Reuters

and has already achieved what only ASML had, according to Reuters

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Let’s continue with historical analogies. Ptolemy Vking of Egypt from 204 to 181 BC. C. —not to be confused with the astronomer, Claudius Ptolemy—, he was very delighted with the great Library of Alexandria. The legendary site brought together human knowledge of the time in hundreds of thousands of papyrus rolls. However, the king was restless: the Pergamon Library (in modern-day Türkiye) did not stop growing. They wanted to get on his back, so he took drastic measures. He prohibited the export of papyrus. The story sounds familiar to you, right? As if he were a modern Trump who wanted to stop innovation by vetoing the export of new technologies, Ptolemy V promised them very happily. “Let’s see how they manage now in Pergamon,” he surely thought. And then Pergamum did what China has also ended up doing: he looked for the chestnuts. Given the scarcity of papyrus, in Pergamon they were forced to perfect a technique that already existed in a rudimentary form: using animal skins to treat, stretch and polish them with the aim of writing on them. They called that new support charta pergamena (Pergamon paper), but its popular name is another much better known one: Parchment. The story, told in the fabulous essay ‘Infinity in a reed‘, by Irene Vallejo, is more than 2,000 years old, but as we see it is a faithful reflection of what is happening now in the United States trade war with China. Specifically, with photolithographic technology, which the US has tried by all means to prevent from reaching China. So China is inventing its own scroll. Been at it for quite some timebut until now it seemed to be totally stuck. At most, rumors tell us, he had managed to create a photolithographic machine with deep ultraviolet (UVP) technology, less advanced than UVE. And not even for those. China’s Manhattan Project The Dutch company ASML has managed to maintain the exclusive of this technology so far. If you wanted to make advanced chips, you needed to buy one of their very complex machines. China had a difficult time facing the US veto, but as has happened in other areas, the Asian giant has not stood by and has tried to find alternatives. And in this case, it seems to have a profile. This is what they indicate in Reuterswhere they indicate that a group of former ASML engineers have managed to decipher the secrets of the company’s EUV machines through reverse engineering. The prototype created by these engineers is already capable of generating light in the extreme ultraviolet range, but has not yet produced functional chipssay the sources cited in said medium. It is expected, however, that this machine will be used to build advanced chips starting in 2028, although some analysts are more conservative and believe that chips will not be manufactured in it until 2030. According to this report, to build said prototype, use was made of parts that were available from ASML machines in alternative markets. Sources consulted by Reuters described this development as the Chinese version of “the Manhattan Project” which led the United States to build the atomic bomb in World War II. The achievement challenges claims made by ASML CEO Christophe Fouquet in April. He then assured that China would need “many, many years” to develop such technology. However, the discovery of this prototype suggests that this period will be significantly reduced. There are of course important obstacles to overcome. One of them is access to high-precision optical systems, and here is another Western company with control of these elements: Zeiss. This project is so crucial to China’s interests that it is being carried out with great secrecy. A Chinese engineer with many years of experience at ASML was signed with a generous bonus, and when he started working He did it with an identification card with a false name. He soon realized that the team members, other former ASML engineers of Chinese nationality, also had fake names. At least two current ASML employees in the Netherlands with Chinese nationality have been contacted by Huawei recruiters since 2020. European laws limit ASML’s ability to know where its former employees have gone to work, but the company has already had disagreements over this issue. In fact, in 2019 they won a case in which a Chinese engineer was sentenced to pay 845 million dollars for stealing trade secrets. The defendant declared bankruptcy but continues operating in Beijing with the support of the Chinese government, according to court documents cited in Reuters. It is now appropriate to return to the lesson taught by the history of Ptolemy V. This king’s boycott had an effect opposite to what he desired. It did not stop Pergamum, it created a superior material – parchment was much more resistant – and it saved literature: many classic works managed to reach us thanks to having been written on parchment and not on papyrus, which would have fallen apart. Now, of course, it remains to be seen if China is indeed the Pergamon of this story. He has the strengths to achieve it, of course. In Xataka | Global tension cannot withstand ASML. He is going to build a huge campus equivalent to 50 football fields

plans to increase production of the H200 in the face of an avalanche of orders, according to Reuters

