US Commerce Secretary Howard Lutnick announced the Trump administration's plan to raise the United States' semiconductor self-sufficiency target to 40%. This strategic initiative heavily relies on Taiwan Semiconductor Manufacturing Co.'s ongoing expansion of fabrication plants within the US, positioning the company as a cornerstone of the nation's strategy to bolster its domestic chip manufacturing capabilities. The announcement underscores the critical importance of TSMC's investments in the US for the American government's long-term technology and national security goals. While the news highlights TSMC's integral role, specific market reactions or immediate stock price movements related to this announcement were not detailed in available reports. Separately, financial analysts on the same day noted that TSMC's American Depositary Receipts (ADRs) were trading at a premium and nearing levels that might attract short-sellers, a technical observation of market positioning rather than a fundamental company development.