影片說明
Huawei may have just changed the semiconductor industry forever. In this week's video, I travel to Shanghai, China to attend one of the most important technology conferences of 2026, where Huawei unveiled a major new breakthrough that could reshape the future of the global semiconductor industry. As US sanctions continue targeting China’s access to advanced chips and lithography machines, Huawei is now developing an entirely different pathway forward through what it calls “Tau Scaling” and “LogicFolding” architecture.
For decades, the global chip industry has followed Moore’s Law — making transistors smaller and smaller to improve performance. But Huawei believes the future of AI chips may no longer depend solely on shrinking transistors. Instead, the company is redesigning how information moves throughout the chip itself, potentially creating a new roadmap for advanced semiconductors.
During this exclusive visit to Shanghai, I break down Huawei’s new technology in simple terms and share insider footage and keynote insights from He Tingbo, Chair of Huawei’s Scientist Committee. We also explore why global media outlets including Bloomberg, Reuters, CNBC, Forbes, and The Wall Street Journal closely followed this announcement and why China’s tech sector is booming despite ongoing US sanctions.
In this video we cover:
• Huawei’s new Tau Scaling breakthrough
• China’s semiconductor industry in 2026
• How Huawei plans to compete with TSMC, Samsung, Nvidia, and Apple
• Why US sanctions forced China to innovate differently
• The future of AI chips and advanced semiconductor architecture
• China’s growing influence in global technology
• Why Huawei’s LogicFolding design could change the chip industry
• China’s rise in AI, semiconductors, and advanced manufacturing
If you’re interested in China, AI, semiconductors, geopolitics, technology, Huawei, US-China relations, or the future of the global economy, make sure to subscribe and follow along as I continue traveling throughout China over the next two months.
🎥 Video Sources:
https://chinaxiv.org/abs/202605.00224?locale=en
https://www.huawei.com/en/news/2026/5/ieee-iscas-tau-scaling
https://x.com/KobeissiLetter/status/2057610251550011795?s=20
https://www.bloomberg.com/news/articles/2026-05-25/huawei-touts-chipmaking-breakthrough-to-shorten-gap-with-tsmc
https://www.scmp.com/tech/article/3354710/huawei-unveils-new-scaling-law-and-tech-can-develop-14-nm-equivalent-chips-2031
https://www.reuters.com/world/asia-pacific/huawei-proposes-new-path-chip-development-amid-us-sanctions-2026-05-25/
https://www.cnbc.com/2026/05/25/huawei-chip-logicfolding-semiconductor-nvidia-china.html
00:00 - Intro to Shanghai Semiconductor Event
01:35 - Huawei's New Microchip Breakthrough
03:01 - Why China's Microchip Industry is Important
04:05 - Why Moore's Law Has Changed
05:01 - How US Sanctions Helped Huawei
05:55 - How Huawei Changed Microchips Forever
07:01 - How Huawei Will Close the Gap with USA
08:53 - Why Chinese Will Always Overcome Problems
10:06 - Why the World Wants Huawei
11:05 - Why You Need to Understand China
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