Soitec is trading 10.67% up at €123.95 after raising its fiscal Q2 2027 revenue-growth target to approximately 50% year over year, versus more than 30% previously.
- It cited accelerating Photonics-SOI demand, improved customer visibility, and production flexibility.
- It expects capacity-reservation agreements with eight of roughly ten key Photonics-SOI customers in coming weeks.
- The September 2 announcement provides a clear company-specific catalyst; broader market conditions were comparatively flat, making a global explanation less likely.