European AI Stocks Slide as ASML, Soitec Lead Sell-Off

Price ActionIndustry Impact 4
โดย Yahoo Finance·EU·Read original
Summary · why it matters

European semiconductor stocks tied to the AI infrastructure boom sold off sharply on September 14 after prominent artificial intelligence figures called for a more cautious pace of frontier-model development. ASML fell about 5.2%, ASM International dropped 8.7%, Infineon lost 7.6%, and Soitec was the worst performer in the Stoxx 600 with a decline of roughly 12.6%. The reversal was especially stark for Soitec, which less than two weeks earlier, on September 2, had upgraded second-quarter revenue guidance to around 50% year-on-year growth from more than 30%, driven by demand for its Photonics-SOI products used in high-speed optical connections inside AI data centers, and now expects full-year Photonics-SOI revenue to reach between 2.5 and three times the prior year's level of just over $100 million. ASML, whose lithography machines are essential for manufacturing the world's most advanced chips, generated €9.3 billion of net sales in the second quarter. The sell-off landed on a market already dealing with higher oil prices and rising bond yields, and some software and information companies previously seen as AI casualties rose as the hardware trade fell, suggesting investors were reconsidering who wins if the AI race proceeds more slowly than assumed.

Impact on stocks 4

Semiconductors▼ · 3 stocks
Soitec SA
SOI
▼ NegativeDemandrelevance

Worst Stoxx 600 performer (-12.6%) as the AI slowdown fears undercut demand outlook for its Photonics-SOI products used in AI data centers.

ASML Holding N.V.
ASML
▼ NegativeDemandrelevance

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 NV
ASM
▼ NegativeDemandrelevance

Dropped 8.7% amid the AI-infrastructure sell-off triggered by calls for a more cautious pace of frontier-model development.

Electrification & Mobility▼ · 1 stocks
Infineon Technologies AG
IFX
▼ NegativeDemandrelevance

Sold off with AI-infrastructure semiconductor peers as AI figures urged a slower pace of frontier-model development, threatening chip demand.

© 2026 MarketDXNews