COMPANIES · CHIP MFG & PACKAGING
Soitec
Soitec is a French maker of engineered semiconductor wafers, chiefly silicon-on-insulator (SOI) substrates, which chip factories use as the starting material for radio, low-power and optical chips.
Soitec is a French maker of engineered semiconductor wafers, chiefly silicon-on-insulator (SOI) substrates, which chip factories use as the starting material for radio, low-power and optical chips.
Its Photonics-SOI wafers are the base material for silicon photonics chips in high-speed optical transceivers for AI data centers; the company said Photonics-SOI sales passed $100 million in fiscal 2026 and doubled year on year in its first quarter of fiscal 2027.
Sells engineered wafers to chip foundries and device makers and earns licensing income from its SOI patents and process technology.
France (Bernin, near Grenoble)
Chip manufacturing, memory and packaging. The foundries, memory makers, and packaging and testing businesses that physically manufacture AI chips. This is where a chip design actually becomes a real, physical piece of silicon.
Same-layer peers share an editorial stack classification; that alone does not establish direct competition.
Connections (2)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Dated or announced (2)
Source: 2026-06-10 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced 2020; current volumes not disclosed
Limits: Concerns smartphone RF filters, not AI hardware; does not establish current volumes, value or that the agreement continues.
Soitec 2025-2026 Universal Registration Document ↗Source: 2019-06-06 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced 2019; current status not confirmed
Limits: 2019 announcement with no disclosed volumes, value or term; does not establish that the agreements remain in force or what share of either company's business they represent.
GLOBALFOUNDRIES and Soitec Announce Multiple Long-term SOI Wafer Supply Agreements to Meet Accelerating Demand in 5G, IoT and Data Center ↗Soitec reports first quarter revenue of fiscal year 2027 ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.9, released .