VVSM.DE is trading at €91.20, down -4.23%, as hotter-than-expected September CPI revived concerns that higher rates will raise financing costs for AI investment.

  • The inflation-driven selloff carried into global chip stocks on October 15.
  • Investors questioned debt-heavy AI infrastructure spending; TSMC’s cautious 2027 planning added to sector jitters despite record profits.
  • Semiconductor shares fell even as broader U.S. indexes recovered later in the session, pointing to sector-specific pressure.