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Soitec SA (SOI.PA) — chart, structure and Closelooknet read

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The desk on SOI.PA

What this diary said about Soitec SA, what it holds and what would change its view — in its own words, dated. Investment diary, not advice.

What we hold

BookPositionSinceResult
AI Cycle 2030 (wikifolio) ↗ 16 shares · average entry €121.43 — —

Model books as of the latest close; wikifolio positions from the official wikifolio data, entries in euros. Results are unrealised, before any exit. A record of what the diary does, not a recommendation to do the same.

Signals for this name

Every Closelooknet reading that exists for SOI.PA, from the same nightly bakes the boards use. Research diary readings, not advice.

Versus its index Rubin Build-Out 100 — the name, its sleeve and the index over day, week and month

Versus its index

The name against its Closelooknet index and its own sleeve — equal-weight, nightly closes.

Rubin Build-Out 100 · as of 2026-09-25

DayWeekMonth3 months
SOI.PA−0.8%+1.5%+29.5%+22.0%
Advanced Materials+0.6%+1.5%+1.5%—
Rubin Build-Out 100+1.7%+5.0%+4.1%—

Against the index: 3.5 pts behind on the week, 25.4 pts ahead on the month; against its Advanced Materials sleeve 28.0 pts ahead on the month.

Returns from the index workers’ nightly closes; equal-weight sleeves. A relative reading from the research diary, not advice.

Mentioned on Closelooknet 1 piece · newest: Morning 10, “Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505” (2026-09-17)

Mentioned on Closelooknet

Where SOI.PA appears in the diary — 1 piece, newest first. Every link is our own writing.

Dailies

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 62/100 · S&P 500 fund at 67, bullish alignedEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-25
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 99th percentile of the window, +8.4% over 20 sessions. Factor regime → 2026-09-25
  • Sector × region Technology in Europe: +0.7% week · +4.9% month · +13.8% quarter · +14.3% yearThe Sector Engine cell this name lives in, from EXH1.XETRA; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-09-26
  • Sovereign pressure Index 0.61 · up 0.29 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-25
Who it is priced against Rubin Build-Out 100 · Advanced Materials · 6 names with week and year-to-date

Peer group

Rubin Build-Out 100 · Advanced Materials

Specialty chemicals, photoresists, and high-purity materials. Quietly indispensable; never the headline.

Compared against SOI.PA on the nightly bakes; the Peers tab ranks the cohort on the Closelooknet scores where it exists.

Company snapshot — Soitec SA

SOI.PA in five paragraphs: what it makes and sells, where it sits in the Closelooknet stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Soitec makes engineered substrates: the specially prepared wafers on which other companies build their chips. Its Smart Cut process transfers a thin crystalline layer onto a base wafer, producing silicon-on-insulator (SOI) substrates that let a chip run on less power or handle radio signals more cleanly, plus piezoelectric-on-insulator wafers for radio-frequency filters, photonics substrates for optical interconnects and silicon-carbide substrates for power electronics. Its customers are foundries and chipmakers; its end markets are mobile communications, automotive and industrial, and smart devices. It is based in Bernin, France, and listed in Paris.
Where it sits in the stack
In Rubin, Soitec sits in Layer 5, Advanced Materials — the specialty substrates and high-purity inputs that are quietly indispensable and never the headline. It is a supplier of a supplier: the wafer arrives before the lithography, the etch and the packaging, so its order book reads the build-out one step earlier than the equipment names do.
Who it is priced against
Its Rubin sleeve puts it beside the materials and substrate names — Entegris, Murata, Resonac and the Japanese wafer makers — rather than beside the chip designers its wafers end up serving.
Why Closelooknet tracks it
It is a Rubin constituent and one of the few European names in the build-out stack; the dailies quote it when the interconnect and materials layers move, as they did on the day after the Fed’s hike.
What the diary watches
Whether demand for photonics and radio-frequency substrates from AI interconnect and handset customers arrives in the order book, and how the automotive silicon-carbide line fills against a slower vehicle cycle.

Soitec SA (SOI.PA) trades on the PA exchange in France, classified under Technology, and sits in Layer 5 of the build-out stack. Constituent of Rubin Build-Out 100.

