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Warren Buffett has started investing in TSMC:
"I suspect Berkshire has a belief that the world cannot do without the products manufactured by Taiwan Semi," said Tom Russo, a partner at Gardner, Russo & Quinn in Lancaster, Pennsylvania, which owns Berkshire shares.
"Only a small number of companies that can amass the capital to deliver semiconductors, which are increasingly central to people's lives," he added.

Buffett's Berkshire discloses $4.1 billion TSMC stake By Reuters
Buffett's Berkshire discloses $4.1 billion TSMC stake
www.investing.com
"I suspect Berkshire has a belief that the world cannot do without the products manufactured by Taiwan Semi," said Tom Russo, a partner at Gardner, Russo & Quinn in Lancaster, Pennsylvania, which owns Berkshire shares.
"Only a small number of companies that can amass the capital to deliver semiconductors, which are increasingly central to people's lives," he added.