http://new.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 28 Jul 2026 13:20:27 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://new.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Investing/ASM+beats+own+Q2+revenue+guidance%2C+sees+stronger+second+half/26825535.html <p>Investing.com -- ASM International posted record second-quarter revenue above the midpoint of its own guidance and forecast higher third-quarter sales, buoyed by strong demand for equipment used in advanced AI chip production.</p> <p>The Dutch chip equipment maker posted second-quarter revenue of €1.003 billion, up 20% from a year earlier and above the midpoint of its guidance of €980 million, plus or minus 5% at constant currency. Growth was driven by strong demand from leading-edge logic and foundry customers, robust high-bandwidth memory (HBM) DRAM sales, and continued strength in China&amp;#39;s mature logic/foundry market.</p> <p></p> <p data-start="754" data-end="1145">The company said AI-related investments continued to accelerate during http://www.streetinsider.com/Investing/ASM+beats+own+Q2+revenue+guidance%2C+sees+stronger+second+half/26825535.html Tue, 28 Jul 2026 13:20:27 -0400 ASMI http://www.streetinsider.com/General+News/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html <p>Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.</p><p>"Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average '28 css multiples and semicaps specifically at 6-7x discount," Scemama wrote. "We see enhanced buying opportunities for Semicaps where visibility is the highest."</p><p>According to BofA's analysis, the current peak-to-trough SOX underperformance of roughly 18% tracks the 2015 http://www.streetinsider.com/General+News/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html Mon, 27 Jul 2026 07:18:29 -0400 ASMI ASML NOK NOKIA STMPA http://www.streetinsider.com/General+News/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html <p>Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.</p><p>"Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average '28 css multiples and semicaps specifically at 6-7x discount," Scemama wrote. "We see enhanced buying opportunities for Semicaps where visibility is the highest."</p><p>According to BofA's analysis, the current peak-to-trough SOX underperformance of roughly 18% tracks the 2015 http://www.streetinsider.com/General+News/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html Mon, 27 Jul 2026 07:18:29 -0400 ASMI ASML NOK NOKIA STMPA http://www.streetinsider.com/General+News/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html <p>Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.</p><p>"Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average '28 css multiples and semicaps specifically at 6-7x discount," Scemama wrote. "We see enhanced buying opportunities for Semicaps where visibility is the highest."</p><p>According to BofA's analysis, the current peak-to-trough SOX underperformance of roughly 18% tracks the 2015 http://www.streetinsider.com/General+News/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html Mon, 27 Jul 2026 07:18:29 -0400 ASMI ASML NOK NOKIA STMPA http://www.streetinsider.com/General+News/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html <p>Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.</p><p>"Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average '28 css multiples and semicaps specifically at 6-7x discount," Scemama wrote. "We see enhanced buying opportunities for Semicaps where visibility is the highest."</p><p>According to BofA's analysis, the current peak-to-trough SOX underperformance of roughly 18% tracks the 2015 http://www.streetinsider.com/General+News/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html Mon, 27 Jul 2026 07:18:29 -0400 ASMI ASML NOK NOKIA STMPA http://www.streetinsider.com/General+News/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html <p>Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.</p><p>"Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average '28 css multiples and semicaps specifically at 6-7x discount," Scemama wrote. "We see enhanced buying opportunities for Semicaps where visibility is the highest."