The Closelooknet company score reads 44/100 composite (momentum 78, quality 19, valuation 17) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written by the Closelooknet desk, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

Dividends and capital return no distribution in twelve months

Dividends and capital return

What SOI.PA pays out and buys back — distributions read from the price series, money terms from the filings.

  • Distributions No cash distribution recorded in the price series over the last three years
  • Share count −0.5% in FY2026

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

FAQ · from the current data · as of 2026-09-26

Quick answers

What is Soitec SA (SOI.PA)?

Soitec SA trades as SOI.PA on the PA exchange (France) and is classified under Technology in the Closelooknet research universe, as of the registry build of 2026-09-26.

Is SOI.PA in a Closelooknet index?

Yes — Soitec SA is a constituent of Rubin Build-Out 100, as of 2026-09-26.

What is Soitec SA's Closelooknet composite score?

44 out of 100, with momentum 78, quality 19 and valuation 17 sub-scores, as of 2026-09-26. Scores are Closelooknet's own research readings, not ratings or investment advice.

Where does SOI.PA trade against its moving averages?

Down 4.3% at the close: one of the day's sharpest drops. As of 2026-09-24 — a technical state from the nightly Closelooknet bake, not advice. The Technical tab carries the full row.

How is SOI.PA doing against its Closelooknet index?

Over the past month Soitec SA is +29.5% against +4.1% for the Rubin Build-Out 100 — 25.4 points ahead of its index, as of 2026-09-25. Its Advanced Materials sleeve is +1.5% over the same month. The “Versus its index” table on this page carries the day, the week and the month for the name, its sleeve and the index.

Where has Closelooknet written about Soitec SA?

Soitec SA appears in 1 Closelooknet piece, most recently Morning 10: Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505 (2026-09-17). What Closelooknet said most recently: Inside chips the day was not one story: optics and interconnect were bought hard — Lumentum +9.6%, Credo +7.4%, Coherent +6.9%, Astera Labs +6.6%, Soitec +13.4% in Paris — and the equipment names were sold again, Applied Materials −1.4%… (Morning 10, 2026-09-17). The "Mentioned on Closelooknet" block on this page lists the long reads, the reference entries and the dailies that name it.

Does Closelooknet hold Soitec SA?

Yes — AI Cycle 2030 (wikifolio): 16 shares · average entry €121.43. A record of what the diary does, not a recommendation to do the same.

What does Soitec SA do?

Soitec makes engineered substrates: the specially prepared wafers on which other companies build their chips. Its Smart Cut process transfers a thin crystalline layer onto a base wafer, producing silicon-on-insulator (SOI) substrates that let a chip run on less power or handle radio signals more cleanly, plus piezoelectric-on-insulator wafers for radio-frequency filters, photonics substrates for optical interconnects and silicon-carbide substrates for power electronics. Its customers are foundries and chipmakers; its end markets are mobile communications, automotive and industrial, and smart devices. Its Rubin sleeve puts it beside the materials and substrate names — Entegris, Murata, Resonac and the Japanese wafer makers — rather than beside the chip designers its wafers end up serving.

Where does Soitec SA sit in the AI build-out?

In Rubin, Soitec sits in Layer 5, Advanced Materials — the specialty substrates and high-purity inputs that are quietly indispensable and never the headline. It is a supplier of a supplier: the wafer arrives before the lithography, the etch and the packaging, so its order book reads the build-out one step earlier than the equipment names do. It is a Rubin constituent and one of the few European names in the build-out stack; the dailies quote it when the interconnect and materials layers move, as they did on the day after the Fed’s hike.

Does Soitec SA pay a dividend?

No cash distribution shows in Soitec SA’s price series over the last three years. The share count fell 0.5% over the fiscal year. The "Dividends and capital return" block on this page carries the lines.

What does this page show?

A live price chart with SMA overlays and drawing tools for SOI.PA, performance metrics, index-membership context and the Closelooknet structure read — an investment research diary view, not investment advice.

Related in the Closelooknet universe

same Closelooknet index seat first, then Semiconductor Equipment & Materials. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.