Possible scenario
Production Bottlenecks Remain
20% Chance
Iris 100 improves the testing layer but does not fully solve MicroLED transfer, bonding, yield, or co-packaged optics integration challenges. This scenario reflects the reality that production scaling depends on multiple process steps beyond Teradyne's inspection platform.
Secondary impacts
- Technology -0.3%
Tickers
- TER-4.0%
- TSEM-1.4%
- NVDA-0.1%
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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