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NVIDIA once again finds itself in the center of the game. According to Reutersthe company analyzes increasing the production of its chip H200 after orders from China have exceeded what its current capacity can cover. But this time the result will not be decided in Washington, but in Beijing, where the government must authorize the entry of the hardware. The Chinese response will determine whether the window opened by the United States translates into real sales or remains a gesture caught between opposing interests. What has changed in Washington. The turnaround began in Washington on December 8, when Donald Trump announced that the United States would allow the H200 to be exported to commercial customers approved and validated by the Department of Commerce, with a 25% tax on each sale. The measure marked a turning point with respect to previous restrictions and introduced a more flexible control model: the US Government will supervise shipments from Taiwan, subject processors to a security review before authorizing their departure to China and apply the corresponding surcharge. NVIDIA celebrated the announcement as a balance that, according to its own statement, seeks to make national security compatible with commercial activity, while in the markets its shares rose around 2% in subsequent operations. Avalanche of orders. The signal that has led NVIDIA to consider increasing production is clear. According to the aforementioned agency, H200 orders from China already exceed the current manufacturing capacity of the chip. AND, as we pointed out last weektechnology groups such as Alibaba and ByteDance have contacted the company to explore volume purchases, aware that availability is very limited. NVIDIA has informed these clients that it is studying adding capacity, although without commitments or figures, in a context marked by scarcity and the priority that other more advanced generations have today. The interest in the H200 is also explained by its place in the NVIDIA catalog. It is the most powerful chip of the Hopper generation and a clearly superior alternative to the trimmed models designed for China, although it falls behind Blackwella generation with which, Trump explained, NVIDIA’s American customers are already moving forward. That position makes it an awkward balance: it’s not state-of-the-art, but it’s advanced enough to make a difference in training large-scale models. What China decides. Beijing is not limited to giving a yes or no. According to sources cited by Reuters, the internal debate revolves around how to allow access to H200 without weakening the momentum of its domestic semiconductor industry. The authorities are studying imposing specific conditions on each order and reviewing the final destination of the chips, in a context in which Manufacturers like Huawei or Cambricon continue to be priorities for the country’s industrial policy. NVIDIA H200 Capacity and bottlenecks. Increasing H200 production is not an immediate or easy decision. The chip is manufactured at TSMC using its 4nm process, an advanced capability that is hotly contested today. NVIDIA is prioritizing Blackwell production and preparing the transition to Rubinwhile competing with other large clients, such as Google, for space in the Taiwanese manufacturer’s most advanced lines. That context explains why the company has warned its customers of tight supply even if it ultimately decides to add capacity. National security and industrial pressure. The H200 debate goes beyond NVIDIA. In Washington, fear persists that the sale of advanced chips will contribute to strengthening China in sensitive areas, while the Administration itself has defended that completely cutting off access to American chips could reinforce the efforts of local manufacturers. The solution adopted by the Trump Administration seeks that balance, but keeps alive a controversy that conditions both exports and the real possibility of expanding production. With demand pressing and supply at a minimum, the outcome is now being played out in the offices of the Chinese regulator. If Beijing authorizes the purchases, NVIDIA will have to decide to what extent it can reallocate capacity without compromising its industrial priorities. If it doesn’t, the H200 will join the list of advanced chips caught between politics and strategy. In both scenarios, the episode confirms that access to hardware has become as determining a variable as the chip design itself. Images | NVIDIA + Photoshop In Xataka | Microsoft has reduced its ambition with AI. It has been realized that almost no one uses Copilot, they say in The Information

Amazon is not done with layoffs, according to Reuters. A new round will affect thousands of employees starting this week

