Possible scenario
AI Upcycle Extends
45% Chance
The most likely path is that demand for AI accelerators, custom ASICs, and advanced packaging remains stronger than supply through 2027. TSMC benefits from its dominant position in leading-edge logic and CoWoS packaging, while Nvidia, Broadcom, AMD, and hyperscaler silicon programs continue to absorb capacity.
Secondary impacts
- Technology +1.1%
Tickers
- TSM+5.2%
- NVDA+2.1%
- AMD+1.5%
- AVGO+1.2%
- QCOM+0.5%
- +0.4%
Portfolio impact
S&P 500+0.6%
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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