market

With the RAM market in crisis, an unexpected winner appears: China

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The saying goes that, in a troubled river, fishermen gain. In the case of the RAM crisisto a troubled market, manufacturers profit. All devices need NAND chips. They are the ones that go into the RAM memory or the storage that is used from the mobile phone to the car, the router and the SD memories and Samsung, SK Hynix and Micron are the ones that control the majority of the production. The data centers need a huge amount of memorywhich has caused everything other than producing for them to be missing out on a large portion of the pie, which is why the three companies have thrown themselves into it. And, since their most important factories cannot do more, they have made the decision to inject a lot of money into China, which is not their favorite scenario, but what gives immediate relief. And all the extra RAM they make… it’s not going to be for us. Exploited. A few weeks ago we said that Jensen Huang, boss of NVIDIA, had met with senior officials from the Asian technology industry, including executives from TSMC and Samsung. He told the first ones to get their act together because NVIDIA was going to need a lot of wafers this year. In the seconds, more of the same, but with HBM4 memory new generation. Shortly after, it was Lisa Su, AMD’s boss, who visited Samsung’s offices in South Korea to reach a deal for HBM4 memory of South Koreans for AMD’s new platform focused on artificial intelligence. Everything moves to the tune of AI training and inference. We are talking about Samsung, but SK Hynix is ​​also developing new generation memory and the objective is the same: to produce everything possible because, although as users we cannot buy RAM or SSD and Valve can’t make the Steam Machinethey are doing great. Wons galore. The problem is that, although the numbers come out, the production lines can’t take it anymore. There are very few companies to create RAM that supplies a brutal demand, and that means that they either expand… or they don’t arrive. And that is precisely what they are doing, but looking at the industrial fabric that can serve as support: what they have been manufacturing in China. In SCMP we can read that Samsung is going to intensify its investment in its Xi’an plant. Specifically, 67.5% compared to the previous year. This will bring the investment to 465.4 billion won -about 264 million euros- in the Chinese plant. This is Samsung’s only plant abroad, and also one of the company’s most important because it is estimated to produce 40% of South Koreans’ NAND memory. The million-dollar investment comes after a few years of hiatus, but they are not the only ones. SK Hynix is ​​also going to inject 581.1 billion won -331 million euros- into its Dalian plant. It is 52% more than in the previous period and the largest disbursement since they acquired the factory in 2022. Immediate relief. The information They point out that it is not so much to produce more, but to satisfy the demand for cutting-edge memories. Recently, Samsung began mass manufacturing the HBM4 memory and SK Hynix the fastest DDR5 memory, and this strategy is focused on the two plants manufacturing that advanced memory instead of the rest of the factories having to adapt to the cutting-edge memory creation processes in order to continue dedicating themselves to other types of NAND chips. It also responds to a more pragmatic vision. Setting up a memory factory is not cheap, but above all, it is not fast. It takes about four or five years to build, polish the clean rooms and optimize the operational lines. It is much faster to adapt existing factories to obtain a much faster response. The reason is that they need wafers, and they need them now. From SK warned that the global shortage of wafers exceeds 20% and, probably, the situation will continue until 2030. Not very favorable weather. The curious thing is that this increase in investments occurs when the situation between China and the United States continues to be very turbulent. Although they have been relaxing, the United States imposed export controls on advanced chip manufacturing equipment destined for China. As much as Samsung is moving money and advanced machines to Samsung, it is in China and that means they must obey Washington’s order. There is licenses and annual permits and, both Samsung and SK Hynix, have a deadline to be able to send tools to their facilities, which are the ones they are taking advantage of because it is estimated that China represents 40% of Samsung’s NAND production and between 40% and 45% of SK Hynix’s. In fact, the company has another plant in Wuxi from which 30% of its NAND chips come out. China, from chill. Whether there is an upsurge in export orders or not remains to be seen. What is on the table at this moment is that China, “without doing anything” (and this with many quotes) is emerging as a very important player in this playing field. It is not only that Samsung and SK Hynix, the two most powerful in the sector, have greatly increased investment in their territory, but that their own RAM companies can see in this scenario the boost they needed to place themselves in the global conversation. One of the largest manufacturers in the country is CXMT and not only have they been polishing their manufacturing process in recent months to create 8,000 MHz DDR5 memories, but they have scaled their production capacity to reach a global market share of between 11% and 13%. Together with the manufacturer YMTC, they are emerging as an opportunity for brands like Lenovo, Dell or Asus, which need RAM to continue selling computers, have available without drastically increasing the price of their equipment. But hey, as we have said more than once in recent weeks, all the extra RAM they manufacture is … Read more

