Warren Buffett on TSMC: There's nobody in their league in the chip business

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[sharlieshirime]

Some people think that if China invades Taiwan, only TSMC stock will go to zero. They forget that if TSMC goes down, the world economy will go down with it, especially Apple, Nvidia, AMD, Intel, etc.(the companies that rely heavily on TSMC's leading chips). Doesn't Berkshire Hathaway own a big chunk of Apple? US, including Pentagon, Energy Dept. etc., will also be greatly affected because TSMC provides the advanced chips for the weapon systems and supercomputers.

[MrMountain]

Charlie looks like a video game boss with that oversized suit lol

[foxmulder]

Taiwan Semiconductor Manufacturing IS A BEST BUY RIGHT NOW ... END OF 2023 AND INTO 2024 !

[No-lack]

Seems like Charlie wasn’t against keeping the investment in my opinion.

[deeppatel]

WR spoke for 6min and didn’t even answer the Q!

[KIMIYAHEALING]

He hasn’t really answered the question of why invest in the first place if you don’t like the location?

[PaulRodvik-jykr]

In my opinion that takes you from a man to a mouse way to stand up for Taiwan

[jarrodyuki]

nvidia is the number one tech comopany and tsmc is the number one chip supplier.

[jesuschrist]

Now that we have reached the limit of Moore's law, I have a bold prediction - the size of the chip will double in size every two years.

[fhowland]

Warren seems to finally be showing his age a bit here. I wish he could live forever.

[danwalters]

Maybe Warren got a tip? He seems to stumble and bumble

[god-son-love]

That's exactly why China wants Taiwan. It's too successful that even Warren Buffet wants to hold TSMC shares. Just imagine how much investment will flow in Taiwan were it not for PRC's coercion to isolate Taiwan. It will be at least another Singapore or Hong Kong but multiple times the size.

[pirpip]

Takeaway: all biz in Taiwan are doomed bc geopolitical tension.

[claus]

Is that why nvda has higher valuation?

[Narnho]

The Taiwanese need their culture preserved. Their semi-conductor industry is leading amongst competitors. America can gain the advantage with this trade agreement.

[liriena]

" I don't like its location. "

[aserodriguez]

That's very scary to hear him say that.

[louischau]

Well let’s see in 2 years WHO is WHO in the chips business

[BuffProductionHD]

just say it ..china has their eye on it and its a risky investment

[shankarbalakrishnan]

Thought August would be a inflection month it's only been a deflection no reflection❤❤🎉🎉