manufacturers

only Chinese memory manufacturers can bring sanity back to the hardware market

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The price of memory has become a bad joke. DDR4 and DDR5 modules are in short supply, PC manufacturers are packaging computers without enough memory and even Apple has risen 20% the price of your MacBooks and iPads blaming this component directly. The artificial intelligence (AI) is to blame, and there is no sign of the situation improving anytime soon. Samsung, SK hynix and Micron, which control around 90% of global DRAM production, have refocused much of its manufacturing lines towards high-bandwidth memory (HBM), which powers AI accelerators from Nvidia and other companies. The result is that the consumer market, the one that supplies our computers, mobile phones and consoles, has been practically abandoned to its fate. And in that void there are only two names capable of providing some oxygen: CXMT (ChangXin Memory Technologies) and YMTC (Yangtze Memory Technologies Co.). These two Chinese manufacturers have been secondary players for years and, suddenly, they have emerged as the only variable capable of stabilizing skyrocketing prices. Two manufacturers, one opportunity CXMT has made a rise that seemed unthinkable just two years ago. This company has increased its net profit more than 1,688% in a single quarter, has signed a contract with Tencent valued at about 20 billion yuan (about $2.75 billion) to supply DRAM for servers, and already holds a global share of 7.67% according to Omdiamaking it the fourth largest manufacturer on the planet and the first in China. While CXMT fights its battle in the DRAM market, YMTC does the same in the field of NAND Flash chips. This last company has gone from a share of 8% to 13% in just one year, and is preparing a new plant whose mass production will start during the second half of 2026which will place it as the third largest NAND manufacturer in the world only behind Samsung and Kioxia. In addition, YMTC has decided to dedicate 50% of the capacity of its third plant in the city, different from the previous one, to the manufacturing of DRAM, marking an unprecedented foray into the field of its compatriot CXMT. CXMT prices are already starting to look dangerously similar to those of Samsung, SK hynix or Micron However, it is in our best interest to moderate our enthusiasm. As we could see at Computex, CXMT prices They are already beginning to look dangerously similar to those of Samsung, SK hynix or Micron, and a good part of their production is still destined for the Chinese domestic market. It is important that we also moderate our expectations: the avalanche of capacity of these two manufacturers will not reach the global market until 2027, according to the industry’s own estimates. And there is another front that does not depend on the factories. CXMT is on the Pentagon’s 1260H list for its alleged ties to the People’s Liberation Army, something that has forced Apple to put pressure on the Trump Administration to be able to buy chips from him without retaliation. As can be expected, any movement in Washington can stop this escape route in its tracks just when we need it most. China is not going to solve this crisis overnight, but it is, today, the only piece on the board that is moving in the right direction. Whether it arrives on time or not will depend on both its factories and the geopolitics that surround them. In Xataka | China needs to develop a new type of chips immune to US sanctions. And your scientists have just achieved it

