SEMI.AS is trading 3.6% up today as investors engage in dip-buying following a multi-day sector selloff triggered by concerns over AI infrastructure returns and Chinese competition.
- Broader indices are recovering from a risk-off session driven by Federal Reserve policy and geopolitical tensions, lifting global semiconductor sentiment.
- Investors are reassessing long-term demand for chips, looking past near-term margin worries and rising competition from Chinese chipmaking machinery producers.