</p><p>According to BofA's analysis, the current peak-to-trough SOX underperformance of roughly 18% tracks the 2015 http://www.streetinsider.com/General+News/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html Mon, 27 Jul 2026 07:18:29 -0400 ASMI ASML NOK NOKIA STMPA http://www.streetinsider.com/Investing/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html <p>Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.</p><p>"Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average '28 css multiples and semicaps specifically at 6-7x discount," Scemama wrote. "We see enhanced buying opportunities for Semicaps where visibility is the highest."</p><p>According to BofA's analysis, the current peak-to-trough SOX underperformance of roughly 18% tracks the 2015 http://www.streetinsider.com/Investing/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html Mon, 27 Jul 2026 07:18:29 -0400 ASMI ASML NOK NOKIA STMPA http://www.streetinsider.com/Investing/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html <p>Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.</p><p>"Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average '28 css multiples and semicaps specifically at 6-7x discount," Scemama wrote. "We see enhanced buying opportunities for Semicaps where visibility is the highest."</p><p>According to BofA's analysis, the current peak-to-trough SOX underperformance of roughly 18% tracks the 2015 http://www.streetinsider.com/Investing/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html Mon, 27 Jul 2026 07:18:29 -0400 ASMI ASML NOK NOKIA STMPA http://www.streetinsider.com/Investing/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html <p>Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.</p><p>"Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average '28 css multiples and semicaps specifically at 6-7x discount," Scemama wrote. "We see enhanced buying opportunities for Semicaps where visibility is the highest."</p><p>According to BofA's analysis, the current peak-to-trough SOX underperformance of roughly 18% tracks the 2015 http://www.streetinsider.com/Investing/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html Mon, 27 Jul 2026 07:18:29 -0400 ASMI ASML NOK NOKIA STMPA http://www.streetinsider.com/Investing/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html <p>Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.</p><p>"Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average '28 css multiples and semicaps specifically at 6-7x discount," Scemama wrote. "We see enhanced buying opportunities for Semicaps where visibility is the highest."</p><p>According to BofA's analysis, the current peak-to-trough SOX underperformance of roughly 18% tracks the 2015 http://www.streetinsider.com/Investing/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html Mon, 27 Jul 2026 07:18:29 -0400 ASMI ASML NOK NOKIA STMPA http://www.streetinsider.com/Investing/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html <p>Investing.com -- Bank of America says the semiconductor sector is trading at its most attractive valuation in years following an 18% Philadelphia Semiconductor Index underperformance against the S&P 500. This scenario has offered investors an unexpected buying opportunity, analysts led by Didier Scemama said in a note Monday.</p><p>"Given strong fundamentals, we think the sector looks highly attractive trading on c3x discount to average '28 css multiples and semicaps specifically at 6-7x discount," Scemama wrote. "We see enhanced buying opportunities for Semicaps where visibility is the highest."</p><p>According to BofA's analysis, the current peak-to-trough SOX underperformance of roughly 18% tracks the 2015 http://www.streetinsider.com/Investing/BofA+names+top+semiconductor+stocks+to+buy+after+sector+selloff/26815955.html Mon, 27 Jul 2026 07:18:29 -0400 ASMI ASML NOK NOKIA STMPA http://www.streetinsider.com/Hot+List/Buy+shares+in+these+5+%27European+AI+Enablers%27%2C+Goldman+Sachs+says/26184068.html <p>Goldman Sachs says investors should focus on five “European AI Enablers” following new signals of accelerating demand from Nvidia’s GTC 2026 conference. </p><p>Analyst Alexander Duval reiterated Buy ratings on ASML Holdings (NASDAQ: ASML), ASMI (NASDAQ: ASMI), BESI, Infineon, and Nebius Group (NASDAQ: NBIS) in a note this week, arguing that Nvidia’s latest guidance reinforces multi-year tailwinds for Europe’s hardware ecosystem.