Buffett Urged to Divest Apple and Invest in TSMC
Renowned semiconductor analyst Lu Xingzhi recently pointed out that Apple's latest quarterly report was unimpressive, lacking product innovation and impacted by geopolitical tensions and American manufacturing issues. He suggested that Buffett should shift focus from Apple to TSMC.
Although Buffett's Berkshire remains the largest shareholder in Apple, Lu expressed disappointment with the numbers presented in the report. He noted that TSMC has shown stable dividend growth and if it fails to increase its quarterly dividend to NT$10 by the end of next year, it would be a disservice to shareholders.
Additionally, Lu compared the financial metrics of Apple and TSMC, highlighting significant valuation differences: Apple's P/E is 34, while TSMC's is only 24, which could influence investor decisions.
