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    How Investors May Respond To Soitec (ENXTPA:SOI) Advancing 28Si FD-SOI For European Quantum Chip Supply Chains

    Simply Wall St·12/12/2025 16:20:37
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    • In recent days, Soitec announced a collaboration with Quobly and STMicroelectronics to integrate custom 28Si FD-SOI substrates into STMicro’s 300mm fab, aiming for single-qubit gate fidelities near 99.999% and creating a fully integrated European supply chain for quantum integrated circuits.
    • This is the first global use of FD-SOI technology with a 28Si-enriched channel, potentially positioning Soitec as a key materials partner for industrial-scale silicon-based quantum processors.
    • We’ll now explore how this push into 28Si FD-SOI for quantum processors could influence Soitec’s broader investment narrative and long-term positioning.

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    Soitec Investment Narrative Recap

    To own Soitec, you need to believe its specialty substrates can convert long-term demand from AI, connectivity and power electronics into profitable growth despite recent revenue pressure and thin margins. The new 28Si FD SOI quantum collaboration looks exciting, but it does not materially change the near term picture that is still dominated by inventory corrections, muted smartphone content growth and execution on guidance after a sharp earnings setback.

    The recent cybersecurity focused FD SOI alliance with CEA Leti is particularly relevant here, as it reinforces Soitec’s ambition to extend its SOI know how into differentiated, higher value applications beyond RF SOI. Together with the quantum partnership, it underlines how R&D heavy collaborations could support future growth once current end market weakness and customer inventories start to normalize.

    Yet while these technology wins are encouraging, investors should be aware that prolonged inventory corrections could still...

    Read the full narrative on Soitec (it's free!)

    Soitec's narrative projects €928.3 million revenue and €95.2 million earnings by 2028.

    Uncover how Soitec's forecasts yield a €36.00 fair value, a 39% upside to its current price.

    Exploring Other Perspectives

    ENXTPA:SOI 1-Year Stock Price Chart
    ENXTPA:SOI 1-Year Stock Price Chart

    Four fair value estimates from the Simply Wall St Community span roughly €25.57 to €86.42, showing very different views on Soitec’s potential. Before siding with any camp, you may want to weigh how ongoing customer inventory corrections and guidance uncertainty could shape the company’s ability to convert its technology wins into sustained financial improvement.

    Explore 4 other fair value estimates on Soitec - why the stock might be worth over 3x more than the current price!

    Build Your Own Soitec Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Soitec research is our analysis highlighting 1 key reward and 3 important warning signs that could impact your investment decision.
    • Our free Soitec research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Soitec's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.