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Regarding Soitec (i.), I have already reported several times since the presentation of the Q1 report on July 22 in the heavy trading room. Fundamentally, the latest quarterly report showed that the company is experiencing strong growth, particularly in the area of Edge & Cloud AI. Revenue from Photonics-SOI has doubled compared to the previous year. This acceleration results from the massive expansion of AI data centers, which increasingly utilize optical high-speed connections (transceivers) as they offer higher bandwidth and energy efficiency...
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