The biggest find in twelve years of GTA archeology came from an Edinburgh flea market and a used Xbox 360

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It’s fascinating when we discover details years (even decades) after a game’s release that hadn’t come to light before. Secret levels in classics that everyone had examined from cover to cover, unrevealed meanings, unsolved puzzles… and sometimes, versions of the games that should never have seen the light of day and that give clues about the ideas that were considered in the development process. The latest case in that sense: ‘GTA IV’. What has happened? Last weekend, a user of GTAForums known as janmatant He paid £5 at a flea market in Edinburgh for an Xbox 360 in not very good condition. At home he discovered that the console was running Xshell, the operating system for Microsoft development kits. The 120 GB hard drive contained a single game: a beta version of ‘Grand Theft Auto IV’ dated November 2007, several months before its commercial release. The treasures he found were poured into the thread GTA IV Beta Huntwho has been tracking unreleased content from the game since 2014 (and which has generated 14 new pages of comments since posting janmatant). GTA IV on the trail. That the discovery occurred in Edinburgh is not at all coincidental. Rockstar North has been based in the capital since it was DMA Design, in 1987, and that is why the console ended up in the hands of a scrap dealer, a process that clearly should not have happened. Development kits are proprietary hardware that Microsoft distributes exclusively to studios (and in those days also to the press) to run games in conditions close to the final hardware. In theory, at the end of a project cycle, those units are returned or destroyed, but this was not the case. 118 gigabytes of Liberty City. After confirming by the serial number that the devkit was authentic, janmatant uploaded the content to the Internet Archive under the title “Great Stealing of Vehicles four XDK”. The 118 GB file is it executable on a real Xbox 360 with debugging tools, although a fully playable version is not yet ready. The most immediate find was the Liberty City ferries. The barges appear in the game’s first trailer and in some cutscenes, but in the final game they are just a set piece. The realistic ‘GTA IV’ opted for a world focused on cars and taxis and in its day, Obbe Vermeij, former technical director of Rockstar North, counted that the shuttles were removed late in development, with models already finished. Zombie mode. There had always been rumors about a zombie mode for which we had never had solid evidence. Herein build We find hospital beds with direct references to zombies, early models of infected characters and several animations associated with this variant. The Cutting Room Floorthe wiki dedicated to documenting cut content in video games, had already listed the project as “Z: Resurrection” based on code fragments found in the final version, but without visual material to support it. A former Rockstar developer It has taken away some of the epicness of the matter: According to him, zombie mode was simply an “experiment” that artists and programmers played to develop in parallel, not a formal production line. That doesn’t mean the discovery is minor, but rather that the creative leeway within Rockstar North in 2007 allowed a team to test out survival horror mechanics during development. Other divergences. The build includes other substantial differences from the final game. The silenced pistol is in this version’s arsenal, along with other unfinished weapons and a notable number of incomplete animations and unreplaced audio markers, as is the case with any half-developed game. The models of some NPCs are different from the final ones, and the character of Michelle, the FIB informant who appears as Niko Bellic’s early romantic interest, has a look here that forum users describe as strangely disturbing. What may be most surprising to any fan of the game is that about half of the radio stations sound completely different. ‘GTA IV’ has one of the most elaborate soundtracks in the saga, with dozens of real music licenses distributed on thematic stations. That half of that content changed between November 2007 and the April 2008 release says a lot about the licensing negotiation process in the final phases of development. What does Rockstar do? After everything that happened, Rockstar Games and Take-Two have not issued public statements. Although companies have a reputation for relentlessly pursuing leaks, the author of this leak purchased the console legally. In any case, he has put the devkit up for sale on eBay for £800. It’s not too much for material of such magnitude, but the truth is that, once on the Internet, access to these secrets is universal. In Xataka | The best video games of 2026 and the most interesting ones to come

150 years ago, Spain made a unique decision in the world. Ouigo and Iryo believe that Renfe uses it to get them out of the market

