🟢 Soitec is trading 5.23% up today after announcing multi-year photonics-wafer supply agreements

Soitec is trading 5.23% up at €113.65 after announcing multi-year photonics-wafer supply agreements with fixed pricing and upfront customer deposits.

• More than 10 customer agreements are being finalized, with roughly 80% expected shortly.
• The contracts secure capacity as AI data-center optics demand accelerates; customers forfeit deposits if they miss committed volumes.
• Soitec expects Photonics-SOI revenue to exceed $200 million in fiscal 2027, more than doubling fiscal 2026 revenue.