# semiconductor earnings — X 热门讨论 (2026-09-22 04:24 UTC)
## @kayezad (Kayezad E Adajania) · 09-22 01:30 · ♥32 ↻3 💬4 You add US, Taiwan and Korea thinking you've diversified.
Reality check: TSMC alone is 41% of Taiwan's index, Samsung and SK Hynix are half of Korea's.
Result: more countries, same semiconductor bet.
Real diversification means finding a new earnings driver, not a new flag.
@Abhinavkaul writes in @ET_Wealth https://x.com/kayezad/status/2102208762677191135