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

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

Garlic is mired in a deep crisis in Spain. And that is bad news for a particular place: Cuenca

Spain occupies An important place In the world macker of garlic, but that does not mean that the farmers of Castilla-La Mancha or Andalusia who are dedicated to growing it are easy. The garlic It crosses turbulence. The sector warns of the difficulties that are to combat pests, the effects of drought, the “excessive bureaucracy” or the lack of generational relief, among other stalking challenges. A complicated panorama that is seen with special attention from the province of Cuenca, where the Purple Garlic from Las Pedroñeras. After all, garlic is much more than a vegetable that fluctuates in the market: The sector claims which is a crop that helps to “pour” the emptied Spain. “In crisis”. He newly named President of the National Garlic Bureau, José Carlos Patiño, is clear: they do not run good times for his business. In An interview With eldiario.es the agriculture Manchego, the new visible face of the Aheros, warned that the sector “is suffering a” aggravated crisis, among other factors, by the water scarcitythe reduction of hectares of crop, the lack of generational relief and a bureaucracy that they consider “excessive.” It is nothing new. His predecessor, Julio Bacete I already used The same word to describe the situation that farmers dedicated to garlic culture face: “crisis.” A year ago, during A talk with Xatakahe admitted that the sector was going through “complicated moments”, a trend that is visible mainly in the loss of hectares dedicated to plantations. Why’s that? For a sum of factors. Although not all weigh the same. When explaining the situation, farmers usually point out above all loss of resources To fight pests. They ensure that their arsenal has been trimmed by regulations, which subtracts tools to protect crops … and their investments. “It’s not about talking badly about the 2030 Agenda or the Green Pact, but the reduction we carry in phytosanitary is affecting us a lot. There are diseases, pests, fungi that we cannot control,” warns Patiño. “We have a very large decrease. There is a lack of performance, simply in the seed itself. In nascence there are plots that have a decrease of 30% damage. In the end, that is kilos of garlic,” Comment the representative of the sector. He is not the only one who thinks like that. The president of the National Association of Garlic Producers and Marketers (ANPCA), Fernando Rubio, He shared recently A similar message with The confidential: “Pests begin to be resistant because we have very little variety of active matter that we can use.” Pest question … And something else. Although the shortage of resources to treat pests and fungi is usually one of the most cited handicaps by farmers is not the only one that explains the “crisis” that faces garlic. The guild indicates other serious ones, both structural and short -term: water shortage, specialized professionals and generational relief, “Excess bureaucracy”loss of hectares, the cost of land lease, low visibility in the domestic market or even the effect of imports and The tariffs by Donald Trump. The sector has been dealing with China’s competition for some time, Great world exporter of garlic and that stands out especially for its prices. With that backdrop, In the guild worries now what The tariff war and the imposition of levies to Chinese trade in the US ends up leading Asian farmers to redirect their merchandise towards other destinations, complicating exports to Spain. It is not the only conjunctural challenge with which the sector has dealt with, which in recent years has had to see them with The increase of The energy either Fertilizers. Hectares. The transformation of the sector can also be measured in figures. For example, that of the cultivated area. The data does not always coincide, but show a clear loss of soil: The report presented a year ago by the National Garlic Table to the Mixed Fruit and Vegetable Committee notes that it has passed from 29,826 hectares in 2021 to a provision of 21,000. Other sources They point out that it has dropped from 24,900 h in 2023 to something less than 23,000 In the 2024 season. The descent would be even more accent in Some regions. “Much investment”. “Putting one hectare of garlic carries a lot warns Patiño at eldiario.es. Less land does not always have less crops. Some data They point to the high weight of garlic Springvariety that stands out for its rhythm of production and performance, and a loss of land of purple garlic. As for prices, the manager wait Good values, above last year. The ministry indicates that the 100 kg of dry garlic are in 125 euros. Garlic (and something else). Not everyone lives the same turbulence that the vegetable is going through. After all, as He noticed recently Rubio, garlic plays a key role as a job generator in part of emptied Spain. “The cultivation is going to be lost to many villages of rural Spain, the reason for about 60 wages per hectare,” duck The President of ANPCA. In that context, there is a variety of culture to which Pay attention The sector: purple garlic. In a basin place … “In purple garlic it is a very serious problem. It is in danger and production can be left,” Patiño points out to The confidential. The reason is simple: to the rest of the challenges that the Ajero collective is going through, the purple variety adds the lack of visibility in the stores. Although the purple garlic of Las Pedroñeras It has one Protected Geographic Indicationthe sector regrets its lack of dissemination in a market in which the client values ​​the cost. Looking at the Canary Islands banana. “It does not happen with the banana, which differs much from the banana. Here the qualities are not compared to, but there is no culture to seek the garlic of the Pedroñeras in the super” s, Rubio reflects. To this lack of recognition is added the performance of the variety, less than that … Read more

