Chip strands? How to invest close to a turning point?
Once again, Buffett has implemented his principle of being greedy when others are afraid. When the global chip industry was nearing a turning point, he took action. According to the 13F quarterly report submitted by Berkshire Hathaway, it bought a total of 60.6 million TSMC shares during the quarter, with a market capitalization of 4.1 billion US dollars, accounting for 1.39% of the total position, ranking the tenth largest number of shares held.
However, another South Korean giant, Samsung's upstream consumption continues to decline, and the company's performance is naturally poor. Samsung Electronics' third-quarter operating profit was 7.651 billion US dollars, a year-on-year decline of 31.39%. Its quarterly profit declined for the first time in three years.
However, another South Korean giant, Samsung's upstream consumption continues to decline, and the company's performance is naturally poor. Samsung Electronics' third-quarter operating profit was 7.651 billion US dollars, a year-on-year decline of 31.39%. Its quarterly profit declined for the first time in three years.
In comparison, TSMC's profitability far exceeds that of peers such as Grofonder, SMIC, and Huahong Semiconductors. In the first three quarters, TSMC's net interest rate was 44%, while the gross profit margin of SMIC, which is the most advanced in mainland China, was 40%, and the net interest rate was 31%. In other words, the net interest rate of the former had already exceeded that of the latter. TSMC's gross margin has even outweighed Apple, which is extremely demanding on upstream suppliers. This shows its world-class bargaining power.
Plan to trade stocks on the current account $Taiwan Semiconductor (TSM.US)$and $Direxion triples daily semiconductor ETF (SOXL.US) $
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