French chip materials maker Soitec locks customers into multi-year deals as AI wafer demand surges

Demand for silicon photonics has surged as hyperscalers increasingly use optical connections to move data inside AI infrastructure, where copper links are becoming less attractive because of power and performance constraints.

Source: The Economic Times31 August 2026 at 10:32 am ISTrss

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Original headline: French chip materials maker Soitec locks customers into multi-year deals as AI wafer demand surges
Product category: computing
Curation state: ingested