We thought that the Chinese RAM manufacturers came to relieve the market. Turns out they’re playing the same game as everyone else.

When the market is shared by a few, you can’t expect popular prices. The RAM memory segment is dominated by three manufacturers (Micron, SK Hynix and Samsung) and, with most of its production focused on the AI ​​market, the consumer segment is in deep water. In a scenario in which there are simply no chips, the Chinese RAM memory companies seemed like a ball of oxygen. The reality seems somewhat different. Hunting in China. Giants like Asus, Lenovo or Apple have been around for some time knocking on the doors of Chinese companies of RAM memory. Although traditionally it was the two South Korean companies (Samsung and SK Hynix) and the American Micron that supplied RAM to both manufacturers and assemblers, with the current component crisis those companies have been left orphaned and have had to look to the Chinese market. CXMT and YMTC (which is the counterpart of flash memory) are the two proper names of Chinese RAM and in recent years they have been making advances to catch up with consumer chips. There are those who believe that they are not suitable for high-end products, but when the need arises, expectations relax. That is why both have consolidated as a juicy element to alleviate the marketbut it turns out that they did not come to solve the global crisis, but to play the same game as the big ones. Bargaining power. As demand increased, both YMTC and CXMT have started selling their products at premium prices. It is that market that regulates itself, one in which everyone is in the same boat and, if they can sell their products at a higher price, they see no need to do so at a lower one (especially when we are seeing stratospheric financial results in this situation). But the most curious thing is that they are selling the most expensive things… to their own business partners. According to ReutersCXMT has been raising Huawei’s RAM prices for months. Huawei is competing against Nvidia both in the local and global markets, showing its equipment specially designed for a period in which AI inference seems like the next step of this technology, and as pointed out in Reuters, when Huawei asked for a relief in prices, CXMT did not give in. In fact, they point out that a power struggle is taking place with negative consequences for Huawei, since CXMT has been ordering its engineers to leave clean rooms in which they collaborated with partners of the Chinese giant, such as SiCarrier. In fact, it has also been recently commented that Huawei has begun to move to create your own DRAM factory. The one who warns… It is an interesting twist when it was assumed that Chinese manufacturers would arrive to alleviate the situation, competing with aggressive discounts below the prices of the three that control the market thanks to a growth produced, in part, through government subsidies. By competing with prices below those of the market they would be able to get a juicy piece of the pie among consumer brands, but as we have repeatedly said when we talked about itIn the end what rules is… money. Whenever it has been reported that someone opened a new plant or that a new research movement was being carried out in NAND chips, we already commented that the product would not be intended to alleviate the situation worldwide in the consumer segment, but for what is most profitable for the manufacturers of these chips: the AI ​​segment. Seeing the record profits of companies like SK Hynix or Samsung, it was naive to think that a company would enter this sector to alleviate the burden of consumer products. USA with the magnifying glass. Thus, CXMT has become the fourth largest manufacturer of memory worldwide, including the memory that goes into mobile phones and servers for AI, which is giving it brutal bargaining power, enough to put the brakes on a Huawei that has full government trust to become one of the technological engines of the country. However, there is a conflict of interest because Huawei is interested in its hardwarebut where China is also competing globally is in AI, and CXMT has just signed two very juicy agreements in this area. one with ByteDance for more than 7 billion dollars and another with Tencent for more than 3 billion dollars. Both to supply DRAM chips for data center servers for artificial intelligence. Meanwhile, the United States is seeing a new problem being born, as both CXMT and YMTC have started to get your attention. YMTC is listed in the ‘EntityList‘ American and Micron is seeing its business in jeopardy, urging Congress to impose stricter controls on CXMT. Interestingly, Apple is advocating the opposite as it desperately needs RAM and CXMT seems like the ideal candidate. Prepared for the worst. In any case, and as we have said on several occasions, any movement in this direction by the RAM majors will be aimed at producing more chips for hyperscalers. It’s a gigantic market right now that doesn’t seem to have an end or relief in sight. Samsung has achieved a quarter even better than Nvidia and since SK Hynix has issued a clear warning“Next year will be the worst in the history of the semiconductor industry.” Translation: buy now what you think you will need because there is nothing to indicate that the situation will relax in the short term. And when it happens, there are already manufacturers like Lenovo who point out that prices they will never return to the pre-crisis situation… In Xataka | There is a company that has grown 3,000% in the stock market, even beating the performance of Nvidia: Sandisk

