BlockBeats News, August 4th. In a recent interview, Liao Heng, Chief Scientist of Huawei Semiconductor and one of the key founders of the Ascend AI chip, issued a warning, stating that Western chip giants, led by NVIDIA, are approaching the physical limit in their pursuit of more powerful processors – “There will inevitably be a ceiling reached by continuously increasing the computing cores and adding more HBM. The industry is still advancing, but once this physical limit is crossed, an avalanche will occur.”

Liao Heng metaphorically compared the entire AI value chain to an “18-story tower,” in response to NVIDIA CEO Jensen Huang's “layered cake” framework, emphasizing that China needs to establish collaborative capabilities at every level, especially highlighting the need for close cooperation between chip manufacturers and AI model developers. Liao Heng also revealed that Huawei is about to release its first smartphone chip designed based on the Tau Scaling Law framework, achieved through LogicFolding technology. After organizations such as SemiAnalysis and TechInsights dissect and analyze it, “the world will have a clearer understanding later this year of how this alternative path helps narrow the gap.”

The Tau Scaling Law is an innovative design concept proposed by Huawei, focusing on enhancing the transfer speed between various components of a computer system as the inherent advantages of chip miniaturization gradually diminish.

Liao Heng also highly praised DeepSeek founder Liang Wenfeng, believing that the key to training top models with extremely low computing power by 2025 lies in innovative model architecture design. He likened Chinese AI innovation to maximizing space in a small apartment, while Western counterparts live in more spacious villas. Liao Heng stated that Huawei itself is also developing AI chips through a chip-model collaborative design mechanism to better support efficient architecture, “We must invest more effort in design to trade higher complexity for less computing resource consumption.”