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Amazon is preparing for a new wave of layoffs that could reach up to 30,000 corporate jobs starting this Tuesday, according to information provided by Reuters. The stated objective within the company is to cut expenses and correct the oversizing of personnel derived from the years of greatest demand during the pandemic. The news agency points out that, if confirmed at these levels, it would be the largest internal adjustment since the around 27,000 cuts that began at the end of 2022. The new cut comes in a context of constant changes within Amazon since Andy Jassy assumed executive management. In these three years, the company has alternated layoffs and new hires. The first wave of mass layoffs under Jassy took place in November 2022 and mainly affected the Devices and Services teams. Since then, the company has continued to review its internal structure in search of a balance between efficiency and growth. The figures. The plan contemplates up to 30,000 corporate cuts, according to the aforementioned media, which is equivalent to almost 10% of Amazon’s approximately 350,000 office employees. In its total global workforce, of about 1.55 million people, it represents a smaller fraction, but the internal impact would be considerable. If confirmed, it would be the company’s largest personnel adjustment since the around 27,000 positions eliminated between 2022 and 2023. The exact figure could vary depending on the financial priorities of each division. Where it impacts. The most affected divisions will be, according to Reuters, the Human Resources departments – known internally as People Experience and Technology –, along with the Devices and Services areas, and part of the operations. In the last two years, Amazon had already made minor cuts to several of these teams, including communications and podcasts. The new departures, which begin this week, point to a broader reorganization within corporate structures. Why now. Since his arrival, Andy Jassy has promoted a restructuring aimed at reducing what he himself described as excessive bureaucracy. Its strategy includes cutting hierarchical levels and promoting the use of artificial intelligence to optimize internal work. Jassy had already anticipated in June that the advancement of these tools would cause new cuts, by automating routine tasks. How will you communicate? The management teams began internal training this Monday to manage communication with affected employees, according to the sources consulted. Email notifications are scheduled for Tuesday morning, when the process will formally begin. Amazon wants area managers to be able to answer their teams’ questions and offer support during the transition. While preparing this internal adjustment, Amazon is heading towards a new Christmas season that promises to be intense. The company plans to hire about 250,000 temporary employees to reinforce its logistics centers, the same figure as in the previous two years. Next Thursday it will present its third quarter results, where it is expected to detail the impact of its internal reorganization and forecasts for the end of the year. Images | Amazon (1, 2) | tonodiaz In Xataka | The striking thing is not that Accenture is laying off 11,000 workers for AI: it is that it is hiring many more for AI

Byd is growing at a devilish pace and on the road has given a lesson to Toyota, according to Reuters

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It was the year 2020, with Spain locked in their home by the Coronavirus pandemic, when Toyota and Byd reached an agreement to manufacture electric cars together. A five years later, Byd appears to finish the year as the fifth world vehicle manufacturer. And Toyota, the great queen of the automotive, is “stunned.” “We are stunned”. The words are expressed by two employees of the company, according to Reuters. The news agency has made a report to understand how the growth of byd, the great Chinese giant of electrified vehicles that, despite selling only plug and electrical hybrids, has presented credentials to be the fifth largest manufacturer in the world in 2025 in 2025. These employees thus explain what the impression that Toyota workers maintained a close collaboration with Byd employees in China were taken. Since 2020both companies work together to remove electric cars in China. Small successes. Until now, Toyota has launched with Byd a completely electric Berlina in China. It is the Toyota Bz3an electric car that has had a discreet reception in the country, the most competitive electric car market in the world where cars without histrionisms like the Toyota They are having problems attracting customers. However, the TOYOTA BZ3Xwhich has already been announced and that will arrive this year, it begins to be a small success for the company. The car received 10,000 orders In just an hour since the reserves were opened. And the offensive with Byd will be greater this same 2025 with the launch of the Toyota Bz5 And, in the future, the larger model, the BZ7. But, without a doubt, this data is not being their greatest conquest. (Re) Learning. The best thing that Toyota is taking out of his association with Byd is to relear how to make a car. It sounds hard but it seems like that. In the report of Reutersbrand workers explain that they were surprised with the speed and speed with which they work in the Chinese company. What most caught the attention to the Japanese company was the speed with which they make decisions in Byd, they approve changes and begin to apply them. It is something that former European firms that now work for Chinese companies have explained us in Informal talks with Xataka. There, everything works much faster and the changes happen much faster. An example, they explain in Reutersare the studies they do in Toyota before applying any change. According to the agency, the Japanese starts six different prototypes and submit them to thousands of kilometers of evidence. Only when they collect and analyze these data, put the car on the market. Not everything is worth. Despite being impressed with the speed of these changes and ensuring that engineers return with “a bag full of lessons”, there are changes in their way of acting that Toyota does not want to implementsince they consider that they would put their reliable car fame at risk. The Japanese ensure that skipping this process of putting various prototypes on the street or applying structural changes when the project is already very advanced would be a risk to the final product that are not willing to run. For Toyota it is a “no, never”, in the words of workers collected by the company. It is not the first notice. What is clear is that what has learned by Toyota by the hand of Byd is not the first notice they receive. In that same article, Zeekr employees, a Geely company that is landing in Europe, explains that part of its success is to save time and money in the production processes and the materials used. The latter is something that Some experts have already notified Toyota That, like other Japanese companies, they are spending resources on materials that are not entirely necessary in their electric cars since they do not have the classic vibrations of a combustion engine. The latter has allowed Byd or Tesla to delve into the use of plastics, saving in weight, money and manufacturing times. Photo | Byd and Toyota In Xataka | Toyota boast “Kaizen” philosophy and a sickly perfectionism. Tesla and Byd have serious doubts that it is really useful

