Huawei scientist says Nvidia will soon hit the same chip wall - The Next Web

A top scientist from Huawei has warned that NVIDIA is soon to encounter the same physical performance ceiling that Huawei claims is reshaping the entire semiconductor industry. This assertion is less ... Read original →

Huawei's scientist introduces the Tau Scaling Law, challenging the notion that chip performance is nearing physical limits—a threat to NVIDIA's current dominance. If true, this would shift the industry's focus from transistor scaling to signal speed optimization. Huawei’s pursuit of vertical stacking techniques like LogicFolding bypasses restricted EUV tools but introduces thermal, yield, and software integration issues. U.S. export controls are accelerating a global supply chain divergence, pushing China toward in-house chip development. Should this trend persist, NVIDIA may face intensified competition in the next 12 months, with the AI compute race shifting from process leadership to architectural innovation.