Possible scenario
Dual-Track Expansion
22% Chance
TSMC continues pursuing both Singapore and Texas, spreading capacity across Asia and the United States while sequencing spending to match customer demand. This outcome fits TSMC's pattern of using government incentives to reduce capital intensity without relying on a single jurisdiction.
Secondary impacts
- Technology +0.2%
- Industrials +0.1%
Tickers
- TSM+0.7%
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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