Enterprises should dare to venture into technology 'no man's land'
2026-05-27
On May 25th, Huawei officially released the "Tao (τ) Law" to the public, proposing to replace the traditional "geometric microfabrication" approach with "time microfabrication" and achieve continuous evolution of semiconductor and electronic systems through original technologies such as "logical folding". This is the first time that Chinese companies have put forward new principles to guide the development of the global semiconductor industry. Whether a technological law can be recognized by the industry still requires long-term practical testing, but as a new exploration of the industry's development path, Chinese semiconductor companies have sounded the horn of moving from rule following to paradigm leading, providing highly innovative Chinese solutions for the development of the "post Moore era" industry and multiple inspirations for enterprise technological innovation. Being at the forefront of market competition, many companies, like Huawei, have the most direct pain towards technological bottlenecks and the strongest desire to break through difficulties. In the face of difficulties and challenges, enterprises should have the courage to venture and innovate, dare to face real problems, solve real pain points, and dare to advance into the "no man's land" of core technology. Technological autonomy is the lifeline, and the tighter the external environment, the more firmly we need to take the initiative in innovation in our own hands. In recent years, Huawei has experienced significant survival pressure. On the one hand, external pressure and sanctions continue to be imposed, facing strict technological blockades and equipment restrictions; On the other hand, the semiconductor industry's Moore's Law, which has lasted for more than half a century, is approaching its physical limits, and the traditional "geometric miniaturization" path is costly and has diminishing benefits with each step forward. The combination of external blockade and industrial bottlenecks has become a catalyst that forces enterprises to innovate independently. Huawei is striving to transform from "passive catch-up" to "active rule definition" with a new technological evolution plan. Advancing into the 'no man's land' of technology requires patience and perseverance, as well as a long-term commitment to original innovation and underlying technology. As global technological competition focuses more on fundamental cutting-edge fields, the importance of original and disruptive innovation is becoming increasingly prominent. Technological innovation cannot be satisfied with just doing "puzzles", but must dare to "draw blueprints". As more and more companies turn their attention to innovation at the source, allocate resources to basic research, and climb the scientific peak with the perseverance of "sharpening a sword in ten years", the foundation of high-level technological self-reliance and self-improvement can be deeper and stronger. Enterprise innovation is not a solo performance, but a symphony of collaborative resonance in the entire industry ecosystem. The four layer optimization system constructed by "Tao's Law" points to completely different industrial links: the transistor layer relies on the process capabilities of foundries, the circuit layer requires a comprehensive reconstruction of EDA (Electronic Design Automation) toolchain, the chip layer tests design methodology, and the system layer cannot do without the cooperation of supply chains such as optical modules, packaging, and storage. The breakthrough of the "Tao Law" is a systematic achievement that relies on the increasingly mature semiconductor industry ecosystem in China, with leading enterprises taking the initiative to set problems and the entire industry chain collaborating to tackle them. Technological innovation requires more leading enterprises in science and technology to bravely shoulder the mission of "chain owners", and to drive the integration and innovation of upstream and downstream large, medium, and small enterprises through an open and collaborative pattern, promoting seamless integration between the innovation chain and the industrial chain, and forming a thriving industrial ecological innovation vitality. Enterprise innovation cannot be separated from a suitable development environment. To continuously stimulate the innovation vitality of enterprises and cultivate more leading and high growth enterprises, it is necessary to provide sufficient environment for the innovation and development of enterprises. On the one hand, following market laws, allowing enterprises to survive in fair competition, and allowing innovative resources such as talent, capital, and data to flow to the most dynamic entities; On the other hand, government departments should be willing to act as "escorts" without overstepping their bounds or being absent. They can reduce institutional transaction costs by simplifying approvals, standardizing law enforcement, and strengthening intellectual property protection. They can also strengthen innovation foundations by building common technology platforms and improving industrial chain support. More importantly, it is necessary to establish a fault-tolerant trial and error mechanism, tolerate failures, encourage exploration, and patiently accompany enterprises through the "no man's land" to embrace new breakthroughs. Fully leveraging the role of enterprises as the main body of technological innovation is a long-term practice that requires determination, determination, and patience. When a company truly possesses the courage to innovate, the confidence to compete, the collaborative ecosystem, and the space for growth, it will unleash the power to change the industry and even reshape rules. Looking towards the future, we look forward to more "Huawei style" breakthroughs, and hope that more Chinese companies will grow from followers to definers, from single point breakthroughs to systematic innovation, and build a more solid foundation for China's high-level technological self-reliance and self-improvement. (Looking into the New Era)
Edit:Luoyu Responsible editor:Wang Xiaojing
Source:ECONOMIC DAILY
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