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They have no rolling stock. And the worst of all (for them) is that they are not going to have it. Ouigo, Iryo and a third rolling stock company have raised their voices before the National Markets and Competition Commission (CNMC) to make it clear that the current system with two gauges of track reduces their competitiveness in our country compared to Renfe. And it doesn’t seem like it’s going to change in the short term. What has happened? The CNMC has published a document with the name “Report on technical barriers to the provision of railway services”. It sets out the challenges and interventions that Spain should carry out in the coming years. It specifies that the Spanish railway system has the obligation to improve interoperability with its neighboring countries, both to facilitate the flow of passengers and goods. But there is a drawback: the track widths. And this inconvenience has a very relevant economic impact. They complain. In the document the different postures are collected of those involved. And it states that “Ouigo, Iryo and a rolling stock manufacturer (which is not specified) warn that the uncertainty regarding the schedule and details of the Gauge Migration Plan, as well as the unification of the electrification system and the implementation of the ERTMS signaling system, makes decision-making on strategic investments difficult, and they ask that the Gauge Migration Plan be prepared and published as soon as possible.” In short: the two operators and the rolling stock manufacturer complain that Adif does not have a clear plan as to whether the Iberian high-speed track gauges are going to adapt to European standards, which move in standard gauge. The same happens with the unification of the electrification system and the definitive implementation of the ERTMS system. And they defend themselves. The position of Adif and Renfe is set out in the same document. Both companies “point out that incorporating gauge change technology in the rolling stock and infrastructure is less expensive and entails fewer interruptions in traffic than the migration of the infrastructure. On the other hand, both the AESF and the DG of the Railway Sector indicate that, in addition to Talgo, there is a second manufacturer of variable gauge rolling stock for high speed, CAF, although they admit that it is currently only approved to operate at 250 km/h.” In short: neither Renfe nor Adif They believe that adapting to the standard width is economically profitable given the high economic impact. The bottleneck. What Ouigo and Iryo defend is that the current situation and the commitment to trains with wide gauge technology leaves them behind. They have two reasons to maintain this. CAF can supply trains with this technology but they are only approved to travel at a maximum of 250 km/h. Talgo is the only company with this technology with approval to circulate up to 350 km/h. They are known as Talgo AVRIL but their production is committed to Renfe. And the results are not satisfactory either.. Beyond these two manufacturers, no one seems to want to get involved in the production of trains capable of changing tracks between standard and Iberian gauge. And the fact is that their production means meeting a demand that is still a niche or a rarity in the world railway system. Very juicy. The reluctance of Adif and Renfe is not strange either. For Adif it would mean a huge investment that has to be able to make profitable with the rest of the operators when the vast majority of current corridors in Spain already operate with standard gauge. For its part, Renfe does not want to let go of this trick either. Right now, the high speed to Galicia needs trains that are capable of moving between the Iberian gauge and the standard gauge if you do not want to transfer and the Spanish company is the only one that has the trains for this. The Galician corridor has also emerged as one of the most profitable. Travel has grown so much that it has made airlines retreat and now that they have to liberalize the line, maintaining the current situation guarantees that they will continue to be the only ones that will be able to offer this trip without transfers, which is a clear competitive advantage. Photo | Falk2 In Xataka | “Whoever wants to come, should invest”: Ouigo wanted to enter the Madrid-Galicia AVE but now sees it as impossible before 2030

