The company lifted its revenue guidance for the current quarter, saying it expected revenue growth of around 50% at constant currency and scope, compared with more than 30% growth previously.
Soitec is transitioning from cyclical semiconductor exposure to growth led by Photonics-SOI, with optical connectivity as the primary driver. I see near-term revenue growth decoupled from smartphone cycles, supported by multi-year customer reservations and production ramp in Singapore. Valuation reflects the first recovery phase, but a successful Photonics-SOI ramp and margin expansion could drive shares 30% higher to €160.
Soitec SA (SLOIY) Shareholder/Analyst Call Transcript
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Laurent Rémont CEO | OTC PINK Exchange | 83409F208 CUSIP |
| FR Country | 2,128 Employees | 9 Jun 2016 Last Dividend | 10 Feb 2017 Last Split | - IPO Date |
Soitec S.A. is a global leader in the design and manufacture of innovative semiconductor materials, serving a wide range of industries including electronics, automotive, IT, and more. Founded in 1992 and based in Bernin, France, the company plays a pivotal role in the production of chips for smart phones, tablets, computers, IT servers, data centers, electronic components in cars, connected devices, alongside industrial and medical equipment. Through its cutting-edge technologies, Soitec S.A. enables the development of high-performance, energy-efficient semiconductor devices, contributing to the advancement of the electronic and digital landscapes worldwide.