Nvidia CEO Jensen Huang (黃仁勳) says that Huawei’s new Tau (τ) Scaling Law design principles are a breakthrough for Huawei, but not a threat to TSMC. That came in an interview after a dinner event he hosted on Thursday, May 28, for leading figures from Taiwan’s semiconductor and electronics industries.

The head of Huawei’s semiconductor business, He Tingbo (何庭波), unveiled the new set of design principles under the name the Tau (τ) Scaling Law on May 25. It aims to reduce signal delay, improve transistor density, and get around limitations of advanced manufacturing processes. Huawei hopes to reach transistor density equivalent to a 1.4 nm process by 2031.

When asked about Huawei’s new principles, which may allow for multiplying the number of transistors without reducing the process size, Huang said TSMC has been using and maturing its chip stacking and 3D packaging technologies for nearly a decade.

Huang also reiterated that Taiwan needs more electrical energy for chip fabs, packaging plants, computer manufacturers, and AI data centers. He urged Taiwan to not merely build AI computers for others, but to take the lead in adopting the technology in universities and industries.