I publish my first article on Soitec 2 weeks ago. It was very popular. The market has begun realizations and the stock went up 25%.

Now the widely anticipated part 2 is here. And again it is free.

Soitec will soon have a complete and utter monopoly on silicon sandwich wafers. Learn about why below. We cover everything from the 7 step process for making SOI to specific market share numbers and cheeky management comments.

If you’re invested in AI/photonics this is must read.