---
date: 2026-05-25
subject: "Huawei codifies Tao Law | Four ministries OK nuclear-direct compute | MPS notice pins npm Shai-Hulud"
---


**Huawei unveiled the Tao Law** at ISCAS 2026 in Shanghai on May 25, where semiconductor business president He Tingbo presented a LogicFolding framework that vertically stacks digital, analog and memory circuits, lifting Kirin 2026 transistor density from 155 to 238 MTr/mm², improving performance-core energy efficiency by 41% and raising peak clock about 13%; the autumn 2026 Kirin smartphone SoC is slated as the first production test ahead of Kirin 2027 and Ascend 990. **Four central ministries authorized** direct nuclear power supply to AI compute facilities, with TMTPost's May 25 analysis identifying Zhejiang as the first province to act and Guangdong as the country's largest installed nuclear base, though the issuing departments and joint notice text are not reproduced. **Hangzhou released three drafts** on May 25 through its Municipal Science and Technology Bureau, establishing AI service vouchers across compute, intelligence, model and token categories, with combined municipal and district pools of no less than 1 billion yuan by 2028 and a target of selecting 30 outstanding AI agent applications, extending the National Data Administration's May 19 pay for high-quality data framework.

# 1. Top Stories

- **Huawei codifies Tao Law and sets autumn 2026 Kirin SoC as first production test** — Huawei semiconductor business president He Tingbo presented the Tao Law at the International Symposium on Circuits and Systems 2026 in Shanghai on May 25, ITHome reported. The accompanying paper, "A Time Scaling Theory for Multi-Layer Electronic Systems," was submitted to the CAS preprint platform the same day. The framework substitutes LogicFolding, which divides digital, analog and memory circuits into vertically stacked active layers, for new lithography nodes as the path to per-generation performance gains. On Kirin 2026 silicon, transistor density rose in stages from 155 to 238 MTr/mm² in a single generation, with a 41% improvement in performance-core energy efficiency and roughly 13% peak clock uplift. He Tingbo named the autumn 2026 Kirin smartphone SoC as the first production scale test and listed Kirin 2027 and Ascend 990 as follow-on chips. TMTPost's companion analysis adds that He Tingbo's team has taped out 381 chips over six years. [ITHome](https://www.ithome.com/0/954/778.htm) [TMTPost](https://www.tmtpost.com/8001288.html)
- **Four central ministries authorize nuclear-direct power supply to AI compute facilities** — Four central government departments have cleared direct supply of nuclear power to compute facilities, TMTPost reported May 25 in an analysis of the policy's regional implications. Guangdong holds China's largest installed nuclear power base. Zhejiang is the first province to act on the new direct supply authorization. The four issuing departments are not named, and the joint notice text is not reproduced. [TMTPost](https://www.tmtpost.com/8001014.html)
- **Hangzhou drafts city-level AI service vouchers with 1 billion yuan subsidy pool by 2028** — Hangzhou's Municipal Science and Technology Bureau on May 25 released three drafts for public comment, covering an action plan, policy measures and community guidelines for an AI plus OPC entrepreneurship hub running through 2028, CLS reported. The drafts codify AI service vouchers across four categories: compute, intelligence, model and token, with municipal and district pools combined to total no less than 1 billion yuan by 2028. The token category extends the pay for high-quality data framework rolled out May 19 by the National Data Administration in Guangzhou. The 2028 targets include selecting 30 outstanding AI agent applications meeting advanced performance and deployment criteria. [CLS](https://api3.cls.cn/share/article/2380710?os=web&sv=8.4.6&app=CailianpressWeb)
- **MPS cyber notification center pins npm Shai-Hulud supply chain attack on 600 plus malicious package versions** — China's National Cybersecurity Notification Center on May 25 attributed the npm Shai-Hulud supply chain attack to compromised maintainer accounts pushing more than 600 malicious versions across over 300 packages, ITHome reported relaying the official advisory. Named impacted libraries include echarts-for-react, the @antv/g2, g6 and x6 graphics packages, 42 TanStack packages, Mistral AI related PyPI packages and timeago.js. The malware exfiltrates GitHub tokens, npm tokens, cloud access keys, SSH keys, Kubernetes credentials and database connection strings, with worm-style re-publishing once executed. The notification center, run under the Ministry of Public Security cybersecurity bureau, is distinct from CNCERT, which issued the separate May 22 Silver Fox AI phishing advisory. [ITHome](https://www.ithome.com/0/954/828.htm) [govt]

