27 mei 2026 · 14:37

Huawei Tau Scaling Law: China's Answer to ASML Sanctions

Huawei has unveiled its Tau Scaling Law, a new chip design principle aimed at delivering performance gains through architecture and packaging rather than transistor shrinkage, directly challenging the export-control leverage built around ASML's EUV machines. In this episode we examine what this means for European semiconductor strategy, alongside Big Tech's staggering $700 billion AI infrastructure spend, China's tightening grip on private-sector AI talent, and a doubling of ransomware attacks on connected cars. These are the stories shaping Europe's position in the global AI race this week.