Possible scenario
Supply Response Caps
25% Chance
Producers respond to high prices by accelerating output conversions and prioritizing enterprise SSD-grade NAND. The $31 billion Kioxia-Sandisk investment and incremental Samsung and SK Hynix capacity temper expectations for a prolonged price spike.
Secondary impacts
- Technology -0.2%
Tickers
- MU-1.1%
- SNDK-1.1%
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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