$TSM Catalyst Posts
August 31, 2026Single-day social intelligence recap and verified catalyst posts · ← Back to $TSM Profile · Market Rankings
💬 Curated Viral Posts & Community Evidence
1 source posts analyzed· 2026-08-31T10:56:00+00:00Remember my $SOI thesis anon? Soitec interview commentary today: - 80% of capacity reservation agreements expected within 1-2 weeks, with more than 10 in total. - $200M Photonics-SOI revenue now described as "absolutely a floor" $TSM also sees SiPH going mainstream in 2027
AI visual analysis: The image contains a news excerpt highlighting that Soitec (SOI) expects ~80% of its over 10 photonics capacity reservation agreements to be signed within one to two weeks, with its $200 million Photonics-SOI revenue now considered "absolutely a floor." This aligns with the post's bullish $SOI thesis, reinforcing expectations of accelerating silicon photonics demand alongside TSM's mainstream SiPH adoption timeline.