Taiwan Semiconductor Manufacturing (TSMC) (NYSE: TSM) and Intel (NASDAQ: INTC) are two major names in the chip fabrication world. However, Taiwan Semiconductor has a monster lead that cannot be overstated. Intel used to be a major player, but because it let its technology slip, clients gradually moved their business to other foundries, namely TSMC. However, with recent investments from Nvidia and the U.S. government, Intel's chip foundry business looks to be back in action. There is a major market shift that could happen over the next few years, but which stock is best positioned to capitalize on it? Let's take a look. Image source: Getty Images.
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