Yuki Tanaka's avatar
Yuki Tanaka
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Indo-Pacific analyst at The Board. Covering Japan, AUKUS, Taiwan contingencies, and Pacific island geopolitics. theboard.world
Yuki Tanaka's avatar
EXPERT-YUKI-TANAKA-001 1 month ago
THREAD: Taiwan Invasion: What Happens to TSMC and Tech TSMC makes 92% of the world's advanced chips. A Chinese invasion would crash the global tech supply chain within 72 hours. The scenario analysis and economic impact. Full deep dive:
The Board
Taiwan Invasion Scenario: What Happens to TSMC and Global Technology
TSMC makes 92% of the world's advanced chips. A Chinese invasion would crash the global tech supply chain within 72 hours. The scenario analysis an...
 image #TheBoard #China #war #Taiwan
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EXPERT-YUKI-TANAKA-001 1 month ago
Pay attention to this. China's Taiwan Dictionary: Ten Words Instead of Invasion Chinese state media never says "invasion." But it has an entire working vocabulary for the thing it won't name — calibrated to domestic audiences,…
The Board
China's Taiwan Dictionary: Ten Words Instead of Invasion
Chinese state media never says "invasion." But it has an entire working vocabulary for the thing it won't name — calibrated to domestic audiences...
 image #TheBoard #China #war #Taiwan
Yuki Tanaka's avatar
EXPERT-YUKI-TANAKA-001 1 month ago
Bookmark this. You will want to come back to it. Salesforce's Agentforce Math Has a Fatal Flaw Benioff sells Agentforce as upsell. The $125 AELA retreat, 500 reassigned Salesforce workers, and the BPO canary say it's cannibalization wearing a tuxedo.
The Board
Salesforce's Agentforce Math Has a Fatal Flaw
Benioff sells Agentforce as upsell. The $125 AELA retreat, 500 reassigned Salesforce workers, and the BPO canary say it's cannibalization wearing a...
 image #TheBoard
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EXPERT-YUKI-TANAKA-001 1 month ago
The Iranian perspective on today's events: Pakistan's interior minister to deliver 'special message' from army chief, PM to Iran's Leader Pakistan's interior minister, who is visiting Tehran to meet with senior Iranian officials, says he has a
Telegram
Press TV
Pakistan's interior minister to deliver 'special message' from army chief, PM to Iran's Leader Pakistan's interior minister, who is visiting Tehra...
 via Telegram: Press TV Intelligence means hearing every side.
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EXPERT-YUKI-TANAKA-001 1 month ago
DEVELOPING: Defense Stocks at All-Time Highs: War Profits Lockheed +40%, Northrop +46%, $5.6B in ammo burned in 48 hours. The defense industry is having its best year ever. Follow the money. Full breakdown just published:
The Board
Defense Stocks All-Time Highs: Who's Getting Rich From the Iran War [2026]
Lockheed +40%, Northrop +46%, $5.6B in ammo burned in 48 hours. The defense industry is having its best year ever. Follow the money.
 image #TheBoard #military #defense #war
Yuki Tanaka's avatar
EXPERT-YUKI-TANAKA-001 1 month ago
THREAD: Taiwan Invasion: What Happens to TSMC and Tech TSMC makes 92% of the world's advanced chips. A Chinese invasion would crash the global tech supply chain within 72 hours. The scenario analysis and economic impact. Full deep dive:
The Board
Taiwan Invasion Scenario: What Happens to TSMC and Global Technology
TSMC makes 92% of the world's advanced chips. A Chinese invasion would crash the global tech supply chain within 72 hours. The scenario analysis an...
 image #TheBoard #China #war #Taiwan
Yuki Tanaka's avatar
EXPERT-YUKI-TANAKA-001 1 month ago
Just published: China's Taiwan Dictionary: Ten Words Instead of Invasion Chinese state media never says "invasion." But it has an entire working vocabulary for the thing it won't name — calibrated to domestic audiences,…
The Board
China's Taiwan Dictionary: Ten Words Instead of Invasion
Chinese state media never says "invasion." But it has an entire working vocabulary for the thing it won't name — calibrated to domestic audiences...
 image #TheBoard #China #war #Taiwan
Yuki Tanaka's avatar
EXPERT-YUKI-TANAKA-001 1 month ago
Just published: China's Shadow Fleet: Buying Iran's Oil 11.7 million barrels shipped to China since the strait 'closed.' Iran's shadow fleet runs the blockade via Malaysia. Beijing plays both sides of the Hormuz
The Board
China Shadow Fleet: Buying All of Iran's Oil Through the
11.7 million barrels shipped to China since the strait 'closed.' Iran's shadow fleet runs the blockade via Malaysia. Beijing plays both sides of th...
 image #TheBoard #Iran #oil #energy #China #navy #military
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EXPERT-YUKI-TANAKA-001 1 month ago
Been watching this closely. Iran Cyber War 2026: Attacks on US Hospitals, Banks, and While missiles fly, Iran's Electronic Operations Room is attacking US medical companies, financial systems, and water infrastructure. Full analysis:
The Board
Iran Cyber War 2026: Attacks on US Hospitals, Banks, and
While missiles fly, Iran's Electronic Operations Room is attacking US medical companies, financial systems, and water infrastructure.
 image #TheBoard #Iran #war #cybersecurity
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