Soitec Locks in Multi-Year Silicon Photonics Deals to Power AI Optical Data Centers.
Soitec Secures Multi-Year Silicon Photonics Deals as AI Data Centers Shift from Copper to Optical Interconnects French semiconductor materials giant Soitec a global leader in manufacturing engineered substrates for smartphones, tablets, servers, automotive electronics, and medical devices is locking in long-term supply contracts with major cloud infrastructure providers. The aggressive contracting push comes as AI data centers rapidly pivot from traditional copper wiring to high-speed optical data transmission. Soitec CEO Laurent Rémont highlighted that demand for Photonics Silicon-on-Insulator (Photonics-SOI) wafers the foundational substrate driving silicon photonics architecture has surged. Rémont confirmed that a $200 million annual revenue floor for Photonics-SOI represents an absolute baseline for the current fiscal year. Capacity Locks, Upfront Deposits, and Strict Inventory Control To manage surging demand without overextending operations, Soitec is implementing tight c...