Soitec is trading 7.6% down at €90.18 as the stock pulls back from recent post-earnings gains amid a broader sell-off in the semiconductor industry.

  • The decline follows a recent surge driven by positive FY26 results and optimistic commentary regarding AI photonics.
  • Sentiment across the chip sector has turned risk-off following TSMC’s aggressive capex plans and mounting geopolitical tensions.
  • High-growth names are facing valuation pressure as investors react to broader macroeconomic uncertainty and shifting sector sentiment.