Demand Recovery in Semiconductor End-Markets Remains Uncertain -- Market Talk

Dow Jones10-14

1044 GMT - Uncertainty remains over the trajectory of semiconductor demand across different industries, HSBC analysts write in a note to clients. Artificial intelligence leads appetite for chips, but demand for semiconductors in cars, smartphones and industrial machinery has been sluggish. In Europe, Infineon Technologies and STMicroelectronics--a Tesla and Apple supplier--have been hit hard by weak demand in recent quarters. Meanwhile, tariffs appear to be causing order delays, the analysts say, clouding visibility for a recovery in demand. Infineon shares trade 2.2% lower at 31.87 euros. STMicroelectronics shares trade 2.5% lower at 24.10 euros. (mauro.orru@wsj.com)

 

(END) Dow Jones Newswires

October 14, 2025 06:44 ET (10:44 GMT)

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