</p><p>Nvidia’s CEO Jensen Huang told GTC attendees that the company now expects “Data Center revenues of over $1 trillion through 2027,” according to Goldman Sachs, double its prior disclosure. </p><p>Duval wrote that the increased visibility on AI-related compute and networking demand http://www.streetinsider.com/Hot+List/Buy+shares+in+these+5+%27European+AI+Enablers%27%2C+Goldman+Sachs+says/26184068.html Wed, 18 Mar 2026 15:30:00 -0400 ASMI ASML NBIS http://www.streetinsider.com/Hot+List/Buy+shares+in+these+5+%27European+AI+Enablers%27%2C+Goldman+Sachs+says/26184068.html <p>Goldman Sachs says investors should focus on five “European AI Enablers” following new signals of accelerating demand from Nvidia’s GTC 2026 conference. </p><p>Analyst Alexander Duval reiterated Buy ratings on ASML Holdings (NASDAQ: ASML), ASMI (NASDAQ: ASMI), BESI, Infineon, and Nebius Group (NASDAQ: NBIS) in a note this week, arguing that Nvidia’s latest guidance reinforces multi-year tailwinds for Europe’s hardware ecosystem.</p><p>Nvidia’s CEO Jensen Huang told GTC attendees that the company now expects “Data Center revenues of over $1 trillion through 2027,” according to Goldman Sachs, double its prior disclosure. </p><p>Duval wrote that the increased visibility on AI-related compute and networking demand http://www.streetinsider.com/Hot+List/Buy+shares+in+these+5+%27European+AI+Enablers%27%2C+Goldman+Sachs+says/26184068.html Wed, 18 Mar 2026 15:30:00 -0400 ASMI ASML NBIS http://www.streetinsider.com/Hot+List/Buy+shares+in+these+5+%27European+AI+Enablers%27%2C+Goldman+Sachs+says/26184068.html <p>Goldman Sachs says investors should focus on five “European AI Enablers” following new signals of accelerating demand from Nvidia’s GTC 2026 conference. </p><p>Analyst Alexander Duval reiterated Buy ratings on ASML Holdings (NASDAQ: ASML), ASMI (NASDAQ: ASMI), BESI, Infineon, and Nebius Group (NASDAQ: NBIS) in a note this week, arguing that Nvidia’s latest guidance reinforces multi-year tailwinds for Europe’s hardware ecosystem.</p><p>Nvidia’s CEO Jensen Huang told GTC attendees that the company now expects “Data Center revenues of over $1 trillion through 2027,” according to Goldman Sachs, double its prior disclosure. </p><p>Duval wrote that the increased visibility on AI-related compute and networking demand http://www.streetinsider.com/Hot+List/Buy+shares+in+these+5+%27European+AI+Enablers%27%2C+Goldman+Sachs+says/26184068.html Wed, 18 Mar 2026 15:30:00 -0400 ASMI ASML NBIS http://www.streetinsider.com/Hot+List+Pro/Buy+shares+in+these+5+%27European+AI+Enablers%27%2C+Goldman+Sachs+says/26184068.html <p>Goldman Sachs says investors should focus on five “European AI Enablers” following new signals of accelerating demand from Nvidia’s GTC 2026 conference. </p><p>Analyst Alexander Duval reiterated Buy ratings on ASML Holdings (NASDAQ: ASML), ASMI (NASDAQ: ASMI), BESI, Infineon, and Nebius Group (NASDAQ: NBIS) in a note this week, arguing that Nvidia’s latest guidance reinforces multi-year tailwinds for Europe’s hardware ecosystem.</p><p>Nvidia’s CEO Jensen Huang told GTC attendees that the company now expects “Data Center revenues of over $1 trillion through 2027,” according to Goldman Sachs, double its prior disclosure. </p><p>Duval wrote that the increased visibility on AI-related compute and networking demand http://www.streetinsider.com/Hot+List+Pro/Buy+shares+in+these+5+%27European+AI+Enablers%27%2C+Goldman+Sachs+says/26184068.html Wed, 18 Mar 2026 15:30:00 -0400 ASMI ASML NBIS http://www.streetinsider.com/Hot+List+Pro/Buy+shares+in+these+5+%27European+AI+Enablers%27%2C+Goldman+Sachs+says/26184068.html <p>Goldman Sachs says investors should focus on five “European AI Enablers” following new signals of accelerating demand from Nvidia’s GTC 2026 conference. </p><p>Analyst Alexander Duval reiterated Buy ratings on ASML Holdings (NASDAQ: ASML), ASMI (NASDAQ: ASMI), BESI, Infineon, and Nebius Group (NASDAQ: NBIS) in a note this week, arguing that Nvidia’s latest guidance reinforces multi-year tailwinds for Europe’s hardware ecosystem.</p><p>Nvidia’s CEO Jensen Huang told GTC attendees that the company now expects “Data Center revenues of over $1 trillion through 2027,” according to Goldman Sachs, double its prior disclosure. </p><p>Duval wrote that the increased visibility on AI-related compute and networking demand http://www.streetinsider.com/Hot+List+Pro/Buy+shares+in+these+5+%27European+AI+Enablers%27%2C+Goldman+Sachs+says/26184068.html Wed, 18 Mar 2026 15:30:00 -0400 ASMI ASML NBIS http://www.streetinsider.com/Hot+List+Pro/Buy+shares+in+these+5+%27European+AI+Enablers%27%2C+Goldman+Sachs+says/26184068.html <p>Goldman Sachs says investors should focus on five “European AI Enablers” following new signals of accelerating demand from Nvidia’s GTC 2026 conference. </p><p>Analyst Alexander Duval reiterated Buy ratings on ASML Holdings (NASDAQ: ASML), ASMI (NASDAQ: ASMI), BESI, Infineon, and Nebius Group (NASDAQ: NBIS) in a note this week, arguing that Nvidia’s latest guidance reinforces multi-year tailwinds for Europe’s hardware ecosystem.