We have been using our pets to relieve our anxiety. And now the stress is on them

When you come home after an exhausting day, those who have a pet at home, the truth is that they hope to be received by their unconditional affection, since for many it is the best therapy against anxiety. And this is where, for many years, we have thought that our dogs or cats act as a protective shield against external chaos, but the truth is that we are seeing that what is really happening is that absorb our stresssomething that, just like what happens to us, is not good at all. It is transmitted. Here are several scientific studies published in recent years that have begun to draw a clear picture of what ethologists call “interspecific emotional contagion”, making animals authentic mirrors of our mental state. One of the most important studies was published in 2019 in Scientific Reports and collected different measures of long-term stress. To do so, the researchers decided to analyze the concentration of cortisolwhich is the main stress hormone, in the hair of 58 dogs and in that of their respective owners for an entire year. The results. Here it was seen that cortisol levels were synchronized, meaning that when the human had cortisol peaks, because he was quite stressed, the dog also had it. In this way, the authors of the study concluded that it is dogs that “reflect” the stress level of their humans and not the other way around. Furthermore, recent research suggests that dogs are capable of perceiving subtle physiological changes in us, such as body odors associated with human stress, responding to them with greater anxiety or adopting more pessimistic postures and behaviors. And this is something that shows how they are true mirrors of what happens to us. The problems of work. If we thought that teleworking or mulling over a work problem only affects us humans, the truth is that we are very wrong. This is what science tells us in different articles that point out that work rumination, which is the habit of mulling over the same topic during our free time, takes a direct toll on our pets, as it is associated with significant increases in stress in dogs. And this is explained because, although we are physically next to our pets, the fact that we are thinking about a topic that obsesses and worries us causes us to not have a good interaction with our pet so that they feel completely safe. And this logically manifests itself with mental suffering. How do we know? We sometimes associate animal stress only with when they have to make a visit to the vet or when there is a big bang, like when a firecracker is thrown, but the reality is different. Here animals, when they live in an unstable environment, such as with a lot of noise, conflicts or many hours of solitude, trigger a series of changes that are often misinterpreted by their owners as “bad behavior.” But here the stress in animals can manifest with constant restlessness, the tendency to hide, excessive attachment, non-stop barking, furniture destructive behavior and much more. That is why, when faced with unusual behavior, we must begin to analyze the situation at home, since it can be contagious, as happens with younger children who also feel the stress at home. Images | lookstudio on Freepik In Xataka | We have stuffed the Gibraltar monkeys with Doritos. His solution has been to eat dirt as if it were omeprazole

Madrid needs to build a lot to relieve its serious housing crisis. You already have a (mini) plan to achieve it

