Possible scenario
Managed Antitrust Remedy
45% Chance
China treats Broadcom's 90% share as a competition and procurement-risk issue rather than imposing an immediate ban. Regulators likely use the probe to force pricing transparency, source-code or security attestations, and supplier diversification in state-backed AI data centers.
Secondary impacts
- Technology -1.0%
- Telecommunications -0.2%
Tickers
- AVGO-3.9%
- NVDA-1.0%
- MRVL+0.6%
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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