# Who are Soitec's customers? Who does Soitec earn revenue from?
Canonical: https://valuechain.wiki/soitec · Facet: customers · Updated: 2026-07-12T08:22:44.684+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Soitec's confirmed revenue counterparties include 글로벌파운드리, Qualcomm plus 1 undisclosed/aggregate relationship. Per the valuechain.wiki graph: 3 revenue edges, backed by 4 dated sources, 2 of them primary filings (as of 2026-07-12).

### 글로벌파운드리 (high)  → /globalfoundries.md
- note: GlobalFoundries runs its FD-SOI process on Soitec substrates — the foundry's process is locked to this substrate, so Soitec's revenue tracks GF's FD-SOI utilization.
- [mentions] Power Semiconductors Weekly (EN, analysis, published 2026-05-28) https://www.powersemiconductorsweekly.com/2026/05/28/soitec-navigates-rf-soi-downturn-while-ai-driven-photonics-business-surges/: "Amid the RF-SOI downturn, AI photonics and Edge/Cloud AI substrates are the new growth axes."
- [confirms] Soitec (EN, filing, published 2026-05-27) https://www.soitec.com/home/group/newsroom/press-releases/content/2026/05/27/soitec-reports-fiscal-2026-full-year-results: "Soitec FY2026 (ended Mar 2026) revenue EUR 592M (-34%) on RF-SOI inventory correction and automotive weakness. Mobile Comms EUR 309M (-41%), but Edge & Cloud AI EUR 214M (+8%) and Photonics-SOI passed USD 100M (AI data centers). Supplies engineered substrates to foundries such as GlobalFoundries."
- [confirms] Soitec (KO, ir, published 2026-01-01) https://www.soitec.com/home/korea: "GF leads FD-SOI; uses Soitec substrates."
- [confirms] Soitec/GlobeNewswire (EN, filing, published 2025-05-27) https://www.globenewswire.com/news-release/2025/05/27/3088835/0/en/soitec-reports-fourth-quarter-revenue-and-full-year-results-of-fiscal-year-2025.html: "GF leads FD-SOI; uses Soitec substrates."

### Qualcomm (high)  → /qualcomm.md
- note: Qualcomm's 5G front-ends (PAs, switches) use RF-SOI substrates — smartphone volume and inventory cycles set the amplitude of Soitec's RF revenue, its largest demand source.
- [mentions] Power Semiconductors Weekly (EN, analysis, published 2026-05-28) https://www.powersemiconductorsweekly.com/2026/05/28/soitec-navigates-rf-soi-downturn-while-ai-driven-photonics-business-surges/: "Amid the RF-SOI downturn, AI photonics and Edge/Cloud AI substrates are the new growth axes."
- [confirms] Soitec (EN, filing, published 2026-05-27) https://www.soitec.com/home/group/newsroom/press-releases/content/2026/05/27/soitec-reports-fiscal-2026-full-year-results: "Soitec FY2026 (ended Mar 2026) revenue EUR 592M (-34%) on RF-SOI inventory correction and automotive weakness. Mobile Comms EUR 309M (-41%), but Edge & Cloud AI EUR 214M (+8%) and Photonics-SOI passed USD 100M (AI data centers). Supplies engineered substrates to foundries such as GlobalFoundries."
- [confirms] Soitec/GlobeNewswire (EN, filing, published 2025-05-27) https://www.globenewswire.com/news-release/2025/05/27/3088835/0/en/soitec-reports-fourth-quarter-revenue-and-full-year-results-of-fiscal-year-2025.html: "RF-SOI is key for 5G RF front-ends."

### 팹리스·필터·SiC (엔지니어드 기판) (mid)
- note: Supplies specialty substrates (POI for SAW filters, SmartSiC) to filter and power fabless firms — a growth line diversifying away from mobile RF into filters and power.
- [confirms] Soitec/GlobeNewswire (EN, filing, published 2025-05-27) https://www.globenewswire.com/news-release/2025/05/27/3088835/0/en/soitec-reports-fourth-quarter-revenue-and-full-year-results-of-fiscal-year-2025.html: "POI SAW filters: 10 customers in volume, 13 in qualification."

Reverse side: https://valuechain.wiki/soitec/suppliers.md · Ripple: https://valuechain.wiki/soitec/ripple.md

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Full node: https://valuechain.wiki/soitec.md · JSON: https://valuechain.wiki/soitec.json