European semiconductors rise after TSMC's record quarterly profit

AIXTRON SE

17/07/2025 10:05

** Shares in European semiconductors rise after the world's largest contract chip manufacturer TSMC 2330.TW posted record profit for Q2

** STOXX Europe Technology index .SX8P rises around 1%, among the best performers on the wider STOXX 600 index .STOXX, which is down 0.2%

** TSMC's positive news is driving expectations that the company will continue to do well and "that's positive for the suppliers", analyst Michael Roeg from Degroof Petercam says

** Chip-making equipment suppliers ASML ASML.AS, ASM International ASMI.AS and BE Semiconductor BESI.AS advance between 1.3% and 3.5%

** German chipmaker Infineon IFXGn.DE, French chip materials supplier Soitec SOIT.PA and Swiss sensor maker ams OSRAM AMS.S rise between 1% and 4.1%

** Germany's Aixtron AIXGn.DE and Siltronic WAFGn.DE rise 4.2% and 6.3%, respectively

** Franco-Italian chipmaker STMicroelectronics STMPA.PA gains 3.1%, while Nordic Semiconductor NOD.OL rises 3.5%

** The technology index fell as much as 2.1% on Wednesday after ASML's remarks on 2026 growth uncertainty

 (Reporting by Ozan Ergenay)

 ((ozan.ergenay@thomsonreuters.com))