Morgan Stanley est passé à 'surpondérer' sur #Soitec et #STMicro, affirmant que l'essor des technologies de la photonique sur silicium ( #SiPh ⚡️) devrait engendrer un cycle de croissance durable, constituant la prochaine étape des investissements en #IA ✨
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Avis d'analystes du jour : Morgan Stanley revalorise STMicro et Soitec, les banques à l'honneur Morgan Stanley a passé en revue les acteurs européens des semiconducteurs. Les objectifs sont relevés sur STMicro, Soitec, BE Semi et ASML.

🚀 #Soitec : Morgan Stanley passe de pondération de marché à surpondérer avec un objectif de cours relevé de 35 € à 70 €

🚀 #STMicroelectronics : Morgan Stanley passe de pondération de marché à surpondérer avec un objectif de cours relevé de 24 € à 36 €
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Scaling the AI x Connectivity Convergence with Engineered Substrates - www.soitec.com/docs/default... - via #Soitec

#Free5Gtraining #3G4G5G #AIML #ACT #Connectivity #EngineeredSubstrates #5G #5GAdvanced #6G #WiFi #FormFactors #mmWave #IoT #RedCap #WirelessCharging #RFFE #Automotive #SmartGlasses

#semiconducteurs #Soitec surprend la Bourse et s'envole de 17% 📈
Des signaux d’amélioration à court terme, mais un environnement de fond toujours contraint
Au 3e T, Soitec réalise 160 millions € de CA
L’entreprise va vivre avec plusieurs produits:
la téléphonie mobile, l’auto , l’IA
l.bfmtv.com/0csT

Quobly marks a new milestone towards industrialization with Soitec’s 28Si FD-SOI substrates now cycling in ST’s 300mm fab Quobly and SEALSQ announce a collaboration to advance secure and scalable quantum technologies.Quobly marks a new milestone towards industrialization with Soitec’s 28Si FD-SOI substrates now cycling i...

✨ #Quobly annonce que les premièrs wafers 28Si FD-SOI personnalisés conçus par #Soitec circulent désormais dans la fabrique de 300 mm de #STMicroelectronics à #Crolles, en #France.
quobly.io/news/quobly-...

🫢 #Soitec : la pépite française du secteur des composants électroniques s’enfonce dans la crise »
www.lemonde.fr/economie/art...

Chômage partiel en vue chez #Soitec

La CGT Soitec a confirmé la mise en place d’une période de chômage partiel au sein de l’entreprise allant de mi-novembre à mi-mai 2026.

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Soitec shares slide as Q2 guidance ’materially below consensus’ Investing.com -- Soitec shares are under pressure on Wednesday, currently down more than 6% after the semiconductor materials company issued second-quarter guidance that Bernstein described as "materially below consensus." Soitec (EPA:SOIT) reported first-quarter revenue of €92 million, 1% below consensus expectations. While the year-over-year decline of 16% on a like-for-like basis was slightly better than the company’s forecast of a 20% drop, the results were dragged down by weakness in its Mobile Communications segment. That unit came in 6% below expectations, declining 7% on a like-for-like basis due to “foundry inventory reductions,” Bernstein said. These losses were partly offset by strength in Edge and Cloud, which beat consensus by 6% and grew 13% year-over-year, helped by “very strong Photonics-SOI that more than offset the roll-off of Imager-SOI,” Bernstein noted. However, Soitec’s second-quarter guidance disappointed. The company forecasts a 50% sequential increase in revenue, implying second-quarter revenue of €140 million, down 36% from a year earlier and 19% below consensus. Bernstein attributed the shortfall to “stronger-than-expected foundry de-stocking reflecting macroeconomic/global trade uncertainties (US tariffs),” as well as a weaker smartphone outlook and “continued misery in automotive end-markets.” Bernstein expects the guidance to prompt cuts to full-year expectations: “We expect consensus to cut FY26 revenue expectations by at least €34m (-4.2%)… likely in the -5% to -8% range, implying FY26 EPS cuts of over 10%.” Bernstein had warned in its note (released on Tuesday) that Soitec’s latest update “may result in significant pressure on Soitec shares in tomorrow’s trade (a 10% or worse fall seems in order, in our view).” With SOIT making headlines, savvy investors are asking: Is it truly valued fairly? In a market full of overpriced darlings, identifying true value can be challenging. InvestingPro's advanced AI algorithms have analyzed SOIT alongside thousands of other stocks to uncover hidden gems. These undervalued stocks, potentially including SOIT, could offer substantial returns as the market corrects. In 2024 alone, our AI identified several undervalued stocks that later surged by 30 or more. Is SOIT poised for similar growth? Don't miss the opportunity to find out.

Click Subscribe #Soitec #StockMarket #Investing #Semiconductors #Q2Guidance

Soitec Teams Up with PSMC on Ultra-Thin TLT Technology for Nanoscale 3D Stacking Soitec, a global leader in the design and manufacture of cutting-edge semiconductor materials, has announced a strategic partnership with Powerchip Semiconductor Manufacturing Corporation (PSMC). As part of this collaboration, Soitec will provide PSMC with 300mm substrates featuring an integrated release layer, making them Transistor Layer Transfer (TLT) ready. These substrates will serve as the foundation for a new demonstration of advanced wafer-level 3D chip stacking.

#Soitec Teams Up with #PSMC on Ultra-Thin #TLTTechnology for #Nanoscale #3DStacking