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

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

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

Openai has just signed a contract of 11.9 billion dollars, according to Reuters. It’s a poisoned dart for Microsoft

The idyll between OpenAI with Microsoft It seems to be a thing of the past. Both companies have been preparing their respective future strategies for months, and it seems clear that in both cases the objective is the same: cut that relationship and independent of each other. Openai ends up announcing something key to achieve it. He has thrown new girlfriend, could be said. Who is Coreweave. Coreweave is a startup in which Nvidia has 6% participation. The company has a compound infrastructure (at the end of 2024) by 32 data centers with about 250,000 graphics cards of NVIDIA. Now he added more, including the new GPUS with Blackwell architecture, and thanks to that he can offer training and inference services for AI models. They started with crypts. The company is an example of the conversion, because when it was founded in 2017, Coreweave (then called Atlantic Crypto) was dedicated to Ethereum mining with GPUS. After the value fall in cryptocurrencies in 2018 they ended up changing their name and focus a year later. OpenAI signs an agreement with Coreweave. According to Reuters These two companies have reached an agreement worth 11.9 billion that will last five years. OpenAI will receive $ 350 million from Coreweave shares, and while Coreweave earns a spectacular customer for his future. And above all, in the face of his future public offer of actions. An impulse for your OPA. Coreweave is about to go overand intends to lift at least 4,000 million dollars. In 2024 they had revenues of 1.9 billion dollars, almost eight times more than in 2023, when 228.9 million dollars entered. Which is also double. The problem that Coreweave had is that they depended almost on a single client, Microsoft, which was responsible for 62% of that income. It also has as clients Cohere, goal and mystral, but with less prominence. Openai alliance is especially important to encourage investors to trust their future and in success of that IPO. Microsoft and OpenAi go to yours. In the announcement of the Stargate project it was clear that Microsoft would cease to be the only opening infrastructure provider of OpenAI. Meanwhile, Microsoft works In its own reasoning models to compete with those of OpenAI or Deepseek R1, for example, that effort is added to the development of the models Like Phi 4. A Plan B for Azure or AWS. OpenAI seems determined to avoid as much as possible to large cloud infrastructure suppliers such as Microsoft with Azure or Amazon with AWS. His alliance with Coreweaver is especially significant, especially since it implies another evidence that the alliance with Microsoft seems definitely condemned. Image | Techcrunch | Coreweave In Xataka | Manus is the new sensation of China after Deepseek. Is generating as many expectations as doubts

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