Possible scenario
Talks Stay Preliminary
23% Chance
The discussions remain exploratory, with AMD using Samsung as negotiating leverage while keeping core foundry and memory sourcing largely unchanged. This outcome is plausible because qualifying advanced foundry and HBM supply is technically demanding and can take multiple product cycles.
Secondary impacts
- Technology -0.1%
Tickers
- AMD-1.0%
Portfolio impact
S&P 500-0.1%
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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