Strategic Intelligence Report
Generated July 29, 2026
Semiconductor Manufacturing
Soitec
Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.
2
Chokepoint Score
2 other entities structurally depend on this one
Headquarters
Bernin, France
Website
Employees
2,300 (FY2026)
Founded
1992
Listing
SOI · Euronext Paris
Market Cap
—
Revenue (TTM)
EUR 592.32M
Price
EUR97.52 (+1.56%)
Market data as of Jul 28, 2026, 11:21 AM · Source: Yahoo Finance (delayed). Not investment advice.
Overview
A French semiconductor materials company specializing in silicon-on-insulator (SOI) substrates, used in RF chips, power electronics, and increasingly in advanced logic applications. Soitec's Photonics-SOI product line surpassed $100 million in revenue in fiscal year 2026, earlier than anticipated, even as overall company revenue fell 30% year-over-year to EUR 592 million and swung to an operating loss of EUR 131 million amid customers working through roughly 2 million excess RF-SOI wafers.
Dependency Map
One hop in each direction — see Strategic Connections below for the full, sourced breakdown of every relationship.
Strategic Connections
Supply Chain
- STMicroelectronics: Soitec supplies specialty silicon-on-insulator (SOI) wafers used by STMicroelectronics in RF and power semiconductor manufacturing.
- GlobalFoundries: Soitec supplies SOI wafers to GlobalFoundries for use in its FD-SOI process technology used in automotive, IoT, and RF chips.
Strategic Risks
- Niche substrate technology with a narrower customer base than standard silicon wafers
Future Outlook
- Potential growth from expanding RF and power electronics applications
Sources
- Soitec / PhotonCap (May 2026) — Soitec's Photonics-SOI revenue tops $100M in fiscal 2026 on AI data center demand
- Soitec Q4/FY2026 results release (May 2026) — Soitec FY2026 revenue falls 30% to EUR592M on RF-SOI inventory correction, but guides 15% Q1 rebound
Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.
Viewing the Full Analyst Report — switch to the Executive Summary.