the biggest bet in its history to national chip manufacturers

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China has defined a series of steps to become the first world power. Technological sovereignty falls within this roadmap and, to achieve the objective, a greater investment in local technology is necessary. The current battlefield is that of AI chips, a segment that Nvidia dominates with an iron fist, but if there is a way to change the trend it is with technology and money, a lot of money. And China has found its three winning horses. In short. China is a giant market for Nvidia. With Western Big Tech in his pocket (although Anthropic and Meta are looking favorably at Samsung for inference chips for the age of agentic AI), Nvidia was missing the other big pie. China is a market valued in 50,000 million dollars for whoever manages to position itself as a leader in the AI ​​chip segment, but the problem for Nvidia is that it is not easy at all. Due to bureaucratic problems on the part of the US and China itself, Nvidia is a bit in no man’s land. Meanwhile, national companies have been positioning themselves, presenting their alternatives and GPUs for training this technology. And with the order to bet on the national product, Chinese companies are clear about it. As we read in Business TimesChinese Big Tech currently invests 30% annually of its budget in national AI accelerators, but that spending will increase to 46% over the next twelve months. The horses. Some of these Big Techs are creating their own chips, or already have them. This is the case of Alibaba or Tencent, which would be a kind of Meta or Google: they offer a product to the user, to other companies and, in addition, they have their own data centers with their home-made chips. However, there are other companies that are more focused on creating the hardware to power the internal data centers of those other large companies. This is the case of Hygon Information Technology or Cambricon Technologies, but also of Huawei. All three offer AI platforms that are becoming increasingly important in a context in which Nvidia H20 chips designed specifically for China They are increasingly difficult to find due to that national order to prioritize homemade hardware. The advantage of these companies is that it is no longer about raw power, which is one of the advantages that Nvidia had (although Nvidia is much more, since it also has a complete software suite and so on), but about speed and low latency. For agentic AI, high bandwidth for fast data transfer is essential, and that seems to be a point that Chinese hardware companies are focusing on. The Ascend. The interesting thing is that this strategy is not a future plan and is already being put into practice. Zhipu AI, for example, is a company that has already trained its GLM-5 model on more than 740 billion parameters entirely with the Huawei Ascend 910C. In addition, the Chinese company is working on the development of the Ascend 950 and 960 chips that promise to achieve parity with Nvidia’s most modern architectures. And the supernodes. On the other hand, Huawei continues to push the Atlas 950 supernode. Presented a few months ago, it is a cluster of up to 9,192 Ascend 950DT NPUs per system with up to 1,152 TB of unified memory. It is, according to the company, a direct competitor to Nvidia’s NVL144 rack, achieving 6.7 times more computing power than that of the American company. It is designed for both training and inference and, although it raises doubts about the energy efficiency per computing unit compared to that of Nvidia, what is clear is that it is a product that Chinese Big Tech They will be able to ‘shoot’ for their future models. Huawei is taking the platform around the world and its next appointment is at the World Artificial Intelligence Conference 2026 in Shanghai. Whether Nvidia solutions are used or not, what is clear is that the intention is to prioritize national hardware. China is going to invest nearly $300 billion to build data centers over the next five years to boost AI across all sectors of society. For its part, at least 80% of the basic technologywhere the chips come in, will be supplied by national companies. As several have already pointed out (Jensen Huang among them), the US veto of China It was the worst move they could make. because they only achieved one thing: give wings to their accelerated technological development. In Xataka | Huawei is very close to a great technological milestone. And he is very clear about what has allowed him to do so: the US veto

The Ferrari Luce has sold all its units in China. And that is the best sign for Chinese manufacturers

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Ferrari Luce in China. With the Luce, of course. The Maranello electric car has posted the “all sold” message on the door of its dealerships. 88 units at almost $600,000. A very high figure for a Chinese market that has also lowered the prices of luxury vehicles. Despite everything, Ferrari is Ferrari. whatever they want. They can sell whatever they want. It is the conclusion defended by multiple analysts and pickup in Xataka during the presentation of Ferrari Lucethe company’s first electric car that created enormous controversy for its design that even surpassed that of having launched an electric car without a trace of gasoline smell. Just a few days later we learned that Ferrari had sold each and every one of the units that I had planned in a first print run. Many or few? It really is not entirely clear because Ferrari’s production capacity is limited and only with the passage of years will we be able to know if the car has been a success or not. What is certain is that Ferrari, by the simple fact of being Ferrari, shows that it can sell whatever it wants. 88 units for China. With a waiting list that already extends until 2027, the Ferrari Luce has had the reception that could be expected. Even though the company has assured that does not force its more traditional clients to buy the car as a preliminary step to get the most special units. Of that waiting list that has already been completed, 88 of those units will go directly to the Chinese market. These Ferrari Luce, ensure in Car News Chinahave been sold with a starting price of $586,600 (almost four million Chinese yuan at the exchange rate). The figure is, they explain, 7% lower than the price sold in Europe. Very important. That sales are advancing at a good pace is huge news for the brand since China has been very quickly turning to its local manufacturers and turning its back on foreign ones. In fact, Ferrari only sold 584 units in 2025 in the Asian country. The fall was serious because in 2024 it signed 814 units and in 2023 it placed 1,221 supercars. That is to say, placing 88 units at once in China has already allowed it to sell 15% of the same amount that it signed last year. Without a doubt, a cushion that allows you to cushion the fall in a market that is clearly moving towards electrical products and, above all, to local ones. Big money. When analyzing car sales in China, in CarNewsChina They talk about “extra luxury” to refer to cars that cost more than a million yuan (just over 120,000 euros at direct exchange rate). It is a market where, curiously, only European cars dominate. The twentieth place last year was the Mercedes-AMG GLS with 83 units. In one fell swoop, Ferrari would have already surpassed it. But this list is not dominated by European cars because they do things better, it is because Chinese manufacturers have entered into a price war that has managed to place the price ceiling of their luxury cars below that million yuan. That is why it is surprising that Ferrari is capable of placing 88 units of a car that multiplies that cost by four. It must be taken into account that only BYD with the Yangwang U8 and its long variant U8L managed to sneak into this list. The rest of the supercars do not appear because, among other things, they cost less money than that million yuan border. Much more for less money. To show what we are talking about, the Huawei Maextro S800a luxury sedan that is half-manufactured by Huawei and the automobile conglomerate JAC, started last year at just over 700,000 Chinese yuan (about $100,000 at the exchange rate) and its top range barely exceeded that million yuan. Only in the last month of December 2025, This car outsold the BMW 7 Series, the Porsche Panamera and the Mercedes-Maybach S-Class. which were consolidated as the next three best-selling cars. While the Chinese car sold 4,376 units, the European options totaled 4,140 units. Chinese manufacturers are offering cars that are more technologically advanced inside than any other European company. The Huawei Maextro S800 has triple screen inside between 15 and 16 inchesendings in wood inside with space to store champagne bottles, individual seats in bucket format in the rear seats, the most advanced ADAS systems and, of course, full integration with the Huawei ecosystem. The path to choose. They assure Ferrari that the Luce is a car that is not aimed at its most classic clients. “It is designed for a different customer profile, not for historical customers to buy, who, obviously, can do so if they wish,” assured Enrico Galliera who has just left his position as the company’s head of marketing. As we said in Xataka It is clear that Ferrari is looking to carve out a niche for itself among a new type of customer. Although it aims at a global market, this was essential in China where the preferred car among the rich also seems to be electric and Chinese but, above all, it aims to be something different from what we traditionally know as a car. That Ferrari has sold all the units there allows it to position itself as a modern company, capable of doing different things. For example, this opinion from a Chinese buyer of a Porsche Taycan in statements to Bloomberg: “It was just an electrified Porsche. That’s all.” In the article, he described the purchase as “terrible” because, simply, it did not provide any differential value. For now, the numbers seem to say that Ferrari is moving on the right path in China. Photo | Ferrari and Sou Jest In Xataka | “It shouldn’t be in a car”: Legendary Apple designer thinks we have a problem with touch screens

