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For decades, the U.S. has set the global

For decades, the U.S. has set the global semiconductor roadmap with Moore’s Law, driving progress by shrinking transistors. Now Huawei is trying to rewrite the rulebook.

数十年来,美国依托摩尔定律主导全球半导体发展路线,依靠缩小晶体管尺寸推动行业进步。如今,华为正试图改写这一行业规则。

Its new “Tau Law” shifts the focus from geometric scaling (making transistors smaller) to time scaling (cutting signal delay across chips and systems).

华为提出的全新韬定律(τ定律),将技术重心从几何缩放(缩小晶体管体积)转向时间缩放(削减芯片及系统内的信号延迟)。

The move is a direct response to U.S. sanctions that blocked Huawei from advanced EUV lithography. By prioritizing logic folding and 3D stacking, Huawei aims to match 1.4nm-class performance by 2031 without state-of-the-art manufacturing equipment.

此举是华为针对美国制裁做出的直接应对。相关制裁致使华为无法获取先进的极紫外光刻技术。华为以逻辑折叠与三维堆叠技术为核心发展方向,计划在2031年,不依赖顶尖制造设备也能实现对标1.4纳米工艺的芯片性能。

Industry analysts say the Tau Law marks the first time a Chinese company has put forward a complete, alternative paradigm for post-Moore chip design—potentially weakening U.S. control over the global semiconductor agenda.

业内分析师表示,韬定律是中国企业首次提出一套完整的、可替代摩尔定律的后摩尔时代芯片设计体系,或将削弱美国在全球半导体发展规划上的主导权。重点专业词汇注解

1. semiconductor roadmap 半导体发展路线图

2. geometric scaling 几何缩放(传统芯片制程缩小思路)

3. time scaling 时间缩放(韬定律核心思路)

4. EUV lithography 极紫外光刻(高端芯片核心制造工艺)

5. logic folding 逻辑折叠

6. 3D stacking 三维堆叠

7. post-Moore 后摩尔时代