SEMI.AS is trading 6.95% higher as dip-buying returns to the semiconductor sector following a multi-day selloff.
- Investor sentiment improved following strong U.S. tech earnings and cooling inflation data, which boosted risk appetite for growth-heavy sectors.
- The rally follows a broad sector recovery led by a 4% jump in the Nasdaq on July 30, 2026, lifting global chip names.
- The rebound addresses previous concerns regarding AI infrastructure returns and increasing competition from Chinese chipmakers.