Huawei has proposed the Tau Scaling Law, which measures chip progress by signal delay rather than transistor size. Its LogicFolding design claims 53.5 per cent higher transistor density while staying on existing lithography. Chief semiconductor scientist Liao Heng says Nvidia will meet the same physical limits.

A top Huawei scientist warns Nvidia will soon face a physical limit on chip performance, the ceiling Huawei says is reshaping the whole industry.

Huawei has proposed the Tau Scaling Law, which measures chip progress by signal delay rather than transistor size. Its LogicFolding design claims 53.5 per cent higher transistor…