Huawei’s chip queen emerges with a 1.4nm plan — could it rattle the $600B semicon market?
He Tingbo’s public return and her Tau Scaling Law promise a 1.4nm‑equivalent process by 2031 without EUV. For investors, this raises the prospect of a rewired capital‑expenditure cycle, potential repricing of ASML and other lithography stocks, and a new growth narrative for China’s semiconductor ecosystem.