Possible scenario
Site Choice Weakens
20% Chance
Solidigm and SK hynix keep negotiations alive but increase pressure on Albany by comparing New York with lower-friction semiconductor sites in the Midwest or Sun Belt. The AI data-center ban becomes a reputational obstacle for New York even if it technically excludes chip fabs.
Secondary impacts
- Technology -0.2%
- Industrials -0.1%
Tickers
- SKHY-0.8%
- MU+0.3%
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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