Nvidia has a very strong and not quite unexpected ally against Depseek: TSMC

Deepseek has convulsed the industry of the artificial intelligence (AI). The irruption of this free and open source Chinese model has questioned the need to use in training and inference processes Chips for very powerful and expensive. Like those designed by Nvidia, which leads with an unappealable roundness the hardware market for Ia. Even so, just ten days ago Deepseek caused Its market value fell abruptly. Since then the hardware used by this Chinese company has generated a lot of distrust. The Deepseek responsible argue that the infrastructure they have used to train their agglutin model 2,048 chips H800 of Nvidia. And that this process with 671,000 million parameters has cost 5.6 million dollars. However, some analysts defend that these figures do not reflect reality. The very juicy report prepared by SEMIANALYSIS He maintains that, in reality, the infrastructure used by Deepseek to train his AI model approximately 50,000 NVIDIA GPU with Hopper MicroAritecture. According to Dylan Patel, AJ Kourabi, Doug O’Laughlin and Reyk Knuhttsen, at least 10,000 of these chips are GPU H100 of Nvidia, and at least another 10,000 are GPU H800. The remaining chips, according to these analysts, are the cuts cut H20. The TSMC cowos packaging is a very strong support for Nvidia As we have just seen, at the current situation it is reasonable to have doubts about the hardware that Deepseek has used in the training of its model (in inference seems to be using the GPUs Ascend 910c of Huawei). And also about the real cost of this process, which could be much higher than the officially announced by this Chinese company. In any case, Depseek has poured uncertainty about the AI ​​market, and this is the reason why so many US technology companies have lost value. Whatever Nvidia has just received a very strong support from TSMC, which is the semiconductor manufacturer that produces its GPU. And is that, according to Digitimes Asiathis Taiwanese company has decided launch an expansion plan five years long for integrated circuit manufacturing capacity using its advanced cowos packaging technology (Chip-on-Wafer-on-Substrate). According to Beth Kindigof the I/O Fund consultant, this technology will monopolize between 50 and 60% of the market in 2025 compared to 15% it supported during 2024. In 2024 TSMC he officially announced that he was building two cowos packaging plants in the town of Chiayi, housed in southern Taiwan The high demand for GPUs for AI with Blackwell MicroAritectura de Nvidia is largely responsible for the implementation of this plan. The company led by Jensen Huang can respond better to the needs of its customers and will see how its competitiveness is increased in a phase in which Depseek and other Chinese companies represent a challenge. In March 2024 TSMC officially announced which was building two cowos packaging plants in the town of Chiayi, housed in southern Taiwan. However, this is not all. He also shuffled the option to put a plant more specialized in this advanced packaging technology in Japan, presumably on the island of Kyushu, in which This company is building at the moment two semiconductor production plants of avant -garde. In any case, there is something else. And it is that Chiayi plants will be trained to work, in addition to the packaging cowos, with advanced Info and Soic technologies (System on Integrated Chips). It is evident that TSMC wants to cover your back well and look to the future to prevent its production capacity from being threatened by a bottleneck. An interesting note: currently the Cowos packaging is being used with the AMD Instinct Mi250 chips and with the A100, H100, H200, B100 and B200 NVIDIA GPUs, as well as in its derivatives. The review used in these last two chips, the B100 and B200, is known as Cowos-L. In 2025 TSMC will be able to process no less than 60,000 wafers per month using its advanced packaging technology. Image | TSMC More information | Digitimes Asia | Yahoo! Finance In Xataka | Samsung is preparing to give TSMC a bars where it hurts most: the manufacture of the chips for ia

Something totally unexpected is happening in Ukraine. Suddenly, North Korea soldiers have disappeared

