The Trump administration is backing away from suggestions it could take a stake in TSMC, despite its plans to demand shares in Intel.

Taiwan Semiconductor Manufacturing Company (TSM) and Micron (MU) may not be required to give up stakes in exchange for their CHIPS Act grants, following some signs of pushback in early talks. “The Administration is not seeking equity stakes in TSMC or Micron,

Intel Corporation's shift to foundry services under CEO Lip-Bu Tan, government support, and market shifts could drive profitability. Click for my INTC update.

The Trump administration is considering taking equity stakes in companies getting funds from the 2022 CHIPS Act but has no similar plans for bigger firms boosting U.S. investments, such as TSMC and Micron,

Investment banking firm JPMorgan thinks Intel should walk away from the chip-making business, and push into its Intel Foundry business instead.

TSMC's leadership in advanced chips, global expansion, and AI-driven demand justify its premium valuation and long-term growth potential. Click for more on TSM.

Intel Corp. (NASDAQ:INTC) is one of the best data center stocks to buy now. On August 19, SoftBank Group announced a $2 billion investment in Intel Corp.

The back-to-back news items signal a public and private sector commitment to domestic semiconductor production and underscore Intel's importance.

The Trump administration possibly taking stakes in Intel, TSMC, Micron, and Samsung would raise serious concerns. In the seven months since President Donald Trump's inauguration, Wall Street's major stock indexes have been taken on quite the ride.