UncleSam

Huawei's latest announcement carries real significance, because China has, in effect, shown the direction in which advanced technology needs to move. And it has done so in cutting-edge semiconductors, no less. China has long been a follower. In semiconductors, Western technology played the role of the pioneer, while China was preoccupied with simply keeping pace. But by banning EUV exports to China, the U.S. manufactured a bottleneck at the lithography tool — and in doing so, it effectively forced creativity onto China. To circumvent the sanctions, China was pushed toward approaches the West had never needed to take. That is exactly what today's announcement represents. Where Nvidia co-designs memory, packaging, and logic to optimize TCO at the system level — doing it rack by rack — Huawei is doing the same thing at the chip level. I'll say it again: this is a genuinely striking approach. Memory makers are already struggling with cost scaling. As linewidths shrink, the resources required to keep shrinking them — capital, manpower, time — are climbing exponentially. So the day will come when the West, too, must make packaging, logic, and memory collaborate from the node-design stage. And it won't be far off. China, through the paradox of sanctions, has been driven to do this ahead of the West — unintentionally. This is what genuinely frightens me. As YMTC has already demonstrated, U.S. sanctions pushed China to skip the incumbent standard and jump straight to the next-generation one. The result? YMTC carved out a meaningful presence in hybrid bonding — and even Samsung, the king of NAND, ended up licensing YMTC's patents. I believe the West may well find itself licensing this Huawei technology a few years down the road. And I believe cases like these will multiply, spreading China-style standards in their wake.

HUAWEI has presented the Tau (τ) Scaling Law, a new principle for guiding the future development of the semiconductor industry. By 2031, HUAWEI's high-end chips based on this law are expected to feature a transistor density that is equivalent to 14 Å (1.4 nm) processes.

HUAWEI SAYS IT HAS COME UP WITH A NEW PATHWAY TO SHORTEN ITS GAP WITH INDUSTRY LEADER TSMC, POTENTIALLY ACHIEVING A BREAKTHROUGH IN MAKING ADVANCED SEMICONDUCTORS WITHOUT CUTTING-EDGE EQUIPMENT (PEOPLE’S DAILY) HUAWEI: THE KIRIN SMARTPHONE CHIP TO BE LAUNCHED THIS FALL WILL SEE A SIGNIFICANT PERFORMANCE IMPROVEMENT. (PEOPLE’S DAILY)

‼️ KYIV IS UNDER MASSIVE ATTACK! Probably one of the worst it has ever experienced. Moscow is deliberately targeting civilians and high-rise residential buildings.

🇺🇦🇷🇺 Hellish scenes in Kyiv after massive overnight strikes by Russia While people complain about civilian areas being hit, don't forget that Ukraine also hits civilian areas; neither side has clean hands This war needs to end