Valve blames RAM manufacturers for Steam Machine price

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The current technological and video game news is marked this week by two very clear things: ‘GTA VI‘ on the one hand, Steam Machine on the other. Both have something in common: controversy over the price. In the case of the Rockstar game because the 80 euro edition feels cut. In the case of the Valve machine because the price of 1,039 euros seems very inflated. And we don’t know if Rockstar had a gun to its head to set that price, but we do know that Valve had no option with the Steam Machine. Basically, it was an offer they couldn’t refuse. The situation is what it is. We have already spoken at length about the different editions of a Steam Machine that has hardware that is not cutting edge, far from it, and that comes with 16 GB of RAM and 512 GB of storage for 1,039 euros. If you want 2 TB of SSD, you have to spend 1,359 euros. The control, in both configurations, is separate. And the problem is that Valve has found itself launching a machine at the worst possible time, one in which the consumer components segment is destroyed because everything goes to the gluttonous AI industry. The problem is that they had to release the announced machine no matter what (they announced it in November), so they had no other options. Almost…literally. Questionable tactics. It’s no secret that Valve has found itself in deep water with the Steam Machine. A few weeks ago they asked (half jokingly, half seriously) help getting RAMwhich confirmed an open secret: if the machine was lagging, and if it was going to be very expensive, it was because of the RAM and the SSD. Gamer Nexus is one of the best hardware analysts on YouTube and his video about the system is all you need to see if you’re interested in this product, but it’s also interesting for one reason: Valve has done what it can. Or what they have left him. How they collect in Kotakuin a moment of the analysis comments on this matter, stating that Valve confessed to him that they had not been able to obtain any juicy contract with any RAM/SSD seller. The Valve employee’s phrase is devastating: “Look, there are no contracts. There is nothing. These guys are… they give us a price every month and then they say ‘you can buy this amount’ and it’s a yes or a no. And if we say no, they never talk to us again.” It makes sense. Because of that huge limitation, the Steam Machine being sent for review has a single 16GB DDR5 RAM module, but the motherboard actually has capacity for a second module, so it’s easy to imagine future Steam Machines with two 8GB sticks instead of one 16GB because that’s basically what they can access. And the saddest thing about it is that it makes sense. Valve is the king of video games on PC, it has its great gaming platform in Steam with benefits and power like no other player in the sector. However, in the world of hardware, Valve is a nobody. You are not going to make huge or constant orders with the deck or the Machine, so no manufacturer is going to associate with them to “price them” and be able to have a cheaper machine on the market. In the end, and in a much clearer summary, Valve is not Apple, it is not Samsung, it is not a company that is going to put millions of devices on the street and that, therefore, has room to negotiate better prices and payment conditions. In fact, even those giants are having problems. and what remains. This whole situation with the Steam Machine is a bummer, whether you were interested in the machine or not. It is something that reflects the first actions of more than a decade ago were a monumental fiascobut with the success of the Steam Deck, now they have wanted to take the bull by the horns and be the ones to launch the Steam Machine, but they have been caught out by this whole situation. In fact, they have already hinted that they were planning to launch it between 800 and 900 euros. In recent conversations they have pointed out that if we look at the price increase that Steam Deck has sufferedthat difference is what we should cut from the 1,039 euros to have an idea of ​​the price at which they wanted to sell it. It is no excuse, of course, in the end this is Valve’s problem, but the reality is very different: we are the users who are having to face more expensive technology and those of us who cannot access computers (basic for many of us) at the prices that existed before the NAND chip market exploded. Oh well, we have to continue creating slopewhich is the important thing. In Xataka | The runaway price of RAM threatens more expensive phones than ever. And that’s not even the biggest problem

