{"id":4457,"date":"2026-05-25T06:33:49","date_gmt":"2026-05-25T06:33:49","guid":{"rendered":"https:\/\/www.finznest.com\/blog\/huawei-unveils-new-smartphone-chips-this-fall-as-rivalry-with-nvidia-and-apple-heats-up\/"},"modified":"2026-05-25T06:33:49","modified_gmt":"2026-05-25T06:33:49","slug":"huawei-unveils-new-smartphone-chips-this-fall-as-rivalry-with-nvidia-and-apple-heats-up","status":"publish","type":"post","link":"https:\/\/www.finznest.com\/blog\/huawei-unveils-new-smartphone-chips-this-fall-as-rivalry-with-nvidia-and-apple-heats-up\/","title":{"rendered":"Huawei unveils new smartphone chips this fall as rivalry with Nvidia and Apple heats up"},"content":{"rendered":"<div id=\"RegularArticle-ArticleBody-5\" data-module=\"ArticleBody\" data-test=\"articleBody-2\" data-analytics=\"RegularArticle-articleBody-5-2\"><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"\/><\/p>\n<div class=\"InlineImage-imageEmbed\" id=\"ArticleBody-InlineImage-108311589\" data-test=\"InlineImage\">\n<div class=\"InlineImage-wrapper\">\n<div>\n<p>Tingbo He, president of Huawei semiconductor, presents at an industry conference in Shanghai on May 25, 2026.<\/p>\n<p>Huawei<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p>SHANGHAI \u2014 Chinese tech giant Huawei on Monday touted a new approach to developing advanced semiconductors despite U.S. sanctions, as<span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-1\"> Nvidia<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span> struggles to sell its high-end chips in China.<\/p>\n<p>Huawei said it developed a new engineering approach called &#8220;LogicFolding&#8221; to manufacture its Kirin smartphone chips this fall.<\/p>\n<p>That breakthrough comes as <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-3\">Nvidia<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span> faces U.S. export restrictions in China and <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-4\">Apple<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span> contends with renewed competition from Huawei in the world&#8217;s second-largest consumer economy.<\/p>\n<p>Huawei&#8217;s Mate 60 smartphone, launched in 2023, included 5G connectivity powered by an advanced chip that helped the company regain market share from Apple. <\/p>\n<p>While U.S. restrictions have kept Nvidia from selling its most advanced chips to China in recent years, Beijing has pushed to support homegrown technology instead. Last week, Nvidia CEO Jensen Huang told CNBC the U.S. chipmaker had &#8220;conceded&#8221; the Chinese market to Huawei. <\/p>\n<p>&#8220;For Nvidia, this means the window to sell advanced chips such as the H200 into China is narrowing,&#8221; said George Chen, partner and co-chair of digital practice at The Asia Group.<\/p>\n<p>&#8220;This trajectory will likely heighten concerns in Washington, where Huawei remains emblematic of U.S. export restrictions,&#8221; he said.<\/p>\n<p>Huawei said that by 2031, its new chip technology could deliver capabilities equivalent to 1.4-nanometer process technology \u2014 while global chip leader TSMC has begun volume production of 2-nanometer chips.<\/p>\n<p>Nanometer processes refer to chip manufacturing technology, with smaller nodes typically enabling faster and more efficient semiconductors.<\/p>\n<p>\u200b\u200b\u200b\u200bPaul\u00a0Triolo, head of technology, Asia and Americas, at DGA Group, was skeptical of Huawei&#8217;s 1.4-nanometer claim. <\/p>\n<p>&#8220;A stacked\/folded design can produce effective density gains, but it does not mean Huawei has solved the full process, yield, power, thermal, and device-performance problems associated with true 1.4 nm-class manufacturing,&#8221; he said.<\/p>\n<\/div>\n<h2 class=\"ArticleBody-subtitle\">Academic ambitions<\/h2>\n<div class=\"group\">\n<p>Huawei is also seeking greater academic recognition for its semiconductor research. On Monday, the company described its findings as the &#8220;Law of Tau,&#8221; or &#8220;\u03c4 scaling,&#8221; and claimed it addresses challenges faced by the semiconductor industry.<\/p>\n<p>Semiconductor development has, for decades, relied on &#8220;Moore&#8217;s Law,&#8221; an observation that the number of transistors would double roughly every two years \u2014 delivering more computing power while lowering costs. However, even Nvidia&#8217;s Huang has said Moore&#8217;s Law is no longer applicable to future chip development.<\/p>\n<p>&#8220;Huawei is turning an engineering strategy into a quasi-&#8216;law,'&#8221; Triolo said.<\/p>\n<p>The new principle &#8220;is more a systems-level optimization doctrine: shorten wires, stack logic, improve memory semantics, and co-design chips, packages, software, and clusters,&#8221; he said.<\/p>\n<p>Still,\u00a0challenges remain around heat management and manufacturing at scale, Triolo said.<\/p>\n<\/div>\n<div class=\"group\">\n<p>Huawei&#8217;s new chip architecture expands the layout from one layer to two, significantly increasing power efficiency,\u00a0according to Tingbo He, president of Huawei&#8217;s semiconductor business.<\/p>\n<p>This structure allows transistors to interact with each other at more points, He, who is also a director of the company&#8217;s scientist committee, said at the Institute of Electrical and Electronics Engineers&#8217; International Symposium on Circuits and Systems.<\/p>\n<p>However, she acknowledged that challenges remain, as Huawei is only just beginning a decade-long development path for the new technology.<\/p>\n<\/div>\n<div class=\"ArticleBody-googlePreferredSourceContainer\" data-module=\"GooglePreferredSource\" data-id=\"RegularArticle-GooglePreferredSource-5\">Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Tingbo He, president of Huawei semiconductor, presents at an industry conference in Shanghai on May 25, 2026. Huawei SHANGHAI \u2014 Chinese tech giant Huawei on Monday touted a new approach to developing advanced semiconductors despite U.S. sanctions, as Nvidia struggles to sell its high-end chips in China. Huawei said it developed a new engineering approach [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":4458,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[300,1496,454,1735,3315,751,3317,1095,3316],"class_list":["post-4457","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-apple","tag-chips","tag-fall","tag-heats","tag-huawei","tag-nvidia","tag-rivalry","tag-smartphone","tag-unveils"],"_links":{"self":[{"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/posts\/4457","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/comments?post=4457"}],"version-history":[{"count":0,"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/posts\/4457\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/media\/4458"}],"wp:attachment":[{"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/media?parent=4457"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/categories?post=4457"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.finznest.com\/blog\/wp-json\/wp\/v2\/tags?post=4457"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}