manufacture

In his obsession to torpedo the Chinese chips industry, the US wants to block an essential to manufacture them: the software, according to FT

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Hard setback for the Trump administration, which dawns this Thursday, May 29 with a clear response from the US International Trade Court to its tariff policy. The organism has declared generalized tariffs illegalafter considering that “they exceed any authority conferred on the president by the IEEPA (Law on Economic Powers in case of international emergency) “. In the middle of the storm, sources of Financial Times They declare that the United States Department of Commerce has begun to urge the main suppliers of electronic design automation software (EDA), in a new attempt to continue trying to knock each of the pillars that sustains the Chinese semiconductor industry. The new order. The Trump administration is starting to inform To the main national companies that offer the necessary software to design semiconductors that they must stop selling their services to Chinese groups. A measure that strengths the commercial war between the United States and China, at a time when the latter country is in full chips national production record and getting closer to develop their own 5 Nm lithography. The big names. There are three big names playing in the American industry: Cadence, Synopsy and Siemens. These three companies They monopolize the bulk of the Global EDA software market And they have been key for China to have been able to develop its current semiconductor industry. Preventing China from accessing this type of solutions is a zancadilla. These tools are essential to achieve advanced lithographic processes and expedite essentials such as design verification, performance simulation, energy consumption, and other key aspects to lead in the manufacture of any chip. Why is EDA software. In the manufacture of a modern semiconductor, tools that make it possible to automate the essential design and verification processes for its manufacture are necessary. Minimizing the margin of error and being especially effective in the refining of your behavior is key to leading this career. EDA software is a fundamental element to ensure that these designs meet the expectations of the manufacturing process, and allows to automate each of the phases of the same. The local industry. SMICthe spearhead in the Chinese semiconductor industry, It has been using Synopsys design suites For more than 20 years. After entering the Entity Listthe company did not lose access to these toolsonly access to them was difficult to be forced to establish license agreements to be able to use them. If Trump’s order is fulfilled, it will not be possible to renew these agreements or access to the software of these companies. Immediately after the intentions of the US administration, local companies such as Empyrean Technology, Primarius Techonologies and Semitonix, have seen the price of the action around 20%. These companies are specialized in the development of software solutions for semiconductors, and are some of the main names that sound after Trump’s threat. Even in the air. Although sources consulted by Financial Times affirm that the United States Industry and Security Office (BIS) is issuing this new directive through letters to companies, some like Synopsys have not taken long to uncheck. “We are aware of the rumors and speculation, but Synopsys has not received any official communication from the Bis. That is why we keep our annual forecasts unchanged, based on our current understanding of the export restrictions of the BIS and in the forecast of an interannual fall of the income from China.” Cadence and Siemens, for the moment, have not made statements about it. In Xataka | China prepares the mate to the US: it will have its own UVE lithography team to make chips in 2025

The US threatens Apple with a 25% tariff if you do not manufacture the iPhone there. It would continue to be more profitable in India

