Possible scenario
Memory Pricing Weakens
30% Chance
The selloff deepens if investors conclude that ChangXin Memory Technologies' progress will pressure conventional DRAM prices faster than expected. SK Hynix remains vulnerable because its valuation had embedded both tight supply and strong AI-linked margins.
Initial impacts
- Market volatility Up
Secondary impacts
- Technology -2.7%
Tickers
- SKHY-5.9%
- MU-4.3%
- -0.8%
Portfolio impact
S&P 500-1.3%
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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