---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000878612.md"
description: "Remember my $SOI thesis anon? Soitec interview commentary today:- 80% of capacity reservation agreements expected within 1-2 weeks, with more than 10 in total. -  $200M Photonics-SOI revenue now described as "absolutely a floor"$Taiwan Semiconductor(TSM.US) also sees SiPH going mainstream in 2027 with market share topping 50%+ of the optical transceiver marketIf you hold a monopoly-like position over a chokepoint:(UBS estimates Soitec has 95% share of the market for substrates underpinning silicon photonics chips)Revenue usually flows through you."
datetime: "2026-08-31T10:56:52.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000878612.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000878612.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000878612.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
generator: "portal-rs"
---

# Remember my $SOI thesis anon? Soitec interview com…


### Related Stocks

- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)
- [UBS.US](https://longbridge.com/en/quote/UBS.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**