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

Economic Times TechAugust 31, 2026en

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."

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