Is Warren Buffett Giving Semiconductor Investors a Warning by Selling Taiwan Semiconductor Manufacturing?

By Jose Najarro, Nicholas Rossolillo, and Billy Duberstein – Feb 18, 2023 at 8:34AM

NYSE: TSM

Taiwan Semiconductor Manufacturing

Market Cap

$662B

Today's Change

(-3.45%) -$4.57

Current Price

$127.70

Price as of April 19, 2024, 4:00 p.m. ET

Three semiconductor investors discuss Berkshire offloading most of its TSMC shares.

In today's video, Jose Najarro, Nick Rossolillo, and Billy Duberstein discuss Taiwan Semiconductor Manufacturing (TSM -3.45%) and a few reasons why Berkshire Hathaway (BRK.A 1.18%) (BRK.B 1.30%) might have sold its position. Nick believes one of the most significant risks affecting TSM is the increased competition due to numerous government incentives. Check out the short video to learn more, consider subscribing, and click the special offer link below.

*Stock prices used were the market prices of Feb. 16, 2023. The video was published on Feb. 18, 2023.

Billy Duberstein has positions in Taiwan Semiconductor Manufacturing. Jose Najarro has positions in Taiwan Semiconductor Manufacturing. Nicholas Rossolillo has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.