No. of Recommendations: 1
"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.
https://www.macrumors.com/2023/02/22/apple-secures...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.
