HONG KONG, Feb 16 (Reuters Breakingviews) – A lot can change in three months, especially in the world of semiconductor investing. Warren Buffett's Berkshire Hathaway (BRKa.N) inexplicably sold most of its $4.1 billion holding in Taiwan Semiconductor Manufacturing (2330.TW), a position only disclosed in November. The sudden U-turn is uncharacteristic for the world's most-watched investor, whose bets on companies like Chinese electric-car maker BYD (002594.SZ), have paid off handsomely after over a decade. For TSMC, Berkshire probably pocketed a 9% return, Reuters reported citing analyst estimates, having held the stake for roughly three months. Further perplexing investors, Buffett's business partner…