Diversification Accelerates

18%its chance, of the story’s futures

+0.1%on the S&P 500, if it happens

The price increase pushes AI-chip companies to qualify alternatives to TSMC’s CoWoS bottleneck. Samsung, Intel Foundry and OSAT partners gain more customer attention, though displacing TSMC at high volume remains difficult.

What it moves

Technology+0.2%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

Keeping an eye on this scenario?