European semiconductor equities declined sharply on Friday, with the regional chip basket down about 6% by 09:15 GMT. Leading declines were recorded by Dutch equipment maker ASML Holding and ASM International, each slipping roughly 6%, while BE Semiconductor Industries fell 6.3%, Soitec dropped 7.1%, Infineon Technologies lost 6%, Aixtron shed 7.4%, STMicroelectronics slipped 7.6%, Siltronic fell 7.2% and AMS‑Osram decreased around 10%.
The sell‑off mirrored a 4.3% fall in the U.S. Semiconductor Index on Thursday and pulled the Nasdaq 100 down 1.6% and the S&P 500 down 0.5% in the United States. US‑listed semiconductor‑related tickers also moved lower, with Intel (INTC) down 5.84%, STMicroelectronics (STMPA) down 6.75%, Infineon (IFXGn) down 5.07%, Aixtron (AIXGn) down 5.99%, ASMI down 4.66%, ASML down 3.63%, Soitec (SOIT) down 6.94%, BE Semiconductor (BESI) down 4.91%, Western Digital (WDC) down 9.15%, STX down 10.00%, TSM down 2.32%, SOX down 4.29%, AMS down 11.36% and WAFGn down 6.86%.
Despite TSMC reporting a 77% surge in quarterly profit, its U.S.-listed shares retreated 2.3% as market expectations remain elevated after a roughly 70% rally in the sector year‑to‑date. Memory‑chip manufacturers SanDisk, Western Digital, Seagate Technology and Intel each lost between 5.8% and 12.6%, adding further pressure to the semiconductor segment.