Overview
- Huawei formally introduced the “韬 (Tau) law” at ISCAS on May 25 as a time‑based chip design principle that aims to speed data paths across device, circuit, chip and system layers rather than rely only on smaller transistor geometry.
- Company executives said an internal ‘Moye’ research effort of tens of thousands of staff produced 381 chip designs over six years and that the Tau approach underpins the Kirin 2026 family with higher transistor density, better P‑core energy efficiency, and higher peak clock rates.
- Huawei told audiences that Tau‑based silicon is already in commercial use, with Zheng Jun saying chips based on the approach power the Mate 90 and achieve performance levels comparable to near‑3nm class processors.
- Huawei’s HarmonyOS Mobility arm launched the new AITO/Wenjie M9 with a 40‑sensor, multi‑lidar perception suite, more than 140 new technologies, and pricing from RMB 479,800 to 649,800 while reporting more than 1.39 million cumulative brand deliveries.
- Market signals followed the announcements as foundry UMC said it will seek selective, small price increases for new capacity and processes and display‑driver firm Yunyinggu listed on the HKEX, showing early commercial and pricing reactions across the supply chain.