Japan cannot afford your most valuable company in the chips industry. And is mired in debts

JSR Corporation is a company extraordinarily valuable for Japanalthough not in a strictly economic sense. And this company constitutes with Tokyo Electron, RapidusCanon and Nikon The spearhead of the Japanese chips industry. Japan needs them. It necessarily needs these companies to be competitive if you want to recover the relevance that it had decades ago in the already flourishing semiconductor industry. At the end of the 80s Japan dominated the integrated circuit industry With an overwhelming forcefulness. Nec, Toshiba, Hitachi, Fujitsu, Mitsubishi, Matsushita and other Japanese companies monopolized in 1988 no less than 50% of the chip industry. However, today none of these companies is positioned among the leaders of a sector dominated with iron fist by Taiwanese, American, Dutch, South Korean and German companies. Despite its world leadership JSR Corporation is spending trouble This company has something that the other companies that I have mentioned in the first paragraph of this article lack: it holds the monopoly of a crucial sector of the chips industry. This is actually what makes it so valuable to Japan beyond its economic results. And it is that JSR specializes in the production of photorers. Photolithography teams that Design and produce ASML They are responsible, very broadly, to transfer the geometric pattern described by the mask with a lot of precision to the surface of the silicon wafer. In this area we can observe the pattern as the “drawing” that delimits the distribution of transistors, connections and other elements that make up an integrated circuit. However, before reaching this important step it is necessary A process known as deposition. Equipment manufactured by Tokyo Electron either Apply materials. Its purpose is to prepare silicon wafers for the transfer of the geometric pattern by depositing a fine material of material on them. During the last two decades all companies specialized in the production of photorestoning materials have been Japanese Depending on the type of chip that is being manufactured it will be necessary to use one material or another. One of the most used deposition techniques is known as oxidation, and consists of taking advantage of the silicon’s ability to form a fine oxide layer when reacting with water. Its purpose is to protect transistors and other components of external pollution chips. However, before carrying out the transfer of the geometric pattern to the wafer using a lithography equipment it is necessary to pour a liquid capable of absorbing the light and preserving the pattern. This is the function of the photorersista fluid. During the last two decades all companies specialized in the production of photorers have been Japanese. In fact, Japan since then has the monopoly of this market, which It is currently led by JSR Corporation. This company supplies its photorestoning liquids to most semiconductor manufacturers with which we are familiar, such as TSMC, Intel, Samsung, SK Hynix, Micron Technology or Texas Instruments, among many others. The surprising thing is that despite the domain it exerts on the market of photorers, JSR is not going well. In 2024 the investment company Japan Investment Corp. bought it for 6,000 million dollars with the purpose of consolidating its growth, but has closed the last fiscal year in March 2025 with losses of 1,450 million dollars. This bad result has had consequences. The company’s board of directors has been completely replaced as the most responsible for an economic result that is not at all in line with the position that this company holds in the market. However, analysts say that the problem does not reside in the photorriving business; JSR’s bad economic results have been triggered by their subsidiary specialized in The development and manufacture of biopharmaceutical and medical diagnosis products. The new directive dome plans to sell a part of this division to the Japanese company Tokuyama Corp. for approximately 570 million dollars with the purpose of cleaning up its accounts. We will see what happens, but what does not admit discussion is that JSR has a leading role in Japan ambitions linked to the semiconductor industry. More information | Reuters In Xataka | Japan has taken the carrier to dominate the chips industry. Prepare a 325,000 million dollar plan

