Added to YB: 2026-07-27
Pitch date: 2026-07-23
SOI.PA [neutral]
Soitec SA
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 AI applications; CONNECT Piezoelectric-on-Insulator RF filters for smartphones; photonics and optical sensing solution for the integration of silicon optical components in data centers; 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 4.2B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
41.26
P/E
-18.75
EV/Sales
7.13
Sector
Semiconductors and Semiconductor Equipment
Category
growth
The AI King, Queen & Buffon - Soitec SA
SOI.PA (earnings): Q1-27 rev +23% YoY vs 15% guide; Photonics-SOI ~+100% YoY, Q3 expected 30%+. FY27 Photonics rev guided to $200M+ (2x FY26's ~$100M). Thesis confirmed: top-of-supply-chain wafer play on AI optical scale-up (pluggable/NPO/CPO). Singapore fab ready early, multi-year customer commitments w/ cash deposits. Auto/smartphone stable. Market now prices success vs potential.
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