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Donald Trump has launched a direct threat to Apple: If you want to sell the iPhone in the United States, you must manufacture them there. Otherwise, you will have to assume a 25%tariff. This threat is part of its new commercial offensive, which also includes a 50% tariff to European products and measures against other great American technological ones. Apple, however, had already begun to reorder his production map. Tim Cook announced that “The majority” of the iPhone sold in the United States in 2025 will be manufactured in India. It is a message: Apple has no intention – not real capacity – to transfer its production to American soil in the short or medium term. In figures. Today, making an iPhone in China costs around $ 450. If that production was transferred to the United States, the cost per unit would shoot up to $ 1,400-1,600. And if the entire supply chain in US territory was also replicated, the final price to the consumer could overcome the 2,000 dollars.. Apple’s margin would not endure that blow. And consumers either. Yes, but. Moving production to India barely represents an increase from 10% to 15% compared to China. With an average sale price in the United States of about $ 1,000 to $ 1,200 per unit, Apple can absorb that difference, affect the customer or a mixture of both. Always without turning the iPhone into an unattainable luxury product. Trump’s 25% tariff, if applied, would be even more expensive. Between bambalins. India is more than a momentary escape route. Apple has been preparing for this turn for years. Foxconn has invested $ 1.5 billion to expand its plant in Chennai, and Tata Electronics has accelerated the construction of new assembly lines in Tamil Nadu. In 2024, 18% of the iPhone have already left India. In 2025 it will be 32%. Cook does not improvise: he knows that producing in the United States would have been reconstructing the infrastructure and technical specialization that Asia offers today. India is not China, but it has something that the United States does not: a young, cheap and trained population, as well as a government (that of Modi) willing to encourage every dollar invested. The context. Apple has already promised to invest 500,000 million dollars in the United States in the next four years. But it will do it in chips, data centers and artificial intelligence servers, not in iPhones factories. Trump knows it, and that’s why he attacks: investment is not enough. It wants production. And he wants to see her inside her borders. By the way, half Billón’s investment had a small print of Cantabria’s size: On the other hand, manufacturing iPhone is not riding furniture. It is a high precision operation, with thousands of components assembled in record times for workers in 12 -hour shifts. The United States does not have the ecosystem, nor labor, nor the right labor cost to replicate that. Trump can press, but cannot alter the economic laws of global logistics. And now what. Apple will play time. You can negotiate exceptions, delays or adjustments, as did in 2019 with Chinese tariffs. But if Trump fulfills his threat, he will have to choose between paying billions in tariffs … or raising prices. And there is the paradox: If Apple manufactured in the United States, the iPhone would cost 1,200 to more than 2,000 and even $ 3,000. If it remains in India, with 25% of Trump included, it would rise only to about 1,500. Manufacture in India, even penalized, is still more profitable than producing at home. In Xataka | Apple anticipates 900 million dollars of tariff impact. It is equivalent to the cost of producing almost two million iPhone Outstanding image | Xataka

The Chinese government praises the 3 Nm Xiaomi chip as a milestone on the road to self -sufficiency. The problem is that China does not manufacture it

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The Soc Xring O1 is objectively A milestone in the history of Xiaomi. And it is because it opens a par for this Chinese company that until now had remained closed. This chip It has been designed by Xiaomi itselfand the first device we will run into it will be The 15S Pro smartphone which will presumably be presented by this company at the event that will celebrate tomorrow. During the last days this SOC is caughting a lot of attention because the first performance tests that have seen the light reflect that their power will be only slightly lower than that of the Snapdragon 8 Elite of Qualcomm. It sounds very good, but this chip above all has a characteristic that we cannot ignore: it is manufactured using the integration technology of 3 Nm. China considers it a victory, but it is objectively a half victory South China Morning Post (SCMP), which is a Chinese media that belongs to Emporio Alibaba, has confirmed that the central television of China (CCTV) and the newspaper ‘Diario del Pueblo’, both closely linked to the Chinese Communist Party (PCCH), have praised the effort that Xiaomi has made during the development of the Soc Xring O1. In fact, this company has invested approximately 1.9 billion dollars in the tuning of this chip. Xiaomi has invested approximately 1.9 billion dollars in the tuning of this chip According to SCMP This semiconductor marks a milestone in China’s campaign towards technological self -sufficiency amid the export controls of the strictest advanced semiconductors in the United States. But This statement requires many nuances. In fact, it is reasonable to consider it a half truth. As I mentioned a few lines above the competitiveness of the socx xring O1 does not only reside in the design of its microarchitecture; also clearly plays in his favor the fact that he is manufactured in The 3 Nm node of TSMC. This Taiwanese integrated circuit manufacturer, The Major on the Planetcan produce chips for Xiaomi because this last company is not included in the “blacklist” of the US. However, it is evident that the integration technology used to manufacture this SOC does not belong to Xiaomi. It belongs to TSMC. And if the US Department of Commerce decides tomorrow to introduce Xiaomi into its list of vetoed entities will cease to access the Lithographic Vanguard nodes of TSMC. If this semiconductor had been manufactured by SMIC or another Chinese manufacturer of integrated circuits using a 3 Nm lithography the success of Xiaomi, and, as a consequence, of China, would be irrefutable. But for the moment there is no chips manufacturer in the country led by Xi Jinping that has the necessary technology for produce this type of avant -garde semiconductors. China will acquire this capacity in the medium termthere is no doubt about that, but the statement that argues that the soci -soup o1 “marks a milestone in China’s campaign towards technological self -sufficiency” is nothing more than a message from marketing sponsored by Chinese authorities In full confrontation with his American counterpart. Image | Xataka More information | SCMP In Xataka | China is about to have the ability to make 5 Nm chips, although it faces a difficult solution problem

