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[News] NVIDIA Jensen Huang Calls Huawei’s Tau Scaling Law a Breakthrough, But Sees No Challenge to TSMC

What happened

NVIDIA CEO Jensen Huang described Huawei's Tau Scaling Law as a breakthrough but stated it poses no threat to TSMC. Huawei's LogicFolding technology aims to achieve high performance through circuit stacking, potentially appearing in the 2026 Kirin chip.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

Advanced PackagingChiplet

NVIDIA TSMC Huawei

advanced-packagingtau-scaling-lawlogic-folding

Source and time

Source: TrendForce · 5/28/2026 · View original source

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[News] NVIDIA Jensen Huang Calls Huawei’s Tau Scaling Law a Breakthrough, But Sees No Challenge to TSMC

What happened

Impact and signal

Affected components and suppliers

Source and time

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