FRANKFURT/NEW YORK (dpa-AFX) - Profit-taking following the recent AI rally remains the dominant theme for European semiconductor stocks this Friday. The US sector index came under significant pressure at times. Broadcom shares saw double-digit losses after the AI giant's outlook failed to fully meet exceptionally high expectations.
On the Tradegate trading platform this morning, Micron Technology, Nvidia, South Korea's SK Hynix, and Infineon are notably trading lower. The latter approached its previous day's low on Xetra at 83.52 euros, down 1.8 percent from its closing price.
Drawing significant attention on Friday is a blog post by AI developer Anthropic, which has been picked up by numerous media outlets. The California-based company, known for its AI Claude, is advocating for a slower pace in AI development. They point primarily to the increasing risks of humans losing control over AI models as they optimize themselves at an accelerating rate. A slowdown in this development would be 'a good thing' to give everyone the time to truly assess the immense implications./ag/ajx/jha/
Infineon Technologies AG is one of the world's leading manufacturers of semiconductors. The group's products include power semiconductors, sensors, microcontrollers, digital, mixed-signal and analog ICs, discrete semiconductor modules, switches, interface ICs, motor-controlling ICs, RF power transistors, voltage regulators, and electronic safety components. Net sales break down by area of activity as follows:
- automotive (50.5%): semiconductor products used in the automotive industry, and memory products for specific applications for automotive, industrial, information technologies, telecommunications and consumer electronics.
- power & sensor systems (28.7%): semiconductors for energy-efficient power supplies, mobile devices, mobile phone network infrastructures, human-machine interaction as well as applications with special demands on their robustness and reliability.
- industrial power control (11.1%): semiconductor products for the conversion of electrical energy for small, medium and high-power applications, used in the manufacturing, the low-loss transmission, the storage and the efficient use of electrical energy;
- connected secure systems (9.7%): semiconductors for networked devices, card-based applications, and government documents; microcontrollers for industrial, entertainment, and household applications, components for connectivity systems, various customer support systems.
Net sales are distributed geographically as follows: Germany (9.8%), Europe/Middle East/Africa (14%), China/Hong Kong/Taiwan (38.1%), Japan (9%), Asia-Pacific (16.7%), the United States (10.3%) and Americas (2.1%).
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