Tariffs force Apple to manufacture US iPhone in India. It is not a problem: it is a tactic with many advantages and few fissures

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On April 12, the US government announced that semiconductors, some electronic devices and strategic components They are exempt from tariffs. This decision has appealed to the big US technology companies, But only temporarily. And it is that the administration led by Donald Trump has also anticipated something that we should not overlook: within a period not exceeding two months will announce to what tariffs Imported chips will be subjected. As we have explained this morning, at this Apple situation he has decided to transfer all the production of The iPhone that sells in the USA to India. This strategy will allow you to cushion the impact that the short -term tariffs will have on integrated circuits and electronic devices that come from China. Of course, a plan like this cannot be executed overnight. In fact, Apple aspires to get the 60 million iPhone that sells every year in the US come from India before 2026. India is not a casual destination India’s choice, as we can intuit, is not casual. It is currently the best option for Apple in a context in which it is being dedicated to China. To understand what India’s role is in Apple’s business, we necessarily have to investigate the component and services chain of the apple company, as well as in the role of two of its most important partners: Tsmc and Foxconn companies. In Xataka Iter has faced one of the great challenges of nuclear fusion: prevent plasma from 150 million ºC to destroy the reactor Currently TSMC manufactures the chips designed by Apple in its lithographic nodes of 5 and 3 nm The first of these companies, TSMC, manufactures the chips designed by Apple. The lithographic nodes currently used to produce integrated circuits for the Cupertino company are those of 5 and 3 Nm, and during the second half of 2025 the manufacture will also begin In the new 2 nm line. TSMC produces these semiconductors for Apple In Taiwan and the USA. Its distribution network in Asia is very robust, so for this company transfer a part of the chips that come from Taiwan to India instead of China does not represent a problem. In addition, and this is the most important thing, you are already doing it. Foxconn takes care of the assembly of most of Apple’s smartphones, and has plants in India in which This work is already carrying out. Pequeatron is also responsible for assembling a part of the iPhone from this Asian country. These two companies have a very robust electronic component supply chain in Asia, so with the support of Apple they can develop their production infrastructure in India to respond to the needs of this customer. The geographical proximity of China and India helps. {“Videid”: “X81Felr”, “Autoplay”: False, “Title”: “A future without mole in China the industry changes the paradigm and we explain why”, “Tag”: “”, “Duration”: “182”} Apple would have a difficult problem to solve if it was forced to transfer all the production of Asia to another continent, but derive from one Asian country to another in which it already has a consolidated infrastructure is perfectly assumed. And in current circumstances it is evident that it is the best option. Even so, This strategy has a fissure with which you will have to deal with this plan: the manufacturing infrastructure that has deployed in China side with Foxconn will be underutilized, so that investment will have a much shorter route than the initially planned. Image | Apple More information | Financial Times In Xataka | China backs down: Loongson processors will finally sell to Russia whose export had prohibited (Function () {Window._js_modules = Window._js_modules || {}; var headelement = document.getelegsbytagname (‘head’) (0); if (_js_modules.instagram) {var instagramscript = Document.Createlement (‘script’); }}) (); – The news Tariffs force Apple to manufacture US iPhone in India. It is not a problem: it is a tactic with many advantages and few fissures It was originally posted in Xataka by Juan Carlos López .

