Moving past the involution of conventional geometric scaling, China's chip industry embraces temporal scaling, architectural innovation, material breakthroughs and system optimization to leapfrog ahead on new technological paths.

Investor summaryBullish

China's chip sector pivots to architectural innovation, new materials, and system optimization to bypass scaling limits and leapfrog.

Bull points

Embracing architectural innovation and material breakthroughs to bypass traditional geometric scaling limits.
System optimization and temporal scaling offer new technological paths for leapfrogging.

半导体

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