Possible scenario
Sustained NAND Upcycle
45% Chance
AI enterprise SSD demand continues to absorb available NAND output faster than suppliers can add qualified capacity. TrendForce's raised forecast becomes the base case for investors, reinforcing the view that memory shortages persist into 2027.
Secondary impacts
- Technology +2.1%
- Telecommunications -0.5%
- Business Services -0.1%
Tickers
- MU+6.8%
- SNDK+5.8%
Portfolio impact
S&P 500+1.0%
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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