Trade commissioner promises ‘new vehicle’ to diversify suppliers and reduce dependence on China’e

EU Trade Commissioner Maroš Šefčovič promised on Friday a new tool designed to help European ​​ enterprises diversify suppliers and prevent the shortage of critical materials from China’.

Šefčovič at the Brussels Economic Security Forum’, organised by the European Policy Centre and in partnership with Euronews’, said “Diversification now requires a special tool. “Recent industrial cases, particularly the supply of chips and rare earths, have strengthened my belief that a step change is necessary.”

His announcement followed disruptions in European strategic industries last year when China’ blocked exports of green technologies and rare-earth elements needed for the defense sector, as well as chips used by the automotive industry.

But such a move could exacerbate tensions with Beijing, which threatens retaliation if AB’ closes its market to Chinese companies.

“Industry must do its part”

Šefčovič later told Euronews’e that the approach would require companies to source from three different suppliers, but that “ still had to decide what to actually do with the ” legal proposal.

The proposal will ensure that companies do not fully trust a single supplier, such as China. However, businesses in AB’ may be reluctant to support such a measure if it increases production costs.

The commissioner said economic security is a common “ responsibility, and European ” companies should address geopolitical risks as part of their ​​ core business.

“Industry is on the front line. We have to look out for them, but the industry has to do its part. - ”

In 2025, Dutch authorities took over chip maker Nexperia’ due to concerns that Chinese owner Wingtech Technology’ could move important operations and intellectual property rights to China’e. Beijing responded by temporarily blocking the export of Nexperia’'s products and the chips required for the European automotive industry.

The threat facing Europe’ is not solely due to the supply of chips. This is also the block ’i is also due to its dependence on the rare lands of China, refined and processed by the Asian giant.

During trade tensions with the U.S. last year, China also halted rare-earth exports. The shipments resumed after several weeks of negotiations, but the truce was agreed to only for one year until October 2026, when the Sword of Damocles ’ hung over the European ’.

Relations between China and the EU are increasingly tense as Brussels prepares new tools to protect itself from China’'s increased capacity surplus. The bloc faces a record trade deficit of 359.9 billion Euro’, and despite continuous dialogue efforts, Beijing continues to struggle to achieve equal terms with ’.

At the same time, European ​​ enterprises complained about China’'s unfair trade practices, while several member states, including France, Italy, Spain, the Netherlands and Lithuania’, urged the Commission to take a tougher stance through new trade defense tools.

But two proposed EU legislations (the so-called Industrial Accelerator Act and the Cyber Security Act), aimed at tightening Chinese companies' access to the EU market, have already received threats of retaliation from Beijing’, raising the possibility of a trade war if AB’ advances further.

Microsoft launches its own AI models to take over OpenAI and Anthropic’i

Microsoft unveiled a family of seven on-premises AI models at its annual Build developer conference in San Francisco’; This is the clearest sign that the tech giant is taking action to reduce its dependence on AI companies, with billions of dollars pouring in.

After tuning its models for consulting firm McKinsey, Microsoft AI general manager Mustafa Suleiman said the company outperformed OpenAI’'s GPT-5.5’ in terms of quality and predicted ten times better cost efficiency based on public pricing data scaled to model sizes.

At the conference, CEO Satya Nadella, “, said, "We believe it's time for every company to move from consuming a border model to fully participating in the border."

The title version is MAI-Thinking-1’, Microsoft’'s first reasoning model; trained from the ground up with clean, commercially licensed data without being distilled from third-party systems.

It is a medium-sized model with 35 billion active parameters and a 256.000 coin context window, designed for complex multi-step instructions, long context reasoning, and code generation.

In addition, the company has launched MAI-Code-1-Flash’, an encoding model that converts text descriptions to source code for apps and websites, and is now available on GitHub Copilot and Visual Studio Code’.

By running its own models on Azure infrastructure, Microsoft can avoid the fees it already pays third-party providers and pass the savings on to developers.

