Possible scenario
Smartphone Shock Spreads
20% Chance
Samsung’s cut becomes a signal that memory shortages are not limited to its own devices. Other smartphone makers face higher LPDDR and NAND costs, forcing price increases or lower shipment targets for 2027 models.
Secondary impacts
- Technology -0.9%
- Consumer Cyclicals -0.6%
Tickers
- QCOM-2.1%
- MU+0.7%
- AAPL+0.6%
Portfolio impact
S&P 500-0.4%
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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