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On May 26th, Xu Tao and his team—co-chief analysts covering the technology sector at CITIC Securities—released a research report outlining how Huawei’s proposed "Tao’s Law" is reshaping the semiconductor industry. Grounded in the principle of "time scaling," this approach drives transformation across four key layers: transistors, circuits, chips, and systems. The report highlights that by leveraging China’s technological strengths—including 3D integration, advanced packaging, collaborative optimization of chip design and manufacturing, and optical communications—the nation can overcome process node limitations through system-level topology optimization. This strategy is expected to significantly accelerate the development of China’s semiconductor sector.
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