SEMI.AS is trading 3% down today as the semiconductor sector faces continued pressure from AI-related stock declines and broader technology de-risking.
- Investor concerns regarding the return on investment for massive AI capital expenditures and recent tariffs on key trading partners are weighing heavily on the sector.
- Major holdings including NVIDIA and AMD have seen significant pullbacks, dragging down semiconductor indices and related ETFs following a broader correction that began in July.