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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: rrr12345   😊 😞
Number: of 21944 
Subject: Re: aapl/tsm
Date: 03/01/23 4:28 PM
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"announced today, nextgen iphone will feature TSM 3nm chip"

Thanks. This article says that Apple ordered TSMC's entire initial supply of 3nm chips, to be used in iPhones and MacBooks. If this is true, won't it squeeze NVDA's and AMD's supplies from TSMC. While that could be true, my guess is that NVDA and AMD will get the chips they need.

macrumors.com - Apple secures TSMC 3nm chips

I find it fascinating to watch the march from 10nm chips to 7nm, to 5nm, to 3nm and soon to 1nm. With each iteration the performance goes up and the power consumption goes down. ASML is the only company that makes machines for fabricating sub-10nm chips. What a monopoly.

As to why Berkshire sold TSM stock, I have no idea. We may never know. Berkshire didn't reveal why it sold IBM or any most any other stock that I can remember, except WFC and the airlines. TSM stock does not appear to be expensive. There is certainly geopolitical risk, which would affect AAPL as well.
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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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