According to Microsoft’, in blind reviews conducted by independent human rating partner Surge, MAI-Thinking-1 was preferred to Anthropic’in Claude Sonnet 4.6’, and the company said it matched Claude Opus 4.6 in its coding criteria.

Category: Quantum leaps

Also at Build’, Microsoft announced that the Majorana 2 quantum chip is 1,000 times more reliable than its predecessor; This is a milestone that the company says has come a striking distance to a commercially useful quantum computer.

Quantum qubits, the basic unit of quantum computing, are, as everyone knows, fragile: Even the slightest temperature changes or vibrations can lead them astray. The Majorana 2 chip handles this directly.

The qubits in the new chip survive an average of 20 seconds compared to the milliseconds in the original; This is a development that the company likens to upgrading a phone that needs to be charged daily to a phone that can last several years.

Zulfi Alam, corporate vice president of Microsoft Quantum’, said that in “2029’, we will have a quantum machine that can solve commercially viable, reasonable problems. While the chip currently has only 12 qubits, a handy machine requires millions of qubits.

Microsoft’'s approach focuses on topological qubits based on the properties of the semiparticle, first theorized by Italian physicist Ettore Majorana in the 1930s.

The path was not smooth – company had to withdraw a 2018 paper claiming evidence for the particle in the journal Nature – but the pressure continued and the second generation chip partially recovered from the first by replacing aluminum as a superconductor with lead.

The chip and the research supporting it have not yet undergone peer review, and some physicists have requested more information.

IPO race escalates

Microsoft’'s drive for model independence comes as companies allocate billions of dollars to prepare for blockbuster stock market launches.

Just days after raising $65 billion (59 billion euros) in the Series H funding round, which raised its valuation to $965 billion (877 billion euros), Anthropic, the artificial intelligence lab behind Claude’, secretly filed for an initial public offering on June 1, ’. OpenAI is also preparing its own secret file.

Microsoft has committed $13 billion (€11.8 billion) to OpenAI’, and Anthropic’e has invested up to $5 billion (€4.5 billion) while making models from both companies available through Azure.

EU industry chief says don't get 100 percent of your supply from a single country

EU Industry Commissioner Stéphane Séjourné on Friday called on EU businesses to diversify their suppliers as trade tensions with China escalate.

The comments come at a time when Beijing’ has repeatedly made threats against AB’ in recent weeks, and Brussels is trying to strengthen ’'s legislation against its Asian rival.

Last year, China restricted the export of rare earth and chips, which are strategic for AB’'s green technologies, defense and automotive industries.

Séjourné, ABAfter meeting with ’'s 27 trade ministers in Brussels’, he told EU businesses that “ %Don't make your 100’ in one country, ” said. He added: The global geopolitical situation shows that your ability to provide yourself abroad must also depend on other types of countries, as well as on European production.“

The European Commission has so far issued guidance for EU companies, and Séjourné has signalled that if they do not take action, the EU administration will probably have to take the next step, “.

Workers use machinery to excavate rare earth mine in Baotou’'s Baiyunebo mining area in Inner Mongolia’, July 6, 2010

Measures force automakers to diversify

According to Euronews’, the Commission is internally working on a proposal that would force automakers to source chips from multiple suppliers. has been clarified.

Last year, a dispute between the Dutch government and Dutch-based Chinese chip company Nexperia caused chip shortages in EU industries after Beijing ’ blocked exports in retaliation.

EU Trade Chief Maroš Šefčovič is said toEuronews At the time, ’ wrote that “ was arming critical materials for the EU industry.

There have been disputes between Brussels and Beijing since AB’ submitted several proposals restricting ’'s access to the EU single market.

Chinese chip maker Nexperia’'s head office October 14, 2025’te seen at Nijmegen’

The so-called “ Industrial Accelerator Act aims to support EU companies in public procurement and impose strict conditions on Chinese ”'s investments in the bloc. The Cyber Security Act, meanwhile, could exclude Chinese telecommunications companies from the EU market.

