Possible scenario
AMD Resists Conditions
25% Chance
AMD refuses to make foundry commitments that could jeopardize yield, timing, or its close relationship with TSMC. Samsung's leverage then depends on whether AMD can quickly obtain HBM from SK Hynix, Micron, or other sources in an already tight market.
Secondary impacts
- Technology -0.3%
Tickers
- AMD-2.5%
- NVDA+1.0%
- MU+1.0%
Portfolio impact
S&P 500-0.0%
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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