We knew that humanoid robots would reach factories. Nvidia has already chosen where and when to start, according to Reuters

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When did humanoid robots stop being a spectacle to become a tool? Maybe that’s right there. Sources consulted by Reuters They assure that Nvidia and Foxconn are in conversations to display them in a server manufacturing plant of artificial intelligence in Houston. Nvidia has trusted the Taiwanese giant to lift a new server manufacturing plant in Houston, Texas. The objective: produce the GB300its new AI servers based on architecture Blackwellwithin the ambitious plan for relocate part of its production in US territory. As Reuters has advanced, both companies are in conversations to display humanoid robots in this factory. The intention would be that they begin to operate in the First quarter of 2026. If concrete, it will mark a double milestone: it would be the first time that a NVIDIA product is manufactured with the help of these tools, and also the first use of this technology by Foxconn in a production line of AI servers. Houston is not any factory: something new is prepared here For now, the details are scarce. It is not known how many robots will be used, how will they look or what exact functions they will perform. But there are indications. In an internal presentation of May, Foxconn showed how he was training humanoid robots for tasks such as manipulating objects, inserting cables or making basic assemblies, usual activities in the manufacture of servers. Houston’s choice is not accidental. Being a new plant, spaces are being designed with margin to integrate these technologies From the beginningsomething much more complex to achieve in already operational facilities. According to one of the sources consulted, that design would facilitate the incorporation of humanoid robots in the line. NVIDIA GB300 has a rack scale design That Nvidia bet on humanoid robots in its production chain is not just a logistics movement. It is also a declaration of intentions. Until now, no company product had been manufactured with the help of this type of robots. And Foxconn, the largest manufacturer on the commission of the world, had not used them in a production line dedicated to AI servers. The decision, according to what the sources have told Reuters, would mark the beginning of a new stage for both companies. In the case of Foxconn, it would also serve to show the world the advances in robotics who has been developing with Nvidia, although third -party models such as those of China Ubtech have also been tested. For Nvidia, the movement fits with its broader strategy. The company not only designs chips for AI models training: it also offers A development platform Specific for humanoid robots, with visual, motor and cognitive abilities based on their own architectures. In March, Jensen Huang himself He predicted that The generalized use of humanoid robots in industrial environments would come “in less than five years.” They are not alone: ​​Tesla, Mercedes, BMW, China The idea of ​​incorporating humanoid robots into the assembly lines is no longer a rarity. Although its deployment is still limited and experimental, several manufacturers have been testing this technology for some time in controlled environments or in very specific tasks. Among them BMW stands out, that has made trials in American plants. And it is known that Teslawhich has developed its own humanoid robot called OptimusHe has put at least two units to work in a production line. But interest is not limited to the great western brands. China has converted humanoid robotics into a national strategic priority Within its Made in China 2025 plan. Companies like Ubtech – whose model has also been evaluated by Foxconn – are being driven directly by the government with a view to transforming the country’s industrial fabric. Strategic alliances are part of this mission Like Huawei and Ubtech Specified this year. This possible deployment of humanoid robots in Houston does not occur in a vacuum. Is part of a broader movement, driven by political pressure and the strategic need of Relocate production Technological on American soil. In April, Nvidia announced its intention To manufacture AI infrastructure of up to 500,000 million dollars in the US in the next four years, with partners such as TSMC, Wistron and Foxconn itself. For many companies, automating is a matter of survival. The Houston factory, still under construction, is part of that strategy. But producing locally implies facing at least one new problem: the shortage of labor. And that is where automation would come into play. Perhaps not essentially for these factories, but as a test field for possible future expansions. For many companies, automating is no longer a matter of improvement. It is a matter of survival. Thus, more and more local actors are developing humanoid robots designed specifically for the industry. Tesla, Figure, Apptronik or Agility Robotics They are among the companies that have opted for this new generation of machines. Jeff Burnstein, president of the Association for Advancing Automation, summed up axios The new industrial reality: “This is how it competes today”, so “you have to take advantage of the best available tools.” Humanoid robots lived for years with skepticism: beautiful exhibitions, Little useful in practice. Now, that perception is turning. We are faced with a change that aims to be important, but whose real range we will know only over time. Images | Nvidia | Boliviainteligent In Xataka | The US is willing to do anything for advanced chips not to reach China. And Malaysia is an obstacle

