How to Play the Semiconductor Market Just Like Buffett

It’s hard not to hear in the news when Warren Buffett’s Berkshire Hathaway buys a new stock, and that's exactly what just happened. His company just disclosed a $4.1 billion stake in Taiwan Semiconductor Manufacturing Co. (NYSE: TSM), the largest semiconductor manufacturer in the world. Shares have recently been hit on fears that demand in chips will continue to slow, but Buffett's move sent the stock up over 10% on the day.

Semiconductors are essential to basically every industry on the planet. While demand may see some hiccups, the United States is pouring billions into the sector with the CHIPS for America Act. Not only is Uncle Sam spending, but the world's largest manufacturers, including Intel Corp. (NASDAQ: INTC) and TSMC, are building new fabrication facilities right here in the United States.

Those fabrication facilities are going to require vast amounts of helium to fulfill their purpose. That’s why Garrett Baldwin sat down with Robert Price, the CEO of Total Helium (OTCMKTS: TTLHF) to discuss one of the most vital elements of semiconductor manufacturing.

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About the Author

Garrett Baldwin is a globally recognized research economist, financial writer, consultant, and political risk analyst with decades of trading experience and degrees in economics, cybersecurity, and business from Johns Hopkins, Purdue, Indiana University, and Northwestern.

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