Buffet probably knows little or nothing about the fab industry and probably didn't make this investment decision. TSMC is upping their investment in the US, bu

Buffet probably knows little or nothing about the fab industry and probably didn't make this investment decision. TSMC is upping their investment in the US, but I agree with Morris Chang that the US operation won't be as lucrative -- ie, thye won't be able to maintain 50+% profit margin. Further, TSMC really didn't have any competition in the last 2-3 nodes and Samsung was largely absent in 7/5/4nm, but Samsung is going mass production with 3nm GAA pretty soon and TSMC is going to have to put up a good fight to maintain their dominance.