Direct from Beijing was threatenedThe EU will face retaliation if it moves forward with these proposals. China has repeated its threats following media reports about potential EU measures against cheap Chinese imports flocking to the EU market.

As AB’'s trade deficit with China is becoming more critical each month, there will be a referral discussion among EU commissioners at ’ in Brussels on May 29th to decide on AB’'s strategy.

Samsung employees protest and threaten strike by demanding share of profits amid artificial intelligence explosion

Thousands of Samsung Electronics employees protested at the chip complex in ’, South Korea on Thursday, demanding higher bonuses and threatening to strike as the company made record profits as artificial intelligence increased its demand for memory chips.

Workers with banners in their hands and waving banners gathered under heavy police presence at a factory compound in Pyeongtaek’ and shouted, "“, make compensation transparent and remove maximum limits on bonuses!"

Union representatives said the turnout was about 40,000, while police did not specify an official number.

The protest came on the day Samsung’'s main competitor, SK Hynix’, announced its best quarterly results so far: Record revenue and operating profit for the first three months of the year is owed to the company's growing global investment in data centers and AI infrastructure to drive demand for memory chips, he said.

Samsung Electronics labor union members chanted slogans during a rally demanding higher bonuses at the computer chip complex in Pyeongtaek, South Korea.

Samsung, which together with SK Hynix produces about two-thirds of global memory chips, estimated its first-quarter operating profit earlier this month to reach a record 57.2 trillion won (€33 billion).

The Samsung syndicate, which represents about 74,000 workers, says the company has failed to provide adequate compensation despite its strong performance. He rejected the administration's proposal for bonuses for limited stocks and called for the lifting of ceilings on bonuses.

If negotiations with management failed, the union threatened an 18-day strike from May 21, ’, estimating that it would cost the company more than 1 trillion won (578 million euros) per day.

Union leader Choi Seung-ho said via a loudspeaker at the top of a crane-mounted structure, “We will not stop this struggle until our fair demands are met.

South Korea’'s semiconductor manufacturers benefited from the artificial intelligence explosion, but the war in the Middle East’ overshadowed the outlook for the future by disrupting the supply of essential materials such as helium, which is vital for chip making, and raising energy costs.

But in a conference call on Thursday, Woo Hyun Kim, chief financial officer at SK Hynix’, said the company was closely monitoring the dispute but did not expect any meaningful impact on production.

TSMC shares rise as semiconductor firm announces surprise revenue growth

When the Taiwanese stock market closed on Thursday, TSMC shares almost %increased by 10; While responding to the positive earnings announcement, it also reflected broader market rises.

The semiconductor company's revenue in the first three months of the year compared to the same period of 2024 %NT 839.25 billion with an increase of 41.6 $ (€23.1 billion) was recorded.

TSMC’ is scheduled to announce all of its first-quarter earnings next week.

Asian markets, like Wall Street and Europe ’, have made big gains after President Donald Trump ’ announced a 90-day break from ’-mutual ‘ trade tariffs for some countries, including Taiwan’.

Taiwan, home of the world's largest contract chip maker, spent several hours before the White House quickly changed direction. ’ was subject to a tariff. While the White House continues to impose a baseline tariff of 10’ percent lower in most countries, it is also negotiating new taxes with about 75 countries.

Chipmakers have so far been exempt from tariffs, but TSMC may be subject to further taxation unless it expands its investments in ABD’.

Taiwan Semiconductor Manufacturing Company produces chips used in Apple’'s iPhone’s and Nvidia’'s artificial intelligence hardware.

Trump had previously said that Taiwan ’ had taken away the U.S. ’'s chip business and wanted it back.

In March, TSMC announced that it would invest $100 billion (€90.6 billion) in the country to build three sawdust foundries, an R&D center and two packaging plants in Arizona’. This comes on top of a commitment to invest $65 billion (58.9 billion euros) in three sawdust foundries in the province, one of which is operational. This will represent the largest foreign direct investment in U.S. history.