The EU is one step away from vetoing it in its great tenders, according to Reuters

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The Chinese market of Medical devices Live an accelerated expansion. According to a report published by Cambridge Networkit is expected to reach a value of 210,000 million dollars in 2025, promoted by a combination of internal factors and political ambition. The aging of the population and a state commitment determined by innovation have turned this sector into a national priority for Beijing. The strategy is clear: to bet on leading technologies and reduce the dependence of the foreigner. Investments have concentrated in fields such as artificial intelligence (AI) for image diagnosis, devices connected by IoT, robotic surgery or the use of advanced materials. All this under the umbrella of the program ‘Made in China 2025‘, which establishes precise objectives of national production in key areas of health. In that framework, China seeks In 2025 at least 70 % of high -end medical devices used in hospitals are local manufacturing. In strategic components, the objective rises to 85 %. And in the case of regional level hospitals, some guidelines already demanded to reach 50 % of Chinese products in 2020. According to Bloombergthis turn has had an immediate effect on trade. The European Commission states that China went from having a deficit of 1,300 million euros in medical devices in 2019 to a surplus of 5,200 million just a year later. EU’s response On Monday, June 2, the Member States of the European Union supported the commission’s proposal for RStringing access of Chinese manufacturers to public contracts of medical devices valued at more than five million euros, as Reuters saidBloombergand SCMPciting diplomatic sources and people familiar with the matter. It should be noted that the commission has not yet made the official resolution public. The measure is based on a legislation approved in 2022: the international public procurement instrument or IPI (for its acronym in English). This instrument allows Brussels to impose penalties to companies from countries where a lack of reciprocity has been tested. The sanctions can range from adjustments in the bidding scores to the direct exclusion of public competitions. According to the aforementioned Hongkonese newspaperthe measure could be applied in Question of weeksonce receives the final approval of the European commissioners. The current draft raises a duration of up to five years for these restrictions, although for now the final text has not been published. According to IPI standards, the measures must be proportional and allow exceptions case by case, at the request of the affected companies. The decision dates back to an investigation launched by the European Commission in April 2024. After a period of consultations without agreement, Brussels published in January 2025 a conclusive report: 87 % of public tenders analyzed in China contained explicit or implicit restrictions to foreign devices. In many cases, technical criteria were required that could only comply with local suppliers, or there were low prices that were unfeasible for business -oriented companies. The most affected sectors were the devices for otolaryngology (ENT), the general diagnosis and the diagnostic image. The commission also detected direct prohibitions to imported products in a growing number of competitions between 2022 and 2024. According to Bloomberg and Reuters, China did not propose any corrective measure during the consultation process. Brussels argues that the lack of access just to the Chinese market, combined with the privileges enjoyed by Chinese companies in Europe, justifies the activation of the IPI. Images | Arseny Togulev | Marcel Scholte | Arthur Wang In Xataka | Nvidia chips had always been a US negotiating weapon in their commercial war with China. Until today