Madrid You need housing. A lot of housing. If the city wants to solve its mismatch between supply and demand and thus stop The climbing Price that he has long suffered needs to strengthen his market. It is not a simple task. Over the last years the capital has Moved file for example to avoid the escape of floors towards the holiday rental or clear land in which Raise new houses. With that backdrop, his City Council has just taken an important step with which he hopes to create hundreds of households in a new urban widening. Objective: to stop one of the Great challenges of the capital. What happened? That Madrid has taken an important step that will allow (partly) to relieve one of its most pressing problems: The lack of housing. A few days ago the City Council advanced in the procedures to clear the situation of an area of 218,000 m2 located east of the capital, together with San Fernando de Henares and Coslada, and in which 700 houses will be built, 50% official protection. What exactly? Advance in the long bureaucratic journey that the project has to complete before the first stone is placed. Last week the Government Board of Madrid approved Submit to the public information process the Sector Plan for the ‘Development of the East-Esanche of San Fernando’. The objective: ultimately, order the land located next to San Fernando de Henares and Coslada to “transform” with green areas, services … and houses. The Governing Board also approved to send the document to the Community of Madrid to activate two other essential bureaucratic gears: the strategic environmental assessment and the territorial impact report. For now, the project already has a favorable report from the General Planning Directorate. Click on the image to go to Tweet. Where will it be built? East of Madrid. To be more precise, near the roads M-45 and M-50 and the Regional M-206, between the towns of San Fernando de Henares and Coslada. Towards the East limits with the Parque Roma-Coronas neighborhood (S. Fernando de Henares), to the Oste with Jarama (Coslada) and to the south beautiful with the hills (Madrid). The Consistory recalls that under the ground the Metro line 7 runs, not far away are the Central Coslada and S. Fernando. The idea is not to build only 700 homes, green areas and other equipment, but “integrate” the new neighborhood into the surroundings, especially with Romoronas Park and Jarama, “giving continuity and harmony to the whole set, also with the metropolitan forest,” Clarify José Luis Martínez-Almeida’s team. The Consistory wants to integrate the improved road into the urban framework, preventing it from acting as a kind of “barrier”. Why is it important? Because among other things the Ensanche of San Fernando plans to create about 700 new homes, half with some degree of public protection and the rest available for the free market. And that is an important news in a city that suffers a deep mismatch between demand and the supply of residences, which translates into a deficit that some voices of the sector They relate precisely with the lack of soil available for construction. The Association of Real Estate Promoters of Madrid (Asprima) Calculate that every year they are necessary 40,000 New households in the community, well above the production of new construction. According to their estimates, over the last years housing deliveries have remained between 7,200 of 2014 and the “peak” of 23,500 last year. In 2023 and 2024 he estimates that 16,000 and 18,600 began respectively, which gives an idea of the stage for the next few years. And what does that suppose? “There is much more demand than supply and that translates into a price increase. In addition, there is an embolized demand for more than 175,000 homes,” warned Real Estate Consultores Forum in a 2024 analysis. In its last year’s report, Asprime already remembered that the INE forecasts pass through that in the coming years (between 2022 and 2037) the population of the Community of Madrid grows almost 13% to exceed the 7.8 million inhabitantswhich will fully affect its real estate market, tensioning it even more. “This growth will cause the community to build housing in the next 14 years for 573,738 new homes, passing the housing park of the 2,636,988 existing in December 2022 until 3,210,726 of December 2037. It means building more than 40,000 homes a year, compared to the 17,000 that are currently built,” collect The promoters report. The collective is part involved, but it is not the only one who has warned of the hole, a problem that extends to other regions of the country and also has pointed out The Bank of Spain. Does it affect something else? Yes. The mismatch between supply and demand, added to other factors such as The pressure that holiday rentals exercise, it is felt on several fronts. For example, in The speed with which the floors find tenant or buyer or The hard conditions who are forced to assume those interested so as not to be expelled from the market. If there is a clear indicator of the imbalance it is nevertheless the price. Idealista calculates that M2 costs € 5,718 In the capital, 23.7% more than a year ago. In the case of rentals the rise was from 11.3%. Images | Quique Olivar (UNSPLASH) and Borja Carabante (X) In Xataka | In Madrid the number of Latinos has shot. And with them a new phenomenon: 15 -year -old parties for Madrid

will pause its AI during heat waves to relieve the electricity grid

Google has announced A pioneering agreement with two of the main electrical companies in the United States to reduce the consumption of their data centers during energy demand peaks. In other words, Google will pause its artificial intelligence during heat waves. AI is hungry. It is no secret that generative artificial intelligence has a voracious energy appetite. Train and execute the huge models that drive from the summaries in the Google search engine to the youtube folded videos requires dozens or hundreds of megawatts of power continuously. This massive consumption, concentrated in huge data centers, has become a growing concern for electricity companies, which see how energy demand triggers at a rate that the current infrastructure is not prepared to support. An unthinkable movement. Until now, the main concern was to add enough power to the network, with solutions that go From reopening abandoned nuclear centers until Sign the largest hydroelectric agreement in history. But Google’s last movement proposes an unthinkable solution in the competitive AI industry: instead of just increasing energy supply, managing demand flexibly. The measure, agreed with two of the main electrical companies in the United States (TVA and I & M.), arrives just when both states prepare for an intense heat wave. While millions of homes and companies light their air conditioners, putting the electricity to the limitGoogle has agreed to reduce the consumption of its less urgent tasks to avoid overloads and possible blackouts. Demand flexibility. Google has not invented anything new. This type of Flexible response to network demand It already applies in many industries, usually to pay a lower price for the light. Google itself has used it for a long time to postpone non -essential tasks, such as the processing of YouTube videos, moving them to data centers in other time regions or executing them at night, when the demand for the network is lower. The novelty is that, for the first time, it will apply contractual to automatic learning workloads, the heart of the AI. According to the agreement, if the demand for energy increases dangerously or there is an interruption in the network due to extreme weather conditions, operators can ask Google to reduce their consumption. Google will respond by reprogramming or limiting non -urgent tasks until the network stabilizes. You won’t run out of Google Maps. The company has made it clear that this demand response system has its limits. Critical services that require 100% reliability and constant availability, such as the search engine, Google Maps or cloud services for clients of essential sectors such as health, will not be affected. Flexibility will apply to tasks such as the training of new AI models thanks to advances in techniques such as Checkpointing (which allows you to save the progress of training and resume it later). A model could be trained exclusively at night, when the network capacity is greater, without losing the work already done. What does Google win with this? In addition to relieving the overload of the network and preventing off, the clients of the network will end up reducing the light of the light thanks to this system. Including Google data centers. Image | Pawel Czerwinski in Unspash In Xataka | The AI has disrupted Google’s plans to be sustainable. His plan to remedy it: the “four m”

