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

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

The most cool film producer of the moment faces a dilemma: either Milmillonaria or reject the AI

A24, the producer who has turned the artistic horror (which for a time has been called detailed ‘high terror‘) and the experimental drama in box office phenomena is found in a Existential crossroads. Or accept the millions of risk capital companies or stay faithful to the principles that have made it a rarity within Hollywood: A producer with ethical and aesthetic principles. Humble origins. Daniel Katz, David Fenkel and John Hodges founded A24 in 2012 with just 20 million dollars. Twelve years later, they were Hollywood envy: they had a brand valued at 3.5 billion dollarsthat transcended production work to become almost a cultural movement. While Hollywood embarked on an exploitation of repetitive franchises, they opted for authors such as Ari Aster, the Sadfie or Barry Jenkins brothers, who gave them their first successes: ‘Hereditary’ and ‘Midsommar’, ‘Uncut Gems’ or ‘Moonlight’. The total turnaround. His first films made A24 prestige and money win, but the real bombing came with ‘All at once everywhere‘, an existential tragicomedy with time trips of 2022, with a modest budget of 15 million dollars and that raised 140 worldwide, and He took seven Oscarsmany of them of the main ones. A24 was in the spotlight, with a cult of the brand that was not born in a marketing agency, but completely organic. In Xataka A face washing for the academy: how A24 has made Aura cinema "Indi triumphs in the Oscars But with success (we talk about an ambitious multimedia plan that has led A24 to organize immersive experiences OA Relauncar classic exhibition rooms), the problems also arrived: those 3.5 billion value demand constant growth, international expansion, and of course, processes optimization. Money calls money (already problems). A24 did not want to become a Lionsgate, acquired by Warner. Or worse: a blumhouse, an indie terror icon that since it was acquired by Universal was immersed in The same dynamics of Majors of billing a franchise after another. It is inevitable: no matter how much production conglomerates guarantee creative independence to their studies, decisions go to the committees, obsessed with process optimization. And that is where capital funds enter and, hand in hand, the threat of AI. Enter Thrive Capital. Specifically, who appeared was Joshua Kushner with his Thrive Capital Fundoffering offering 75 million dollars without the creative limitations that the money from corporations usually brings. There would be no pressures to make franchises or any other obligation, and his history corroborated it: Thrive had financed Instagram before purchase of Facebook, for example. The small print, yes, is unnegotiable: Thrive Capital is One of the largest investors in OpenAIhundreds of millions have been left in chatgpt. And in that sense, Thrive does not hide their letters: they are an openly pro-one background and believe that this technology will transform the content of the coming years. And although Thrive at the moment does not press to A24, it seems clear that he will do so in the future if the producer resists incorporating the AI ​​into her processes. {“Videid”: “X86AO51”, “Autoplay”: True, “Title”: “‘Everything Everywhere All At Once’, Trailer”, “Tag”: “Eventhing Everywhere All at Once”, “Duration”: “162”} The controversy of ‘everything at once everywhere’. The arrival of tools that use artificial intelligence to Hollywood is absolutely unstoppable. And in fact, a pair of background within A24 raised flirting with AI who found themselves with some rejection of a sector of their audience. On the one hand, ‘everything at once everywhere’ He used Runway AI To create special effects: the use was minimal, but it caught the attention for the usually “artisanal” character of A24 cinema. The controversy was accentuated when it was learned that some ‘Civil War’ posters had been designed with AI. An essential dilemma. Before A24 several routes are now opened, which will undoubtedly determine something even more important than their income: Your identity. You can try to normalize the use of AI and gradually incorporate it into your processes as already do Majors that delegate issues as part of marketing, advances and others to AI. Or they can become the last resistance to AI if their investors allow it: they would align with some of the most prestigious directors of their team, such as Robert Eggers or Ari Aster, whose long and traditional documentation processes and creation of films such as ‘La Witch’ or ‘The Lighthouse’ become essential identity elements for A24. He Growth between unexpected and uncontrolled A24 She has turned the producer into a balancer between the indie, the traditional, and the hug to the latest Hollywood production trends. Perhaps the story you have left to live at A24 is the last bastion of a way of understanding cinema that is increasingly part of the past. In Xataka | An AI has created the script of a film that precisely speaks of creativity in the cinema. A room refuses to release it (Function () {Window._js_modules = Window._js_modules || {}; var headelement = document.getelegsbytagname (‘head’) (0); if (_js_modules.instagram) {var instagramscript = Document.Createlement (‘script’); }}) (); – The news The most cool film producer of the moment faces a dilemma: either Milmillonaria or reject the AI It was originally posted in Xataka by John Tones .

