Possible scenario
Singapore Takes Priority
25% Chance
TSMC prioritizes Singapore because the site offers operational familiarity, regional customer proximity, and potentially faster permitting than a new US state expansion. The Texas project remains possible, but uncertainty over tax-credit timing pushes it behind Singapore in the capital plan.
Secondary impacts
- Technology +0.2%
Tickers
- TSM+0.8%
- GFS-0.3%
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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