The wine will not relieve your sorrows. Science believes that vinegar does

Depression is a problem that affects millions of people around the world and treating it is not easy. Often specialists must resort to pharmacological treatments with severe adverse side effects. On the other hand we also know that habits such as exercise or contact with nature can serve to appease some of their symptoms. Vinegar and depression. A new study has observed antidepressant qualities A season of the most everyday, vinegar. The team responsible for the work has not only found in this usual ingredient in salads some capacity to relieve depressive symptoms, has also investigated the possible mechanism behind this relationship. B3. This mechanism would be nothing other than nicotinamideone of the ways in which we find vitamin B3. The experiment carried out by this team found an increase in the levels of this compound by 86% after four weeks with a high consumption of this acid seasoning. We know that nicotinamide is a Composed by our body in tasks such as the development, survival and operation of the neurons of the central nervous system. As we found out, this vitamin fulfills a neuroprotective function, avoiding injuries in these cells in cases such as traumatic lesions and infarcts. We also know that it is linked to some neurodegenerative diseases such as Alzheimer’s or Parkinson. Before putting our taste papillae with the dressing of our next salad, it is convenient to know that nicotilamide is present in various foods such as meats, milk, eggs, vegetables and cereals. Two tablespoons. In the study 45 people participated (Although only 28 completed the experiment), overweight healthy adults. The participants were randomly divided into two groups, experimental and control. Those assigned to the first group took two tablespoons of diluted vinegar twice a day for two weeks; Those assigned to the second took a pill with a low dose of vinegar, once a day during the same period. The dose of acetic acid in the groups was 2.95 and 0.025 grams respectively. The team collected blood samples before and after the experiment. He also compiled information on the diet of the participants, weight, height and other variables. Participants filled questionnaires about their state of health and evaluations about their depressive symptoms. They also declared their daily vinegar consumption for more detail. 42%. The control and experimental groups showed no significant differences at the beginning of the experiment but after four weeks. Specifically, participants in the experimental group saw a 42% reduction in the scores of their tests evaluating depressive symptoms. There was also an improvement in mood. The blood tests showed an increase in nicotinamide in the experimental group, but also a reduction in isoleucine levels, an essential amino acid whose presence in the body has also been linked to certain health problems. The details of the study were published In an article In the magazine Nutrients. A limited sample. The study offers an interesting vision of the impact that certain foods and nutrients can have on our psychological well -being and mental health, but It also presents important limitations that must be mentioned. The first is the sample of only 28 participants, a scarce number to give statistical validity to the results. Another important detail is the duration of the study. Although the team observed differences at four weeks, a longer study would be needed to know if the effects are sustained over time and if there are additional impacts. Finally, the study was conducted with healthy and overweight people. This is not necessarily extrapolable to the general population and, above all, it does not have to be extrapolated to people with severe symptoms or with clinical depression. More studies will be needed to know the possible effects in these populations. In Xataka | There are people eating carrots like rabbits because they think that they will get morenos. There is only a small problem Image | Artheos

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