The booming topic of artificial intelligence (AI) remains a key driver of the semiconductor sector at the beginning of the new year.
Things went up significantly on Monday after Microsoft wrote in a blog entry that it wanted to invest around $80 billion in the expansion of data centers for AI in the fiscal year ending in June alone. It is well known that companies such as Microsoft, Meta, Alphabet and Amazon are investing billions in their AI capabilities, but concrete figures are positive for the industry mood.
The shares of the chip industry supplier ASML ultimately rose by 8.69 percent to 747.80 euros on EURONEXT in Amsterdam, while shares from AIXTRON rose by 3.32 percent to 15.09 euros via XETRA at the close of trading. Siltronic shares gained 2.73 percent to 46.70 euros via XETRA and shares from SUSS MicroTec and Elmos Semiconductor rose 5.58 percent to 53.00 euros and 9.81 percent to 75.00 euros . Warburg Research had positive comments on the latter share and reiterated its “buy” rating. Hauck Aufhäuser IB also counts Elmos Semiconductor among the ‘Top Picks’ 2025.
In the DAX, Infineon ultimately rose by 7.34 percent to 33.28 euros – also with a tailwind from a positive analyst comment from the major Swiss bank UBS.
Market expert Susannah Streeter from broker Hargreaves Lansdown also referred in a market commentary to the unannounced visit by Italian Prime Minister Giorgia Meloni to Donald Trump. The visit could provide investors with a better mood for the European Union as a whole, said Streeter. Threatening punitive tariffs from the USA on imports from Europe have recently repeatedly put a strain on Europe’s semiconductor industry in addition to automobile manufacturing.
The securities of the AI chip pioneer NVIDIA temporarily cost 4.5 percent more in trading on the NASDAQ, or $150.97. They are getting closer to their November record high of almost $153. On Friday, NVIDIA’s market value rose again to more than $3.5 trillion, almost closing the gap to the world’s most valuable listed company Apple. Apple currently has a market capitalization of almost $3.7 billion.
The shares of the chip company Broadcom and those of the data center supplier Super Micro Computer should also be kept in mind.
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