Possible scenario
Demand Broadens Beyond Nvidia
18% Chance
The upside case becomes less dependent on Nvidia as hyperscaler ASICs, AMD accelerators and networking silicon add incremental leading-edge demand. This reduces customer-concentration risk for TSMC but may redistribute gains across the AI semiconductor complex.
Secondary impacts
- Technology +0.7%
Tickers
- AVGO+2.6%
- TSM+2.0%
- MRVL+2.0%
- NVDA-0.9%
Portfolio impact
S&P 500+0.2%
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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