Possible scenario
Managed U.S. Ramp
45% Chance
Apple uses U.S.-based manufacturing for a controlled share of iPhone 18 Pro and iPhone Duo components rather than a full assembly migration. TSMC Arizona, Amkor packaging capacity, and established suppliers such as Corning help Apple satisfy political and supply-chain goals without destabilizing launch volumes.
Secondary impacts
- Technology +0.6%
- Industrials +0.5%
- Consumer Cyclicals +0.1%
Tickers
- AMKR+3.5%
- AAPL+3.2%
- GLW+1.3%
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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