The biggest oil crisis is not making them blink for a second in the stock market

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We have been immersed in what can now be cataloged like the Third Gulf War. Since the United States and Israel offensive against Iran began at the end of February, the world has faced the greatest disruption of energy supply of its history. We are talking about a crisis that has paralyzed 20% of the world’s crude oil, sequestering about 20 million barrels a day They cannot cross the Strait of Hormuz. Missile falls, drones setting fire to infrastructure and thousands of deaths in the region. The impasse. Any basic economics textbook would dictate that financial markets should be in complete panic. However, the opposite occurs. It is enough for the White House to hint at a rapprochement or a vague ceasefire for the stock market to skyrocket, ignoring the physical fundamentals of a war in full swing. Wall Street lives in a parallel reality: the biggest oil crisis does not make them blink for a second. A virtual collapse in the face of a real war. This same week, the markets experienced 48 hours of unprecedented volatility. As detailed oil priceoil prices fell sharply in the Asian session on Wednesday, falling more than 5%. Brent crude oil, the reference in Europe, pierced downwards the psychological barrier of $100, while the US WTI fell to $87.51. The reason for this relief? According to the agency Reutersthe United States would have sent a 15-point peace proposal to Iran through intermediaries in Pakistan. US President Donald Trump boasted to the media that “productive” negotiations were moving toward a resolution. The screens of the traders were automatically dyed green: the European STOXX 600 index rose 1.2% and London’s FTSE 100 rose 1.1%. As Amelie Derambure explainedfrom the manager Amundi, the market simply launched itself to buy the idea of ​​a relief rally (a surge of relief) at the possibility of a temporary ceasefire. The bombs keep falling. However, there is no ceasefire; This should be clear. How to collect ReutersEbrahim Zolfaqari, spokesman for Iran’s joint military command, publicly addressed Trump on state television with these words: “Has the level of your internal struggle reached the stage of negotiating with yourself? We will never make a deal with you.” At the same time, military reality contradicts stock market optimism. The Pentagon prepares the deployment of elements of the 82nd Airborne Division to the region, a drone attack just hit a fuel tank at Kuwait International Airport, and Israel is deeply skeptical of any concessions Washington might make to Tehran in the shadows. Investors “bewitched” by the algorithm. To understand this disconnection you have to delve into the psychology of the market. An analysis published by FortunePaul Donovan, chief economist of UBSclaims that Wall Street is “spellbound” by the good news. “Markets do not react to information, they generally react to social media posts and headlines, even if they are fake news or contradictory,” says Donovan. Investors suffer from a cocktail of loss aversion and confirmation bias. They desperately want the war to end, so they embrace any story that confirms that desire and ignore negative news. Added to this, the “TACO” phenomenon (Trump Always Chickens Outor “Trump always cows”), a belief rooted in the New York trading floor that the tenant of the White House will end up backing down from the economic pain of a prolonged conflict to protect financial stability. Narrative as a weapon of war. Added to this is what energy expert Javier Blas defines in his column Bloomberg as jawboning (verbal intervention). The White House is winning the narrative battle in the markets without moving a single physical barrel. Trump’s constant messages in Social Truth promising a quick resolution—and even lifting sanctions on countries like Russia to flood the market—have managed to stop the panic. Blas sums it up perfectly: “Instead of being a sign of weakness, TACO is playing in Trump’s favor. No one knows for sure when or if he will try to end the war, which has been enough to prevent the traders skyrocket the price of oil.” The desperation to cling to any positive headline is such that it generates episodes of extreme volatility and information chaos. He Financial Times reported in his coverage how crude oil suffered wild fluctuations (Brent fell 11% to rebound shortly after) after a tweet by the US Secretary of Energy, Chris Wright, stating that the Navy was already escorting oil tankers through Hormuz. The message was deleted minutes later and denied by the White House itself, but the effect on the algorithms had already occurred. The bath of physical reality. While Wall Street plays a game of guessing the next tweets from the Oval Office, the physical reality of oil is stubborn. A report from Bloomberg puts his finger on the sore: The physical market continues to deal with shortages, and the war has demonstrated the absolute control that Iran exercises over the Strait of Hormuz. Although Tehran informed the International Maritime Organization that “non-hostile” ships can transit, the route remains effectively closed and reports circulate about the presence of dozens of naval mines Iranians in the area. The mathematics of disaster, detailed by Reutersthey are chilling. After 25 days of conflict, the world has stopped receiving 500 million barrels (the equivalent of five full days of global supply). The logistical desperation is such that Saudi Arabia has boosted its exports from the port of Yanbu, on the Red Sea, to avoid Hormuz. To compound the crisis, Russia has suspended cargoes at its Baltic ports following a vicious Ukrainian drone attack, adding more uncertainty to the global market. Larry Fink, CEO of the management company BlackRocksummed it up bluntly in statements to the BBC: “If Iran continues to be a threat to Hormuz and oil settles between $100 and $150 per barrel, we will have a global recession.” Collateral damage. The narrative chaos has even reached gold, which has lost their protection status. According to Financial Timesthe price of the precious metal has plummeted 16% since the start of … Read more

