Soitec locks customers into multi-year deals as AI wafer demand surges

Soitec told investors last month that photonics-SOI revenue would more than double this ‌financial year from slightly ⁠above $100 ⁠million, without saying whether that was a base case or a ceiling. That implies more than $200 million, which Remont now calls "absolutely a floor."

Source: The Economic Times31 August 2026 at 4:36 pm ISTrss

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Original headline: Soitec locks customers into multi-year deals as AI wafer demand surges
Product category: General technology
Curation state: ingested