Filing: Warren Buffett’s Berkshire Hathaway discloses the purchase of ~60.1M American depositary shares of TSMC, worth $4.1B+, in Q3 2022 (Jonathan Stempel/Reuters)

Bloomberg:
Anxious about regulators, Naspers, SoftBank, Berkshire, and other early investors in Chinese tech giants are selling; $7.6B in Tencent shares could be sold  —  For early backers, they’ve been some of the most profitable Chinese stock investments of all time: Tencent Holdings Ltd., Alibaba Group Holding Ltd. and BYD Co.

Koh Gui Qing / Reuters:
Records: FTX, its executives, and SBF’s parents bought 19+ properties in the Bahamas worth ~$121M over the past two years as “residence for key personnel”  —  Sam Bankman-Fried’s FTX, his parents and senior executives of the failed cryptocurrency exchange bought …

Reuters:
TSMC reports Q4 revenue up 26.7% YoY to $19.93B and net income up 78% YoY to $9.72B, beating estimates of ~$9.5B, even as the chip industry downturn continues  —  Taiwanese chipmaker TSMC (2330.TW) reported a forecast-beating 78% rise in quarterly profit on Thursday, as strong sales …

Yuvraj Malik / Reuters:
Micron plans to invest ~$15B in a new memory manufacturing fab in Idaho, spending a total of $40B in the US by 2030, with grants and credits under the CHIPS Act  —  Micron Technology Inc (MU.O) will invest about $15 billion over the next 10 years in a new memory-chip manufacturing facility in Boise …

Bloomberg:
Sources: TSMC will make advanced 4nm chips when its ~$12B Arizona plant opens in 2024, an upgrade to prior 5nm claims, at the urging of Apple, AMD, and others  —  Taiwan Semiconductor Manufacturing Co. will offer advanced 4-nanometer chips when its new $12 billion plant in Arizona opens in 2024 …

Debby Wu / Bloomberg:
TSMC cuts its 2022 capital spending target by ~10%, expecting to spend ~$36B on equipment, down from a prior $40B+ estimate, suggesting a deeper tech downturn  —  Taiwan Semiconductor Manufacturing Co. slashed its 2022 capital spending target by roughly 10%, a dramatic sign of trouble …