We are in 2026, but you will only see part of the World Cup in 4K because of DAZN: TV manufacturers are already rubbing their hands

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You have a 4K TV, you have contracted Movistar Plus, Orange TV or DAZN and you are ready to live the Soccer World Cup 2026 in the best possible quality so as not to miss any details. Well we have bad news for you: almost all the games will arrive on your screen with a 1080i resolution, even if your television platform can broadcast in 4K. The fuse was lit as a result of the message from a user from Movistar Plus on X, in which he asked if he could watch the World Cup in 4K HDR. The initial response from Movistar was “Yes, as long as you have the UHD disc you can watch the games that will be broadcast on DAZN in 4K HDR.” The problem is that, when asked by our colleagues Xataka Mobileboth Movistar Plus and Orange TV have discarded that those matches are going to be broadcast in 4K. The controversy is served. The World Cup signal comes in 1080i: that changes everything DAZN is the one who has the rights to broadcast the 104 matches of the tournament in Spain. The problem is that your DAZN World signal arrives in 1080i resolution, not 4K. Since Movistar Plus and Orange TV only limit themselves to distributing the signal, what they receive is what they give you. Both operators have confirmed it: there will be no 4K on their platforms for the World Cup matches. In Xataka The gap between Samsung and TCL in the television market seemed unbridgeable. Until it stops looking like it This represents a clear setback in terms of resolution and image quality since in Qatar 2022, World Goal It broadcast the 64 matches of the championship in 4K UHD both on Movistar Plus and on its own app. However, all is not lost. In a corner of the reviled DTT we have a glimmer of hope left for those of us who want to see the World Cup in the USA, Mexico and Canada with the best possible quality: La 1 UHD (Ultra High Definition). Yes, on DTT RTVE took over the rights to World Cup broadcast and will offer 33 open matches, including the opening match, the two semi-finals, the third and fourth place and the grand final, in addition to all the matches in which the Spanish National Team participates. These 33 matches will be the only ones that can be seen openly and in 4K in Spain. However, this RTVE signal also has small print for television platforms such as Movistar Plus and Orange TV, since on its grid They carry La 1 HD, but not La 1 UHDso to watch the games in 4K it will be necessary to tune in to the La 1 UHD channel on DTT, not the platform. First impressions of the TCL RM9L with RGB MiniLED: the alternative to OLED for large format screens Only Vodafone TV customers, you just added the RTVE channel in 4K on your grill, and Digi TV They will be able to watch the matches broadcast by the public entity in 4K quality from their platform. In short: if you want the 33 games in 4K, you need DTT (free to air) or Vodafone TV and DigiTV (with subscription). If you want to see the rest, you’ll have to settle for 1080i resolution. All is not lost: your television can save the game This is where something that few people take into account comes into play. when buying a TV: he image processor and its algorithms image enhancement and scaling. No matter how good your TV is, it’s not going to convert a 1080i resolution signal into 4K by magicbut it can improve a lot quality in which you watch the World Cup. Current televisions apply a process called upscaling, in which they take the input signal and upscale it to the panel’s native 4K resolution by adding, through AI and other algorithms, data that was not in the original source. In fact, it is the same process used by 8K TVs to display content that is in 4K. {“videoId”:”x95se90″,”autoplay”:false,”title”:”How technology has changed football ⚽️”, “tag”:”webedia-prod”, “duration”:”708″} In this way, the processor “generates” an image that emulates 4K quality, improving the sharpness, color and motion processing of the original signal along the way. Therefore, how much the better the processor and the more refined the scaling and enhancement algorithms, the more convincing the result will be, reducing the difference between native content in 1080 and 4K. Amazon Prime Video, for example, has entire teams dedicated to ensuring make your signal look good on every type of screen and in every network condition. In practice, a high-end TV from Sony, Samsung or LG with a powerful processor can improve its quality when a 1080i game is displayed on a 4K panel. There is more detail, less noise, and the movement of the ball loses that artificial texture that poorly scaled signals have. On the other hand, with an entry-level television that does not have a reliable image processor and does not have optimized scaling algorithms, the signal is shown as it arrives: a 1080i expanded to cover the 4K panelbut without providing any improvement to the resulting image. In Xataka | Xiaomi castles in the QD-Mini LED in 2026: five new TVs and makes the leap to 98 inches with a knockdown price Image | Unsplash (Vitaly Gariev) (function() { window._JS_MODULES = window._JS_MODULES || {}; var headElement = document.getElementsByTagName(‘head’)(0); if (_JS_MODULES.instagram) { var instagramScript = document.createElement(‘script’); instagramScript.src=”https://platform.instagram.com/en_US/embeds.js”; instagramScript.async = true; instagramScript.defer = true; headElement.appendChild(instagramScript); – The news We are in 2026, but you will only see part of the World Cup in 4K because of DAZN: TV manufacturers are already rubbing their hands was originally published in Xataka by Ruben Andres .

