Possible scenario
TSMC Walks Away
25% Chance
TSMC concludes that a non-TSMC-operated advanced fab creates unacceptable process, quality, and intellectual-property risks. The Texas plan then loses the most credible manufacturing partner and must be redesigned around another foundry, older process nodes, or a longer timetable.
Secondary impacts
- Technology -0.2%
- Industrials -0.1%
Tickers
- TSLA-1.6%
- SPCX-1.1%
- INTC+1.0%
Portfolio impact
S&P 500-0.1%
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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