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TIP508: Berkshire's Purchase of TSM & Meta "Doomsday" Analysis
We Study Billionaires - The Investor’s Podcast Network
TSM - The Foundation of the Digital Economy
Taiwanese semiconductor (TSM) is the sole manufacturer of the chips for Apple's iPhone. TSM alone produces over 50% of the world's chips, which is just incredible given how critical they really are to our global economy. In 2021 alone, TSM's depreciation and amortization expense totaled $15 billion, and their R&D expenses were $4.5 billion. Buffett has vertically integrated his portfolio so to speak and now owns an extension of the Apple ecosystem.
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