European chip stocks climb as Anthropic prospectus forecasts $518 billion in AI infrastructure spending

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European semiconductor shares rose on Tuesday after reports that AI startup Anthropic's IPO prospectus pointed to a sharp increase in spending on cloud, computing and infrastructure. The prospectus forecast $518 billion in such obligations over the coming year, highlighting the scale of investment required to support the artificial intelligence boom. X-Fab Silicon Foundries led the gains, rising 6.5% in Paris, while ams OSRAM gained 5.9% and Technoprobe rose 6.3% in Milan. In Germany, Infineon Technologies rose 3.1%, Aixtron gained 4% and Siltronic climbed 4.6%, while Amsterdam-listed ASML Holding rose 3.2%, ASM International gained 3.8% and BE Semiconductor Industries rose 3%. Anthropic is preparing for a potential public listing that could test investor appetite for the heavy capital spending and valuations underpinning the AI sector, Reuters reported on Monday, citing the company's prospectus, which expects a valuation of more than $2 trillion, more than twice its estimated $965 billion valuation in May.

Impact on assets 14

Semiconductors▲ · 6 stocks
Information Technology▲ · 2 stocks
Health Care▲ · 1 stocks
Materials▲ · 1 stocks
Robotics & Physical AI▲ · 1 stocks
Electrification & Mobility▲ · 1 stocks
Biotech & Genomic Medicine▲ · 1 stocks
Critical Materials & Supply Chain▲ · 1 stocks

Off-coverage companies 1

AnthropicPrivate± Mixed
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