Supply Remains Constrained

its chance, of the story’s futures

−0.3%on the S&P 500, if it happens

The meetings may confirm the severity of the HBM shortage rather than resolve it. With SK Hynix reportedly sold out through 2029, OpenAI may receive only limited incremental supply unless another customer gives up allocations or Samsung accelerates qualification.

What it moves

Technology−0.6%
Utilities−0.1%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

Supply Remains Constrained

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