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Huawei
risingPositive
vs
competes with (1)
T
TSMC
risingNeutral
Coverage (30d)
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This Week
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Evidence
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Timeline

Huawei2031-01-01

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

TSMC2030-01-01

TSMC targets 4.5µm SoIC hybrid bonding for 2030 products

Huawei2027-01-01

Huawei targets 1µm bond pitch for 2027 Kirin chips

Huawei2026-05-25

Kirin chips with LogicFolding architecture ship this fall

Huawei2026-05-18

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

TSMC2026-04-01

Reportedly hit 'hard capacity wall' at 2nm production node, creating supply constraints

Huawei2026-02-26

Huawei joins Agentic AI Foundation alongside OpenAI and Google

Huawei2026-01-01

Huawei's 2026 Kirin chips with 1.5µm bond pitch to launch

TSMC2026-01-01

Announced a $52-56 billion capital expenditure plan for 2026 to build 22 new advanced semiconductor fabs.

Ecosystem

Huawei

developedKirin2 src
developedTau (τ) Scaling Law2 src
developedLogicFolding2 src
hiredXu Zhijun1 src
competes withMoore Threads Technology1 src
developedAscend 910B1 src

TSMC

partneredNvidia2 src
partneredASML2 src
partneredAMD1 src
partneredMediaTek1 src
partneredAmazon1 src
usesEUV lithography machine1 src

Evidence (1 articles)