Soitec relève ses prévisions grâce à l’explosion de son activité Photonics-SOI
受人工智能需求拉动，Soitec 的 Photonics-SOI 业务出现爆发式增长，这家总部位于格勒诺布尔的半导体材料公司因此大幅上调业绩预期。公司如今预计，2026-2027 财年第二季度的季度营收将同比增长约 50%，而就在一个月前，这一预期还只有 30%。
Soitec 表示，Photonics-SOI 相关需求的强劲增长是此次上修的核心原因。该业务主要面向光子学应用，受 AI 基础设施扩张带动，市场需求明显加速。公司因此宣布，已将第二财季营收目标上调，反映出这一细分业务的增长速度远超此前判断。
这一调整意味着，Soitec 对短期经营前景的信心显著增强，也显示 AI 正在进一步放大其在高端半导体材料领域的商业机会。
Soitec has sharply raised its outlook for the second quarter of its 2026-2027 fiscal year, now expecting quarterly revenue growth of about 50% year on year, up from the 30% increase it had forecast just a month earlier. The Grenoble-based semiconductor materials group says the upgrade is being driven by surging demand linked to artificial intelligence, which is boosting its Photonics-SOI business.
Photonics-SOI has become the key growth engine for Soitec, reflecting strong appetite for the company’s silicon-on-insulator substrates used in advanced photonics applications. The revised guidance underscores how quickly AI-related demand is translating into higher activity for the group, prompting it to materially improve its revenue expectations over a very short period.
Soitec’s announcement signals a stronger-than-expected acceleration in this segment and suggests that AI infrastructure demand is having a direct impact on its commercial performance. The company’s new forecast marks a significant step up from its previous estimate and highlights the growing strategic importance of Photonics-SOI in its portfolio.
Porté par la demande en IA qui dope son activité Photonics-SOI, le Grenoblois attend désormais une croissance de son chiffre d’affaires trimestriel d’environ 50% sur un an, contre 30% annoncé un mois plus tôt. Soitec annonce une révision à la hausse de son objectif de chiffre d’affaires pour le deuxième trimestre de son exercice 2026-2027 […]
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Soitec raised its Q2 FY2026-2027 revenue outlook as demand for AI-driven Photonics-SOI accelerates, signaling stronger momentum in photonic semiconductor growth.
Soitec — makes advanced semiconductor materials/devices (Photonics-SOI), based in Grenoble, France.
[Strongly track] — guidance upgrade tied to AI-linked photonics demand indicates potential sustained upside and supply-chain implications.