$Taiwan Semiconductor Manufact

My view on TSMC facing antitrust risks has changed. Originally, I thought the risks were not significant, but now I believe the risks are increasing.

The reason is that if Intel chooses to give up in the manufacturing field, the market landscape will change drastically. Moreover, in four to five years, TSMC's scale could double from what it is now, and the importance of AI in five years will be incomparable to what it is today!

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