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Re:Berkshire Hathaway bought a $4.1B stake in Apple chipmake... by e40 on Tuesday November 15, 2022 @12:52PM (#33612582)
> Maybe Buffett isn't too concerned about the geopolitical risks to TSMC?

My first thought. I wonder if this makes any action by CCP less or more likely, as well as the possible intervention by the US??

Re:Berkshire Hathaway bought a $4.1B stake in Apple chipmake... by Kon-Peki on Tuesday November 15, 2022 @01:38PM (#33613125)
If all the chip fabs in Taiwan are wiped out, the remaining fabs in the rest of the world are going to be insanely profitable, right?

If this happens within the next two years, it is probably devastating for TSMC and a bad investment by Buffett. After two years, ???