We already know what the chips that will arrive until 2039 will be. The machine that will manufacture them is close

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If everything goes as planned Intel will have its lithography 14a (1.4 Nm) List in 2026. It will be the first integration technology of this company that will use the equipment of extreme ultraviolet photolithography (UVE) and AL ASML opening. TSMC and Samsung have already confirmed that They will also bet on this machinebut for now it is Intel who carries the lead. In fact, it has been about a year and a half Testing it in its Hillsboro plant (USA). The engineers of the Dutch Company ASML have invested a decade in the development of the technology necessary to put this machine ready, which, in reality, is a high -generation extreme ultraviolet lithography team. This company of the Netherlands plans to deliver to its customers annually from 2025 about 20 teams of this type with one purpose: put in their hands the possibility of producing 2 nm chips And beyond. Much further. After the High-no lithography equipment, the Hyper-NA machines will arrive To develop the UVE Lithography team (EUV high-na for its acronym in English) ASML engineers have put a very advanced optical architecture that has an opening of 0.55 compared to the 0.33 value that the first generation UVE lithography equipment has. This refinement of the optics allows to transfer to the wafer patterns of greater resolution, hence it is possible to manufacture chips using more advanced integration technologies than those currently used in the nodes of 2 and 3 Nm. In the article we dedicate to Rayleight criteria We explain in a lot of detail what the ‘Na’ parameter consists (Numerical Aperture), But in this text it is enough for us to know that this variable identifies The opening value of the optics Used by the lithographic equipment. In this context this parameter essentially reflects the same as the opening value when we talk about The optics of a photo cameraso it conditions the amount of light that the optical elements They are able to collect. As we can intuit, the more light gathens, the better. A single UVE Machine of haute opening is capable of producing more than 200 wafers per hour However, this is not all. ASML has also improved the mechanical systems that are responsible for the manipulation of wafers with the purpose of making it possible for a single UVE Machine to be able to produce more than 200 wafers per hour. This benefit is very important for semiconductor manufacturers because it deeply conditions its competitiveness. If we want to investigate to show what is beyond the Uve haute opening teams, the ideal is that we turn to Imec, an integrated circuit research center founded in 1984 and lodged in Leuven (Belgium). It is the most experienced laboratory in the tuning of new integration technologies that we have in Europe. In fact, their engineers work side by side with ASML technicians. The slide we publish on top of these lines contains a lot of interesting information. According to IMEC in 2035 integrated circuit manufacturers will begin large -scale production of 3 angstroms chips (0.3 Nm). This milestone is very important because presumably these will be the first semiconductors made of UVE lithography equipment Hyper-na In which Asml is already working. However, of course, these machines will not arrive that year; They will be ready much earlier. That will be the time when Chips manufacturers will start large -scale production, but possibly this machine will be prepared at the end of this decade. Whatever the interesting thing is that the opening of the optics of these avant -garde lithography equipment will be, again according to IMEC, of ​​0.75 in the face of the opening of 0.55 of the UVE machines of high opening, or 0.33 in the conventional UVE equipment, as we have seen a few lines above. In any case, the itinerary of this laboratory anticipates that In 2037 the integrated circuits of 2 angstroms will arriveand in 2039 chips manufacturers will pass this barrier and go beyond the 2 angstroms. It seems science fiction, but it is not. It’s just science. Image | IMEC More information | IMEC In Xataka | China needs to develop a new type of immune chips to US sanctions. And their scientists have just achieved it

Hermès already has an answer to the US tariffs and the Chinese offensive: to manufacture more in Europe

