you should not follow buffet and sell TSMC? Here’s why

Buffett cut $Taiwan Semiconductor Manufacturing(TSM)$ TSMC. US does not mean that he is not optimistic about the entire semiconductor industry. Buffett is a very cautious investor and he is not dissatisfied with all semiconductor companies. On the contrary, he may be a concern about some of TSMC's status quo or a future development, so he decided to cut the stock. Therefore, we should not regard Buffett's cut TSMC as a denial of the entire semiconductor industry. 

Second, the semiconductor industry is still a potential industry. With the continuous development of technology, people's demand for electronic products is also increasing. For example, with the development of smartphones, smart homes and autonomous driving technologies, the demand for the semiconductor industry will continue to increase. 

In addition, semiconductor technology can also be used in medical, military and other fields, with wide application prospects. Furthermore, competition in the semiconductor industry is also intensifying. With the development of the global economy, more and more companies have begun to invest in the semiconductor industry. This brings more competition and more challenges to the development of the semiconductor industry.

But at the same time, this also means that the overall level of the semiconductor industry will continue to improve, thereby bringing more opportunities to investors. Therefore, Buffett cut TSMC does not mean that the semiconductor industry is no longer worth investing in. 

Investors need to comprehensively consider factors such as market trends, company performance and technological development, and then make investment decisions. At the same time, for financial technology, Buffett's position announced was a previous operation, and now it is announced. Similarly, today's transaction needs to be announced in the next quarter.

When investors see the announcement, it is actually a thing of the past, and can only be used as one. Reference cannot be used as a subjective, and there are also a lot of Buffett Sao operations. It was announced at this time in large quantities before. TSMC, after all, the announcement of smashing down and buying is the next quarterly announcement.

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# What do you think Buffett almost liquidated TSM?

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