After Nvidia CEO Jensen Huang publicly stated in Taipei that Huawei’s Tao Law is ‘a breakthrough for Huawei, but TSMC is 10 years ahead,’ Hu Xijin, former editor-in-chief of Global Times, criticized Huang’s remarks as ‘not very generous’ in a Weibo post. Hu wrote that although Huang is a top chip leader, ‘it is easy for the interests of Nvidia to be mixed into’ his evaluation of Tao Law. He pointed out that Huawei’s proposal to replace ‘geometric scaling’ with ‘time scaling’—compressing signal transmission delays through innovative technologies like logic folding—is ‘indeed something almost never discussed in the semiconductor industry before.’ Hu believes that if Tao Law is fully realized, the biggest challenge will be to Nvidia and TSMC, so Huang ‘is unwilling to amplify the significance of Tao Law, nor does he want it to succeed.’
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