Taiwan Semiconductor Manufacturing — Shares of the global semiconductor maker dropped 5% after Warren Buffett’s Berkshire Hathaway appeared to make a U-turn on the Taiwanese company. Berkshire cut its stake in the fourth quarter by about 86% from the third quarter, an unusual move for a an investor known to hold shares for the long-term. Berkshire now owns just $618 million.
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Taiwan election is not far away.
WB made 40% profit.
TSMC is too risky for someone like him as it’s too exposed to cyclical economic risk.
What's the likelihood for Samsung to buy TMG?
It looks like TD is dead with a lady who did "technology transfers and factory ramp-ups" leading it.
@xzg+1lcyVcMW because it was. Now it can mean one of three things:
- they are expecting China to invade Taiwan - while tragic for the world, it would be unarguably great for Intel
- they are expecting semiconductor market to remain weak or fall even further - which would mean pretty much death to Intel
- they are expecting TSMC to lose market share, but very likely to Samsung, not us - meaning more competitive market, bad to us in the long term
Which one it is is hard to tell. I'd say option 2 is most likely.
When WB made an investment you guys were posting it as a negative to Intel!!
Is this an Intel focused site?
You know the company is lost when they talks about the company that gave it a Can of Whoop @ss
Who makes all of Apples silicon?
Curious move. I heard they increased their big stake in Apple about the same time.