4 ms·
Is that a bet for no overt invasion? Is TSMC ASML's largest EUV customer? https://www.youtube.com/watch?v=_hrvR_iTz_I https://www.youtube.com/watch?v=_hrvR_iTz
by jakeogh 4y ago
Is that a bet for no overt invasion?
Is TSMC ASML's largest EUV customer? https://www.youtube.com/watch?v=_hrvR_iTz_I https://www.youtube.com/watch?v=_hrvR_iTz_I
What's the chain of knowledge of buy's?
1. BERK principal(s).. (SES?)
1.5. Tier 1 comm interceptors
2. Whoever #1 contacts... someone with a seat on the exchange(?)
3. Order on the exchange (who can see this? it the buyer listed?)
4. ... (2-3 more steps?)
n. Reuters front
- totalZero 4y agoI think you mean EUV in your second line. Deep UV is an older and more common technology than Extreme UV. Buffett's average holding period for large holdings appears to be something like 7.5 years [0], and China won't be able to invade Taiwan in that timeframe because it will take time to build up their domestic semiconductor supply chain. It's hard to deny that TSM is trading at a cheap P/E these days. The stock has basically been cut in half this year. [0] https://www.fool.com/investing/2019/11/05/3-stocks-buffett-has-owned-for-at-least-25-years.aspx https://www.fool.com/investing/2019/11/05/3-stocks-buffett-h...
- jakeogh 4y agoYes, thanks DUV->EUV (I'll stop editing)