At the time, the US president said investments would mean “ thousands of jobs and high-paying jobs.

But on Tuesday, the US president said he would impose a tax of up to 100 percent on the chip giant if it does not establish facilities in the country.

TSMC declined to comment on the president's remarks.

What does the U.S. and Japan's chip restriction plan for China aim for?

United States of America and the History of Japan, It is chinesee the Chip Chip technology has reached the final stage in an important agreement to restrict its exports. But Japanese companies are concerned about possible threats of retaliation from China following these export restrictions. Well, China's chip production share of market What is it? What are the main objectives of the agreement? China USA and Japan The chip industry What are the possible retaliation strategies against export controls on it? China chip productionWhat are their strategic goals and what policies are they implementing to achieve them? What can be said about China's long-term chip production strategy? the Turkish Asian Center for Strategic Studies⁇ nden (TASAM) Prof. Dr. Sedat Aybar Thoughts on the subject Sputnik ⁇ e (disambiguation) He told me privately.

China is considering reducing its dependence on the outside in manufacturing in chip-using industries

Prof. Dr. Sedat AybaIndicating China's role in the global chip industry, he said that the country is considering reducing its dependence on outside production in chip-using industries.; “People of China⁇ in (disambiguation) the Chip IndustryIts global share has risen considerably, especially recently. China, which dominated 3 percent of the global chip market in 2010, increased its share to 5 percent as of 2022. Industries and products that use chips Considering the prevalence of the basis of China's production, this rate is not very much.. What this reality reveals is that the import dependence of the chips used in Çin ⁇ in products is high. Therefore, China will increase its chip production capacity from $10 billion in 2020. It aims to increase to 100 billion dollars by 2025. Thus, it considers reducing its dependence on imports and external dependence in the industries and production of products using chips. While China is reducing its import dependence, it wants to be a major player in the global chip supply chain by making such a serious breakthrough, especially to compete with Taiwan and South Korea in its region..”

China is implementing a series of policies to take over the scientific field in which the West is unquestionably superior.

Aybar, Talking about the Chinese government's incentives to the chip industry, “China is implementing a series of policies to take over the scientific field in which the West is unquestionably superior. He completes his thoughts on the subject with these words:

In order to achieve the goals of the Chinese government, In 2021, it invested $150 billion in the chip industry. Chinese companies producing chips were provided with tax reductions and Since 2020, large amounts of incentives have been provided for R&D studies through the Semiconductor Industry Development Fund. Chip production covers capital-intensive, high-tech production and labor processes. The sustainability of the technological infrastructure to carry out such production requires academic/scientific/intellectual advanced processes. This imposes a capacity building. The formation of such capacities, which are very expensive, and the scientific infrastructure did not exist in China until recently. The Chinese government is working to make breakthroughs in digital breakthroughs, technological applications that can land on the dark side of the moon, the use of Big Data, robotics, artificial intelligence, etc. In addition, he has recently made serious attempts to create a scientific/academic infrastructure. The resources allocated to R&D studies and efforts to transfer scientific publications to China should always be seen as part of these incentives. China is implementing a series of policies to take over the scientific field in which the West is unquestionably superior. China predicts that their output will produce a series of results for chip production.

The main issue of China is to be able to manage a very large economy without overthrowing it.

Prof. Dr. Sedat Aybar, China's long-term strategies “It aims to meet 70 percent of semiconductors with domestic production by 2025“ He stated in his sentence and “China's most important strategic goal, which feeds its appetite for such an increase in chip production, is to reduce external dependence on its production and thus to maintain its cost advantage in international competition. In particular, due to the increasing wages in the country, there is an effort to make its own economic internal and external balances sustainable behind its orientation to products with high technological added value. It is part of the desire to prevent the surplus economy from evolving into the deficit economy due to the increasing reality of total consumption at home. The main reason for the drive to promote chip production should be seen as a smaller part of the economic policy package to harmonize internal and external balances. This is different from the explanations that are emphasized too much in the West and emphasize the efforts to achieve a global leverage of power. The main problem of China is to be able to manage a very large economy with a very large population without overthrowing it. In addition, global power projections can possibly be explained in scenarios involving international relations. While all these scenarios are being set up It should be noted that Çin ⁇ in pursues policies such as supporting domestic companies in chip production, encouraging technology transfer and especially establishing international collaborations.“ He said it.

