Taiwan Semiconductor Manufacturing Co., Ltd.NYSE: TSM) tau nce ntau dua 10% tag kis no tom qab kev tswj hwm cov ntaub ntawv tau tshaj tawm cov neeg ua lag luam qub Warren Buffett kom tau tsim cov ceg txheem ntseeg loj hauv ntiaj teb tus thawj coj chipmaker.
Buffett siv $ 4.1 billion ntawm TSMC Tshuag
Tshaj tawm, Buffett's Berkshire Hathaway Inc tau yuav txog 60 lab ADRs (American Depository Receipts) ntawm Taiwanese tuam txhab nyob rau lub quarter thib peb ntawm 2022 rau $ 4.1 billion.
Lub "Oracle ntawm Omaha" paub tias yuav nqis peev hauv cov khoom lag luam zoo uas ua lag luam ntawm tus nqi luv luv thiab cov uas them cov nyiaj faib tawm.
Qhov no tej zaum yog vim li cas tus TSMC stock pom ib qho chaw ntawm nws cov ntaub ntawv. Nyob nruab nrab ntawm Lub Xya Hli thiab Lub Cuaj Hli, nws tau ua lag luam poob txog 45% ntawm qhov nruab nrab piv rau nws lub xyoo-rau-hnub siab thiab tau them cov nyiaj tau los ntawm ze li 2.50%.
Nws daim ntawv pov thawj pom zoo qhia tias tus neeg ua lag luam billionaire hu rau hauv qab hauv cov khoom lag luam semiconductor. Lub hli dhau los, tus chipmaker qhia kev lag luam-beating tshwm sim rau nws cov nyiaj txiag peb lub hlis twg.
Cowen tus kws tshuaj ntsuam Krish Sankar teb rau cov xov xwm
Taiwan Semiconductor Manufacturing Co zaum ntawm lub plawv ntawm cov saw hlau, sau cov npe tseem ceeb xws li Nvidia thiab Qualcomm ua cov neeg siv khoom. Nws kuj tseem siv tshwj xeeb rau cov kev cai silicon chips uas Apple siv hauv nws cov khoom siv tshiab kawg.
Reacting rau cov khoom lag luam xov xwm ntawm CNBC's “Squawk ntawm Txoj Kev”, Cowen's Krish Sankar tau hais tias:
Nws yog qhov zoo tshaj plaws ntawm lub tuam txhab yug tsiaj; zoo tshaj plaws foundry nyob rau hauv lub ntiaj teb no. Lawv paub yuav ua li cas thiaj ua tau zoo. Lawv yog ib qho ntawm cov tuam txhab ua lag luam thiab tej zaum tsuas yog kev ua si hauv nroog rau sub-tsib nanometer thev naus laus zis.
Txawm li cas los xij, tus kws tshuaj ntsuam tau hais tias yog nws yog nws, nws yuav tau tos qhov kev nkag mus zoo dua invest in the TSMC stock.