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.
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