VVSM.DE is trading at €101.32, up 3.05%, as optimism over AI infrastructure investment lifted European semiconductor shares.

  • Anthropic’s IPO prospectus highlighted $518 billion in expected cloud, computing and infrastructure obligations over the coming year, reinforcing expectations for AI-related chip demand.
  • Infineon rose 3.1% and ASML rose 3.2% among regional peers.
  • Broader European technology shares advanced, though higher oil prices and elevated bond yields capped market gains.