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Nikolas Gabriels
@nikgab · May 17

A nice +5% on $TSM today, and that's basically nothing happened. I just read that Japanese Prime Minister Fumio Kishida plans to meet with top executives of global semiconductor companies to boost multilateral cooperation.

Prior to Matsuno's comments, two people involved in planning the meeting said Kishida would meet with executives from Taiwan Semiconductor Manufacturing (TSM) and six other chip companies to seek active investment in Japan and closer cooperation with Japanese companies.

Is anyone here holding $TSM stock or are you worried about China?

MR
Mike Rowe @mikerowe May 17

I'm holding for a $74.83 buy, but a smaller position a few %. With China I don't know and I'm spooked by the Omaha oracle. But it would be great if they branched out more into Japan or elsewhere in Asia.

MW
Moe Whitehead @investormoe May 17

I hold the stock and this makes me very happy. I was just looking to see what's behind such growth, thanks so much for the information! I've been thinking for a while that investors like the fact that Berkshire got rid of their entire stake...:)

RB
Randolf Babcock @randolfbab May 17

I'm holding and happy 👍

AG
Alfred Gray @alfredgray May 17

I'm afraid I don't.

MD
Monday Dayton @mondaydayton May 17

So great, the stock I had, a little bit in the green but I'm sold as even Buffett walked away from it, I don't just follow him but still, I follow him and I thought, there's something to this. Well, anyway, but so cool to those still holding. You think it's only gonna get better in China?

YE
Yorick Ericson @yorickericson May 17

They will probably just go there out of habit for military exercises and broadcast strong talk, but I don't see an armed attack in the next 10 years. I have no problem with BRK selling it, but in terms of their reasoning they shouldn't have even bought it in the first place. Anyone who was only going by them must be decently confused about this;)

YE
Yorick Ericson @yorickericson May 17

I think there is a TSMC/Sony collaboration going on there and they are planning 2 more fabs for 12/16nm and 10/5nm. I'm not so worried about China, it's dependent on their chips itself.

NG
Nikolas Gabriels @nikgab May 17

That's great! I'm not worried about China either, I'm staying away.