</p><p>Nvidia’s CEO Jensen Huang told GTC attendees that the company now expects “Data Center revenues of over $1 trillion through 2027,” according to Goldman Sachs, double its prior disclosure. </p><p>Duval wrote that the increased visibility on AI-related compute and networking demand http://www.streetinsider.com/Hot+List+Pro/Buy+shares+in+these+5+%27European+AI+Enablers%27%2C+Goldman+Sachs+says/26184068.html Wed, 18 Mar 2026 15:30:00 -0400 ASMI ASML NBIS http://www.streetinsider.com/Hot+List/Pay+attention+to+this+%27unusual%27+chip+laggard%2C+UBS+says/25812646.html <p>There is an “unusual laggard waiting to catch up” in the semiconductor chip sector, according to UBS, which reiterated its Buy rating and named the Dutch equipment maker “one of our top picks as we start 2026.” </p><p>Analyst Francois-Xavier Bouvignies noted that ASM International’s shares were “flat versus average gains for global semis cap stocks of +69%” over the past year, despite what UBS describes as underestimated strengths in both logic and memory.</p><p>UBS stated that the market “appears to undervalue ASMI’s strong exposure to TSMC,” which contributes more than 40% of revenue. </p><p>The bank raised its EPS estimates for 2026 http://www.streetinsider.com/Hot+List/Pay+attention+to+this+%27unusual%27+chip+laggard%2C+UBS+says/25812646.html Tue, 06 Jan 2026 15:00:00 -0400 ASMI http://www.streetinsider.com/Hot+List+Pro/Pay+attention+to+this+%27unusual%27+chip+laggard%2C+UBS+says/25812646.html <p>There is an “unusual laggard waiting to catch up” in the semiconductor chip sector, according to UBS, which reiterated its Buy rating and named the Dutch equipment maker “one of our top picks as we start 2026.” </p><p>Analyst Francois-Xavier Bouvignies noted that ASM International’s shares were “flat versus average gains for global semis cap stocks of +69%” over the past year, despite what UBS describes as underestimated strengths in both logic and memory.</p><p>UBS stated that the market “appears to undervalue ASMI’s strong exposure to TSMC,” which contributes more than 40% of revenue. </p><p>The bank raised its EPS estimates for 2026 http://www.streetinsider.com/Hot+List+Pro/Pay+attention+to+this+%27unusual%27+chip+laggard%2C+UBS+says/25812646.html Tue, 06 Jan 2026 15:00:00 -0400 ASMI http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+is+bullish+on+this+chip+equipment+stock.+Here%27s+why./25704818.html <p>Investing.com - "Drivers for underperformance no longer apply going forward."</p><p>That's how analysts at Barclays described the state of shares in one of Europe's largest semiconductor equipment makers, which has been grappling with a sizeable drop in orders from Chinese chipmakers and underwhelming artificial intelligence-related spending from clients.</p><p>Against this backdrop, the company, ASM International, posted bookings -- a key performance metric -- of 637 million euros in the third quarter, well below analyst forecasts.</p><p>This announcement in October came just a little over a month after it slashed its 2025 revenue forecast, warning of tepid demand fueled by challenges at key customers http://www.streetinsider.com/Hot+List+Pro/Morgan+Stanley+is+bullish+on+this+chip+equipment+stock.+Here%27s+why./25704818.html Fri, 05 Dec 2025 11:00:00 -0400 ASMI http://www.streetinsider.com/Investing/ASM%E2%80%99s+new+orders+dragged+by+China+slowdown+though+margins+improve/25512403.html <p>Investting.com --ASM International reported lower third-quarter orders as Chinese chipmakers scaled back spending, though profitability stayed strong on higher-margin sales and tight cost control.</p> <p>New bookings fell 17% from a year earlier at constant currencies to €637 million, as demand from China weakened following export restrictions and a strong first half. Orders were down 7% from the previous quarter. <br /><br />Revenue rose 8% year-on-year at constant currency to €800 million, landing at the top end of the company’s guidance, while gross margin improved to 51.9% from 49.4%.