According to a report by the Financial Times, some industry insiders speculate that the U.S. government may eventually pressure TSMC to support struggling domestic manufacturers like Intel.
TSMC’s 3nm and 5nm chips drove strong fourth-quarter growth, with retail investors on Stocktwits anticipating further gains ahead, which may trigger a broader rally for the semiconductor sector.
Despite TSMC’s market value more than doubling over the past year to around $1.1 trillion, concerns remain among some investors about the sustainability of AI-driven growth.