A major breakthrough in semiconductor law! Huawei will launch chips with the same level of 1.4nm process in 5 years: realized through logic folding technology

At the Institute of Electrical and Electronics Engineers (IEEE) International Circuits and Systems Symposium ISCAS2026 held in Shanghai, He Tingbo, director of Huawei and president of the Semiconductor Business Department, delivered a keynote speech titled "Exploration and Practice of New Paths for Semiconductors" and officially released "Tao (τ) Law" to the world. This is the first time that a Chinese enterprise has proposed new principles to guide industrial development in the global semiconductor field, marking a milestone breakthrough in China's basic theoretical research on semiconductors.


For more than half a century, Moore's Law has been the golden rule for the development of the semiconductor industry. However, in recent years, as the size of transistors approaches the physical limit, not only the technical difficulty of the traditional "geometric scaling" route has increased exponentially, but the economic benefits have also declined rapidly.

As the cost dividend of transistors gradually fades, how to overcome the limitations of traditional process paths and explore a new sustainable evolution path has become a common problem that the global semiconductor industry needs to overcome.


Faced with this industry dilemma, Huawei's "Tao's Law" provides a comprehensive New solutions. This law advocates replacing "geometric shrinkage" with "time shrinkage", with the core goal of systematically reducing the time constant τ, and continuously compressing signal propagation delays through innovative technologies such as logic folding, thereby achieving simultaneous improvements in semiconductor and electronic system performance, energy efficiency, and transistor density.

Different from the traditional idea of simply pursuing transistor size reduction, Tao's Law builds a multi-level collaborative optimization system that runs through devices, circuits, chips and system levels, opening up a new development path for the semiconductor industry.

In fact, Huawei has accumulated rich experience in the practice of Tao's Law. According to He Tingbo, in the past six years of exploration, Huawei has successfully designed and mass-produced 381 chips based on Tao's Law. What is even more striking is that the "Kirin 2026" mobile phone chip, which will be released in the fall of 2026, will become the first successful implementation of logic folding technology.

Looking to the future, Huawei has given a clear technology roadmap. He Tingbo said that it is expected that by 2031, the transistor density of high-end chips based on Tao's Law will reach to the same level as the 1.4nm process. In the next ten years, Huawei will continue to move towards comprehensive folding, and even develop more layers of folding technology, and continue to optimize the full-stack performance from devices, circuits to chips and systems.

It is worth mentioning that He Tingbo particularly emphasized the importance of open cooperation in his speech. He Tingbo said: "The future must belong to open cooperation. On the path of semiconductor evolution, no one company can complete all the answers alone. Under the path of Tao (τ)'s law, we look forward to working closely with global scientists, engineers and industry partners to jointly promote the sustainable development of the semiconductor and electronics industry."

Affected by this major good news, Huawei's Pangu concept sector opened higher in early trading that day. Among them, Mei Ansen achieved a daily limit of 20CM, Yunding Technology opened at a daily limit, HKUST Automatic Control increased by more than 23% at the opening, and related stocks such as Yidian Tianxia, Jiulian Technology, and Nanwei Software also opened higher.