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The luxury products market is living a silent transformation marked by counterpoints such as fever by Hermès bags as an active financial, and the uncertainty of tariff policies imposed by the US. The French house has experienced such a high demand that, even with endless waiting lists, its bags remain desire on all continents. Given such success, Hermès has drawn her strategy for the coming years: to open four new workshops in France, increase your production of bags and transfer to the US client the cost of tariffs. The anti -barred shield: “Made in France”. Unlike other industries, the luxury industry has not considered transferring its workshops to the US to avoid tariffs. Far from that, Hermès maintains her commitment to “fact in France” and European artisanal manufacturing announcing the opening of four new factories in France in the next four years. With this decision, Hermès is positioned with other luxury brands such as Ferrari, which Does not contemplate In no scenario move its production outside Italy, or Rolls-Royce, which also You will expand Your Goodwood facilities. William Susman, managing director of the Cascadia Capital Investment Bank, assured to The New York Times That this same reaffirmation in its essence is common to many other European luxury brands: “In each conversation that I have had with customers during the last five to ten days, not a single person talked about building a factory in the United States.” Common Front: Money is not a problem. Both Hermès and Ferrari and Rolls-Royce have a client profile with high purchasing power and enormous appreciation for the quality of luxury products. That has made the three brands have adopted the same position on the scenario of uncertainty: maintain production in Europe and transfer the extra cost caused by tariffs to their customers. Assume that an increase of 10% or 20% in the final price will not be an obstacle to its millionaire customers. “The price increase that we are going to implement will be only for the US, since it aims to compensate for tariffs that only apply to the US market, so there will be no price increases in the other regions,” said Eric du Halgouët, Executive Vice President of Finance of Hermès, in statements collected by CNBC. Four factories and thousands of jobs. The new Hermès workshops will be located in different regions of France: Colombelles, isle d’Eguegnac, Loupes and Charleville-Mézières. Each of these workshops will have about 260 specialized artisans, which means the creation of more than 1,000 New jobs In the coming years. Hermès forms these artisans in their own school, the École Hermès des Savoir-Fairewhich qualifies them to manufacture their boring bags and products. According to The specialized medium Wwd, The Colombian workshop, the factory will be built on an old industrial land and is expected to be operational in 2028 and will be especially dedicated to producing its Kelly and Constance bags. The Isle d’Eguegnac plant will open its doors at the end of this year, while those of Loupes and Charleville-Mézières will do so in 2026 and 2027, respectively. The delicate balance of scarcity. Hermès’s sustained growth is reflected in her Financial results of the first quarter of 2025. The company billed 4,129 million euros, 8.5% more than the previous year and registered a 10% increase in sales of leather items compared to the previous year. This performance has allowed Hermès to overcome LVMH as The most valuable luxury company in the worldwith a capitalization of 276.3 billion dollars. The strategy of maintaining limited production, based on exclusivity, has proven profitable and sustainable in the luxury sector, which has used it in all its versions. For this reason, Hermès cannot simply manufacture its products and must very carefully monitor the increase in units that puts on the market to preserve the value of those that have already been sold. “We try to increase production at a fast pace, but we stay in the artisanal model, which in our opinion is synonymous with quality. We are not going to start looking for increases in productivity,” said Wwd Guillaume de Seynes, executive vice president of the manufacturing division and capital investments of Hermès. Deminting myths: production is not in China. If you have opened Tiktok or Instagram in recent weeks you will have seen any of the thousands of Chinese influencers videos They have risen to their profiles, ensuring that Hermès and LVMH bags are manufactured in China by $ 1,400, but these brands multiply their price by ten. This is an argument widely used by the imitations market and the “top blanket”, which is A whole industry in China. The reality is very different. The true added value of these brands lies in artisanal production in Europe. Hermès manufactures your leather bags and products in The 20 workshops that he has in France. LVMH, meanwhile, He does it in workshops located in France, Spain, Italy and the United States. Their watches are manufactured exclusively in watch workshops in Switzerland, while the jewelry lines of the signature of Bernard Arnault are created in France, Italy and Switzerland. In Xataka | Luxury brands hoped to land in the US after their fall in China: tariffs have cut their wings before taking off In Xataka | How Louis Vuitton makes money: of the unattainable luxury to mass luxury Image | Hermès (Alfred Piola, Kevin Scott)

Russia plans to manufacture its own 28 Nm chips in 2030. It will continue to be light years from the US and its allies