# 4. Chips & Semiconductors

- **CXMT and YMTC repricing reflects AI driven memory contract spikes, not substitution alone** — The CXMT and YMTC pricing surge ahead of next week's STAR Market listing committee hearing reflects AI driven supply tightening at SK Hynix, Samsung and Micron rather than domestic substitution alone, Huxiu wrote in a piece syndicated from ZiMu Bang. Q1 2026 conventional DRAM contract prices rose 90% to 95% quarter over quarter, and NAND rose 55% to 60% quarter over quarter, both single-quarter historical highs. Overseas majors are locking advanced lines into HBM and enterprise SSD, leaving CXMT and YMTC to absorb mainstream DDR4, DDR5 and LPDDR memory along with 3D NAND, UFS and SSD volumes. The CXMT STAR Market listing committee hearing is scheduled for May 27. [Huxiu](https://www.huxiu.com/article/4861264.html)
- **Memory super cycle requires DRAM, NAND and niche track specialization, Caixin column says** — China's memory industry cannot bet on one track and needs clear division of labor across DRAM, NAND and niche memory, Caixin wrote in a May 25 opinion column. HBM is framed as the AI memory "peony" and traditional DRAM as the "moss flower" now being revalued under shifting AI demand. The column ran two trading days before the May 27 CXMT STAR Market listing committee hearing. Specific non-HBM DRAM contract price data sits behind a subscription paywall. [Caixin](https://opinion.caixin.com/2026-05-25/102447282.html)

# 5. Robotics & Autonomous Systems

- **Tianji Intelligent closes 1 billion yuan B round led by Hillhouse and Meituan** — Guangdong Tianji Intelligent Systems closed a combined Series B and B+ round totaling 1 billion yuan, about $140 million at current rates, at a post-money valuation near 10 billion yuan, ITHome reported May 25 citing the company announcement. Hillhouse Ventures and Meituan Strategic Investment co-led the round, with Tencent, Gaorong, GuangHe and Jiyuan participating. Tianji says it shipped more than 2,000 force-controlled bimanual humanoid units within four months of 2025 to over 100 customers. Its Q1 2026 order book stands above 10,000 units across 45 humanoid OEM and embodied AI customers globally. [ITHome](https://www.ithome.com/0/954/877.htm)
- **Tianjin robotics IPO cluster takes shape with Deepinfar, Atom Robot and Wangyuan Technology** — Tianjin is a clustered robotics IPO base distinct from headline humanoid players in Beijing and Hangzhou, TMTPost wrote in a May 25 feature. Named candidates include Deepinfar, Atom Robot and Wangyuan Technology, with framing centered on real world deployment over demo videos. Specific filing stages, exchanges of record and any Tianjin SASAC stakes in the named issuers are not disclosed. Two additional Tianjin robotics features ran the same day. [TMTPost](https://www.tmtpost.com/8001146.html)
- **Former Huawei Pangu Embodied lead Zhu Senhua launches Jubrand world model startup with 100 million yuan plus round** — Zhu Senhua, former head of Huawei Cloud's AI Algorithm Innovation Lab and internally known as the company's lead on the embodied brain, has founded Jubrand and closed a round above 100 million yuan, QbitAI reported May 25. The company describes its core product as a Cognitive World Model and frames itself as the Android of the robotics era. The round lead and follow-on participants are not named. Zhu Senhua's prior Huawei role spanned the Pangu Embodied program. [QbitAI](https://www.qbitai.com/2026/05/423455.html)