Possible scenario
Workaround Gains Traction
42% Chance
Qualcomm successfully integrates licensed Huawei techniques that reduce reliance on ASML-restricted tooling for selected chip designs. The deal becomes a template for keeping China-facing products viable without directly violating Dutch or U.S. export controls.
Secondary impacts
- Technology +1.9%
- Telecommunications +0.7%
- Industrials -0.2%
Tickers
- QCOM+4.9%
Portfolio impact
S&P 500+0.8%
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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