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5.2
Soitec Jumps 13% on Raised Photonics-SOI Revenue Forecast
Dagens IndustriLO·FR·about 3 hours ago
Sivers Semiconductors announced a $30M investment to expand European photonics manufacturing, targeting AI data center demand. This signals continued capex in AI infrastructure and potential supply chain localization in Europe. The move is part of a broader trend of semiconductor/photonics capacity expansion, but the scale is modest relative to industry giants.
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