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The relationship sustaining USA and Russia is disturbing. The interests of the administration led by Joe Biden They seemed hardly reconcilable with those of the Government of Vladimir Putin, but Donald Trump’s return to the White House The rules of the game have changed. It had been many years that the interests of Russia and the US were not as aligned as they seem to be now. At this situation it would not be strange for Trump -led administration to Advanced lithography equipment. At the moment it is only an elucubration, but in the current circumstances it is not a far -fetched possibility. Anyway Russia has a plan to reinforce your semiconductor industry and reduce their dependence on foreign technologies. In October 2024 the Ministry of Industry and Commerce announced that it will invest 2,540 million dollars until 2030 in the development of own photolithography machines that allow it to become independent of foreign powers. Within the framework of the Russian economy it is an important expense that in the medium term seeks to develop the ability to make chips of 28 nm. Russia says you are already making chips with its first UVE lithography team At the end of May Vasily Shpak, Deputy Minister of Industry and Commerce of the Russian Federation, advertisement During the conference “Industrial Russia Digital Industry” that your country already has prepared its first team of extreme ultraviolet photolithography (UVE). In addition, Shpak confirmed that its construction is entirely Russian, and, more importantly, it also anticipated that this first UVE machine is capable of manufacturing integrated circuits of 350 nm. In 2026 Russia should have a prototype of UVE equipment capable of manufacturing 130 nm chips The really important thing is that Russia apparently already has the necessary technology to tuning these photolithography machines. From here their engineers and physicists can gradually refine their technology to make possible the production of more advanced integrated circuits. In fact, it is fair What the Russian government plans to do. And its itinerary establishes that in 2026 Russia should have a prototype of UVE lithography equipment capable of manufacturing 130 nm chips. And in 2028 another similar one trained to produce integrated 7 nm circuits. However, it is important that we do not overlook that this itinerary does not describe the moment in which Russia will acquire the ability to manufacture these large -scale integrated circuits. This will be the really relevant milestone. Whatever the Russian medium COMNEWS He has collected statements from Konstantin Trushkin, the deputy director of development of the MCST CPU Design Company, in which this engineer argues that Russia will have plants capable of producing large -scale integrated circuits of 28 Nm between 2028 and 2030. This purpose is credible, but by then presumably TSMC, Intel and Samsung will already have the capacity to manufacture in a massive way 1 Nm semiconductor. More information | COMNEWS In Xataka | China needs to develop a new type of immune chips to US sanctions. And their scientists have just achieved it

TSMC will manufacture its best chips on American soil, although presumably they will be 30% more expensive

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Taiwan’s silicon shield It has definitely fallen. The government of this island was determined to protect its economic interests preventing TSMC from manufacturing integrated circuits abroad using your most advanced lithography nodes. This plan entered into conflict with the expansionist strategy of the semiconductor manufacturer most important on the planetespecially at a juncture in which the US is forcing the displacement of chips manufacturers to their own territory. “Since Taiwan has regulations that seek to protect their own technologies, TSMC cannot produce 2 nm chips abroad today,” Jw Kuo saidMinister of Economic Affairs of Taiwan, on November 8 during a meeting of the Taipéi Economy Committee. “Although TSMC PLANS MANUFACTURE 2 NM CHIPS Abroad in the future, its central technology will remain in Taiwan. “ Kuo’s statements reflected at that time that TSMC could not produce integrated 2 Nm circuits in the US or Europe until it was ready its lithography A14 (1.4 Nm). From that moment the latter would remain in Taiwan and could move the production of 2 Nm chips to other countries. For TSMC this restriction was a problem. And it was because the demand for its most advanced integrated circuits is very high because of the undoubted success that semiconductors are having for applications of artificial intelligence (AI). Chips manufactured by TSMC in the US will be 30% more expensive, according to Walter Bloomberg Finally, the Taiwan government has moderated its protectionist strategy. Jw Kuo He pronounced again In the middle of last January to declare that TSMC may produce 2 Nm chips in its US plants, although the Taiwanese administration will cautiously evaluate the use of this technology in the country led by Donald Trump. “Private companies must make their own commercial decisions covered in their own technological progress (…) TSMC is building factories in the US with the purpose of serving their US clients because 60% of the world’s chips designer companies are based precisely in the US. “ Lisa su and CC Wei have taught the first EPYC ‘Venice’ chip produced in the N2 (2 nm) node of TSMC Today, just four months later, we can be sure that the manufacture of integrated 2 NM circuits on a large scale in the TSMC plants in Arizona (USA) will arrive. Lisa her, the general director of AMD, and CC Wei, the president and general director of TSMC, have taught the first Epyc Chip ‘Venice’ produced in node N2 (2 nm) of this last company. This CPU has been manufactured in Taiwan, but both managers They have confirmed their commitment When strengthening the production of the plants that TSMC is putting ready in Arizona. The first of these factories is about to produce large -scale chips, but its plan does not end here. The second plant will be operational in 2028 and will produce integrated circuits in N3 (3 Nm) and N2 (2 Nm) nodes. And finally, the third factory will not be listed at all until the end of this decade and will produce chips in the N2 (2 nm) node. At the current situation and under the pressure of the US government, which is Pertrechado with its tariff policyit is very likely that the production of 2 Nm semiconductors in Arizona arrives long before 2028. It is not official information, but in the current circumstances it is a very reasonable forecast. However, there is something else that is worth not overlooking. According to G. Dan HutchesonAnalyst in Techinsights, producing a 300 mm wafer in the new Arizona plant costs TSMC less than 10% more than manufacturing that same wafer in one of its Taiwan facilities. It is explained by something that we should not overlook: the cost derived from labor represents less than 2% of the total cost. However, according to the financial journalist Walter Bloomberg TSMC will increase the price of integrated circuits produced by 30% in the US to compensate for the costs triggered by tariffs on the production equipment of imported chips from Europe and Japan. The Government led by Donald Trump has not yet revealed how the import tariffs of photolithography machines used by TSMC, Intel or Samsung plants in the US will affect the import tariffs. Will do it within a period Not exceeding two months. But it seems that Bloomberg assumes that the increase in chips will arrive. We’ll see. Image | TSMC More information | Walter Bloomberg | Tom’s hardware In Xataka | The US confesses its worst nightmare: if China invades taiwan and controls TSMC the US economy will go to pique

