Taiwan Semiconductor Manufacturing Co. Ltd.2330
▼ NegativeGeopoliticsrelevance
Dalio highlights the risk of Taiwan blockade cutting off TSMC's chip supply, directly threatening its operations.
Impact on stocks 2
Semiconductors▼ · 2 stocks
Taiwan Semiconductor Manufacturing Co. Ltd.
NVIDIA CorporationNVDA
▼ NegativeGeopoliticsrelevance
Dalio warns that a China blockade of Taiwan could cut off TSMC's advanced chips, which Nvidia relies on, causing market crashes.
Theme Impact 3
Off-coverage companies 1
Bridgewater AssociatesPrivate± Mixed
relevance
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