The mythical Italian brand has conversations with Leapmotor, according to Reuters

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There are various views on Chinese leadership in the electric car. There are those who believe that the country lives years away from what we drive in the West right now (Ford’s CEO, without going any further). There are those who believe they are at the same level than European brands. And there are those who estimate that They are not yet found at the level In dynamic aspects but do not deny their present and future capabilities in loading systems or batteries. They are more or less optimistic visions of Chinese role in an industry where they were missing until the arrival of the electric car. But, from time to time, news that supports the most optimistic theory comes out. Well because they present cars recharges in record timebecause they demonstrate their Autonomous driving capabilitiesbecause Volkswagen Search Solutions in China for Audi’s future… Or because Ferrari holds conversations with Leapmotor to work on a future joint platform. Looking for solutions in China The information brings it Reuters Those who claim that Leapmotor, who now works partially under Stellantis’s umbrella, is having conversations with Ferrari for the launch of a joint platform. In his information, the news agency explains that we had already had news that Benedetto Vigna, CEO of Ferrari, He had visited Leapmotor Last February but we had not had news of these conversations. In them, unveiled now, a collaboration would be studying to carry out a new platform for electrified vehicles. Leapmotor only manufactures electric and plug -in hybrids that take the form of extended range electric. That is, they are cars that have a wide completely electric autonomy and that the main mission of the combustion engine is simply feeding a few kilometers plus the autonomy of the vehicle. In this type of carsthe combustion engine acts as an electric current generator. This allows to increase autonomy but maintain the sensations that we are using an electric car despite burning gasoline. Power delivery is linear because, really, the engine that rotates the wheels is electric. This structure, for example, can be seen in the leapmotor C10 to which we could already climb during the BRAND PRESENTATION IN MADRID. That day, we only got into the passenger seat, we did not have the opportunity to take the steering wheel but the Sensations They are good. This approach to supply electric or highly electrified platforms to luxury companies is a path that in Leapmotor is very interested in traveling. In fact, in the same information, Reuters points out that the company has reached a according to FAWthe oldest Chinese automaker, to nurture Hongqi from platforms, the Chinese luxury brand that was born to displace the top leaders of the Chinese Communist Party. It is something like your Rolls-Royce. The information is extremely sensitive because Ferrari is in full transition to pure electric. You need to launch a vehicle at brand. In the information Reuters He admitted that the company had refused to comment but, therefore, did not denied the information frontally. The movement is sensitive. In recent months we have seen how the electric car began to retreat among the wealthiest customers. It remains to be seen if the future, at least for the moment and in Europe, does not go through the extended range electric, a solution for which also Mazda has said that he wants to bet In the future. Even from Volkswagen have also pointed out Its importance recently despite being an almost missing option on the market. Until now, Ferrari’s electric future It is an unknown. Secretism about a future electrical model is total and no detail is known for sure. Photo | Ferrari and Leapmotor In Xataka | “Imagine Toyota by pulling millions of cars”: Ferrari is bound with his hybrids marking record figures