Sam Altman has shown how to offend a Jaén oil producer

The Economic newspaper Financial Times interviewed to the founder and CEO of OpenAi while preparing the food that they later were going to “enjoy” while still talking with the newspaper of the newspaper. Two details in the preparation of the dish caught the attention: the huge amount of garlic that I was going to use to season the pasta dish that was cooking and, worse, the type of olive oil he used and how he used it. The Jienean producers soon put the cry in the sky in the face of such an offense: the millionaire was using a Best quality olive oil To fry the garlic. A simple consultation to Chatgpt would have avoided it. Best CEO than a cook. Sam Altman has become a millionaire thanks to his role in the development of Chatgpt, but he has definitely not asked his chatbot how to cook a paste with garlic and, above all, with what type of oil cook it. The amount of garlic used caught the attention of the reporter who, fearing the indigestible disaster that was coming, said: “It seems that there is a terrible amount of garlic here. I think I have never seen so much chopped garlic.” All this while Altman cheerfully poured a good stream of premium olive oil on a pan. The company that bottles the oil that Altman used in his recipe He has reproached To the Millionaire the use of a top quality product that requires a great production effort for something that could do with another cheaper oil that also had right next to it. “Imagine being the CEO of the world’s largest company … and cooking pasta with Drizzle,” the oil manufacturer published. Touch the image to access the original message The best oil in the world is not for frying. The oil that Altman used in his recipe is the graza Drizzle, an oil considered by The New York Times as one of The best in the US market and that, for more signs, it is produced based on the picual variety that is cultivated In the olive grove of Jaén. The price of a 500 ml bottle of this liquid gold is $ 21, according to Your website. The curious thing is that, right next to Graz 16 dollars the bottle. According to brand information and product label, Sizzle is especially indicated to saute vegetables and pasta. A risky decision. Beyond the affront to liquid gold Jienense, only comparable to Add chorizo ​​to the paella either MANCILLAR THE PATHROOMA TOrtillathe use of drizzle oil to fry can be harmful to health. As the brand indicates, Drizzle, unlike Sizzle, has a very low smoke point. That is, “it burns” and smokes at a lower temperature than that of your counterpart for friedness. That makes the oil begin to oxidize already generate acroleínafree hydroperoxides and radicals in greater amount than an oil with greater heat resistance, as well as the appearance of trans fatty acids (AGT), which increase the risk of cardiovascular diseases, as noted A study of the University of Australia. Luckily for Altman, extra virgin olive oil It is considered One of the least harmful when that smoke point is reached. An OpenAI metaphor. There are few who see Altman’s “kitchen” like A metaphor of his management at the head of OpenAI. Techcrunch establishedA parallelism of the carefree He recently raisedwhile Keep burning money (and oil) to sport. On the other hand, and as They pointed out from The confidentialthe carefree use of a very expensive oil First quality in an inadequate task it can also be interpreted as a metaphor for the use of resources for the development of its AI by Sam Altman, something that he put in question with Deepseek’s appearance. Cooking your own food is a superpower. Beyond any metaphor between Altman’s culinary skills and his management in Openai, which really reveals The interview analysis The Financial Times is that Sam Altman does not usually cook. The journalist Cas Piancey stressed on social networks “There is absolutely no possibility that Altman, Zuck or any of these billionaires will ever cook their own food.” Piancey assured that cook your own food It is so empowering that it is impossible to contextualize it properly. The fact that millionaires such as Altman want to give that appearance of competition in the stove and normality in the preparation of simple dishes, only demonstrates that, in reality, they seek to generate an image of closeness with their audience. Something that We have already seen In other millionaires. In Xataka | Spain faces the problem contrary to a year ago: an olive oil so cheap that it is no longer profitable for farmers Image | Flikr (Techcrunch), Graza

Spain is the second largest almond producer in the world. There are tariffs or farmers, farmers are already in trouble

