$Taiwan Semiconductor(TSM.US)There are continuous clues indicating that if Taiwan Semiconductor Manufacturing Company can reach a feasible agreement with the U.S. government, by splitting Intel's design and manufacturing departments, turning Taiwan Semiconductor Manufacturing Company into an American company—in other words, becoming a U.S. enterprise like Nvidia—where R&D and production may not necessarily be the main focus in the U.S. but must be sustainable, it would be a win-win situation. The entire valuation logic of Taiwan Semiconductor Manufacturing Company would be rewritten. Antitrust is the key roadblock here.