--- title: "Huawei's \"Tao Law\" historic breakthrough! 561980 rises over 7%, creating the 20th new high of the year! ACMSH hits the 20cm limit up" type: "News" locale: "en" url: "https://longbridge.com/en/news/287496848.md" description: "On May 25th, the Semiconductor Equipment ETF China Merchants (561980) surged 7.34%, reaching a new high for the 20th time this year. Huawei released the \"Tao Law,\" promoting the development of the semiconductor industry, with expectations that by 2031, the transistor density of high-end chips will reach 1.4 nanometers. The IPO progress of Changxin Technology and Yangtze Memory Technologies has accelerated, and the industry's prosperity remains high, with a projected 79% year-on-year growth in global semiconductor sales by 2026" datetime: "2026-05-25T05:36:33.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/287496848.md) - [en](https://longbridge.com/en/news/287496848.md) - [zh-HK](https://longbridge.com/zh-HK/news/287496848.md) generator: "portal-rs" --- # Huawei's "Tao Law" historic breakthrough! 561980 rises over 7%, creating the 20th new high of the year! ACMSH hits the 20cm limit up On the afternoon of May 25, the semiconductor equipment sector surged violently. As of 1:18 PM, the Semiconductor Equipment ETF China Merchants (561980) rose by 7.34%, hitting a new historical high for the 20th time this year during intraday trading. The performance of constituent stocks was explosive—ACMSH hit the daily limit of 20%, while SMIC, Tuojing Technology, Aisen Co., Shanghai Xinyang, and Yake Technology saw significant gains. The news front welcomed a series of catalysts. Huawei released the "Tao (τ) Law," which is the first new principle proposed in China to guide the development of the semiconductor industry globally, replacing "geometric scaling" with "time scaling" to build a multi-level collaborative optimization system spanning devices, circuits, chips, and systems. Based on this law, Huawei has successfully designed and mass-produced 381 types of chips over the past six years and will launch a Kirin smartphone chip using "logic folding" technology this autumn, with expectations that by 2031, the transistor density of high-end chips will reach the equivalent level of 1.4nm process. The capitalization of storage leaders is accelerating, with Changxin Technology set to go public on May 27, reporting Q1 revenue of 50.8 billion yuan, a year-on-year increase of 719%, and its global DRAM market share rising to 7.67%, ranking fourth globally; Yangtze Memory Technologies has initiated IPO counseling, with equipment bidding for Plant 2 starting on May 14. The industry's prosperity remains high, with global semiconductor sales expected to grow by 79% year-on-year in Q1 2026, and domestic sales increasing by 59.88% year-on-year, with the annual market size likely to exceed 1 trillion USD. On the policy front, the National Development and Reform Commission has clearly guided the adaptation of domestic large models to domestic computing power chips to ensure self-control. It is understood that the Semiconductor Equipment ETF China Merchants (561980) tracks the CSI Semiconductor Index and is one of the few A-share indices that fully covers the four core industry chains of equipment, materials, design, and manufacturing, having increased more than fourfold since 2020, ranking first among similar indices ### Related Stocks - [688082.CN](https://longbridge.com/en/quote/688082.CN.md) - [159558.CN](https://longbridge.com/en/quote/159558.CN.md) - [588780.CN](https://longbridge.com/en/quote/588780.CN.md) - [512480.CN](https://longbridge.com/en/quote/512480.CN.md) - [159546.CN](https://longbridge.com/en/quote/159546.CN.md) - [159995.CN](https://longbridge.com/en/quote/159995.CN.md) - [588200.CN](https://longbridge.com/en/quote/588200.CN.md) - [561980.CN](https://longbridge.com/en/quote/561980.CN.md) - [512760.CN](https://longbridge.com/en/quote/512760.CN.md) - [159516.CN](https://longbridge.com/en/quote/159516.CN.md) - [562820.CN](https://longbridge.com/en/quote/562820.CN.md) - [588170.CN](https://longbridge.com/en/quote/588170.CN.md) - [ACMR.US](https://longbridge.com/en/quote/ACMR.US.md) - [688981.CN](https://longbridge.com/en/quote/688981.CN.md) - [00981.HK](https://longbridge.com/en/quote/00981.HK.md) - [688072.CN](https://longbridge.com/en/quote/688072.CN.md) - [688720.CN](https://longbridge.com/en/quote/688720.CN.md) - [300236.CN](https://longbridge.com/en/quote/300236.CN.md) - [002409.CN](https://longbridge.com/en/quote/002409.CN.md) - [HSMD.SG](https://longbridge.com/en/quote/HSMD.SG.md) ## Related News & Research - [ACM Research (ACMR) Valuation Check After Strong Multi Period Share Price Gains](https://longbridge.com/en/news/288140389.md) - [WRAPUP 1-China's July exports beat expectations on robust high-tech demand](https://longbridge.com/en/news/295174742.md) - [This Atlassian Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Wednesday](https://longbridge.com/en/news/297053341.md) - [Pricey but popular: Top technology stocks with high momentum, weak valuation](https://longbridge.com/en/news/295439493.md) - [ACM Research Highlights Strong Order Growth and Guidance](https://longbridge.com/en/news/290447498.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**