Just weeks before OpenAI unveiled its pioneering AI chatbot ChatGPT in late 2022, Berkshire spent US$4.12 billion buying shares of Taiwan Semiconductor Manufacturing Co, or TSMC, the world’s largest operator of foundries or contract manufacturer of high-end customised chips like those used for developing large-language AI models.

Taiwan's TSMC will manufacture advanced 3-nanometer semiconductors at its second factory in Japan, boosting the country's chipmaking ambitions amid rising AI-driven demand.

TSMC’s record Q4 revenue surges on smartphone and AI demand, with a fast 2026 ramp expected. Read the latest analysis on the stock here.