promises to manufacture up to half a billion dollars in AI products in the US

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Nvidia has announced an ambitious plan to manufacture artificial intelligence infrastructure (AI) in the United States by value of up to 500,000 million dollars during the next four years. The initiative includes the production of Blackwell Chips in Phoenix (Arizona), as well as new plants dedicated to assembling their AI superorders in Texas. The company will also have facilities in Houston and Dallas. It provides that mass production in plants take off within between 12 and 15 months. Now, the announcement arrives at a delicate time, marked by the commercial war promoted by the administration of Donald Trump that, Despite a temporary exemptionmaintains the focus on semiconductors. Factories in the US, foreign experience. Although Nvidia has not detailed what models of Blackwell chips or AI systems will be involved, it has confirmed with who will carry out this industrial expansion. The company will support weight partners such as TSMC, Foxconn and Spil, three Taiwanese giants, in addition to the American Wistron. Behind this international collaboration is the model Fables that follows Nvidia. The company designs its chips, but does not have its own manufacturing plants. To do this, he trusts specialized manufacturers such as TSMC, a formula that also use other heavyweights of the industry such as AMD, Qualcomm or MediaTek. But after the announcement underlies an uncomfortable reality, especially for the aspirations of technological self -sufficiency pursued by the United States. Large companies in the sector, such as NVIDIA or Apple, continue to depend largely on the production capacity and foreign expertise for the production of most of its products. Taiwanese firms land in the US. Match the level of technological sophistication offered by Taiwan remains a distant goal. Giving up that capacity simply is not a viable option. The alternative, As already begun to glimpse with the Chips Law promoted by the Biden Administrationgoes to attract factories to the US territory. But the deployment has not been simple. TSMC has faced delays due to the difficulty of finding workers willing to assume their demanding work culture. According to Fortunethe 12 -hour days and weekend shifts did not fit the American model, and caused internal tensions and high staff rotation. The plants begin to take off. After months of delays, the first TSMC factory in Arizona has started producing chips for Apple and AMD using the N4 node (5 Nm). It is not its most advanced technology, but marks an important step. The second plant, scheduled for 2028, will work with nodes of 3 Nm and 2 Nm. In the case of Nvidia, the company has confirmed that the production of its Blackwell chips has already begun at the TSMC facilities in Arizona. What is not entirely clear is at what exact point the process is located or if the final packaging is being carried out in the United States or continues depending on shipments to Taiwan. As A ASML points outthere are several processes involved in chips production. Let’s see them in general: Deposition: It starts from an ultrapuro silicon wafer on which very thin layers of different materials are added. These layers form the base of the chip. Fotor resistant coating: The wafer is covered with a photosensitive material that reacts to light and allows to transfer the design of the circuit. Lithography: Ultraviolet light on the resist To draw the chip pattern. This phase defines the size of transistors. Recorded: The exposed areas of the resist To mark the pattern on the wafer. It can be done with gases (dry) or with chemicals (wet). Ionic implantation: The wafer with ions is bombarded to modify its conductivity and form the transistors. Packaging: Chips are cut, place on a substrate with connections and encapsulate with a cover that protects them and helps to dissipate heat. Waiting for advances. Analysts cited by Reuters point that “it is unlikely that Nvidia had transferred its production to the United States of not being for the pressure of the Trump administration.” They add, however, that the announced figure could be an exaggeration, and compare the maneuver as the one performed by Apple when it promised to invest half a billion dollars in the country. Images | Nvidia In Xataka | After strictly regulating AI, the European Union has identified a problem: it has been too European Union

