SOI.PA is trading 5% up today at $122.60, extending gains as investors react positively to its strategic partnership with Chinese specialty foundry ZenSemi to scale 300mm BCD-on-SOI Power-SOI substrates.
- The collaboration targets high-growth sectors including AI datacenters, electric vehicles (EVs), robotics, and industrial markets, driving optimism regarding Soitec’s long-term demand outlook.
- Buying interest has continued to build since the initial announcement as the market digests the strategic significance and revenue potential of the deal.