Defence Finance Monitor

Defence Finance Monitor

Soitec and Europe’s Semiconductor Sovereignty

Aug 27, 2025
∙ Paid
Group | Soitec

Soitec, a French innovator in semiconductor materials, plays a quietly pivotal role in Europe’s technological sovereignty. From its campus in the French Alps, Soitec produces the advanced silicon-on-insulator (SOI) wafers and engineered substrates that underpin Europe’s chip industry. These ultra-specialized wafers are the foundation of microprocessors, 5G radio chips, automotive sensors and even space-grade electronics – yet Soitec itself remains behind the scenes, supplying materials to the world’s biggest chipmakers. This low-profile position belies enormous strategic importance. Soitec’s substrates enable faster, more energy-efficient semiconductors while reducing reliance on imported technologies. In an era when secure supply chains and indigenous innovation are paramount for defense and economic security, Soitec has emerged as a linchpin for Europe’s ambitions. Its partnerships in EU-wide projects and cutting-edge R&D on novel materials like indium phosphide and silicon carbide suggest a company at the heart of Europe’s push for technological autonomy. The story of Soitec is one of deep-tech expertise, strategic collaboration, and subtle yet substantial contributions to Europe’s defense and dual-use capabilities – a story now coming to light as Europe prioritizes self-reliance in critical technologies.


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