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<Research>M Stanley: Huawei 'Tau Scaling Law' Supports Exponential Growth of AI Optical Transceiver Industry
At the ISCAS 2026 held in Shanghai yesterday (25th), Huawei proposed the time-based scaling principle of "Tau Scaling Law". The broker believed this theory provides funda...
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<Research>M Stanley: Huawei 'Tau Scaling Law' Supports Exponential Growth of AI Optical Transceiver Industry
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At the ISCAS 2026 held in Shanghai yesterday (25th), Huawei proposed the time-based scaling principle of "Tau Scaling Law". The broker believed this theory provides fundamental support for the exponential growth of the AI optical transceiver industry and reiterated its positive view on the sector.

Under this new concept, Huawei's innovative "logic folding" technology vertically stacks active layers of digital, analog and memory circuits, achieving a 55% increase in transistor density and a 41% improvement in power efficiency at a fixed process node.

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At the AI cluster level, by integrating a unified memory semantic bus interconnect architecture, near-packaged optics Hi-ONE, and edge-to-surface 3D folding technologies, hardware integration is expected to increase by more than 100 times by 2035.

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