chartar 600 tons of iphone from India, according to Reuters

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Two days ago The Times of India indicated that Apple had chartered iPhone full flights from India Towards the US. The goal was none other than mitigating the impact of the tariffs announced by Donald Trump, which were activated days later. Now It is Reuters who affirms the same And it gives some more data. For example, there were not five flights, but six. 600 tons of iPhone by plane. According to Reuters, Apple sources hired several Charter flights to send 600 tons of iPhone from India to the United States. Before doing so, it also increased the production of these smartphones to be able to send them urgently and thus be able to mitigate the tariffs of President Donald Trump. 1.5 million more phones in its inventory. Those 600 tons are equivalent according to Reuters to 1.5 million iPhone, an especially striking figure. According to Reuters “about six cargo planes with a capacity of 100 tons each have flown since March, and one of them did this week just when the tariffs were activated.” Manufacturing even Sundays. In Reuters they also indicate that Apple accelerated the iPhone production in India in 20%. To do this, he added workers and also extended the most important Foxconn factory operation in India so that there was no rest any day: the workers also worked on Sunday. Two “direct sources” confirmed that the Foxconn factory in Chennai is working on Sunday, which is normally a party. They are not so many. According to estimates Business of AppsApple sold 100.4 million iPhone in 2024 in the American continent. Our estimates according to Apple’s fiscal results place quarterly sales in the US in 2024 between 18 and 28 million. Although the iPhone is a product whose sales vary significantly according to the time, we can ignore that data and establish that every month average more than 8 million mobiles. Those 1.5 million are an undoubtedly striking figure, but they do not suppose so much for total Apple sales. Even so, they would have helped mitigate the impact of tariffs, which in the case of India is 26% although now They have been temporarily deactivated By the truce announced surprise by Trump a few hours ago. You can see the touch of cook. Yeah Tim cook is distinguished for something It is for its domain of the supply chain and its search for optimization (economic also) and efficiency in these processes. If what they indicate in Reuters is true, he was probably the one who made the decision to accelerate the production of iPhones in India and then send them in a hurry by plane to the US to get ahead of the tariffs. The strategy had been in preparation for months. A source from the government of India indicated how Apple really had been preparing the land for eight months so that its orders quickly passed through customs in Chennai. Even the government of Prime Minister Narendra Modi asked those responsible for this area to support Apple with those shipments, they indicate in Reuters. Cook met with Modi in April 2023 with the aim of promoting the manufacture of its iPhone in this country. Image | Logistics+ In Xataka | The European car industry has a problem with US tariffs. Your solution is surprising: India

TSMC is being investigated by the US. It faces a possible fine of 1,000 million dollars, according to Reuters

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TSMC is at a crossroads. This manufacturer of Taiwanese semiconductors, The Major on the Planetis subject to an investigation of the US Commerce Department Since October 2024. The organization that Gina Raimondo then led suspected that this company could secretly arrived agreements with Huawei to take care of the manufacture of your semiconductors for smartphones and applications of artificial intelligence (AI). At the current situation of tension between the US and China this accusation is very serious. The US government definitely included Huawei in its blacklist in 2020, and one of the immediate consequences of this decision was that TSMC should stop producing semiconductors for this Chinese company. Two years later, in October 2022, the US administration decided to include All the Chinese semiconductor industry In his blacklist, which further cut the TSMC client portfolio. Fortunately for this company, Everything seemed to be clarified just a month ago. Finally, TSMC is likely to be unscathed from this conflict In December 2024 TSMC broke its commercial relationship with Powerair, a Singapore company that, apparently, was responsible for delivering to Huawei the chip manufactured by TSMC that appeared on the card for the Ascend 910b. Interestingly, this was the second company presumably responsible for reaching Huawei integrated circuits produced by TSMC. In 2023 this last company stopped offering its manufacturing service to the Chinese Chips Design Company Sophgo to illegally mediate with Huawei. The CSIS has accused TSMC of having made two million Ascend 910 chips indirectly for Huawei However, their problems did not end here. At the beginning of last March the CSIS (Center for Strategic and International Studies), An American organization that is dedicated to elaborating strategies that seek to guarantee the security of the US, accused TSMC of have manufactured indirectly for HuaweI For 2024, no less than two million chips of the Ascend 910. With these integrated circuits this Chinese company could have produced a huge number of units of its ascend 910c solution, which is currently its hardware for the most advanced. The most interesting thing was that the CSIS argued that Huawei had once again resorted to “ghost” companies that acted as intermediaries between her and TSMC. However, the author of the report did not exculpate the Taiwanese company: “TSMC manufactured large amounts of Ascend 910b of Huawei in the name of ghost companies and sent them to China, thus violating US export controls.” This is the reason why, According to Reutersthis integrated circuit manufacturer could receive a fine of billion dollars, or even more, from the Department of Commerce. US regulation establishes that in this context The sanction can ascend twice the value of the transactions that have violated export restrictions, which could place this fine as one of the highest in history by this type of infraction. Image | TSMC More information | Reuters In Xataka | The US tariffs are already hurting two of the companies that support Taiwan’s economy: TSMC and Foxconn

