Epoch Times
Date: July 26, 2020
By: Ella Kietlinska

Robert Spalding, a former senior director for strategy to the president, lauded the decision of Taiwan Semiconductor Manufacturing Co. (TSMC), one of the top world’s chipmakers, to stop taking orders from Chinese telecom giant Huawei and strongly recommended for the United States and its allies to bring back some manufacturing from China.

According to Spalding, among factors impacting world’s chipmakers are traditional Intel-based architecture being gradually replaced by neuromorphic computing, which resembles some functions of the human brain, and China’s work in the field of quantum computing. In addition, the Chinese Communist Party (CCP) seeks to use Chinese SMIC as a chip supplier instead of TSMC and TSMC plans to build a factory in Arizona, Spalding said on Wednesday in an interview at the Jamestown Foundation.

“The bottom line is TSMC is at the epicenter of a big struggle for the future of the semiconductor world” Spalding said.

For the sake of national security, the United States must win this battle through reshoring—bringing manufacturing back to the United States from overseas—and partnering with allies to ensure that no semiconductor technology will flow to China, Spalding said, calling the struggle for chip technology dominance the main battle of “the second cold war.”    [FULL  STORY]