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Warren Buffett's company buys $4 billion stake in Taiwanese chip giant TSMC

Shares of Taiwan Semiconductor Manufacturing Company surged on Tuesday after Warren Buffett's Berkshire Hathaway disclosed that it had purchased a $4.1 billion stake in one of the world's largest chipmakers.
— CNN (November 16)   (Pocket)  

In 2020, The Most Traded Global Good Was Not Crude Oil But Semiconductors

In 2020, The Most Traded Global Good Was Not Crude Oil But Semiconductors As DB's Jim Reid writes in his latest Chart of the Day note, it may come as a surprise to many that it was semiconductors, and not crude oil of computers, that were the most traded good in 2020. Semiconductor chips are used in most electronic devices, from consumer electronics like dish washers to more advanced frontier technologies like AI and supercomputers. Since 2015, semiconductors have taken the top rank for the most traded good, representing 15% of total global goods trade (link here for pro subs). Earlier this week Jim Reid's team published a note on the chip conflict between the US ...
— ZeroHedge Opinion (November 28)   (Pocket)  

Tech war: US, Taiwan, Japan gallop ahead in advanced semiconductors while China remains stuck at mature-node chips

The chip gap between China and the West is likely to widen as the US and its allies forge ahead with leading-edge projects while mainland Chinese foundries are stuck at mature nodes due to US export controls.
— South China Morning Post (November 23)   (Pocket)  

Foxconn Hires Chip Veteran in Diversification Drive

The Taiwanese contract manufacturer hired Chiang Shang-yi, a veteran with decades of experience at some of the world’s biggest chip makers, to drive further expansion into semiconductors and bolster its supply chain.
— The Wall Street Journal (November 23)   (Pocket)  

AMD, Analog Devices settle semiconductor patent lawsuits - Reuters

Wilmington, Massachusetts-based ADI sued Xilinx Inc, now an AMD subsidiary, in Delaware federal court in 2019. ADI said technology in Xilinx's wireless-communication chips infringed several patents that relate to converting analog data to digital data.
— Reuters (November 18)   (Pocket)  

Warren Buffet chips in Taiwanese semiconductor giant TSMC with $4billion stake

Warren Buffett’s Berkshire Hathaway has purchased a $4.1 billion stake in one of the world’s largest chipmakers, Taiwan Semiconductor Manufacturing Company (TSMC). According to the company’s regulatory filing with the United States’ Securities and Exchange Commission on Monday, Berkshire Hathaway has acquired about 60 million American depository shares of TSMC in the three months that ended September.
— WION (November 17)   (Pocket)  

Apple reportedly plans to use US-made chips starting in 2024

Apple is gearing up to source chips from a factory in the US within the next couple of years, according to Bloomberg's Mark Gurman. Company CEO Tim Cook reportedly made the revelation during a meeting with local engineering and retail employees in Germany, telling them that Apple "already made a decision to be buying out of a plant in Arizona." As Gurman notes, it would lessen Apple's reliance on factories in Asia, particularly Taiwan, where 60 percent of the world's processor is produced. "Regardless of what you may feel and think, 60 percent coming out of anywhere is probably not a strategic position,"
— Engadget (November 16)   (Pocket)  

EU still getting its act together on European Chips Act funding

Leaders give unanimous support to unlocking €43 billion – but industry says it's nowhere near enough The EU is groping towards a consensus in order to allocate funding for its scheme to revitalize the European semiconductor manufacturing industry, with representatives of member states agreeing an amended version of the proposals.…
— The Register (November 25)   (Pocket)  

Chip giant Taiwan eyes bigger tax breaks for tech R&D to retain competitive edge - Reuters

TAIPEI, Nov 17 (Reuters) - Taiwan on Thursday proposed larger tax breaks for technology companies' research and development (R&D), seeking to retain its leading position in semiconductor manufacturing as other countries offer billions to bolster their chip industries.
— Reuters (November 21)   (Pocket)  

Warren Buffet chips in Taiwanese semiconductor giant TSMC with $4billion stake

Warren Buffett’s Berkshire Hathaway has purchased a $4.1 billion stake in one of the world’s largest chipmakers, Taiwan Semiconductor Manufacturing Company (TSMC). According to the company’s regulatory filing with the United States’ Securities and Exchange Commission on Monday, Berkshire Hathaway has acquired about 60 million American depository shares of TSMC in the three months that ended September.
— WION (November 17)   (Pocket)  

Berkshire Hathaway Bets Big on Taiwanese Chip Maker

Warren Buffett’s investment in Taiwan Semiconductor Manufacturing marks the latest step into an industry that he had shied away from for much of his career.
— The Wall Street Journal (November 16)   (Pocket)  

Warren Buffett's company buys $4 billion stake in Taiwanese chip giant TSMC

Shares of Taiwan Semiconductor Manufacturing Company surged on Tuesday after Warren Buffett's Berkshire Hathaway disclosed that it had purchased a $4.1 billion stake in one of the world's largest chipmakers.
— CNN (November 16)   (Pocket)