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Investing in Semiconductors - Which One Would You Pick?
Microsoft announced 10,000 layoffs recently. Berkshire Hathaway even recently took a stake in TSM and others seem to be following suit. If you had to pick a top semiconductor business to invest in today, which one would you choose? I think that the semi-hundred industry has evolved significantly over the last several years. We're always very cautious about investing in semis because they're at the edge of technology change.