What if Asia chip-supply scare on combined Taiwan+Korea tension?
Overlapping Strait and Peninsula flare-ups threaten both leading-edge logic and global memory output; a semiconductor-supply panic lifts spot prices, SMH whipsaws and risk appetite drops.
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The butterfly cascade
How this trigger trickles across markets, left → right — the root shock, its first‑order moves, then the ripple effects. Drag any node; tap a market for its real price history.
Resolution timeline — how this probability is moving
Our model's odds (electric blue) over time vs the market's (Polymarket, amber), from the past toward the 0–6 months horizon. Each dot is a real macro event that nudged the probability — green pushed it up, red pushed it down. Tap a dot for the source. Loading the probability audit trail…
What it would mean
If this plays out, it is a risk-off shock. Overlapping Strait and Peninsula flare-ups threaten both leading-edge logic and global memory output; a semiconductor-supply panic lifts spot prices, SMH whipsaws and risk appetite drops. The trigger decomposes into signed root‑shocks — Volatility (VIX) ▲ · Geopolitical risk ▲ · Risk appetite ▼ · Semiconductor supply risk ▲ — which propagate through our causal graph to the markets below.