Europe
EU Chip Stocks Fall on Nvidia Results and Trump’s Tariff Threat
• European chip stocks fall due to Nvidia’s Q4 report and US tariff threat.
• STMicroelectronics, BE Semiconductor, ASMI ASM, Swiss sensor maker ams OSRAM, French chip materials supplier Soitec SOI, and German chipmaker Infineon IFX all fall between 1.8% and 3%.
• NVDA’s Q4 results beat estimates, but sequential growth is slowing from “high, unsustainable levels.”
• US President Donald Trump’s tariff threat raises concerns for auto and industrial-based chipmakers due to higher near-term costs.
• Aixtron AIXA shares also down 10% after its 2025 revenue warning.
