26 mei 2026 · 14:00

Huawei LogicFolding: 1.4nm chips without ASML by 2031

Huawei has unveiled LogicFolding, a chip architecture it claims can deliver 1.4nm processors by 2031 without relying on ASML's extreme ultraviolet lithography machines. If even partially verified, the announcement directly challenges the Western export-control strategy that has kept advanced chipmaking tools out of Chinese hands. This episode unpacks the claim, its consequences for EU policy and ASML's strategic position, and covers Google's full pivot to Gemini AI search, Nvidia's China ambitions, and two practical edge-computing tools.