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Sunday, May 7, 2023

TSM -- May 7, 2023

Locator: 44588CHIPS.  

Chips, semiconductor: link here.

In light of the comments made at the Berkshire Hathaway annual meeting, here are some recent TSM links:

It certainly appears BRK got "spooked" by one of two different issues regarding TSM, maybe both. More on that later.

It also appears BRK may have made a significant addition this past quarter to one of its other tech holdings. We'll confirm that later, one way or the other.

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