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Huawei says that it has resolved a technological challenge that will trigger China’s competitiveness in the United States

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In the field of hardware development for artificial intelligence (AI) China is advancing with the hand brake. The impossibility of accessing equipment extreme ultraviolet photolithography (UVE) that designs and manufactures the Dutch company ASML prevents Chinese chip manufacturers Produce GPU for comparable to the most advanced that manufacture NVIDIA, AMD or brains, among other western alignment companies. In addition, for the moment the Chinese chips manufacturers They are not producing solutions capable of competing with the most advanced memories manufactured by South Korean companies Samsung and SK Hynix, or the American Micron Technology. GPUs for Ia work side by side with HBM memory chips (High Bandwidth Memory). In fact, its performance is largely conditioned by these memories. As the editors of SEMIANALYSISthe total bandwidth of the HBM3 memory chips that live with some of THE GPU FOR THE MOST ADVANCED Nvidia or AMD exceeds 819 GB/s, while DDR5 and GDDR6X memories reach much more modest 70.4 GB/Sy 96 GB/s. HBM3E memories and future HBM4 are even better. Chinese manufacturers of this type of chips do not yet produce this kind of memoirs, but a filtration ensures that Huawei will change this scenario today. Huawei plans to give China the impulse it needs in the memoirs According to SCMPthe Chinese state medium Securities Times has revealed that Huawei is about to present a technological advance that seeks to reduce China dependence on HBM memory chips from abroad. According to this source Huawei will officially announce its technological milestone within a few hours, during the celebration in Shanghai (China) of the Application Forum and Development of Reasoning of Financial 2025. In a HBM3E stack the XPU and the HBM memory are linked through more than 1,000 drivers At the moment we do not know anything else, but it is reasonable to anticipate that what Huawei will produce your HBM3 and 3E memories. And it is that manufacturing these integrated circuits is complex because they require stacking several DRAM chips and implementing an interface between the XPU (Extended Processing Unit) or extended processing unit and extraordinarily dense HBM chips. As a button shows: in a HBM3E stack the XPU and the HBM memory are linked through more than 1,000 drivers. SK Hynix, Samsung and Micron are manufacturing on a large scale, although with different success12 -layer HBM3E memories. The two South Korean firms will produce large -scale HBM4 chips during the second semester of 2025, and Micron will do so in 2026. However, CXMT (Changxin Memory Technologies), one of the Chinese companies specialized in the production of memoirs, will launch Your first HBM3E chips in 2027. SK Hynix leads the HBM memories market with a shocking authority. Your market share Broken 70%so that the remaining 30% are distributed by Samsung and Micron Technology. Behind them they step stronger and louder the Chinese chips manufacturers of Yangtze Memory Technologies Co. (YMTC) and CXMT, who have chosen to compete in this attractive market deploying a very aggressive price policy. CXMT in particular has increased its production capacity of DRAM chips almost five times during the last four years, which has allowed it to increase its global market share Until a very worthy 9%. More information | SCMP In Xataka | Chinese memory chips manufacturers are a nightmare for the US and South Korea. There is a lot at play

suspends his tariffs, although he keeps his finger in the trigger

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Ursula von der Leyen, president of the European Commission, has announced that the European Union now suspends its first retaliation measures against the United States. The decision comes just a few hours after Donald Trump will formalize a 90 -day pause in the new “reciprocal” tariffs that he had just activated. The crossing of decisions that we are seeing is part of a commercial war that already drags several chapters and whose unpredictability, despite the momentary respite, continues to take its toll. It does so in the markets and in a wide variety of industrieswhich analyze the millimeter every movement on a global board more uncertain than ever. Click to see the original message in x A firm posture. Von der Leyen has been clear: suspension is not a resignation. Brussels freeze the countermeasures for 90 days, but keeps up all the necessary steps to apply them if negotiations with the White House do not reach fruition. “All options are still on the table,” he insisted. The approved countermeasures. The European bloc had given green light A day before his own tariffs in direct response to the measures promoted by Washington. The proposal was strongly backed by the Member States, on the argument that American tariffs were “unjustified and harmful” for both economies. The plan contemplated applying 10% and 25% taxes to consumer products such as appliances, motorcycles, recreation vessels or even cards, in addition to food products such as sausages, poultry and other agricultural products. Personal care articles would also be included, such as dental thread. Not all tariffs enter pause. Trump’s pause affects only the so -called reciprocal tariffs, which had been set at 20% for the European case. However, other measures are still standing: 25% to imports to steel and aluminum from the European Union, and the same percentage for European cars. And even if there is pause, the EU is not beyond the reach of Washington: its exports will continue to face a base tariff of 10%, a minimum rate that applies to all countries affected by the reciprocal tariffs now suspended and that will remain in force for 90 days, except some other change of the Trump administration. The fight focuses on China. While gives air to its allies, the United States focuses more than ever in China. In less than a week, Import tariffs of Asian giant have climbed from 54% to 145%. China has responded along the same lines, With a rise in their own tariffs to 84%, and could climb even more. Uncertainty continues in the air. There are 90 days ahead and many open unknowns. It is possible that Europe finds a balance point with Washington, but on the scene what may happen with Beijing. To talk about China is to talk about the second largest economy and the “world factory.” Any tariff climbing with China is not limited to the two powers involved: its effects can move to the global supply chain and have a direct impact on strategic sectors such as electronics, automotive or the pharmaceutical industry. In such an interconnected economy, any prolonged tension can cause unwanted effects. Images | Pascal Bullan | European Parliament | The White House In Xataka | Apple and Trump’s dance is taking shape: threat, panic … and an imminent exemption In Xataka | There is a critical sector that is still expected the worst before the tariffs of the United States: that of medicines

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