Lenovo’s commitment to differentiate itself in a market saturated with chatbots

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Less than a year ago, Lenovo’s AI teams worked in silos, on islands independent of each other. The Motorola engineers did not talk to those of the ThinkPad. Those with the tablets were doing their thing. And the AI ​​experiences that were coming to market “They didn’t look the same, they didn’t communicate with each other, they didn’t use the same technologies“, acknowledges Jeff Snow, Head of AI Product of the company. It was the diagnosis of a company that had arrived late to realize something: having hardware in all segments is of no use if the software does not unite them. The answer was to create the AI ​​Ecosystem Group, a cross-functional organization that Snow describes as the missing piece: “Luca (Luca Rossi, head of the Intelligent Devices Group) said that everything had to be put together. “We took everyone working in AI, from phones to PCs to tablets, and brought them together.” The result has its own name: lenovo Qira, formerly known as Kira during internal development, a layer of intelligence which is beginning to be deployed on more than twenty company devices: ThinkPad, Yoga, Legion, IdeaPad…And that in 2026 it will make the leap to Motorola. The value proposition is seemingly simple, but difficult to execute: that the AI ​​knows who you are, what you are doing and where you are doing it, without that information leaving your devices. “If you use ChatGPT, any interaction you have with it is in the cloud, and that’s very risky. People sometimes don’t realize that if they share personal information with an LLM, that information is free and open in the cloud,” Snow says. Lenovo wants to play on the other side: small models, specific for specific tasks, executed locally. The practical demonstration has some understated magic. You drag a PDF to the Qira icon on your laptop, tell it to remember it, and the system vectorizes the document and indexes it locally. From that moment, you can ask questions about that document from your mobile. The file has never left the PC’s hard drive. “It’s like making a call and asking someone something,” explains Snow. “You only get the answers to what you ask. You haven’t asked him to tell you his entire life at once.” Example mentioned by dragging a file to the Qira icon, in the upper area of ​​the monitor, so that it is vectorized and retains its information so that it can be consulted from another device without leaving the computer disk. Image: Xataka. The document in the previous image being consulted indirectly (through a specific question) from a Motorola. Image: Xataka. This balance between personalization and privacy is the core of Lenovo’s differentiating argument against its competitors. At MWC there were many brands that added AI by pasting a layer of OpenAI or Gemini on top of their interface. Snow puts it forcefully: “We want to be the ones who make AI experiences feel native on devices, not just an app that has everything in the cloud.” The bet is that the most useful AI is not the most powerful, but the one that knows the most about you, and that to know about you without betraying you it needs to live where you live: on your hardware. The robot that Lenovo presented at the stand (the AI ​​Work Companion, a physical desktop device with presence and audio sensors) illustrates how far they want to take this concept of ‘ambient AI’. The AI ​​Work Companion robot can project an image, capture what we physically write down on it, outside the monitor; and then print both the image and the annotations. Among other things. Image: Xataka, Snow is the first to acknowledge that the device itself is a prototype. “The important thing is not the device, but the sensors and the proactive nature it has,” he clarifies. The robot detects when two people are talking and can offer to take notes without being asked. He sees that someone has taken a pen and is drawing something, and asks if he wants to save that sketch. It is an AI that observes the context instead of waiting for instructions. There is, in fact, the direction towards which the entire strategy points: agentic AI. Snow defines it as the state they want to reach with Qira: a system that not only answers questions, but understands a user’s patterns (what they research, what they buy, what they are interested in) and acts autonomously on their behalf. “If you are a student, you will have different issues than if you are a mother taking care of her family. Based on interactions, you understand the issues and build agents that help you in a more autonomous way.” It is a vision that sounds familiar because it is the one that is being sold, with different nuances, by practically all the players in the sector. The difference is that Lenovo comes into this race with an advantage that OpenAI and Anthropic don’t have: a gigantic installed base of heterogeneous hardware.. PCs, laptops, tablets, Motorola phones, wearables… If you get that Qira truly work seamlessly across all those devices (Windows and Android, x86 and ARM, on-premises and cloud) you will have built something that your pure software competitors can’t easily replicate. The risk, of course, is that “if he succeeds” is a very loaded conditional. The history of the sector is full of ecosystems promised and never delivered. For now, Qira is beginning to be deployed in six languages ​​and nine regions, with Spanish among them, and integration with Motorola is still a promise for the coming months. Snow talks about foundation, starting point, direction. Great AI stories always have that structure: we are building something that doesn’t quite exist yet, but in whose direction it is worth believing. What does already exist is competitive pressure. At MWC 2026, the framework of the interview with Snow, AI stopped being differential and became mandatory. Each manufacturer has his cape, his assistant, his … Read more

With the RAM market completely destroyed, Valve has a message to create the Steam Machine: “help”

