Lead

In a rare public appearance, Huawei Technologies' top chip scientist Liao Heng has opened up about his initial doubts, his change of heart, and the company's strategy to overcome US sanctions. Meanwhile, founder Ren Zhengfei has thrown his weight behind Huawei's Tau Scaling Law, a chip-design principle he describes as the "only path forward" for the company to survive.

Coverage Comparison

Two recent reports from the South China Morning Post shed light on different facets of Huawei's semiconductor strategy. One focuses on Liao Heng's personal journey and the company's execution capabilities, while the other highlights Ren Zhengfei's endorsement of the Tau Scaling Law as a matter of existential necessity.

The first article presents Liao's story as one of transformation: his skepticism about China's ability to build world-class chips, and his eventual conversion after witnessing Huawei's efficiency. The second article frames the Tau Scaling Law within the broader context of US sanctions, quoting Ren's internal remarks that emphasize survival over ambition.

Both reports are based on interviews and internal communications, with Liao speaking on a business podcast and Ren's remarks posted on Huawei's Xinsheng Community intranet, as reported by the state-backed Science and Technology Daily.

Key Claims

  • Liao Heng, who joined Huawei's chip-design unit in 2016, is now the chief scientist of Huawei's semiconductor business and the chief architect behind its Ascend AI processors, according to the South China Morning Post.
  • Liao, a former child prodigy who entered Tsinghua University at age 14, said that working abroad bred a "blind arrogance" that only Western firms could innovate, but his view changed after witnessing Huawei's execution, the report says.
  • The South China Morning Post reports that HiSilicon, Huawei's chip unit, "taped out" dozens of new chips annually without a single failure to reach mass production, a hit rate Liao cited as evidence of the team's capability.
  • Ren Zhengfei described the Tau Scaling Law as "the only path forward for Huawei to break the siege," according to internal remarks reported by the South China Morning Post and Science and Technology Daily.
  • Huawei employees spent six years developing the Tau Scaling Law through continuous iteration, Ren said, adding that it was not about disrupting or replacing anything but finding a viable road.
Ren's remarks mark his first public endorsement of the Tau Scaling Law since it was unveiled in May by He Tingbo, president of HiSilicon. The quotes also serve as the preface for a new book on Huawei's management philosophy, written by company consultant Tian Tao.

Liao's interview, hosted last month by a reporter from a mainland news organisation, revealed how he brought Silicon Valley expertise back to China and leveraged domestic strengths to build a self-sustaining AI computing infrastructure, according to the South China Morning Post.