Tao’s Law V2: Performance breaks physical limits; more importantly, how to reshape domestic advanced process manufacturing?

Qilin 2026 uses a logic-folding architecture to cut power consumption by 41%, reduce area by 37.5%, and lower power density by 5.6% on the same process node, delivering overall performance comparable to an equivalent 3nm process. Morgan Stanley predicts that in 2026, Huawei Ascend will account for 62% of the domestic AI accelerator chip market, while NVIDIA’s share will drop sharply from 95% to 8%. TrendForce forecasts that in 2026, the share of China’s domestic 7nm/6nm process platform will expand to nearly 20%. China’s advanced domestic process technology is moving from “single-point breakthroughs” toward “a more systematic, holistic leap.”
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