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Tag

semiconductor supply chain

1 article

Soitec's AI Wafer Deposits Lock in Revenue — But Smartphone Collapse Clouds the Margin Math
Technology40d ago
Soitec's AI Wafer Deposits Lock in Revenue — But Smartphone Collapse Clouds the Margin Math
The French chip materials maker is securing two years of forward revenue through multi-year contracts backed by customer cash deposits, but a smartphone business trough threatens consolidated profitability.