Cut Off From EUV by US Sanctions, Huawei Is Redefining Moore’s Law Itself — And a Top Chip Analyst Isn’t Buying It

Huawei introduced “Tau scaling” as a way to present chip progress without EUV tools, under US sanctions.

The pitch emphasizes system-level gains from software, packaging, and integration rather than raw transistor-density improvements.

Chip analyst Ian Cutress argues the idea mixes different performance metrics and does not change the meaning of Moore’s Law.

He notes that chip stacking and hybrid bonding are long-studied techniques already used or explored by Intel, AMD, and TSMC.