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https://seekingalpha.com/news/3749214-c ... es-droppedCharlie Munger's Daily Journal Corporation (NASDAQ:DJCO) has increased its Alibaba (NYSE:BABA) shares by 82% since July as the stock's price fell nearly 50%, according to the Daily Journal's 13-F filing for Q3.
https://seekingalpha.com/news/3754094-a ... rver-chipsChinese Internet giant Alibaba (NYSE:BABA) is reportedly close to expanding into semiconductors, and may introduce its first server chips as early as this week.
The Chinese financial news outlook Caixin reported that Alibaba (BABA) has been developing server chips based on technology from British semiconductor company Arm Holdings (ARMHF). Alibaba founded its own chip-making subsidiary in 2018, and is said to have been working on its own chips since 2019.
Alibaba will reportedly debut the server chips at a company conference this week.
Like many other Chinese companies, Alibaba (BABA) has been investing in semiconductor design as a means of reducing expenses in chip manufacturing. Arm (ARMHF) is known for licensing its technology to numerous tech companies such as Apple (NASDAQ:AAPL) and Qualcomm (NASDAQ:QCOM), and it is currently in the process of being acquired by Nvidia (NASDAQ:NVDA) for $54 billion. Nvidia has recently offered more concessions to European Union regulators in an effort to alleviate EU antitrust concerns about the proposed deal.
Munger and Buffett famously said, "The best thing that happens to us is when a great company gets into temporary trouble. We want to buy them when they're on the operating table."