Search results for STMicroelectronics
AI & Enterprise
Nvidia too as U.S. AI, semiconductor stock rout sends global tech shares tumbling
U.S. semiconductor shares fell sharply, triggering profit-taking across global technology stocks that had led the AI-driven rally. The Philadelphia Semiconductor Index slid 7.9 percent, with Micron, SanDisk, AMD, Qualcomm and Nvidia all lower. Selling spread to South Korea and Europe, with Samsung Electronics and SK Hynix down about 12 percent and European chip and equipment names also falling. Some investors shifted into defensive stocks.
AI & Enterprise
Europe tech stocks surge on AI boom; semiconductor and optical network shares more than double
European tech shares tied to artificial intelligence infrastructure are surging this year, with some stocks posting triple-digit gains. Aixtron has risen 189 percent, while Technoprobe, STMicroelectronics and Nokia have also climbed sharply. The rally reflects expanding AI investment into data centres, networks and semiconductor equipment. Analysts say Europe’s lack of pure-play AI names is concentrating flows into a few proxy beneficiaries, even as regulatory and power constraints may limit broader momentum.
Industry
China analog chipmakers raise prices as broader semiconductor price hikes spread
Pressure to raise prices is spreading across the semiconductor supply chain, prompting Chinese analog chipmakers to lift prices in line with global companies. The trend could give China, which is strong in mature-node manufacturing, an opening to expand market share, analysts say. S&P Global Ratings\' Clifford Kurz said China may benefit as analog chips are mainly made on mature processes. SEMI expects China’s share of 22 to 40 nm capacity to rise from 25 percent in 2024 to 42 percent in 2028.