Soitec SASOI
▼ ネガティブ需要関連度
Worst Stoxx 600 performer (-12.6%) as the AI slowdown fears undercut demand outlook for its Photonics-SOI products used in AI data centers.
銘柄への影響 4
Semiconductors
Soitec SA
ASML Holding N.V.ASML
▼ ネガティブ需要関連度
Fell about 5.2% as the AI capex outlook weakened after AI figures urged slower frontier-model development, hitting demand for its advanced lithography tools.
ASM International NVASM
▼ ネガティブ需要関連度
Dropped 8.7% amid the AI-infrastructure sell-off triggered by calls for a more cautious pace of frontier-model development.
Electrification & Mobility
Infineon Technologies AGIFX
▼ ネガティブ需要関連度
Sold off with AI-infrastructure semiconductor peers as AI figures urged a slower pace of frontier-model development, threatening chip demand.