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Soitec
Dag iedereen
Ik volg al een tijdje Soitec op de Franse beurs als alternatief voor de meer bekende Nederlandse Chippers (ASML, ASMI en BESI).
Ikzelf denk dat er wel wat groeimogelijkheden zijn op lange termijn wegens de verdere elektrificatie van de automarkt en de cloud.
Zijn er mensen die dit alreeds in portefeuille hebben of zelf van nabij opvolgen die bedenkingen hebben bij dit aandeel?
Alvast bedankt voor de info.
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2 Replies
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Ik had er nog niet van gehoord, maar lijkt me inderdaad wel interessant om te volgen.
Bedankt om dit te delen.
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Net als X-fab noteert er nog een semiconductor pareltje op de Franse beurs. Op 8 juni was er een Capital Markets day van Soitec en ook zij gaven sterke groeivooruitzichten voor 2026 en 2030, net als X-fab. Ondertussen is de koers, net als bij X-fab, dan ook al sterk opgelopen.
Soitec confirms its FY’26 strategic roadmap: revenue expected around US$2.1bn and EBITDA[1] margin[2] around 40%[3], leading to a doubling of EBITDA
- Expanded ambitions beyond FY’26, with sustainable development at the heart of Soitec’s value-creation strategy
- Soitec’s addressable markets to triple by 2030 fueled by fast-growing semiconductor demand, higher engineered substrates penetration and product portfolio expansion
Bernin (Grenoble), France, June 8, 2023 – Soitec (Euronext Paris), a world leader in the design and manufacture of innovative semiconductor materials, is today hosting its 2023 Capital Markets Day in Paris. Chief Executive Officer Pierre Barnabé, with his management team, will provide an update on the execution of Soitec’s FY’26 strategic plan and share his vision for expanding Soitec’s sustainable value-creation model beyond FY’26.
Pierre Barnabé, Soitec CEO, commented: “We are on track to deliver our objectives for fiscal year 2025-26 and ready to expand our sustainable value-creation ambitions beyond. Technology megatrends will continue to fuel massive demand for semiconductors, driving higher adoption of engineered substrates. By further broadening our product and technology portfolios, we expect our total addressable markets to triple by 2030, creating a unique opportunity to strengthen our global leadership in engineered substrates and capture a higher share of the semiconductor market. I am confident in the ability of our experienced, diverse and streamlined management team to capitalize on Soitec’s industry-leading expertise, strong innovation roadmap and critical value-chain positioning. Moreover, our robust financial fundamentals provide us with a strong platform to invest in future growth, expanding our innovation and industrial footprint.”
“With this vision in mind, we are committed to leveraging our model to create value for all our stakeholders. Through innovation and across our operations, we are contributing to the transition towards a sustainable economy. Our governance practices are aligned with industry-leading standards. We are fully engaged to deliver a compelling and sustainable growth story towards 2030, and excited about the challenge that lies ahead,” added Pierre Barnabé.
soitec.com
Soitec Capital Markets Day: Expanding our sustainable value-creation model - Soitec
Soitec Capital Markets Day: Expanding our sustainable value-creation model - Soitec
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