Geopolitics Alpha

ESN/CIC MARKET SOLUTIONS Upgrades Soitec SA - Depositary Receipt to Buy from Neutral

Published . Updated .

Fintel reports that on September 21, 2026, ESN/CIC MARKET SOLUTIONS upgraded their outlook for Soitec SA - Depositary Receipt (OTCPK:SLOIY) (DB:SOH) from Neutral to Buy.Soitec S.A. is a France-based global leader in the design and production of innovative semiconductor materials.

Directly affected

  • SLOIF Soitec

    Named in this report.

Indirectly affected

  • NVDA NVIDIA

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • TSM Taiwan Semiconductor

    The main advanced-chip manufacturer sits in Taiwan

  • ASML ASML

    Chipmaking-equipment sales follow export rules

  • AVGO Broadcom

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • JPM JPMorgan Chase

    Bank profits move with lending and interest rates

  • BAC Bank of America

    Bank profits move with lending and interest rates

  • AMD AMD

    Chip makers and their suppliers move when export rules or Taiwan risk changes

  • AMAT Applied Materials

    Chip-equipment makers feel export controls

  • LRCX Lam Research

    Chip-equipment makers feel export controls

  • SMH VanEck Semiconductor

    A fund of semiconductor companies

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SLOIF———————
NVDA———————
TSM———————
ASML———————
AVGO———————
JPM———————
BAC———————
AMD———————
AMAT———————
LRCX———————
SMH———————

Fintel reports that on September 21, 2026, ESN/CIC MARKET SOLUTIONS upgraded their outlook for Soitec SA - Depositary Receipt (OTCPK:SLOIY) (DB:SOH) from Neutral to Buy.Soitec S.A. is a France-based global leader in the design and producti…

Source: Nasdaq Markets

The price since 24 Sep 2026: Alpha & Omega Semiconductor (AOSL) versus the S&P 500

Since the first closing price after “ESN/CIC MARKET SOLUTIONS Upgrades Soitec SA - Depositary Receipt to Buy from Neutral,” Alpha & Omega Semiconductor (AOSL) is -19.05%. The S&P 500 fund (SPY) is -0.62% over the same days, a -18.43% difference versus the market.

AOSL
SPY

Official trades in Alpha & Omega Semiconductor (AOSL) around 24 Sep 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Alpha & Omega Semiconductor (AOSL)

Companies carried with this story

  • AOSL Alpha & Omega Semiconductor

    Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “ESN/CIC MARKET SOLUTIONS Upgrades Soitec SA - Depositary Receipt to Buy from Neutral.” Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • GCTS GCT Semiconductor Holding

    In “ESN/CIC MARKET SOLUTIONS Upgrades Soitec SA - Depositary Receipt to Buy from Neutral,” GCT Semiconductor Holding (GCTS) is linked, with no stored direction, medium confidence. Reason on file: GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • NVTS Navitas Semiconductor

    Navitas Semiconductor (NVTS) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “ESN/CIC MARKET SOLUTIONS Upgrades Soitec SA - Depositary Receipt to Buy from Neutral.” Reason on file: GA selected NVTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ON On Semiconductor

    In “ESN/CIC MARKET SOLUTIONS Upgrades Soitec SA - Depositary Receipt to Buy from Neutral,” On Semiconductor (ON) is linked, with no stored direction, medium confidence. Reason on file: GA selected ON as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • TSEM Tower Semiconductor

    Tower Semiconductor (TSEM) is linked, with no stored direction, medium confidence in the 24 Sep 2026 story “ESN/CIC MARKET SOLUTIONS Upgrades Soitec SA - Depositary Receipt to Buy from Neutral.” Reason on file: GA selected TSEM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • TSM Taiwan Semiconductor Manufacturing

    For “ESN/CIC MARKET SOLUTIONS Upgrades Soitec SA - Depositary Receipt to Buy from Neutral,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: GA selected TSM as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Alpha & Omega Semiconductor (AOSL)

Alpha & Omega Semiconductor (AOSL) is the company in “ESN/CIC MARKET SOLUTIONS Upgrades Soitec SA - Depositary Receipt to Buy from Neutral,” the 24 Sep 2026 this story story.

For Alpha & Omega Semiconductor (AOSL), the reason on file says GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, GCT Semiconductor Holding (GCTS): GA selected GCTS as a RELATED security because its canonical security name directly matches this event's themes: semiconductors, semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates and price levels for Alpha & Omega Semiconductor (AOSL)

AOSL traded between 21.68 and 30.88 across 20 sessions. The latest close on file is 22.59. GCTS traded between 1.51 and 2.26 across 20 sessions. The latest close on file is 1.51. NVTS traded between 8.29 and 13.19 across 20 sessions. The latest close on file is 8.63.

What the saved facts support for Alpha & Omega Semiconductor (AOSL)

46 out of 100

“ESN/CIC MARKET SOLUTIONS Upgrades Soitec SA - Depositary Receipt to Buy from Neutral” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.