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Soitec SA is a French company specializing in the semiconductor materials industry. Its core business involves the development and manufacturing of innovative materials for electronics, particularly through its Smart Cut technology, which is used to produce silicon-on-insulator (SOI) wafers. These wafers play a critical role in enhancing the performance and energy efficiency of electronic devices. Founded in 1992, Soitec is headquartered in Bernin, France, and operates globally with a strong footprint in numerous countries through partnerships and customer relations. The company's strategic strengths include its proprietary technologies and focus on sectors such as consumer electronics, automotive, and telecommunications, providing a distinct competitive edge in the semiconductor market.

Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence to run large language models. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.