Huawei expected to compress chip roadmap again as AI speeds up EDA before 2030

teortaxesTex · x · 2026-09-17

teortaxesTex argues Huawei will revise its Ascend timeline yet again. Ironically, he notes, Huawei isn't very AGI-pilled (possibly why its in-house LLMs are weak), but AI will accelerate its EDA and testing progress, meaning a scalable logic stack could arrive well before 2030. GlennLuk clarifies that broader Tau Scaling principles apply, not LogicFolding specifically.

Related event: Huawei Accelerates AI Chip Roadmap, Ascend 960 Moved to Early 2027(2 posts)→

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