Added to YB: 2026-03-30
Pitch date: 2026-03-26
SOI.PA [bullish]
Soitec SA
+0.75%
current return
Author Info
No bio for this author
Company Info
Soitec SA develops and manufactures semiconductor materials in Asia, Europe, and the United States. The company offers CONNECT Radio Frequency Silicon-on-Insulator for smartphone front-end modules; CONNECT FD SOI for engineered substrates; CONNECT Piezoelectric-on-Insulator RF filters for smartphones; and CONNECT RF gallium nitride which increases the frequency system efficiency and power density of next generation sub 6GHz and mmWave-band cellular 5G infrastructures and mobile devices.
Market Cap
EUR 1.9B
Pitch Price
EUR 53.38
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.68
P/E
185.40
EV/Sales
2.65
Sector
Semiconductors and Semiconductor Equipment
Category
growth
The Photonics Monopoly - Soitec SA
SOI.PA: Photonics monopoly via Smart Cut patent for SOI wafers critical to SiPho/CPOs solving AI datacenter networking bottleneck. 5+ customers, +27% YoY photonics revenue. Tower & GF planning 4-5x SiPho production expansion = 4-5x wafer demand. Trades 2x sales despite quasi-monopoly on tech foundries need. Core business (RF, auto) stabilizing post-inventory correction. Risks: CPO adoption uncertainty, Smart Cut disruption. Commons only, high volatility. Multi-year AI infrastructure play.
Read full article (11 min)