J.P. Morgan projects Soitec Edge & Cloud AI revenue of €1,042mn in FY29, topping consensus by 38%

J.P. Morgan projects Soitec will generate €1,042mn in Edge & Cloud AI revenue in FY29, topping Bloomberg consensus of €754mn by 38%. The bank expects Soitec's market share to moderate to 80% by FY30 as Global Wafers adds secondary supply.

Detected & updated continuously · Source: Nebula