Core Viewpoint - UBS analysts suggest that TSMC may shorten the timeline for producing advanced chips in the U.S. due to government demands for accelerated chip localization [1] Group 1: Company Insights - TSMC and Intel's capacity expansion in the U.S. is expected to be sufficient to meet domestic demand for leading logic chips by 2029-2030, excluding the most advanced process nodes [1] - The transition of the memory chip supply chain to the U.S. may require a longer timeframe [1]