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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

•🌏 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

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

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

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