Soitec

Positioning

Soitec is a publicly listed French semiconductor-materials company supplying engineered SOI substrates, including Photonics-SOI wafers used in optical connectivity for AI data centers. It supplies foundries that in turn serve major chip and infrastructure companies including NVIDIA and Broadcom, joined the SEMI Silicon Photonics Industry Alliance with TSMC and ASE as advocates in Mar-25, and reported Photonics-SOI revenue above $100 million in FY26. The company’s AI-infrastructure position is distinguished by its qualified 300mm Singapore fab and accelerating multi-year customer commitments, although direct customer identities remain largely undisclosed.

Latest signals

• 14 Sept 2026Quobly advanced industrialization of its quantum technology using Soitec 28Si FD-SOI substrates.Soitec
• 14 Sept 2026Soitec and French tax authorities agreed on the main terms of a settlement.Soitec
• 14 Sept 2026Diodes validated Soitec SmartSiC substrates for silicon-carbide power devices.Soitec
• 6 Aug 2026Soitec supplies approximately 70% of the global FD-SOI and RF-SOI substrate market.EE Times
• 3 Jun 2026Quobly is partnering with STMicroelectronics, Air Liquide, Soitec and Orano to industrialise its quantum computing technology.EU-Startups

25 signals name Soitec. Members see all of them, filtered by topic, source and date.

Facts, with sources

• 14 Sept 2026Quobly advanced industrialization of its quantum technology using Soitec 28Si FD-SOI substratesPartnership · Soitec
• 14 Sept 2026Diodes validated Soitec SmartSiC substrates for silicon-carbide power devicesProduct launch · Soitec
• 14 Sept 2026Advanced industrialization of Quobly's quantum technology using Soitec 28Si FD-SOI substrates.Partnership · Soitec
• 1 Jul 2026Q1 FY27 Edge & Cloud AI revenue, up 46% year-on-yearRevenue · soitec.com

62 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Categories