1/ Huawei just introduced the Tau (τ) Scaling Law at ISCAS 2026. Presented by He Tingbo, President of Huawei's Semiconductor Business Unit. Core idea: replace geometric transistor scaling with time (τ) scaling using "LogicFolding" architecture. 🇨🇳

2/ In plain terms: instead of shrinking transistors further (increasingly expensive and physically limited under sanctions), Huawei is betting on making signals move faster within existing transistor structures. This is a real architectural shift, not just a marketing claim. Huawei says 1.4nm-equivalent chips by 2031.

3/ Market reaction: SMIC hit its +20% daily limit. Market cap now at RMB 1.25 trillion. Hua Hong also hit its +20% daily limit, market cap crossing RMB 230 billion. The A-share market is pricing in a structural upgrade to Chinese foundry demand.

4/ Still verifying the technical claims independently. Huawei has a track record of backing bold announcements with actual silicon, Kirin 9000S proved that under full US sanctions. But 1.4nm by 2031 is a specific, testable claim. Watching what TSMC and Samsung say in response. ⚡