Chinese manufacturers of OLED panels for mobile phones face an enemy they did not expect: memory shortages

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Chinese companies whose business is based to a greater or lesser extent on the manufacture of OLED panels for mobile phones They are suffering. BOE, Visionox, Tianma or TCL CSOT are some of the companies that the shortage of memory chips has placed in a very delicate position. In fact, the market for OLED matrices for smartphones is going through its worst quarter in years, according to DigiTimes Asia. Global shipments fell 12% year-on-year and 20% compared to the previous quarter during the first quarter of 2026, according to data managed by the consulting firm. UBI Research. A priori it might surprise us that the memory market is degrading the business of Chinese manufacturers of small format OLED panels, but if we dig beyond the surface it is easy to understand precisely what is happening. And what is happening is that Android mobile phone manufacturers are buying many fewer organic matrix screens from their Chinese suppliers because they need to offset the increase in memory prices by reducing the cost of the screen. This scenario mainly affects entry- and mid-range Android smartphones, which are the ones that mostly opted for moderately priced OLED matrices manufactured in China. High-end Android terminals and iPhones usually have OLED screens from Samsung Display or LG Display, although Apple also uses BOE for some models. South Korean manufacturers are taking this blow much better The origin of this problem lies in a decision made by SK Hynix, Samsung and Micron Technology, the three companies that control more than 95% of global DRAM productiona year ago. The rise of data centers for artificial intelligence (IA) has skyrocketed the demand for HBM memories (High Bandwidth Memory) that coexist with GPUs. For the three large memory manufacturers, HBM chips leave a greater margin than conventional DRAM memories, which is why they have focused on the production of the former and have largely sacrificed the latter. The most surprising thing is that this situation has triggered an asymmetric problem This strategy has caused the price of DRAM and NAND memories to increase sharply, but the most surprising thing is that this situation has triggered an asymmetric problem. As we have seen, sales of Chinese OLED panel manufacturers have fallen, but Samsung Display and LG Display are taking the hit very well. And they are doing it because their most important customers are Apple and Samsung Electronics. These two mobile phone manufacturers work with wide margins and have agreed long-term supply contracts with Samsung Display and LG Display, which gives them greater room for maneuver. At the moment they have not been forced to cut the cost of their screens. Be that as it may, market shares during the first quarter of 2026 speak for themselves, according to Korea Herald. Samsung Display led the global market for OLED panels for smartphones with a share of 44.4%, up from 42.8% in the same period in 2025. LG Display reached 9%, rising from 7.6%. Both gained quota despite the fact that its absolute shipments also fell. Among Chinese companies the picture was mixed: BOE maintained the largest Chinese share at 16.3%, and Visionox rose to 10.7% from 9.3%. Tianma fell to 9% from 12.1%, and lastly, TCL CSOT fell to 7.8% from 9.8%. Image | Xataka More information | DigiTimes Asia | Korea Herald In Xataka | The US remains committed to stopping China. Now it has targeted the second largest Chinese chip manufacturer

