Yesterday, Huawei released the Tao (τ) Law, which caused the entire market to go crazy.

As someone without a technical background, I read many analyses and felt it was so similar to the warp space technology I read about in science fiction books when I was young.
The warp space technology in science fiction is essentially a solution to the interstellar travel problem under the constraints of the speed of light and human lifespan.
That is, without changing the speed of light limit, it involves altering the geometry of space to quickly reach the destination.
In the past ten years, as Moore's Law has gradually become invalid due to physical limitations, the Tao (τ) Law is not just focusing on making transistors smaller,
but stacking the circuits, storage, and analog/digital modules on a vertical active tier in a 2D plane, shortening the original long signal paths.
Essentially, it transforms the single-player approach of relying solely on process shrinking to a systematic combat within an integrated system.
Abandoning the process route, which has limited potential, and taking a new path is an industry logic, not a physical breakthrough.
Therefore, on the day of release, the Tao (τ) Law saw the biggest gains not in process leaders, but in packaging (Yongxi, Changdian, Tongfu) and EDA.
The market is voting with money, favoring the shift toward packaging, storage, and interconnects.