🔴 SEMI.AS is trading 4% down today as AI infrastructure profitability concerns spark sector selloff

SEMI.AS is trading 4% down today as investors reassess the profitability of massive AI infrastructure spending following recent industry updates.

• A sector-wide selloff was triggered by TSMC’s large capex hike, fueling fears that elevated valuations in chip stocks are no longer justified.
• Growing skepticism regarding the immediate return on investment for AI hardware is dragging down major semiconductor ETFs and indices.
• Market sentiment has shifted as investors demand clearer evidence that massive capital expenditures will translate into sustainable bottom-line growth.