虎嗅

Viewing the Management Wisdom Implicit in Huawei's 'Tao Law' from the I Ching

原文:从《易经》看华为韬定律蕴含的管理智慧

Summary of Key Points

Huawei's proposed "Tao Law" represents a new approach to overcoming the physical limitations of Moore's Law in chip technology: instead of focusing on reducing the size of transistors (space miniaturization), the emphasis is placed on optimizing signal transmission speeds (time miniaturization). The concept uses "delay τ" as the central variable that governs devices, circuits, chips, and entire systems. The article interprets this technological shift through the three fundamental principles of the I Ching—yin-yang transformation, adaptive flexibility, and simplicity through complexity—and draws parallels for business management: breaking free from fixed mindsets, returning to one's core purpose, and using fundamental principles to guide practical methods.

Detailed Explanation

#### 1. Chip Technology: From "Making Smaller" to "Running Faster"

Moore's Law has dominated the chip industry for over 50 years, with the assumption that performance improvements come from making transistors smaller. However, when transistors become too small, quantum tunneling effects interfere with their functionality, rendering this path unsustainable. Huawei's Tao Law adopts a different approach: instead of striving for ultimate spatial miniaturization, it focuses on improving signal transmission times. For example, rather than having signals travel long distances in flat planes, the chip design uses three-dimensional pathways to significantly reduce signal delays (τ). This is akin to using an overpass during a traffic jam to increase speed more efficiently.

#### 2. Yin-Yang Transformation: Why Shift from Space to Time?

The I Ching emphasizes that "yin and yang together constitute the Dao," where space represents stability (yin) and time represents change (yang). Moore's Law has pushed the limits of spatial miniaturization; therefore, it is natural to shift towards optimizing temporal aspects. Just as one must change direction when hitting a wall, chip design must adapt to overcome the limitations of physical dimensions.

#### 3. Adaptive Flexibility: Can Performance Be Improved Without Adding New Components?

The "logical folding" technique in Tao Law is ingenious: it does not require changing materials or adding new components but simply reorganizes the layout of existing components. By rearranging connections, signal delays are reduced. This principle aligns with the I Ching's concept of "adaptive flexibility"—by altering the arrangement of elements, new functions can be created. Similarly, in business management, reorganizing processes (e.g., changing from serial to parallel workflows) or breaking down departmental barriers to form cross-functional teams can enhance efficiency without additional resources.

#### 4. Simplicity Through Complexity: Using τ as a Unified Measure

Traditional chip design optimizes each level separately (devices, circuits, chips, systems), without a common goal. Tao Law introduces "delay τ" as a unified metric that encompasses all these aspects. This reflects the I Ching's idea of simplicity through complexity—complex systems often follow simple underlying principles. In business, using a single, overarching indicator like customer satisfaction can eliminate conflicts among departments and align their efforts towards a shared goal.

#### 5. Three Insights for Business Management

From Tao Law and the I Ching, business leaders can gain three important lessons:

  • Break Free from Fixed Mindsets: Stop relying on past successful methods and question the underlying assumptions when they no longer work.
  • Return to Your Core Purpose: Focus on the ultimate goal rather than mere means (e.g., market share expansion; the real purpose is to create value for customers).
  • Use Fundamental Principles to Guide Methods: Understand the fundamental principles behind best practices and ensure that methods align with these principles.

This article demonstrates how Eastern wisdom can provide insights into cutting-edge technologies. Whether in chip development or business management, overcoming complexity often requires shifting perspectives, adjusting relationships, and focusing on core elements. Even ordinary people can apply this logic to find new solutions when facing challenges.