12|韬(τ)定律:当摩尔定律逼近双重极限,华为选择"换道" episode artwork

EPISODE · May 31, 2026 · 12 MIN

12|韬(τ)定律:当摩尔定律逼近双重极限,华为选择"换道"

from 终身学习芒格

本节目含人工智能生成内容。华为提出了一个可能改变半导体产业格局的新范式——韬(τ)定律。当摩尔定律逼近物理与经济双重极限,华为选择"换道":不再死磕把晶体管做小,而是从器件到系统四层协同,用逻辑折叠等技术让信号跑得更快。六年381款芯片量产验证,麒麟2026今年秋季商用。大摩称其"超级催化剂",彭博社叫它"反绞杀宣言",TechInsights则泼了散热的冷水。更有意思的是,"时间缩微替代空间堆砌"的思路,能否从芯片延伸到企业经营?在小宇宙查看该单集文稿

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12|韬(τ)定律:当摩尔定律逼近双重极限,华为选择"换道"

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