⁇ US and Japan's agreement to restrict Chinese exports causes a contraction in China's chip industry ⁇

Aybar, The U.S. and Japan said the agreement to restrict China's chip technology exports would cause a significant contraction in the Chinese chip industry if it came into force.

The fact that ABD ⁇ limits the export of high-tech semiconductors inevitably causes a significant contraction in China's chip industry. The main objective of this type of U.S. trade strategy towards China is to limit its military and strategic capabilities by blocking the access of high-tech semiconductors to China. In this way, Çin ⁇ in considers to control the situations where it can strengthen the semiconductor industry and reduce the impact of trade sanctions that can be imposed on it. ⁇

The U.S. predicts that if the deal is completed, China could lead to a contraction of up to 30 percent in the chip industry.

Prof. Dr. Sedat Aybar stated that the main goal of the new export controls planned by ABD ⁇ is to cause a contraction in the Çin ⁇ in chip industry and stated the following on the subject:

“The United States foresees that sanctions and trade controls could lead to a contraction of up to 30 percent in China's chip industry and does not want to lose this advantage. Therefore, the It also wants countries such as its allies South Korea, Taiwan and Japan to cooperate with it and restrict the export of high-tech semiconductors.. The U.S. provides financial and R&D support to help maintain the competitiveness of companies in this country, which is likely to be adversely affected by this situation. As a result of such supports, global chip supply times are projected to increase by 20-30 percent. Thus, further regional decomposition of the chip industry and the creation of independent semiconductor markets should be expected. ⁇

Dutch government expands chip restrictions

The Dutch government has expanded restrictions on the export of equipment used in chip production.

The government said in a statement that national export control measures for advanced semiconductor production equipment, which have been in force since September 1, 2023, have been expanded.

According to the statement, additional restrictions published in today's official newspaper will come into force from tomorrow and from that date, exports of more types of chip production equipment will be allowed.

According to this, companies that will send chip machines outside the European Union (EU) should obtain an export license from the government in advance.

NATIONAL SECURITY SIGNATURE

In the statement, it was emphasized that chip production machines play an important role in the production of advanced military technologies, and the uncontrolled export of these equipment affects the security interests of the Netherlands.

Reinette Klever, Minister of Foreign Trade and Development Cooperation, pointed out that the new chip machines are used in the production of advanced military vehicles, and because of our national security, these machines can only be exported by license. This is how the Council of Ministers controls who gets their hands on these machines. Even old machines can now produce sophisticated chips. That's why the government is expanding the list. From now on, export licenses will be required for old chip machines. ⁇

The ASML is: NO SERIOUS CHANGES

Dutch-based ASML, one of the world's leading companies in chip production equipment manufacturing, said in a statement on the government's restriction policy that this will not cause a serious change in the company's financial situation and long-term policies.

CHINA AND RUSSIA WILL AFFECT EXPORTS TO BE MADE

In the news of public broadcaster NOS ⁇ un, it was stated that Europe and the USA were afraid of establishing economic and military superiority as the advanced chips of manufacturers such as ASML fell into the hands of Çin ⁇ .

The report emphasized that Chinese companies importing chip machines from the Netherlands are both ahead of their European competitors and gaining superiority with supercomputers and artificial intelligence-powered weapons.

According to the research of the Trouw newspaper, it was stated that Russia produced the microchips used in the production of weapons with the old machines of the Dutch chip machine manufacturer ASML ⁇ .

According to the report, Russian arms companies provide the necessary spare parts for these machines mostly through intermediaries in China.

In the Dutch press, it was claimed that microchip machines sent from companies in the country went to Russia collectively through the penetration of sanctions.

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