TSMC is the growth story that should continue to benefit from the AI infrastructure buildout and strong pricing power. As AI models advance and leading tech companies continue to pour money into AI, the company is very well positioned to benefit. Intel, meanwhile, is a potential turnaround play. The stock is very cheap, trading near asset value, and management has some levers to pull to extract value, such as spinning off its foundry business down the road. Among companies in the semiconductor contract manufacturing space, two stocks that have gone in opposite directions this year are Taiwan Semiconductor Manufacturing (NYSE: TSM), or TSMC for short, and Intel (NASDAQ: INTC). The latter has struggled with its stock down more than 50% this year, while the former is up more than 70% over the same period. Do you think that if Taiwan becomes part of China, the United States Chip industry will be on the falling trend ?
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