The Spanish car will be unscathed from US tariffs for a very simple reason: we manufacture cheap models

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25% of tariffs on all cars that enter through the borders of the United States. That is the last major measure announced by Donald Trump that, if nothing changes, will enter into force on April 2. A new economic decision that has evident winners and losers. How does Spain affect you? 25% tariffs. It had been rumored for a long time and Donald Trump has ended up confirming it: the United States will tax with 25% tariff to all cars that enter through its borders. If the car has been manufactured outside the United States, the importer will have to disburse 25% more through the car. The announcement has a small print that was later clarified by the White House, they collect in The country. For cars manufactured within the economic space of Canada-Mexico-United States (which have a special treaty) only the tariff will be applied to the pieces that are not produced in the United States, which should partially mitigate the norm. The latter is important since it is estimated that tariffs will raise the purchase cost of a car in the United States between $ 4,000 and $ 10,000 Since half of the cars bought in the country come from abroad and, from those assembled there, 60% of the components are also manufactured outside their borders, they point out in Motorpasion. And a threat. “If the European Union collaborates with Canada to economically harm the United States, they will be imposed on a large -scale tariffs, much greater than expected, to protect the best friend that both countries have had,” Donald Trump threatened in words collected by The country. The words of the president of the United States are a notice for a European Union that had threatened to reactivate tariffs that were already in force during Donald Trump’s first mandate and even go one step further, as reported The New York Times. Germany is especially vulnerable to US policies. It is the country that exports the most cars to the United States. According to Bloombergin 2024 they exported 446,566 cars worth 24,800 million dollars. In addition, its main manufacturers produce a good part of the cars that sell in the United States in countries such as Mexico or Canada. So, 80% of cars that Volkswagen sells in the country come from outside the United States. Mercedes does the same with 63% of its cars and BMW with 52%. What about Spain? According to the Data from the Department of Commerce collected by The country. Spain only exported 8,316 light vehicles that added a value of 178.5 million dollars. Both figures are, obviously, minimal if we take into account those that we have been renovating previously. According to Observatory of Economic Complexity (OEC)the main shipments from Spain to the United States represented Volkswagen and Ford. Despite this, those 178.5 million dollars contrast with the more than 8,000 million dollars that Spain exports in cars to France or Germany, the main markets for the Spanish industry. Small and European. If the Spanish industry will not suffer with the tariffs raised by Donald Trump it is because the cars we manufacture here are focused on the European market. Most of them are Compact and utilitarian vehicles of relatively low prices that are manufactured in Spain because the labor is cheaper and, therefore, allows to better adjust the benefits margins. The data pointed out that Ford was one of the most affected companies in Spain because it produced in Almussafes (Valencia) the Ford Transit Connect. This vehicle was exported to the United States because it was used as a taxi in New York. However, It does not occur since 2024. To this we must add that the country has been taking positions in recent years to reposition its industry in the electric car. And production plans for this type of cars also indicates that They will be small carsdestined for a European public. Consumers. So far we have talked about the industry but, obviously, a European response will touch sectors outside the car. While in the United States half of the cars that are bought are manufactured outside the country, only 12% of cars imported to Europe come from the United States, According to Acea. If Europe decides to respond by raising more commercial barriers to the cars that come there, the main damaged will be the Tesla Model S and, above all, the American sports models such as the Ford Mutang or the Chevrolet Corvette. Models that, like the Ford Broncothey arrive at droppers and are especially expensive to compensate for the European Emissions Standards. Therefore, if the European Union decides to answer we can expect an increase in the prices of other products. For example, it was already valued to impose Harley-Davidson motorcycles. Photo | Stellantis In Xataka | Europe wants to complicate things to China but Spain has other plans: go for free to attract MG and Byd factories

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