# Soitec

> Markdown twin of https://roboterminal.app/companies/soitec · https://roboterminal.app/companies/soitec.md

## On shared sources

- [Global Wafers](https://roboterminal.app/companies/global-wafers) (1)
- [J.P. Morgan](https://roboterminal.app/companies/j.p.-morgan) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2110969315323195697)
  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 materializ…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2108923756987154619)
  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…

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Source: Roboterminal · https://roboterminal.app/companies/soitec.md