Semiconductor Manufacturing
Soitec
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.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
2 sources · 77% avg. source confidence
- Soitec / PhotonCap — Soitec's Photonics-SOI revenue tops $100M in fiscal 2026 on AI data center demand78% source confidence
- Soitec Q4/FY2026 results release — Soitec FY2026 revenue falls 30% to EUR592M on RF-SOI inventory correction, but guides 15% Q1 rebound76% source confidence
Dependency Map
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.