 From Marketplace, I'm Sabri Benashour, in for David Brancaccio. TSMC, the world's biggest semiconductor manufacturer, has seen a surge in sales, but its stock, like many chip-related stocks, has taken a hit. It fell 8% yesterday. That followed news the U.S. might further curb exports to China, and comments by Donald Trump that TSMC's home base, Taiwan, would need to start paying for its own defense. The BBC's Nick Marsh has more.