The manufacturers promised them happy with “Ultra” phones up to the top of specs. The RAM crisis has other plans for them

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Being an Ultra is not usually the best, unless you are a mobile phone. For years, manufacturers have been throwing darts at each other, launching models designed by and to demonstrate muscle. There was a manufacturer who threw the first stone, and the rest began to follow him. Today, with the component crisis that AI is causing, are in danger. The beginning of everything. The first “Ultra” mobile phone on the market was the Samsung Galaxy S20 Ultra. The company did a fairly marketing exercise: 108 megapixel camera, 100x zoom… everything in a big way. Was it the best Galaxy to date? Yes. Was it a strategy to set a new industry standard through an even more striking surname? Also. China wakes up. China was quick to react to Samsung’s message. Xiaomi responded with the Xiaomi Mi 10 Ultraa phone that debuted 120W fast charging (absolute nonsense a few years ago), 120x zoom to surpass Samsung, and even a transparent finish to show off its hardware. It was the first Chinese mobile phone to fully enter the war: “we are going to put absolutely everything we can into a mobile phone, whether it is useful or not.” And from then on, the party began. Raised to the absurd. The war to launch increasingly powerful Ultra models is beginning to move away from its original objective. Samsung launched a first model with oversized specs, but with a certain commercial purpose. Manufacturers like Vivo launch phones like the 300Ultra They are sold directly in a kit that makes their price practically unattainable, and some of the direct rivals of Samsung and Apple surpass Western brands in price. Chinese manufacturers do not want to sell them, they want to continue demonstrating technological leadership. in check. As pointed out Ice Universethe flagship Ultra is in danger, and some of the big Chinese brands are considering pausing this product line. The Chinese Ultra is not born to sell in volume, and the Pro models or series number (Xiaomi 17simply) are those who are born to sell, even in China. The increase in costs of components such as internal memory or RAM makes launching Ultra models even more complicated, unless the manufacturer wants to raise the price to the absurd. Yes, but. Despite Ice’s predictions, it seems unlikely that the RAM crisis could completely knock down the Ultra models. Manufacturers have been betting for years on a strategy that allows them to reduce costs and continue advancing in their product line: launching exactly the same mobile year after year, but with some additional touches. This allows you to contain costs, recycle parts and reduce R&D spending, while maintaining memory configurations that cannot be reversed. Be that as it may, it seems inevitable that the RAM crisis will completely affect the mobile market, and that in 2027 we will see progress in dribs and drabs. In Xataka | The best mobile phones (2026), we have tested them and here are their analyzes

The demand for AI memories is suffocating mobile manufacturers. The largest Chinese chip producer is going to take advantage of it

