{"id":1032305,"date":"2026-09-01T07:32:26","date_gmt":"2026-09-01T02:02:26","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1032305"},"modified":"2026-09-01T07:34:37","modified_gmt":"2026-09-01T02:04:37","slug":"french-chip-materials-maker-soitec-locks-customers-into-multi-year-deals-as-ai-wafer-demand-surges","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/09\/01\/french-chip-materials-maker-soitec-locks-customers-into-multi-year-deals-as-ai-wafer-demand-surges\/","title":{"rendered":"French \u200bchip materials maker Soitec locks customers into multi-year deals as AI wafer demand surges"},"content":{"rendered":"<p>French chip materials maker Soitec is locking customers into multi-year supply agreements with deposits and fixed pricing as demand surges for the wafers used in AI data centre optics, its chief executive told Reuters. <\/p>\n<p>&#8220;We are using the current situation to find the right balance between the value \u200cwe bring and \u2060the \u2060price we can ask,&#8221; Laurent Remont said. <\/p>\n<p>Soitec told investors last month that photonics-SOI revenue would more than double this financial year from slightly above $100 \u200bmillion, without saying whether that was a base case or a ceiling. That implies more than $200 million, which Remont now calls &#8220;absolutely a \u200bfloor.&#8221;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>French chip materials maker Soitec is locking customers into multi-year supply agreements with deposits and fixed pricing as demand surges for the wafers used in AI data centre optics, its chief executive told Reuters. &#8220;We are using the current situation to find the right balance between the value \u200cwe bring and \u2060the \u2060price we can ask,&#8221; Laurent Remont said. Soitec told investors last month that photonics-SOI revenue would more than double this financial year from slightly above $100 \u200bmillion, without saying whether that was a base case or a ceiling. That implies more than $200 million, which Remont now calls [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[59,4,10],"tags":[],"class_list":["post-1032305","post","type-post","status-publish","format-standard","hentry","category-it-2-the-economic-times","category-newspapers","category-the-economic-times"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1032305","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1032305"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1032305\/revisions"}],"predecessor-version":[{"id":1032329,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1032305\/revisions\/1032329"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1032305"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1032305"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1032305"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}