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![AkinatorAssets Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1938937654911082500.png) Akinator Assets [@AkinatorAssets](/creator/twitter/AkinatorAssets) on x XXX followers
Created: 2025-07-17 15:19:17 UTC

6️⃣ But Not Without Risks 🐻 $TSM

β€’πŸŒ Geopolitical tension with China over Taiwan remains a real existential risk

β€’πŸ‡ΊπŸ‡Έ US-China trade issues + tariffs may strain operations

β€’πŸ—οΈ Global expansion brings higher costs (US/Europe fab overheads)

β€’πŸ’± Stronger currency may hurt USD-reported earnings

β€’πŸ”— Supply chain remains fragile, despite diversification


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945865899526746267/c:line.svg)

**Related Topics**
[asset allocation](/topic/asset-allocation)
[currency](/topic/currency)
[tariffs](/topic/tariffs)
[taiwan](/topic/taiwan)
[china](/topic/china)
[$tsm](/topic/$tsm)
[taiwan semiconductor](/topic/taiwan-semiconductor)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/AkinatorAssets/status/1945865899526746267)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

AkinatorAssets Avatar Akinator Assets @AkinatorAssets on x XXX followers Created: 2025-07-17 15:19:17 UTC

6️⃣ But Not Without Risks 🐻 $TSM

β€’πŸŒ Geopolitical tension with China over Taiwan remains a real existential risk

β€’πŸ‡ΊπŸ‡Έ US-China trade issues + tariffs may strain operations

β€’πŸ—οΈ Global expansion brings higher costs (US/Europe fab overheads)

β€’πŸ’± Stronger currency may hurt USD-reported earnings

β€’πŸ”— Supply chain remains fragile, despite diversification

XX engagements

Engagements Line Chart

Related Topics asset allocation currency tariffs taiwan china $tsm taiwan semiconductor stocks technology

Post Link

post/tweet::1945865899526746267
/post/tweet::1945865899526746267