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SMIC (Semiconductor Manufacturing International Corp) is the largest Chinese semiconductor manufacturer with a global market share of about 5%. This company is the best asset that Xi Jinping’s Government currently has to sustain China’s technological development. Hua Hong Semiconductor and SMES (Semiconductor Manufacturing Electronics Shaoxing) are also two very important chip manufacturers, but the true spearhead of this gigantic Asian country in this industry is SMIC. This company is partially public and has, as expected, the support of the Chinese Government. In fact, The Administration is investing a lot of money in their chip manufacturers. SMIC and the other Chinese chip producers do not have extreme ultraviolet photolithography (UVE), which are the most sophisticated that exist, but they do have the Twinscan NXT:2000i deep ultraviolet (UVP) equipment manufactured by the Dutch company ASML. These machines have not been designed to develop integrated circuits comparable to the most advanced ones currently manufactured by TSMC, Intel or Samsung, which is why the competitiveness of Chinese semiconductor manufacturers has suffered. Even so, SMIC has a plan to continue growing despite the impact that US sanctions are having on its business. And, according to SCMPis going to launch it now to take advantage of the bad times that manufacturers of smartphones and other consumer electronics devices are having. In March 2026. The memory supercycle for AI has put mobile phones on the ropes The DRAM memory industry is facing a profound structural transformation. The three largest chip manufacturers of memory on the planet, the South Korean companies SK Hynix and Samsung Electronics, and the American Micron Technology, They have reallocated about 70% of its production lines to high-bandwidth memories (HBM) to satisfy the currently insatiable demand of data centers specialized in artificial intelligence (AI). The current situation has triggered the birth of a supercycle in the memory market This situation has triggered the birth of a supercycle in the memory market, which is, simply, a presumably prolonged period of time during which the demand for a certain product far exceeds the offer. This scenario causes prices to skyrocket. In fact, that is what is currently happening with memory chips. And the big losers at the moment are the manufacturers of smartphones and other consumer electronics devices. This circumstance is precisely what SMIC wants to take advantage of to grow. And it plans to do so by trying to capture the entire low- and mid-range chip market that is being neglected. SK Hynix, Micron Technology and Samsung are focusing on the production of HBM integrated circuits because they leave them with a much higher profit margin than other memory technologies. SMIC cannot manufacture chips using cutting-edge photolithography beyond 7nmbut you don’t need them. Its current integration technologies are sufficient to manufacture the microcontrollers and memory chips demanded by mobile phone manufacturers. Image | Generated by Xataka with Gemini More information | SCMP In Xataka | We can forget about AI without hallucinations for now. NVIDIA CEO explains why

China already has two chip manufacturers with 7nm technology. This is very bad news for the US and its allies.

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SMIC (Semiconductor Manufacturing International Corp), the largest Chinese semiconductor manufacturer, has the capacity to produce 7nm chips from 2023. At the beginning of September of that year this company shook up the integrated circuit industry by demonstrating that it had been able to manufacture these semiconductors despite not having access to UVE photolithography equipment (extreme ultraviolet) produced by the Dutch company ASML. These highly sophisticated machines are necessary to manufacture cutting-edge chipsand ASML cannot sell them to its Chinese customers because the US, which controls some of the patents used by this equipment, prohibits it. Still, in 2023 SMIC and Huawei worked hand in hand to manufacture 7nm ICs without using ASML’s EUU machines. Of course, they used deep ultraviolet (UVP) equipment that this company from the Netherlands also produces. UVP machines are not as advanced as UVE machines, but with proper refinements they can be used to manufacture cutting-edge integrated circuits. And now China has two semiconductor manufacturers capable of producing 7nm chips. As we have just seen, one of them is SMIC, and the other, according to Reutersis Hua Hong Semiconductor, the country’s second largest integrated circuit producer. The shadow of ‘multiple patterning’ is very long Hua Hong Semiconductor’s division specializing in third-party chip manufacturing is called Huali Microelectronics, and, again according to Reutersis preparing to start production of 7nm integrated circuits at its Shanghai plant. The sources that have revealed this information assure that Huawei has collaborated with Huali Microelectronics on this project, which invites us to reach two reasonable conclusions. It is very likely that with the help of Huawei, Huali has developed ‘multiple patterning’ techniques The first is that Huali’s 7nm lithography will most likely play an essential role in GPU production capacity for artificial intelligence (AI) from both Huawei and other Chinese companies. And the second conclusion is actually a plausible hypothesis. And, like SMIC, Huali does not have access to ASML SVU equipment. For this reason, it is very likely that with the help of Huawei it has developed security techniques. multiple patterning to be able to manufacture 7nm chips with the UVP machines in its possession. A priori, UVP machines are suitable for manufacturing semiconductors up to 10 nm. And with EUVs it is possible to exceed 3 nm. However, by refining the processes involved in transferring the pattern to the wafer and turning to multiple patterning It is possible to go beyond these integration technologies. This technique broadly consists of transferring the pattern to the wafer in several passes with the purpose of increasing the resolution of the lithographic process. It may have an upward impact on the cost of chips and a downward impact on production capacity, but it works. Either way, Huali Microelectronics is going to face the same challenges that SMIC has dealt with for the last three years: the multiple patterning seriously limits the number of viable chips per wafer that is possible to manufacture. And, therefore, it increases its cost. Still, it is very important for Chinese AI chip designers to have access to two companies capable of producing their designs with advanced photolithography technology. And for Hua Hong Semiconductor it is crucial to have the ability to manufacture, thanks to Huali, cutting-edge integrated circuits and not just 22 nm or larger (this is the most advanced photolithography it had so far). Image | Generated by Xataka with Gemini More information | Reuters In Xataka | TSMC is already the highest-earning chipmaker on the planet. It has beaten two semiconductor giants

