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competes with (1)
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Huawei
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Timeline

Huawei2026-06-01

Launched HarmonyOS 7 with Xiaoyi AI agent at HDC 2026

Huawei2026-05-31

Huawei targets 1µm bond pitch for 2027 Kirin chips

Huawei2026-05-30

Huawei targets 1.4nm-equivalent density by 2031 using Tau Scaling Law

Huawei2026-05-25

Kirin chips with LogicFolding architecture ship this fall

Huawei2026-05-18

Huawei presented the Tau (τ) Scaling Law at IEEE ISCAS

ASML2026-03-18

Production capacity for EUV lithography machines capped at ~100 units/year through 2030, creating AI hardware bottleneck

ASML2026-03-16

Maintains monopoly on EUV lithography machines essential for advanced AI chip production

Huawei2026-02-26

Huawei joins Agentic AI Foundation alongside OpenAI and Google

ASML2026-02-24

Announced breakthrough in EUV lithography technology, boosting light source power from 600W to 1,000W

ASML2026-02-24

Achieved major breakthrough in extreme ultraviolet lithography technology

Ecosystem

ASML

partneredTSMC2 src
competes withHuawei1 src
developedEUV lithography machine1 src

Huawei

developedKirin3 src
developedLogicFolding2 src
developedTau (τ) Scaling Law2 src
competes withApple1 src
competes withGoogle1 src
competes withIntel1 src

Evidence (1 articles)