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> 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.

discuss

1letterunixname|3 years ago

Makes you wonder if the Sage of Omaha is encouraging Apple to become a Samsung with both horizontal and vertical integration.

soperj|3 years ago

Considering that they have slightly less than a billion shares as of May 2022, I don't think that number is correct.

lotsofpulp|3 years ago

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/