COMPANY
Soitec
SOI:FP
Primary coverage by Pierre Ferragu
Research
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Soitec: Extended inventory correction; strong setup for 2025March 29, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 4Q23March 12, 2024 — Pierre Ferragu
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AI & optics, EV slowdown hitting SiC? Auto/Industrials weak, Improvement in IT spending, Infineon, TEL, Arm, SBG. The Tech Weekly Wrap-upFebruary 12, 2024 — Pierre Ferragu
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Soitec 3FQ24: Extended downcycle, but good progress on SmartSiC and POI. Buy, €200 TPFebruary 8, 2024 — Pierre Ferragu
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Soitec 3FQ24: Extended downcycle, but good progress on next frontiers of growthFebruary 8, 2024 — Pierre Ferragu
Events
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Feb
23TechnologyFebruary 23, 2023Hosted by Pierre FerraguWatch Replay -
Sep
20TechnologySeptember 20, 2022Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Aug
01TechnologyAugust 1, 2022Hosted by Pierre FerraguWatch Replay