Hao HONG 洪灝, CFA(@HAOHONG_CFA):Huawei announced the “Logic Folding” Thereom. Basically, it uses time-compression tech to overcome the limits of stacked-die chips. In five years, if successful, it will wean China off EUV and produce 1.4nm chips. The Logic Folding Theorem is potentially revolutionary. Is this another “DeepSeek moment” for China’s chip industry? Chinese chip stocks soared yesterday on the news. $SOXL down premarket while Nasdaq futures is up strongly.

Hao HONG 洪灝, CFA

@HAOHONG_CFA

Person of the Year-Bloomberg BW;3xChina’s Most Influential Economist;3xEconomist of the Year-Asia Private Banker;“The man called China’s boom & bust”-Bloomberg

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Hao HONG 洪灝, CFA@HAOHONG_CFA

2026.05.26 00:46

Huawei announced the “Logic Folding” Thereom. Basically, it uses time-compression tech to overcome the limits of stacked-die chips. In five years, if successful, it will wean China off EUV and produce 1.4nm chips. The Logic Folding Theorem is potentially revolutionary. Is this another “DeepSeek moment” for China’s chip industry? Chinese chip stocks soared yesterday on the news. $SOXL down premarket while Nasdaq futures is up strongly.