Added to YB: 2026-03-30
Pitch date: 2026-03-27
SOI.PA [bullish]
Soitec SA
Author Info
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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
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.57
P/E
182.82
EV/Sales
2.61
Sector
Semiconductors and Semiconductor Equipment
Category
growth
This $2B Photonics Monopoly Down 75% Is Key To AI's Next Paradigm Shift - Soitec SA
SOI.PA: French Alps monopoly with 95%+ share in Photonics-SOI wafers powering silicon photonics for AI data centers (NVDA switches, AVGO ASICs, 800G/1.6T transceivers). BofA cites optical interconnect TAM $14B→$73B by 2030 (39% CAGR), silicon photonics penetration 38%→84%. Down 75% on mobile/auto cyclical weakness (rev €891M FY25 vs €1B FY23, margins compressed). Edge/Cloud AI segment +11% YoY to €216M. 4,300 patents via Smart Cut ion implantation tech, 30yr moat. GlobalWafers exiting 2027. Market mispricing photonics upside at 25% CAGR.
Read full article (4 min)