SEMI.AS is trading at $20.40 (+3.09%) as AI infrastructure optimism strengthened after CoreWeave and Super Micro Computer reported upbeat results and forecasts.
- Global chip sentiment improved after TSMC reported July revenue up 44.7% year over year; Samsung and SK Hynix rallied sharply.
- Rising Nasdaq futures and positioning ahead of the August 12 CPI release supported growth-oriented semiconductor shares.