Soitec SA/€SOI

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About Soitec SA

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.
Ticker
€SOI
Sector
Semiconductors
Primary listing
PAR
Employees
1,961
Headquarters
Bernin, France

Soitec SA Metrics

BasicAdvanced
€4.4B
-
-€6.17
1.85
-

Bulls say / Bears say

Soitec raised Q2 FY2027 revenue growth guidance to approximately 50% year over year from more than 30%, while forecasting FY2027 Photonics-SOI revenue at 2.5–3 times FY2026 levels. (Reuters via Boursorama)
Q1 FY2027 revenue increased 23% year over year to €113 million, above guidance, with Photonics-SOI sales doubling; the Singapore 300mm facility was also qualified for high-volume Photonics-SOI production with initial customers. (Soitec)
The June partnership with ZenSemi expands Soitec’s 300mm Power-SOI opportunity into BCD-on-SOI power electronics for AI data centers, electric vehicles, robotics and industrial applications; first-silicon validation reportedly delivered about a 30% die-size reduction versus traditional bulk BCD. (Soitec)
FY2026 revenue fell 30% year over year to €592 million, while Soitec reported a €220 million net loss and a €131 million operating loss, showing substantial earnings deterioration before the current recovery. (Soitec)
The legacy businesses remain weak: FY2026 Mobile Communications revenue declined 41% and Automotive & Industrial revenue fell 44%; in Q1 FY2027, Mobile Communications was still down 10% amid RF-SOI inventory correction and a constrained smartphone market. (Soitec)
Soitec’s July tax settlement is expected to forfeit approximately €320 million of tax-loss carryforwards and require cash outflow of up to €60 million in Q3 FY2027, reducing financial flexibility despite the planned resolution of the dispute. (Soitec)
Data summarised monthly by Lightyear AI. Last updated on 14 Sept 2026.

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