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Valve is not having any luck in the hardware world. If with software it is the undisputed queen of the PC ecosystem thanks to Steamwhen they try to launch a console things don’t go so smoothly. More than a decade ago they already tried it with some first Steam Machines that they had no identity. Now they have returned to the fray with a Steam Machine that it looks very goodbut it comes at the worst time. And in the middle of the RAM memory crisisValve only has one thing to say. Aid. The crisis. At Xataka we have been covering the RAM memory news because, although it seems that it is a crisis of a specific component, it is really something that It is affecting the entire industry of semiconductors… and consumption. If in 2020 it was a perfect storm What caused the semiconductor crisis is now the enormous demand for RAM by AI companies. They are all building gigantic data centers and there is a problem: there is only three big RAM manufacturers (plus a fourth that is emerging in China) and all of them have focused on creating RAM for data center equipment. The consequence is that there is no RAM for anyone else. And this not only affects RAM as such: it affects the price of cell phones, computers, cars and even to the router. And, of course, to the Steam Machine. Hey kid, do you have RAM? Valve announced its new machine at the end of last year and they targeted early 2026 to give a release date and price. The problem is that the days were passing, the price of RAM was rising and the question arose: What about Steam Machine? Well what happens is that Valve is desperate. They have already said that it will be released this year (in principle it was going to be spring), it seems that it will be expensive and, in addition, they have pointed directly to the crisis in the supply problems they are having with his other console, the Steam Deck. With this panorama, Valve has appeared at the GDC fair to explain its vision of the console/PC and, in an environment full of manufacturers and professionals, launched a request to the public: If you have access to a large amount of RAM, we are in the market and we would like to buy it.” Complicated. It is a humorous comment, but also somewhat symptomatic. Valve has the money as punishment, but it is not even close to being a premium customer of those few foundries capable of creating RAM. If even Apple can have a bad time, being the second client of the giant TSMCValve does not even enter the annex in the memory request sheet. There are analyzes of all kinds about the consequences of this crisis. In it mobile market will feel a strong bloweven targeting manufacturers that will have to stop launching devices due to market conditions. But on PC, things are more or less the same, with global shipments forecast to be 11% less than the previous year. Captain after the fact. It’s no longer that the Steam Machine may or may not come out, it’s that if it does come out, it would be very expensive. It is something similar to what would happen with the rumored PlayStation 6 that could have seen the light this year and about which we already know that we will not have news in the short term. And here the big question may arise: why didn’t Valve release the Steam Machine when they announced it? Obviously, there were units prepared because they were shown to the press and, furthermore, it is not cutting-edge hardware, so it would have been easy to have it on the market in November 2025. But of course, the situation escalated at a dizzying pace and launching a console at X price and two months later raising it by 200 euros due to the price of RAM or, even worse, stopping selling it because you don’t have units available would have been a tremendous blow. Not so much to the coffers, which in the end with Steam they get a good pinch, but to the reputation. And it is clear that a second disastrous launch of a Steam Machine is something that Valve cannot afford. Now we just have to wait to see when they will be able to launch the machine and, above all, if the price corresponds to components that have already been available for five months. they seemed somewhat fair to us for the most demanding games. Images | DOTA2 The International In Xataka | The price of RAM has skyrocketed and the best example to see the debacle is a 100 euro PC: the Raspberry Pi

They are the lifeline of the consumer market

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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 high bandwidth memories (HBM by its name in English) to satisfy the currently insatiable demand of data centers specialized in artificial intelligence (AI). The consequences of this movement did not take long to appear: standard DDR4 and DDR5 memories and their derivatives, which are the most used in the consumer segment, immediately began to become scarce. And its price skyrocketed. In fact, according to the consulting firm GartnerRAM has gone from representing 16% of the total cost of a laptop in 2026 to 23%. And it is possible that this escalation will continue to develop in the coming months. However, users can cling to the greatest stabilizing agent in the memory market today: the Chinese company CXMT (ChangXin Memory Technologies). CXMT is already the fourth world manufacturer of DRAM memories During 2025 and just two and a half months into 2026, CXMT has scaled its production capacity to reach a share in the global market for between 11 and 13%. These figures position this company as the fourth largest manufacturer of memory chips on the planet. However, the most interesting thing is that this company is acting as an escape valve that is allowing some of the main integrators in the consumer market, such as ASUS, HP or Acer, to get the memories they need for their mid-range laptops at competitive prices. Little by little CXMT is managing to close the technological gap that separated it from Samsung, SK Hynix and Micron All this sounds good, but we must not overlook that, in addition to price, performance matters. According to the Canadian laboratory TechInsightswhich enjoys a solid reputation for your analytical skills of hardware from China, CXMT’s 15nm architecture has reached a comparable maturity to that of its South Korean competitors. In practice this means that its D1z manufacturing process is allowing it to produce effective 8,000 MHz DDR5 chips on a large scale. However, this is not all. just a month ago CXMT announced which had begun large-scale manufacturing of HBM3 memories, which has allowed it to break the iron control that SK Hynix, Samsung Electronics and Micron Technology exercised over the market. At the moment its production of HBM3 chips is intended to satisfy the domestic demand of the Chinese market, but its mere presence indirectly contributes to alleviating the pressure that the demand for AI data centers is putting on the supply chain. On the other hand, this Chinese company has confirmed that it is dedicating 20% of its production capacity to the manufacture of HBM3 memories, which has caused several large integrators to evaluate their chips. According to DigiTimesCXMT, thanks to its factories in Hefei and Beijing, is injecting into the market some 300,000 wafers monthly. Without them the cost of DRAM memory would most likely be even higher, which would definitely put it out of reach of the average user. Let’s keep our fingers crossed that CXMT and other companies manage to stabilize a market segment that has a very profound impact on users’ pockets. Image | Generated by Xataka with Gemini In Xataka | Seagate warns that memories will continue to rise in price while AI is booming: there is something that worries us even more In Xataka | While the US tries to stop it at any price, the Chinese industry exports more chips than ever: it has AI in its favor

