 already surpassed The 880 GW. To the search for solutions. Production folded world demand And prices crashed, with huge companies in the sector asking the State for help To be able to continue in business. In that unsustainable situation for your own industry because They lost money with each salea kind of OPEC For Chinese photovoltaic, the Chinese photovoltaic industry association, or CPPO, with 33 of the main manufacturers signing a self -control commitment. The meeting was held in December last year and its executives are still looking for solutions after years of price wars. This week the Snec pv & is expo 2025 In Shanghai, in which manufacturers and companies around the world have met to evaluate the global situation. And, although we have to wait to see what measures they take, the Asian association of the photovoltaic industry – one of the organizers of the event – is clear that it cannot be followed in this situation. Or we refer to one or sink. As we read in South China Morning Post“The solar industry is not a zero -sum game,” said Zhu Gongshan, president of the association, in the inauguration speech. “We are in this together and the extreme cost of costs and fierce competition are not different from drinking poison to calm thirst,” he said. China installed About 278 GW of solar capacity last year, a figure that represents almost 60% of the new facilities worldwide. And it was the result of an overcapacity that contributed to a fall of 60% of the prices of the solar modules between 2020 and 2024. At the December meeting, one of the measures agreed by the main manufacturers was to respect a minimum recommended price to preserve the margins, and had a moderately positive result in early 2025, with a price rebound. But they don’t loosen the accelerator. The Cpia estimated Between 215 and 255 GW for this year, a cut in front of the amount of last year, but the accounts do not leave and the rhythm of facilities that are being kept is still very high: until April 30, 105 GW had been added, 75% more than what was installed in the same period of the previous year. It is estimated that it was because in January a large number of facilities were carried out and that they will fall 44% in the second half of 2025. One of the measures driven By the Government to reorganize the industry, it entered into force on June 1: sell production at market price instead of a guaranteed rate in the new solar plants. The antidote. “Instead of waiting for a cyclical recovery, we must face a disruptive restructuring in the sector,” said Zhu. And what are the proposals? Several are handled, such as focusing on improving collaboration between the government and companies to confront the offer through regulations or mergers. Another is that I know Bet on technological innovation for both panels and production chain, which will allow sustainable growth and higher benefit margins. That is, not to make the crazy panels that anchored to a technology that can be quickly outdated, but is cheap, but to improve quality and make fewer panels, maintaining a higher price and avoiding saturation. Change of mentality. Another problem is that there are too many things to consider. Those 33 Chinese companies of the CPPO are not the only ones that manufacture panels and there are those who may not respect self -control agreements. But, in addition, these internal problems are added tariff manids imposed by the United States. In the case of panels, Trump’s administration He imposed tariffs of More than 3,500% to the importation of panels from China and 60% to materials such as polisilicio, wafers and Chinese solar cells. China’s response, according to the president of one of the local businesses, should be internationalization. “Due to tariffs, it is no longer enough to export: we must locate production abroad,” said Gao Jifan, president of Trina Solar. We will see what happens, but try to stop that saturation of the market is significant, and that they talk about democrating production can generate a new battle from Western countries that we have already seen with the Chinese car: the one that try to attract the attention of manufacturers. Image | Huasun In Xataka | Solar panels that clean other solar panels: the photovoltaic industry has entered its self -replicant phase

USA says that Huawei will not be able to manufacture more than 200,000 AI chips in 2025. We know what the reason is

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Jeffrey Kessler, Undersecretary of Commerce for Industry and Security of the US Department of Commerce, has done a few hours ago This statement in Congress: “Our evaluation indicates that the production capacity of Chips Ascend de Huawei by 2025 It will be 200,000 units or lessand we anticipate that the majority or all of that production will be delivered to companies within China. “ Besides, Kessler pointed out that “China is investing A lot of money to increase your chips production of artificial intelligence (AI), as well as the capabilities of the GPUs it produces. For this reason it is essential not to have a false sense of security and understand that China is reaching the US rapidly. “These statements express unambiguously how worried the US administration is in the development of China undergoing China in the field of AI. China goes only between three and six months behind the US in AI This is What David Sacks arguesan IA and cryptocurrency expert who exercises as an advisor to the Government of Donald Trump in this area. In addition, it acts as a link between the government and the American technology industry. The White House has clarified the statements of Sacks clarifying that this guru referred to AI models, so that Chinese chips are between one and two years behind their US equivalents. Earlier this week Ren Zhengfei, the founder and general director of Huawei, declared that the GPU Ascend of this Chinese company are still A generation behind of the chips for the US. His reflection is aligned with what the US government defends, but it is important that we do not overlook that Huawei invests more than 25,000 million dollars annually in the development of its hardware for AI, so presumably it will not take long to match the benefits of the GPUs produced by NVIDIA or AMD. Blea performance of integration technologies used by SMIC to produce Huawei GPUs has a very wide margin of improvement In any case, the prediction of Jeffrey Kessler about the production capacity of avant -garde chips for Huawei is sustained on an irrefutable fact: the performance by wafer of the integration technologies used by the Chinese semiconductor manufacturer SMIC (Semiconductor manufacturing international corp) To produce the Huawei GPUs it has a very wide margin. 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 be able 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 | Reuters 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

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