finance
European AI Infrastructure Stocks Post Gains Up to 2,200% in 2026
Ten European companies tied to AI hardware supply chains recorded year-to-date share price increases ranging from 159% to more than 2,200%. The gains occurred across firms supplying optical components, testing equipment, servers, and substrates used in data centers.
Jun 5, 1:37 AM·1m read2 sources
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The companies make products such as optical-transport gear, probe cards, deposition machines, and engineered wafers that support the construction and operation of AI infrastructure.
Nokia Oyj rose 159.51% year to date. In the first quarter of 2026 its net sales to AI and cloud customers increased 49% from a year earlier and reached about 8% of group revenue. ams-OSRAM AG gained 175% after signing a May development agreement to supply optical interconnects for AI data centers. A.
advanced 184.26%. The company reported first-quarter 2026 revenue of about €187 million, up 19% year on year. Raspberry Pi Holdings plc climbed 198.63%. Revenue for 2025 rose 25% to $323.2 million. STMicroelectronics increased 204.28%. In February the company signed a multi-year, multi-billion-dollar supply agreement with Amazon Web Services.
AIXTRON SE rose 234.70%. First-quarter 2026 revenue fell 47% year on year while the company maintained a 2026 revenue target of about €560 million. AT&S Austria Technologie & Systemtechnik AG gained 366.46%. Revenue for its 2025/26 financial year rose 21% to €1.8 billion.
2CRSi S.A. surged 410.03%. First-half 2025/26 revenue reached €204.7 million, nearly ten times the prior-year figure. Soitec SA rose 559.98%. The company produces engineered semiconductor wafers used in advanced chip manufacturing.
Several of the companies remain unprofitable or trade at elevated multiples relative to current earnings. Investors have priced in continued expansion of AI-related capital spending. The rankings cover firms whose primary investment cases are linked to AI infrastructure, semiconductor manufacturing, photonics, or networking equipment.
