Warren Buffett - We Will Never Buy TSMC stock (Taiwan Semiconductor) again

In a surprising move, Berkshire Hathaway sold almost its entire position in Taiwan Semiconductor Manufacturing Company (TSMC) just a few months after acquiring a substantial stake. In a CNBC interview, Warren Buffett attributed the decision primarily to geopolitical concerns, despite these issues being present when the shares were initially purchased. So, what else changed in this short time frame?

In this video, we explore the factors that may have influenced Berkshire's decision to offload nearly $5 billion worth of TSMC shares. Despite praising TSMC as one of the best-managed and most important companies globally, Buffett expressed discomfort with its location in Taiwan, especially amid growing geopolitical tensions. We delve into the reasoning behind this move, including Buffett's preference for investments in regions he feels more secure about, such as Japan and the United States.

We'll also discuss the implications of this shift for TSMC and the broader semiconductor industry, and what it means for investors. Join us for an in-depth analysis of this significant development in the investment landscape. Don't forget to like, comment, and subscribe for more insightful discussions on the latest in finance and investing!