Tesla mired in chaos, x fall, starship exploiting and other successive misfortunes

We are all likely to have A bad daybut when you are someone with So many open fronts Like Elon Musk, a series of chained misfortunes can turn a bad day into A terrible week in which the entire universe conspires against you. Wall Street and the street against Tesla. Tesla has become the Objective of protests against the role of his CEO at the head of the cuts in the Trump administration. The week began with investors hardly punishing the value of Tesla’s shares that 15% collapsed Only last Monday. As the days have passed, investors have been relaxing their movements giving a break to the manufacturer who He is recovering part of the lost in recent days. However, Tesla’s actions have not been the only target of protests. According The published by ABC Newssome vehicle facilities of Tesla have suffered attacks and vandalism, generating concern about the safety and image of the brand. Donald Trump himself highlighted the escalation of Protests towards the brand qualifying protesters as “domestic terrorists.” “If you do it to Tesla or any other company, we will catch you and go through a hell,” said Trump in collected statements by the BBC. X suffered a cyber attack. X has become the main speaker of Elon Musk and much of the US government, as Marco Rubio, which Use the social network to make public your institutional agenda. In that context, the social network experiment successive traffic falls during May 11. Elon Musk soon pronounced announcing that X was suffering a cyber attack. “There were (there are still) a massive cyber attack against X. They attack us every day, but in this case many resources were used. It is a large and coordinated group or a country,” wrote The millionaire in his social network. According to published Wired, the cyber attack was claimed from Telegram by the Proportian hacker group Dark Storm Team. However, after an analysis of the traffic that generated the attack, the experts denied that Ukraine was behind him, like Musk said In an interview. The researchers They concludedthat not all X servers had safety layers against these ddos ​​cyberbrains Cloudflareso they were exposed. Starship has flown, but not as he wanted. The prelude to a disastrous week for Elon Musk was the Eighth flight failure Starship proof, which followed the same path as its predecessor disintegrating over the Atlantic. As happened with the seventh flight test, after the explosion the fragments of the ship fell generating a rain of debris that interrupted air traffic of Florida and a good part of the Caribbean, affecting more than 240 commercial flights. As if that were not enough, Musk has seen how, 40 minutes from the take-off of the CREW-10 mission that was going to put a relief team for ISS and Bring back to astronauts Suni Williams and Butch Wilmore, which They were trapped In the International Station after a failure in The Boeing Starliner I had to bring them back. If everything goes as planned, the Falcon 9 that will put the Dragon and its orbit crew will take off on March 14. Chief problems: tensions in Washington. Elon Musk’s influence on Trump administration also seems to be supporting many pressures. One of the most revealing events was the tense encounter between Elon Musk and key figures of the Republican Party, including former president Donald Trump and Senator Marco Rubio during a meeting at the White House on the Doge cuts policy. According to him Published article by The New York TimesMusk proposed significantly cutting the budgets for specific federal programs, including those related to the Department of Transportation. Marco Rubio, Florida senator, openly criticized Musk, describing his proposals as “ignorant” and arguing that Musk I was prioritizing corporate interests instead of the needs of citizens. In Xataka | A government “Extremely Hardcore”: Elon Musk is applying to the US the same recipe that has applied to all its companies Image | Flickr (Ted Eytan, Gage Skidmore)

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