Robert Spalding, a former senior director of strategy to President Donald Trump, is applauding the decision of Taiwan Semiconductor Manufacturing Co. (TSMC), one of the top world’s chipmakers, to stop taking orders from Chinese telecom giant Huawei, while strongly recommending that the United States and its allies bring back some manufacturing from China.
Among factors affecting the 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, Spalding says.