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

TSMC2026-06-30

TSMC net income jumped 77% to $22B in Q2 2026

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

TSMC2026-05-31

TSMC targets 4.5µm SoIC hybrid bonding for 2030 products

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

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

TSMC2026-01-01

First Arizona fab started volume output in early 2026

Ecosystem

Huawei

developedKirin3 src
developedLogicFolding2 src
developedTau (τ) Scaling Law2 src
developedXiaoyi1 src
competes withIntel1 src
competes withApple1 src

TSMC

partneredIntel3 src
developedCoWoS3 src
competes withSamsung2 src
partneredNvidia2 src
partneredAMD1 src
partneredTrendForce1 src

Evidence (1 articles)