Possible scenario
Policy Tailwind Expands
20% Chance
The agreement becomes a showcase for U.S. semiconductor policy, encouraging further incentives for advanced packaging and substrate localization. TSMC and GlobalFoundries benefit from alignment with CHIPS Act goals, tariff-relief negotiations, and secure AI infrastructure priorities.
Secondary impacts
- Technology +0.7%
- Industrials +0.3%
Tickers
- GFS+6.3%
- TSM+1.8%
- AMKR+0.7%
- INTC+0.6%
- +0.4%
Portfolio impact
S&P 500+0.4%
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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