Since November 2023, Ukrainian forces and intelligence in the United States have calculated that up to 12,000 North Korean soldiers have moved In Kursk’s Russian region to stop the Ukrainian offensive. In recent months we have known The strategy that pyongyang troops followedlarticles that lead to the battlefieldand even Ukraine captured soldiers who betrayed the misinformation with which they seemed to have arrived in Europe. However, something has happened in the last two weeks. North Korean paper. CNN had through interviews with Ukrainian troops that many of the northorean soldiers deployed were using extreme combat methods that remember tactics of the cold war. With a formation focused on sacrifice and unwavering loyalty to Kim Jong Un, these soldiers had demonstrated fierce resistance, although they were suffering from mass losses, With about 4,000 dead or injured. His behavior on the battlefield, in fact, had baffled the Ukrainian forces, since instead of surrendering, Many prefer to immolate themselves with grenades or use desperate strategies How to shed your protective team to move faster. In fact, several teams captured to the fallen soldiers revealed that They carry only the minimum to survive: Limited water rations, without shelter clothes and with backpacks full of ammunition. Although they carry modernized versions of the AK-47 rifle and other more or less recent Russian teams, their lack of armor and preparation for current war technology was accelerating its wear on the battlefield. And suddenly, they are no longer. One withdrawal? According to the New York TimesNorth Korean troops sent to Russia to strengthen their offensive against Ukraine They have disappeared from the battlefield for two weeks. It is possible, as analysts explain, who have been removed from the front after suffering those devastating losses we were talking about. Its deployment in November 2023 generated alarm when the measure was interpreted as a significant climb of the conflict. However, in just three months, The number of troops was drastically reduced Due to the lack of coordination. According to Ukrainian sources, the Russian strategy consisted of Send them in waves through mined fields and under intense firewhich resulted in a high number of casualties. Now, the withdrawal is not necessarily definitive, since it is evaluated the possibility that these soldiers return after receiving a resentment or if the Russian controls find more effective ways to use them in combat. Impact of the Ukrainian offensive on Kurk. The Ukrainian incursion in the Russian region of Kursk in August 2024 surprised the Kremlin and altered the dynamics of the conflict. For the first time in more than a decade of confrontations, including the Russian in large scale in 2022, Ukraine seemed to take and maintain territory within Russia. This movement, although criticized by some as an unnecessary wear of resources, is seen by President Volodymyr Zelenskyy as a key tool to press in future peace negotiations and a strategic barrier against new Russian offensives in the northeast of Ukraine. Although Russian forces have managed to recover about half of the lost territory, the Ukrainian presence in Kursk It is still a challenge for Moscowforcing Putin to balance their military resources without weakening their main operations in eastern Ukraine. The North Korean alliance. It We have counted in the past. The sending of North Korean troops seems to be part of A broader cooperation strategy between Moscow and Pyongyang. Kim Jong Un, by supporting Putin, Search in return assistance in military technology and diplomatic support. In addition to troops, North Korea has supplied Russia millions of artillery and missile projectiles, covering approximately half of the armament that Russia uses daily at the moment. In return, Moscow provides oil, food and improvements in North Korean weapons. In fact, the recent restoration of the Mutual Defense Treaty between the two countries reinforces this relationship, which reminds of the era of the cold war. The North Korean future. Although the withdrawal of North Korean soldiers suggests that their initial deployment did not have the expected impact, Your possible return is not discarded. Russia could reconsider its integration strategy with these troops, perhaps avoiding their use as a simple shock infantry and improving its coordination with local units. Besides, The situation in Kursk continues to evolve, with new Ukrainian offensives facing a growing Russian resistance. Meanwhile and as we said, the alliance between Russia and North Korea continues to consolidate, and along the way increasing tensions with the West. As the war continues, the participation of external actors such as North Korea could become an even more relevant factor in the development of the conflict and in the global geopolitical balance. And Trump is still missing, although it is about to see how he will. Image | Ukraine forces In Xataka | North Korea has officially entered the Ukraine War, although a barrier is being lethal: the language In Xataka | The Ukrainian invention that has allowed to repel the waves of Russian attacks: a 41 km fiber optic cable

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