Soitec is trading at €114.90, up 6.39%, after announcing multi-year photonics-wafer supply agreements with fixed pricing and customer deposits.
- Reuters reported more than 10 agreements are being finalized, with roughly 80% expected within one to two weeks.
- The contracts address surging AI data-center optics demand, securing capacity and improving revenue visibility.
- The company-specific catalyst outweighs broader semiconductor-sector weakness.