These two pillars will hold their transformation, according to Reuters

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If you have been following the technology for long, you have witnessed two key moments in the golden era of Intel. First, in the 90s, when the Pentium series cemented its domain in desktop processors. Then, in 2006, when, with an already consolidated brand, Intel inaugurated The era ‘core’. At that time, the company not only led the sector: It represented the avant -garde in innovation and quality. He demonstrated it with reference products and a clear brand identity, crowned by its slogan: LEAPS AHEAD (Jumps forward). But something changed. Intel’s domain ceased to be unquestionable. His brightness went out with the emergence of the mobile world, AMD’s resurgence in desktop computers, Apple Silicon’s thrust and his own delays in the development of advanced nodes. Pat Gelsinger tried to straighten the course, But between dismissals and cadastrophic quarterly results, His stage ended in an unprecedented crisis. Now, Intel’s future is in the hands of Lip-bu Tanwhich will assume command this Tuesday. Lip-bu so does not go with rodeos There are few hours left for Lip-Bu to officially become the new Intel CEO, but the veteran executive has already been preparing his strategy to take the reins without delay. It is not a surprise: Intel is going through a delicate moment and tan, ex-care of Cadence and member of the Board of Directors of Intel until 2023, it has been One of the toughest critics of the management of Pat Gelsinger. According to ReuterS, its plan for the company will revolve around two fundamental pillars that will mark the future of the semiconductor giant. Intel Foundry: The chips manufacturing division for third parties, created in 2021 under the IDM 2.0 strategy. In its launch, it was a statement of intentions: Intel wanted to become a key actor in the semiconductor industry and compete directly with TSMC and Samsung. However, the results have been irregular. Although the company has clients such as Microsoft and Amazon, its growth remains below expectations. The priority of such will be to promote Intel Foundry aggressively, attracting new partners and ensuring strategic contracts that reinforce their position in the sector. “Lip-Bu will spend a lot of time listening to customers, partners and employees to position the business for the future,” said an Intel spokesman for Reuters. Artificial intelligence: An area where Intel has been behind. Santa Clara’s company has seen how Nvidia has taken the lead in specialized hardware for AI, while her own strategy in this field has been erratic. So seeks to reorient Intel’s efforts in artificial intelligence, beyond servers chips. Its plan includes an impulse in software, robotics and language models, with the aim of returning to Intel a relevant role in one of the most disruptive technologies of the moment. But this transformation will bring template cuts, mainly in intermediate controls. So it has been pointing out that Intel has lost agility and that its structure has grown disproportionately, making decisions difficult and slowing down innovation. According to sources close to the company, it considers that the key is not only to reduce the size of the workforce, but also to change the corporate culture of Intel, eliminating the risk aversion that its competitiveness has hurt in recent years. The challenge is huge. The question is whether he will do what his predecessors could not: return Intel to the place he occupied for decades. Images | Intel | Rubaitul Azad | Martin Katler In Xataka | Apple has choked artificial intelligence. And the continuous delays of the new Siri are the best example

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