Coverage (30d)
8vs7
This Week
1vs1
Evidence
1 articlesRelationships
1Timeline
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
TSMC2026-05-31
TSMC targets 4.5µm SoIC hybrid bonding for 2030 products
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
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
TSMC
developedCoWoS3 src
partneredIntel3 src
partneredNvidia2 src
competes withSamsung2 src
partneredQualcomm1 src
partneredTrendForce1 src
Huawei
developedKirin3 src
usesH1003 src
developedTau (τ) Scaling Law2 src
developedLogicFolding2 src
competes withNvidia2 src
competes withIntel1 src