One of the Chinese company’s top scientists has warned that Nvidia will soon run into the same physical limit on chip performance that Huawei says is reshaping the whole industry, according to Bloomberg.
The argument is less a boast than a bet on where the technology is heading. If every chipmaker is nearing a hard ceiling on how much faster silicon can get, then Nvidia’s commanding lead becomes less durable than its share price assumes.
The claim builds on Huawei’s own reframing of progress. Its chip chief He Tingbo, sometimes called the company’s ‘chip queen’, unveiled a Tau Scaling Law that measures advances by how fast signals travel across a circuit rather than by shrinking transistors.
The point of that reframing is survival under sanctions. Cut off from the most advanced lithography, Huawei has an interest in arguing that the old road, ever-smaller transistors, is running out for everyone, not only for the companies barred from the best tools.
Its answer is to build upward. A design Huawei calls LogicFolding stacks circuitry into vertical layers, which it says lifts transistor density sharply and reaches advanced-node performance without the equipment it cannot buy.
