TSMC Defends Transistor Scaling Against Huawei's 'Her's Law' Proposal

TSMC has publicly defended its transistor scaling roadmap in response to Huawei's alternative proposal dubbed 'Her's Law,' which challenges the conventional trajectory of Moore's Law. TSMC maintains confidence in continued scaling viability, while Huawei's proposal suggests a shift toward chiplet architectures and modular design.

For chip architects and procurement teams, the debate reflects underlying questions about fab economics and design tradeoffs: whether sub-3nm process continuity or heterogeneous integration dominates the next generation of AI accelerators and data center silicon.