Possible scenario
Capacity Bottlenecks Persist
25% Chance
The U.S. manufacturing plan proves harder to scale than the announcement implies. Advanced packaging, yield management, or foldable-specific parts remain constrained, limiting near-term relief for iPhone Duo delays.
Secondary impacts
- Technology -0.6%
- Industrials -0.2%
- Consumer Cyclicals -0.1%
Tickers
- AAPL-3.6%
- AMKR-1.6%
- GLW-0.5%
- -0.4%
Portfolio impact
S&P 500-0.5%
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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