CITIC Securities: It is expected that by 2031, the transistor density of high-end chips based on "Moore's Law" will reach the equivalent level of 1.4 nanometer process.

A research report from China CITIC Securities pointed out that the 2026 International Symposium on Circuits and Systems was held in Shanghai on the 25th. He Tingbo, director of Huawei and president of the semiconductor business unit, officially announced the "Tao Law" during his keynote speech titled "Exploration and Practice of New Semiconductor Paths". This is the first time that China has proposed a new principle to guide the development of the semiconductor industry on a global scale. Based on this law, Huawei has successfully designed and mass-produced 381 chips over the past six years. This autumn, Huawei will release a new Kirin mobile chip, fully adopting logic folding technology, significantly improving its performance. The "Tao Law" proposes to replace "geometric shrinking" with "time shrinking," aiming to systematically reduce the time constant by continuously compressing signal propagation delay through innovative technologies such as logic folding. It continuously improves transistor density, achieving continuous evolution of semiconductors and electronic systems. The "Tao Law" builds a multi-level collaborative optimization system spanning from devices, circuits, chips to the system level. It is expected that by 2031, the transistor density of high-end chips based on this law will reach the same level as the 1.4 nm process.