Huawei’s Tau Law targets 1.4nm chips by 2031 without EUV — supply chain shake‑up ahead
He Tingbo’s return introduces a scaling strategy that could bypass ASML’s EUV monopoly, potentially rerouting global semiconductor procurement and manufacturing networks by 2031. For supply chain leaders, this means monitoring Huawei’s research‑to‑production pivot and the reshaping of lithography equipment dependencies.