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Soitec reported FY2026 revenue of €592 million, down 34% year-over-year, reflecting prolonged customer inventory correction in RF-SOI and weakness in automotive markets. However, the company delivered stronger-than-expected sequential growth in Q4 FY26 and highlighted accelerating momentum in AI-driven photonics applications as a major long-term growth driver.
Q4 FY26 revenue reached €202 million, representing 25% sequential growth versus Q3 at constant currency and scope, exceeding company guidance of approximately 20%. The improvement was supported by seasonal demand and continued expansion in AI infrastructure applications, particularly silicon photonics for data centers.
A key highlight was the strong performance of Soitec’s Photonics-SOI business, which generated more than $100 million in FY26 revenue earlier than anticipated. The company sees silicon photonics as a strategic growth engine tied directly to AI data center scaling, especially for high-speed optical transceivers and co-packaged optics (CPO) architectures.
The company’s Edge & Cloud AI segment grew 8% year-over-year to €214 million, with photonics and FD-SOI technologies benefiting from rising AI infrastructure investments. Soitec emphasized that AI tailwinds are increasingly supporting both cloud and edge computing applications, positioning FD-SOI and Photonics-SOI as core enabling technologies for power-efficient AI processing and optical connectivity.
In contrast, the Mobile Communications segment declined sharply due to ongoing RF-SOI inventory correction and weaker smartphone demand. Automotive & Industrial revenue also remained under pressure as customers continued managing elevated inventory levels amid soft EV and industrial demand.
Despite the revenue decline, Soitec demonstrated strong financial discipline. EBITDA margin held at 25.4%, free cash flow returned to a positive €63 million, and net debt-to-EBITDA improved to 0.4x. The company sharply reduced capital expenditures and tightened working capital management to preserve balance sheet strength during the downturn.
Looking ahead, Soitec expects Q1 FY27 revenue growth of approximately 15% year-over-year at constant currency and scope, supported by AI-related demand and efforts to smooth seasonal fluctuations. However, management cautioned that profitability will continue to face pressure from low fab utilization, foreign exchange effects, and reduced government funding support.
Original – Soitec
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ROHM Co., Ltd. has introduced the ROHM PLECS Simulator, a new online simulation platform designed to accelerate power electronics circuit design and device selection.
Built on the PLECS® simulation environment, the tool focuses on rapid loss and thermal analysis for power semiconductor applications. Designers can simulate power loss and temperature behavior within seconds to minutes by selecting circuit topologies and ROHM power devices directly through the web interface.
The simulator addresses a key challenge in power electronics development: reducing the time and complexity associated with evaluating devices during the early stages of circuit design. While ROHM’s previously launched ROHM Solution Simulator emphasized highly accurate waveform verification using detailed SPICE models, the new PLECS-based platform prioritizes fast initial analysis for selecting optimal power devices.
Currently, the tool supports 20 circuit topologies and includes compatibility with a range of ROHM devices. The company plans to further expand the simulator to support additional topologies and products, including SiC devices, IGBTs, and power modules.
By offering both rapid thermal/loss estimation and high-precision waveform simulation across different design stages, ROHM is strengthening its system-level support capabilities and improving accessibility for engineers evaluating wide-bandgap and advanced power solutions.
Original – ROHM
