ended5월 26일· 1 sources

화웨이, 엔비디아·애플과 경쟁심화 속 새 반도체 기술 발표

Why it matters

Huawei's introduction of Logic Folding and the Tau Scaling Law represents a strategic pivot to bypass U.S. export controls on EUV equipment, potentially disrupting the global semiconductor roadmap. This move directly challenges NVIDIA's market position in China and intensifies the competitive landscape for Apple, signaling a significant shift toward Chinese semiconductor self-sufficiency.

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HuaweiLogic FoldingTau Scaling Law1.4nmsemiconductor sanctionsTSMC

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