</p> <p>Chief Executive Hichem M’Saad said revenue growth was driven by advanced logic and foundry http://www.streetinsider.com/Investing/ASM%E2%80%99s+new+orders+dragged+by+China+slowdown+though+margins+improve/25512403.html Tue, 28 Oct 2025 14:19:37 -0400 ASMI http://www.streetinsider.com/General+News/ASM%E2%80%99s+new+orders+dragged+by+China+slowdown+though+margins+improve/25512403.html <p>Investting.com --ASM International reported lower third-quarter orders as Chinese chipmakers scaled back spending, though profitability stayed strong on higher-margin sales and tight cost control.</p> <p>New bookings fell 17% from a year earlier at constant currencies to €637 million, as demand from China weakened following export restrictions and a strong first half. Orders were down 7% from the previous quarter. <br /><br />Revenue rose 8% year-on-year at constant currency to €800 million, landing at the top end of the company’s guidance, while gross margin improved to 51.9% from 49.4%.</p> <p>Chief Executive Hichem M’Saad said revenue growth was driven by advanced logic and foundry http://www.streetinsider.com/General+News/ASM%E2%80%99s+new+orders+dragged+by+China+slowdown+though+margins+improve/25512403.html Tue, 28 Oct 2025 14:19:37 -0400 ASMI http://www.streetinsider.com/Investing/ASM+International+new+orders+fall+4%25+in+Q2+amid+mixed+market+conditions/25080712.html <p>Investing.com -- ASM International reported a 4% year-on-year decline in new orders in the second quarter of 2025, as mixed market conditions weighed on demand across segments. </p> <p dir="ltr">New orders fell to €702.5 million at constant currencies, down 10% from the first quarter, largely due to lower advanced logic/foundry bookings.</p> <p dir="ltr">The company added that the “y-o-y decrease was mainly due to the lumpy nature of quarterly order intake and compared to a relatively high memory contribution in Q2 2024.”</p> <p dir="ltr">“The market environment continued to show a mixed picture in the second quarter,” said ASM CEO Hichem M’Saad. </p> <p dir="ltr">While AI-related demand supported growth http://www.streetinsider.com/Investing/ASM+International+new+orders+fall+4%25+in+Q2+amid+mixed+market+conditions/25080712.html Tue, 22 Jul 2025 12:47:49 -0400 ASMI ASMIY http://www.streetinsider.com/Investing/ASM+International+new+orders+fall+4%25+in+Q2+amid+mixed+market+conditions/25080712.html <p>Investing.com -- ASM International reported a 4% year-on-year decline in new orders in the second quarter of 2025, as mixed market conditions weighed on demand across segments. </p> <p dir="ltr">New orders fell to €702.5 million at constant currencies, down 10% from the first quarter, largely due to lower advanced logic/foundry bookings.</p> <p dir="ltr">The company added that the “y-o-y decrease was mainly due to the lumpy nature of quarterly order intake and compared to a relatively high memory contribution in Q2 2024.”</p> <p dir="ltr">“The market environment continued to show a mixed picture in the second quarter,” said ASM CEO Hichem M’Saad. </p> <p dir="ltr">While AI-related demand supported growth http://www.streetinsider.com/Investing/ASM+International+new+orders+fall+4%25+in+Q2+amid+mixed+market+conditions/25080712.html Tue, 22 Jul 2025 12:47:49 -0400 ASMI ASMIY http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html <p>Investing.com -- European tech companies face mounting risks from China’s accelerating push for self-sufficiency, according to a new note from Bank of America on Wednesday.</p> <p dir="ltr">With China accounting for 29% of global semiconductor sales in 2024, Beijing’s “Made in China 2025” policy poses growing challenges for European IT hardware players, according to BofA.</p> <p dir="ltr">“We analyse the risk of a complete decoupling from China,” BofA analysts wrote, warning that European companies with significant exposure to China could face sharp earnings and valuation pressures.</p> <p dir="ltr">BofA’s scenario analysis found that <span itemscope itemtype="http://schema.org/Corporation"><span itemprop="name"> Aixtron </span></span> (ETR:AIXGn) is “most at risk,” while Ericsson (BS:ERICAs) http://www.streetinsider.com/Investing/BofA+sees+rising+China+risk+for+EU+tech+firms+as+domestic+shift+deepens/24831519.html Wed, 21 May 2025 07:42:05 -0400 AIIXY ASMI ASMIY ASML BESI BESIY IFNNY NOK NOKIA NOKN NOKS STM STME STMPA