China already dominates the screen market. The US and Japan have decided to draw up a plan to stop their advance

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China currently accounts for almost 60% of the LCD panel market which are used in the manufacture of monitors, televisions and other display devices. The growth of Chinese companies BOE and TCL has caused South Korean panel manufacturers, such as LG Display or Samsung Display, gradually abandon LCD technology to dedicate their resources to other, more profitable innovations, like OLED technology. South Korea produces most of the organic matrices (OLED) that we can find in our televisions and mobile phones, among other devices, but China’s market share in this segment does not stop growing. In fact, It is already close to 40% in OLED panels for smartphones, and presumably little by little it will also grow in the segment of large-format OLED matrices for televisions and monitors. However, South Korea is not the only country that is suffering from China’s monumental onslaught. Japan, Taiwan and the US also fear that their display device manufacturers will end up in the hands of Chinese suppliers, something that is essentially already happening to a large extent if we stick to LCD technology. This dependency also acquires a critical nature in the field of screens used in military systems. Japan Display will be the great beneficiary of the very probable agreement between the US and Japan During the 80s, 90s and the first decade of the 2000s, Japan led the screen market with its cathode ray tube televisions, and later with its first LCD and plasma panels. However, in the early 2000s, Japanese companies made a strategic mistake: they bet everything on plasma technology because they believed that it would end up taking over LCD technology. South Korea, however, opted for the production of these latest matrices, and finally Samsung and LG won this war. The state-of-the-art plant that Japan Display plans to build in the US will cost about $13 billion Japan paid a very high price for this strategic mistake: it lost a large part of its share in the market for the production of panels for display devices. Twenty years later, the US and Japanese governments are determined to amend it to compete with the solutions coming from China. And they plan to do it by investing, according to Reutersa package of 550 billion dollars coming from Japanese funds. Some of this money will presumably be used to build a state-of-the-art display manufacturing plant in the US. It will cost about $13 billion and will be managed by Japan Display, a consortium created in 2012 as the result of the merger of the panel production divisions of Sony, Hitachi and Toshiba. This plan seeks to limit the dependence that American and Japanese manufacturers have on matrices from China, especially in the field of technology militaryrbut they are not going to have it easy. And it is that the consulting firm Counterpoint Research It predicts that China will expand its share of the display market to reach 75% in 2028. Image | Generated by Xataka with Gemini More information | Reuters In Xataka | LG and Samsung have a new pact that no one expected, according to Reuters. One who wants to shake up the television market In Xataka | China is devouring the television market. So much so that Panasonic is considering abandoning it

After launching the cheapest Mac in history, Apple is preparing three ‘Ultra’ products. Wants to go for both ends of the market

