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Huawei's new semiconductor theory — Huawei, SMIC
AI Geopolitics May 26

Huawei’s ‘Tau Law’ Sparks Surge in Semiconductor Stocks

Huawei's introduction of the 'Tau Law' at ISCAS 2026 has led to a notable rally in semiconductor stocks, with SMIC and Hua Hong Semi both rising approximately 15%.

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