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![LivyResearch Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1541770160763449344.png) Livy Research [@LivyResearch](/creator/twitter/LivyResearch) on x 1387 followers
Created: 2025-07-24 16:13:27 UTC

$AMD warns 5-20% margin headwind on chips made from $TSM Arizona starting 2025 end; compounds risk post-tariff correction in 2H across key TSMC semi names including $NVDA

![](https://pbs.twimg.com/media/GwnBdnob0AA0ILm.png)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948416247705854446/c:line.svg)

**Related Topics**
[nvda](/topic/nvda)
[$tsm](/topic/$tsm)
[$amd](/topic/$amd)
[advanced micro devices](/topic/advanced-micro-devices)
[stocks technology](/topic/stocks-technology)
[taiwan semiconductor](/topic/taiwan-semiconductor)
[$nvda](/topic/$nvda)

[Post Link](https://x.com/LivyResearch/status/1948416247705854446)