BUZZ-European semiconductors rise on Samsung's positive HBM comments

Shares of some European computer semiconductor equipment makers rise on Friday, with sentiment further boosted by Samsung's 005930.KS positive comments on high bandwidth memory (HBM) chips

Samsung said it expects shipments of HBM, the world's most advanced memory chips notably fit to use in AI applications, to double in 2025 compared to last year

Shares of ASML ASML.AS, ASMI ASMI.AS, BESI BESI.AS are up between 1.3% and 2.9% at 1047 GMT

Wider European tech index .SX8P is up 1.6%, on track for a four-day winning streak and recovering from the DeepSeek losses earlier in the week

Bernstein analyst Sara Russo says Samsung's optimistic tone on HBM could be impacting the shares

These new chips could be qualified by Nvidia NVDA.O, a net positive for European semiconductors, she says