The world has entered an impasses. Except for the particular battle between the US and Chinathe rest of the planet is entering a period of calm and uncertainty that will last approximately three months in response to the sui generis Peace flag that Trump raised a few hours ago. Today von der Leyen has announced that the EU also pause the tariffs for 90 days to give “a chance to negotiations.” The problem is that this truce is far from being a return to “normality” and dozens of sectors They are preparing For what can happen. With the enormous problems that can generate: we talk about almond How did the European response work to Trump’s challenge? But, before that, let’s do some memory. On Tuesday, April 8, the European Commission presented its plan to impose tariffs on more than 1,500 US products. Once approved by the 27 Member States, the plan consists of three phases. In the first two (between April 15 and May 16), almost all of those tariffs would come into force. But there were certain products (such as soybeans and almonds) that They would not be affected until September 1. That is why almond is a key product to understand what happens. Or, being more specific, to see the distortions than the simple possibility that tariffs end up entering into force. Because as soon as the Plan’s phases the Coordinator of Agricultural and Livestock Organizations Coordinator He came up denouncing The “the great distortion that the national almond market will experience by postponing tariffs.” Do not forget that Spain is The second world producer of almond. The first, with much difference, is the United States. In the case at hand, the delay of the tariffs “will encourage importers to advance their purchases of Californian almond, causing a sense of excess supply in the domestic market, which will serve as a crop broth for speculation and to press down the prices that our producers perceive.” It will be necessary to see how the campaign of this rainy year evolves, but the problems of almond producers have been the same as those of the olive. That means that if the price collapses, many drying farms will have a really bad time. The tariff delay is, as the COAG defined it“a perfect trap.” 90 days to prepare for the worst. And that means what happens with the almond can happen with many other products. In recent weeks we have seen, for example, the Wine Importers Alliance in the United States (USWTA) recommended “Sorted to US companies that suspend all the shipments of wine, liquors and beer from the EU. “That has happened with many other products: the ‘cancellations’ They have been constant. And this 90 -day truce is the perfect excuse to collect generating distortions in the normal functioning of raw material markets that, without a doubt, will give us some scares. Image | TIM MOSSHOLDER | Michael In Xataka | Right now there are thousands and thousands of tons of olive oil embarking on the United States

In ‘Farmtok’, agriculture takes the spotlight. What will happen if TikTok disappears?

BUCYRUS, Ohio, USA — Zoe Kent hopes people will lighten up a little to hear her talk about farming on the internet. In one of his latest videos, he compares pesticide application to dry shampoo. “Farming is for girls,” he jokes. On Instagram and TikTok, under the username “farmwithzoe,” Kent films herself putting on boots to load corn into the bed of a huge truck, posts memes about the price of grain, and documents almost everything about life on the farm, from how He gets rocks stuck in his equipment until he eats lunch on long days working on a combine. Now, the future of TikTok — and “Farmtok,” as some creators call the agriculture-related influencer ecosystem — has become more uncertain due to a ban the U.S. government briefly implemented on TikTok over the weekend. The new Trump administration rescinded that ban, at least for now, but farmers are keenly aware that things could change, and with them, the ways they share farm life with the rest of the world. But most say they will continue to adapt to what the platforms throw at them. “It’s like building your business on rented land,” Kent said. “It’s not guaranteed to stay there.” Even before the uncertain threat to TikTok’s future, agricultural creators had to deal with the evolution of social media. As algorithms changed, they faced greater challenges communicating with an audience many see as increasingly disconnected from agriculture. But most say they will continue to adapt to what the platforms throw at them. Some producers make extra money by building an audience on TikTok or Instagram. Others use social media to advertise to local customers, such as restaurants or farmers markets. Perhaps most importantly, they want to continue building community with other farmers in the face of industry challenges such as the profession’s impact on mental health, economic pressure and climate change. Several farmers said the disconnect has grown over the years as social media algorithms have changed. “I know for a fact that our social media reach is way down now,” said Beth Satterwhite, who has been posting on Instagram about her small organic vegetable farm in McMinnville, Oregon, for more than a decade. “The stories of people working in agriculture are a little less interesting for the consumer, I don’t know if it’s really less interesting or just less visible,” he said. Neil Denton, who grows corn, soybeans, wheat and rye in Barlow, Kentucky, shared a similar sentiment. Consider that many of his more than 80,000 followers on Instagram and 33,000 on TikTok are other producers, not members of the public. He finds that “disappointing” and worries about how much people know about the food that ends up on their plates. But he thinks there’s a silver lining: “Farming is a lonely occupation because you’re not around a lot of co-workers,” Denton said. “I think some farmers use social media as an outlet… to be able to express yourself and feel like you’re not alone.” Within the farming community, it can also be helpful to learn from other farmers, many producers said. Megan Dwyer, who grows corn and soybeans and raises beef cattle in northwest Illinois, uses social media, especially X and Facebook, to gauge what’s important to other farmers. “It’s a great source of information, especially quick information,” he said. However, all that quick information comes at a price. Satterwhite described a “soup of language” around agriculture, saying it could be difficult for an outsider to say which agricultural practices are legitimately better for the climate or the environment. “I see a lot of greenwashing,” Satterwhite said, referring to the practice of falsely portraying a product or practice as green in order to market it to an environmentally conscious public. “There is definitely a lot of misinformation out there,” Kent added. “I try to filter out who has genuine questions versus who already has a stance and isn’t willing to listen to me.” That’s something many ag influencers agree on: that they still want a place to have a conversation. As Dwyer said, “You never know who you are influencing there or what can happen.”

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