Chip design takes years. At @RaiseSummit, Ricursive says AI can dramatically speed up the process—and that better chips will in turn enable better AI models, creating a recursive cycle of improvement.

Taiwanese chip design services are exploding Alchip generated NT$7.43 billion in July revenue, up 108.1% month over month and 181.8% year over year Global Unichip (GUC) reported NT$5.77 billion, up 17.1% month over month and 158.4% year over year. Faraday posted NT$1.06 billion, down 25% month over month but still up 10% year over year Alchip said key customer designs have moved into mass production, supporting revenue growth. It also expects continued strength in NRE projects, including accelerator designs based on 2nm technology GUC continues to benefit from ASIC projects for cloud service providers, with a newly won project expected to begin contributing to mass-production revenue in late 2026 or early 2027

🇨🇳Huawei Unveils New Chip Design Approach to Challenge Global Leaders Huawei Technologies said it has developed a new chip design principle called the “Tau Scaling Law,” also referred to internally as “Her’s Law,” aimed at advancing semiconductor performance beyond the limits of Moore’s Law. Speaking at the 2026 IEEE International Symposium on Circuits and Systems in Shanghai, Huawei semiconductor chief He Tingbo said the approach could reduce signal delay and improve transistor density to sustain gains in computing power. Huawei said the first Kirin chip based fully on the new design method will be used in a flagship smartphone launching this year, and that the company could reach 1.4-nanometer chip capabilities by 2031. #CHINA# #TECH# #AI# #HUAWEI# (