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I get that this article is on 9to5mac, but can they lay off the Apple references for just a breath? > Apple chipmaker TSMC > [three paragraphs of background o

I get that this article is on 9to5mac, but can they lay off the Apple references for just a breath? > Apple chipmaker TSMC > [three paragraphs of background on Buffet's opinion of Apple] > first time Berkshire has bought stock in Apple’s chipmaker > stake in Apple chipmaker TSMC > Samsung has recently been upping its efforts to catch up in order to win back Apple business, and TSMC’s Apple revenue could potentially be cut in half if that happened. > Both TSMC and Samsung are also working on US production of advanced chips suitable for Apple devices, something which the Cupertino company is likely to welcome. Apple is TSMC's largest single customer, but they're only ~25% of their revenue. Is this an article about Berkshire Hathaway, TSMC, or Apple?

hackandtrip 4y ago
> Apple is TSMC's largest single customer, but they're only ~25% of their revenue. Consider that Apple is also 25% of total assets of Berkshire (around 250$B), so it's not much of a surprise that Berkshire is going into the main manufacturer of the biggest stock they have - hence the strong linking between the wto.
- soperj 4y ago
  Considering that they have slightly less than a billion shares as of May 2022, I don't think that number is correct.
  - lotsofpulp 4y ago
    https://www.cnbc.com/berkshire-hathaway-portfolio/ https://www.cnbc.com/berkshire-hathaway-portfolio/ ~915.2M AAPL shares as of Sep 30, 2022, so ~$140B worth (20% of BRK’s market cap). For comparison, BRK market cap is ~$687B and AAPL market cap is $2.4T. https://companiesmarketcap.com/ https://companiesmarketcap.com/
- 1letterunixname 4y ago
  Makes you wonder if the Sage of Omaha is encouraging Apple to become a Samsung with both horizontal and vertical integration.