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A few days after the arrival of MacBook Neothe cheapest Mac in history, we know thanks to Mark Gurman in Bloomberg that Apple is preparing three products for this year. All three aspire to be the most expensive in their category. And that contrast says a lot about Apple’s strategy for the immediate future. The panoramic. Gurman is the journalist with the best history of leaks about Apple. And he has published in his newsletter Power On that Apple plans to launch at least three products with the Ultra surname, or at least with its essence (the most powerful and expensive in its range): A foldable iPhone. We have been listening to it for years and It seems that 2026 is going to be the year. Expected price of around $2,000. It does not replace the Pro Max, but rather points to another form factor and to those who want to have the most advanced device in the line. AirPods with camera sensors. They would be above the AirPods Pro in price. Its differential would not be in the audio but in space capabilities that the cameras would provide. Macbook Ultra. Although it is not confirmed that it will be called that. With OLED touch panel and M5 Ultra chip. It would be the most expensive and powerful laptop ever launched by Apple, aimed at those who already spend similar amounts on a mac studio plus a monitor. All this in the same year that Apple launches the MacBook Neo for $600. He counted. They are complementary movements. The Neo lowers the barrier to entry into the Mac ecosystem, and the Ultra raises it for those who are already inside and can (and want) to go further. Apple has been trying a similar logic for some time. He first Apple Watch Ultra It arrived in 2022 for about double the price of the current Series. Without being a radically different product, it found its buyer: who wanted the best Apple Watch possible without the price being a major obstacle. It worked. Between the lines. The touch screen on a Mac deserves separate attention, because Apple justified not incorporating it a few years ago, when there was some pressure for it to do so, explaining that touching a computer screen is uncomfortable due to the position of the arm. The question. Just because the strategy is coherent on paper does not mean that all products will be able to sustain it. The foldable iPhone will arrive after seven years with other foldables on the market, without anyone being able to turn it into a bestseller. AirPods with cameras are going to have to offer something that justifies the spending premium, not just a gimmicky demo for the first few days. And the MacBook Ultra will have to justify its price with something that only that laptop can deliver. Apple knows better than anyone that a premium line demands that premium products truly deliver. In 2026 we will see if it is up to the task with this new shipment that seeks to raise the ceiling of several lines. In Xataka | Apple has only found one option to make a cheap laptop: make it a mobile Featured image | Tatiana Steve, insung yoon, dlxmedia.hu

Get four months free of one of the best VPNs on the market just for being part of Xataka Xtra

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At Xataka we are not only passionate about technology: we are obsessed with understanding how it impacts us on a daily basis. That is why we have launched Xataka Xtraour community for readers who want to go one step further. And since we want to make being part of this worthwhile from minute one, we will tell you one of the advantages you get with Xtra: four free months of NordVPN for all subscribers on one- or two-year plans. We don’t want this to be a discount code and that’s it. We want to take the opportunity to explain to you why in 2026 a VPN is no longer a mere addition for people jealous of their privacy, but rather a basic tool for anyone who uses the internet. It’s not just hiding your IP (that’s the least of it) You probably associate using VPN to bypass geoblocks for certain services and applications. NordVPN has more than 9,000 servers in 111 countriesso this does it very well, but it does much more: Malware Protection: NordVPN is not just a VPN. Its function Threat Protection Pro It analyzes the files you download and the websites you visit in real time. Not only does it protect you from viruses, it blocks intrusive trackers and ads before they load. Post-quantum security: We already know that quantum computers will have the ability to break any encryption that exists to date, present and past. NordVPN already implements post-quantum encryption for when that time comes. This is important because it provides protection so that your current data cannot be decrypted even with the technologies that are to come. Extra layer against phishing: Many security breaches occur due to theft of credentials or phishingso having extra protection against these types of attacks comes in handy. Compatible with 10 devices: With a single account you can protect your mobile phone, your laptop, your partner’s and even your Smart TV, as it allows up to 10 devices to be connected simultaneously. NordVPN 76% discount on NordVPN (this offer does not include the 4 months of Xataka Xtra) The price could vary. We earn commission from these links Why we choose NordVPN At Xataka we try to avoid marketing promises and always look for support in data. And in that NordVPN gives us a lot of confidence: they have just overcome your sixth independent “zero records” audit (no-logs) conducted by Deloitte. This implies that one of the world’s largest auditing firms has gone into the kitchen of its systems—interviewing employees and analyzing each server—to confirm that NordVPN does not track, collect or store anything you do online. Whether you choose NordVPN or any other VPN service, we highly recommend making this one of the basic requirements you ask for. It is important because in this sector there are many companies that claim to protect your privacy but then end up selling your data. With this independent audit, NordVPN opens its doors to demonstrate that they deliver what they promise. It is a transparency that gives us a lot of peace of mind. We are waiting for you at Xataka Xtra In Xataka Xtra We want to build something different: more closeness, exclusive content and advantages that really add to your digital life. This collaboration with NordVPN is just the beginning. Yeah You join today with an annual or two-year planyou take those four extra months as a gift to start browsing as you should: quickly, safely and without anyone tracking your steps. In Xataka | What is a VPN connection, what is it for and what advantages does it have?

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