"US May Fall Behind China in AI... Must Reduce Dependence on Taiwanese Semiconductor Companies"

"China's Absorption of Taiwan Would Greatly Disrupt Competitiveness... Domestic Bases for Semiconductor Design and Production Must Be Established"

U.S. President Joe Biden signed an executive order at the White House on the 24th of last month (local time) to review the supply chain status of critical industrial items. President Biden ordered a 100-day review of the supply chains for four key items that revealed supply and demand structure issues: semiconductor chips, large-capacity batteries for electric vehicles, rare earth elements, and pharmaceuticals. [Image source=Yonhap News]

[Asia Economy Reporter Minwoo Lee] An analysis has emerged that the United States could fall behind China in the field of artificial intelligence (AI) if it does not reduce its dependence on Taiwanese semiconductor companies.

According to major foreign media including the Associated Press, the U.S. National Security Commission on Artificial Intelligence (NSCAI) submitted a 756-page report containing this content to Congress on the 1st (local time). The commission was established under the 2018 National Defense Authorization Act and is chaired by former Google CEO Eric Schmidt. Oracle CEO Safra Catz and Amazon Web Services (AWS) CEO Andy Jassy are also members.

In the report, the commission pointed out that "the United States is ahead of China in AI not by 5 to 10 years, but only by 1 to 2 years," and emphasized that "to beat China in AI, more funding, talent, and stronger leadership are needed." It also stressed that "China is actively promoting authoritarianism worldwide," and "AI technology must be developed to protect Western values." Additionally, it added that AI technologies such as facial recognition can be used for mass surveillance and therefore should be wisely restricted.

According to the British daily Financial Times (FT), Chairman Schmidt expressed concern that "due to dependence on Taiwan, the U.S. is on the verge of losing its superiority in ultra-small electronics, which are crucial commercially and militarily," and stated that "a resilient domestic production base for designing and manufacturing semiconductors must be established." Former Deputy Secretary of Defense Bob Work pointed out that "if China absorbs Taiwan, it will be problematic in terms of competitiveness."

The new administration of U.S. President Joe Biden has also ordered measures to secure the semiconductor supply chain. Earlier, on the 24th of last month, Biden signed an executive order to review the supply chains of four key items?semiconductor chips, large-capacity batteries for electric vehicles, rare earth elements, and pharmaceuticals?for 100 days, which is in line with this context.

This content was produced with the assistance of AI translation services.