Geometric scaling is giving way to a new paradigm — temporal scaling. The new Kirin 2026 chip is expected to be launched by the end of the year.

According to CCTV+, Chinese technology giant Huawei has introduced the Tau Scaling Law, a breakthrough concept that moves beyond the traditional logic of geometric scaling, which has long been the foundation of semiconductor design and manufacturing.

The announcement was made by He Tingbo, a member of Huawei’s Board of Directors and President of the company’s Semiconductor Technology Division, during the IEEE International Symposium on Circuits and Systems held in Shanghai.

The Tau Scaling Law offers an alternative path to Moore’s Law, which has historically improved chip performance by shrinking transistor sizes. Today, this approach faces increasing technological bottlenecks as device dimensions approach fundamental physical limits.

The new Tau concept proposes replacing geometric scaling with temporal scaling. This approach enables signals to travel faster through systems while reducing latency.

He Tingbo stated: “We have confirmed that temporal scaling delivers significant benefits to devices, circuits, chips, and systems. The Kirin 2026 mobile processor will enter the market by the end of this year. It represents our first successful implementation of logical folding.”

Following the announcement, China’s A-share semiconductor sector experienced a sharp rise. The STAR Market 50 Index, which tracks the 50 largest companies listed on China’s science and technology innovation board, reached a new all-time high, while many related stocks surged to their daily trading limits.

For decades, Moore’s Law guided the development of the semiconductor industry, but the limits of physics are becoming increasingly apparent. Chips can no longer continue shrinking indefinitely under traditional rules. Huawei is proposing a new approach: instead of making transistors smaller, make signals faster. The Kirin 2026 chip is expected to be the first product built on this principle. The market has already responded positively, as reflected in the surge of semiconductor stocks. The key question is no longer whether China can maintain its pace of innovation, but how many other countries will be able to develop their own alternatives to principles once considered immutable. While the United States and Europe continue debating the limits of silicon technology, Huawei is moving toward practical implementation.

ORIENT