Possible scenario
Texas Remains Limited
28% Chance
TSMC studies Texas seriously but concludes that the near-term economics favor concentrating capital, engineering talent, and supplier support in Arizona. Texas remains useful as leverage in incentive negotiations and as a long-term option rather than an immediate fabrication hub.
Secondary impacts
- Non-Energy Materials -0.1%
Tickers
- AMKR+0.6%
- KLAC-0.2%
Portfolio impact
S&P 500+0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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