The MacBook Neo is the biggest existential threat to the Windows laptop market. And the manufacturers have no answer

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Catacrac. This is how the announcement that Apple made with the MacBook Neo. They are modest in specifications, yes, but they have a surprising price/performance ratio if we take into account that it comes from Apple. The company, which seemed like it would never “humiliate itself” with a “cheap” product, has ended up doing just that. And in the process, it has posed an extraordinary threat to Windows laptops with a product that is a missile to the waterline of many manufacturers. A perfect team for many people. We’re all looking for the best product at the best price, and the MacBook Neo is a fantastic balancing act. It is not by far the best laptop one can find, but it is a device with a very reasonable configuration for many people. And it is because many people use the laptop for tasks that do not need more power or features. Apple has also hit the nail on the head with the price: being an Apple product, those 700 euros almost seem like a bargain. A textbook masterstroke. While Windows laptop manufacturers get tangled up in justifying why a laptop It should cost 1,500 euros to do everything you want (not to mention the AI ​​options), Apple has on its hands a product that overturns the perception of value. The MacBook Neo does not seek to win performance races, but rather to be the equipment that any student, administrator or home user buys without looking at another alternative. In 2026, true innovation is not to include an incredible NPU, but to offer a product that solves a need and do so at a price that previously seemed an insult by Apple’s standards. Remembering netbooks. Almost 20 years ago the industry tried to move in this direction with netbooks. These Windows laptops were (very) modest, crude and cheap and generated a lot of expectation, but realities soon arrived. Its limitations were so obvious that they were not worth it, and the concept of the “modest, cheap and functional laptop” was perhaps ahead of its time. Cupertino has arrived on time. Apple seems to have arrived at the right time, because we have been saying for years that mobile chips were already extraordinarily powerful and were wasted both in our smartphones and (especially) in iPads. The MacBook Neo is what netbooks should always be—well, maybe a little expensive for a netbook—with the difference that here the features promise to be much more adequate. Slap for Windows on ARM. The appearance of this team is also a very hard blow for all those teams that have tried to Windows on ARM it made sense. We have seen several throughout these years and everything seemed to indicate that Microsoft and the manufacturers they had a chancebut they have ended up making computers that were basically clones of their variants with Intel/AMD in almost everything. With more autonomy and many AI functionsYes, but with often high prices and with some software limitations because the Windows ecosystem on ARM architecture is not nearly as prepared as Apple’s with macOS, which completed that transition after the launch of the M1 in 2020. There is hope for Microsoft and its users. Manufacturers of Windows equipment will now have to react and come up with competitive options. And they certainly have the potential to do so. Qualcomm has its Snapdragon Meanwhile, NVIDIA already has its SoCs for laptops almost ready —we saw them at CES— so we may be looking at a “second era of netbooks” in which the MacBook Neo competes with Windows/ARM machines on price and features. Of course, it remains to be seen what the real performance, autonomy and reliability of these future devices, including Apple’s, are. Suddenly Apple has a catalog of “affordable” products that puts its competitors in trouble. Beyond the Chromebook. The MacBook Neo could be seen as a “Chromebook killer”, but Google has stopped promoting them and manufacturers no longer lend them either so much attention. In fact, the future of Google laptops It seems to go through Android, not ChromeOS. While the MacBook Neo can certainly be a very reasonable device for students, it is actually an attack on the conventional “home laptop” with which HP, Dell or ASUS have always triumphed. Apple’s prestige plays a lot in its favor here, and it may win over not only young people, but also many other users who saw Apple as an aspirational brand that was too exclusive for their budgets. Memory makes everything more expensive… except the MacBook Neo. Furthermore, this launch moment could not be more cruel for Windows laptop manufacturers. All of them have already been warning that they will have to raise prices due to the RAM memory crisis, but Apple has done just the opposite: instead of presenting more expensive products—well, has also done it—, the firm has uncovered a functional and affordable bet that does not punish consumers. Sacrifices must be made, yes, but they are reasonable, especially in view of events. Apple has shown that you can be “humble” in price without losing your identity, and now it remains to be seen what the response of Windows equipment manufacturers is. Because what is clear is that that answer will come. And it is likely that after all this launch it will end up being very good news for us, the users. In Xataka | Apple made a splash with its cheapest iPhone. And the iPhone 17e is coming to repeat the play

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