Taiwan Semi (TSM) $65B US Investment: Will America Lead in Advanced Semiconductors?

TrendForce, a Taiwan-based market information firm, recently released a report detailing that the $65 billion TSM investment in the US would enable the North American country to become the second largest maker of advanced semiconductor processes by 2027. Estimates from the market research firm suggest that the US will account for a 21% share in the global advanced IC production market by 2027, sharply up from the current 9%, moving up one spot in the table.

Overall, TSM ranks 6th on our list of AI news that broke the internet this week. While we acknowledge the potential of TSM as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe.