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Akinator Assets @AkinatorAssets on x XXX followers
Created: 2025-07-17 15:19:17 UTC
6️⃣ But Not Without Risks 🐻 $TSM
•🌏 Geopolitical tension with China over Taiwan remains a real existential risk
•🇺🇸 US-China trade issues + tariffs may strain operations
•🏗️ Global expansion brings higher costs (US/Europe fab overheads)
•💱 Stronger currency may hurt USD-reported earnings
•🔗 Supply chain remains fragile, despite diversification
XX engagements
Related Topics asset allocation fab tariffs taiwan china $tsm taiwan semiconductor stocks technology