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:

• NikkeiAsia: not yet done investing in Japan.
• Yahoo!Finance: one of the most important companies in the world.
• Motley Fool: two dividend-paying tech stocks to buy right now.
• Top Greater China fund: raises concerns.
• SeekingAlpha: TSM vs INTC, a clear winner.
• Trefis: INTC vs several others (DE, PFE, JPM, COP, GS).

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.