Soitec S.A.·Technology

Soitec (SLOIF) is rated BUY, with a DCF-derived target price of $86, implying over 40% upside potential. Mobile and industrial segments are bottoming as inventory corrections progress, while Photonics/data center growth is accelerating and could drive future upside. Ongoing cost-cutting and a CEO transition to Laurent Remont position SLOIF for a more disciplined, growth-oriented strategy with reduced financial risk.

Bernin (France), March 13, 2026 – Soitec, a world leader in the design and manufacture of innovative semiconductor materials, and Shanghai-based National Silicon Industry Group Co., Ltd. (NSIG) have agreed to a 10-year extension to their manufacturing and commercial licensing framework, in response to growing Chinese demand for Soitec SOI products and technologies. The agreement remains subject to final approval, including ratification by NSIG's shareholders expected to be obtained by March 31, 2026.

Skyworks Solutions to use Soitec's POI wafers Bernin (Grenoble), France, March 4, 2026 -- Soitec, a world leader in the design and manufacturing of innovative semiconductor materials, today announced a multi-year agreement to secure volume production of state-of-the-art Piezoelectric-On-Insulator (POI) wafers for Skyworks Solutions. This agreement extends the long-standing relationship between the companies and ensures a reliable, long-term wafer supply to support Skyworks' future needs.

Bernin, on March 3, 2026 INFORMATION RELATING TO THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES FORMING THE SHARE CAPITAL (Article L. 233-8 II of the French Commercial Code and article 223-16 of the General Regulation of the French financial markets authority (AMF)) Corporate name and address of the company: SOITEC Parc Technologique des Fontaines - Chemin des Franques 38190 Bernin (FRANCE) Statement date Total number of shares forming the share capital Total number of voting rights 02/28/2026 35,772,015(1) Number of theoretical (gross) voting rights (2): 45,785,870 Number of exercisable (net) voting rights (3): 45,702,997 35,772,015 ordinary shares of €2.00 par value each, listed on the Euronext Paris regulated market under ISIN code FR0013227113 and the mnemonic “SOI”.

Bernin (Grenoble), France, March 2, 2026 - Soitec (Euronext Paris), a world leader in innovative semiconductor materials, and Nanyang Technological University, Singapore (NTU Singapore) will announce the successful results of their joint four-year research program into next-generation 6G connectivity during Mobile World Congress (MWC) 2026. As 5G adoption becomes widespread and consumers are becoming accustomed to the speed and bandwidth it offers, Soitec and its research partners are laying the groundwork for the next revolution in wireless communication.

Soitec SA (SLOIY) Q3 2026 Sales/Trading Call Transcript
Soitec S.A. designs and manufactures semiconductor materials worldwide. Its products are used to manufacture chips that are used in smart phones, tablets, computers, IT servers, and data centers, as well as electronic components in cars, connected devices, and industrial and medical equipment. It offers Fully Depleted Silicon-On-Insulator (FD-SOI) for automotive radar and processors, and PD-SOI and FinFET-SOI products for high-performance computing markets. The company also offers RF-SOI substrates for front-end module devices, as well as 4G LTE and new 5G sub-6 GHz/ mmWave smartphones. In addition, it offers power-SOI products that address the requirements for integrating high and low voltage functions in power IC devices for automotive and industry markets. Further, the company offers Smart photonics-SOI products for optical networking; Smart Imager-SOI products for next generation 3D image sensing; Auto Smartsic for green mobility; Connect RF-GaN for 5G infrastructure architecture and smartphone power amplifier markets; Connect-POI engineered substrates for high performance surface acoustic wave filter; and Gallium Nitride (GAN) Epitaxial wafers for energy efficient power management system. Soitec S.A. was incorporated in 1992 and is headquartered in Bernin, France.
Technology
Semiconductors
2,070
2012-04-18
1.01