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The company lifted its revenue guidance for the current quarter, saying it expected revenue growth of around 50% at constant currency and scope, compared with more than 30% growth previously.

French chip materials maker Soitec is locking ​customers into multi-year supply agreements with deposits and fixed pricing as demand surges for the wafers used ‌in AI data centre optics, its chief executive told Reuters.

Soitec is transitioning from cyclical semiconductor exposure to growth led by Photonics-SOI, with optical connectivity as the primary driver. I see near-term revenue growth decoupled from smartphone cycles, supported by multi-year customer reservations and production ramp in Singapore. Valuation reflects the first recovery phase, but a successful Photonics-SOI ramp and margin expansion could drive shares 30% higher to €160.

Soitec SA (SLOIY) Shareholder/Analyst Call Transcript