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5min chapter
TIP508: Berkshire's Purchase of TSM & Meta "Doomsday" Analysis
We Study Billionaires - The Investor’s Podcast Network
TSM's Future in the Semiconductor Industry
TSMC's research and development is based in Taiwan. The US manufacturing would be one technology generation behind most advanced production that is in Taiwan. Over 70% of sales go to North America, so they do have a really strong incentive to play fair with the US. A columnist from Bloomberg Opinion touched on his biggest potential risks he foresees in TSM.
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