TSMC faces a U.S. patent dispute involving allegations from Longitude Licensing and Marlin Semiconductor. Congressional Republicans are pressuring the International Trade Commission to enforce patent rights against the firm.
The dispute involves chips essential for AI and national security applications. This legal challenge introduces significant valuation and policy risks for the world's largest contract chipmaker.
The outcome could disrupt TSMC’s relationships with U.S. customers and alter future contract terms. It may also influence the geographic location of high-end semiconductor production.