$Taiwan Semiconductor(TSM.US) There are clues indicating that if Taiwan Semiconductor Manufacturing Company can reach some feasible agreement with the U.S. government, leveraging the split of Intel's design and manufacturing departments, it could transform into an American semiconductor company, in other words, becoming a company like NVIDIA. Research and production may not necessarily be the main focus in the U.S., but it must be sustainable, leading to a win-win situation. The entire valuation logic of Taiwan Semiconductor Manufacturing Company will be rewritten. Antitrust issues are the key roadblock here.