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.”
Read more at the source

Disclaimer: The content of this post is sourced from external sites and is for informational purposes only. All rights and credits belong to the original authors and publishers.