Warren Buffett's Berkshire Hathaway bought $4.1 billion in Taiwan Semiconductor Manufacturing (TSM) stock in Q3 2022 but sold the entire position within two quarters due to geopolitical concerns around Taiwan. Buffett praised TSM as a top-managed company critical to the AI boom, manufacturing 90% of the world's advanced chips. Despite TSM's dominant role enabling AI advancements, Buffett's decision highlights how geopolitical risks can outweigh strong business fundamentals. Investors must weigh TSM's unmatched industry position against ongoing geopolitical tensions between the U.S. and China involving Taiwan.
The global automotive microcontrollers market is projected to grow from USD 15.49 billion in 2025 to USD 34.31 billion by 2035, at a CAGR of 8.28%. Growth is fueled by increasing adoption of advanced driver-assistance systems (ADAS), vehicle electrif...
Taiwan Semiconductor Manufacturing Company (TSMC) reported a 23.4% increase in second-quarter profit from the previous quarter, surpassing analyst estimates. The company's net income reached NT$706.56 billion ($39.45 billion), a record high for the f...
In Q2 2026, top contributors to growth included Taiwan Semiconductor Manufacturing, Alphabet, United Rentals, Apple, and Visa. Alphabet’s Google Search and Cloud segments showed robust revenue growth of 19% and 63%, respectively, boosting operating i...
Taiwan Semiconductor Manufacturing Company (TSMC) is set to report earnings on July 16, 2026, with analysts expecting revenue around $39.85 billion, up significantly from last year due to high demand for AI chips. Earnings per share are forecasted at...
Taiwan Semiconductor Manufacturing Company (TSMC) is anticipated to report second-quarter earnings slightly above expectations, driven by robust revenue and demand for advanced semiconductor technologies. Wedbush analysts maintain an 'Outperform' rat...
