Soitec’s chief executive told reporters that customers are moving to multi-year, fixed-price or deposit-backed agreements as AI data-centre demand grows.

France / Singapore31 August 2026

Soitec’s chief executive told a report that customers are moving to multi-year, fixed-price or deposit-backed agreements as AI data-centre demand grows. The company expects silicon-photonics substrate revenue to more than double this financial year to above US$200 million. Its official product material describes Photonics-SOI for high-bandwidth, lower-power data-centre interconnects.

Significance: Optical interconnect is becoming a bottleneck as accelerator clusters scale. Revenue, market-share and near-term contract figures are company or analyst estimates and were not independently audited. Soitec product page · a report