Soitec
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-09-06 · ✍️ RoboterminalThe Biped Is the Endpoint: Figure Is Financing Humanoid Intelligence Like a Frontier Model
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
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What changed, and what is the evidence.
Oct 16, 2026 · Post · posted
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During SEMICON West 2026, Soitec highlighted LT memory applications as a high-upside opportunity, but advised investors not to include them in current estimates because the likelihood of it materializing is still uncertain.… |
J.P. Morgan: Soitec is projected to generate €1,042mn in Edge & Cloud AI revenue in FY29, topping Bloomberg consensus of €754mn by 38%. Expect Soitec's market share moderating to 80% by FY30 as Global Wafers adds secondary supply. |