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

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Company snapshot — Soitec SA

SOI.PA in five paragraphs: what it makes and sells, where it sits in the Closelook 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 Closelook 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 Closelook company score reads 43/100 composite (momentum 74, quality 18, valuation 20) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written by the Closelook 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.

Signals for this name

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

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 Closelook scores where it exists.

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 Closelook index and its own sleeve — equal-weight, nightly closes.

Rubin Build-Out 100 · as of 2026-09-17

DayWeekMonth3 months
SOI.PA+1.6%+3.8%+29.8%+9.5%
Advanced Materials−1.1%−4.1%−4.7%—
Rubin Build-Out 100+1.5%−2.2%−2.9%—

Against the index: 6.0 pts ahead on the week, 32.7 pts ahead on the month; against its Advanced Materials sleeve 34.5 pts ahead on the month.

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

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 55/100 · S&P 500 fund at 58, above its 50- and 200-day averagesEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-17
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 94th percentile of the window, +2.7% over 20 sessions. Factor regime → 2026-09-17
  • Sector × region Technology in Europe: +0.3% week · +2.1% month · +10.9% quarter · +14.5% 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 → 2026-09-16
  • Sovereign pressure Index 0.00 · down 0.41 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-17

FAQ · from the current data · as of 2026-09-18

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 Closelook research universe, as of the registry build of 2026-09-18.

Is SOI.PA in a Closelook index?

Yes — Soitec SA is a constituent of Rubin Build-Out 100, as of 2026-09-18.

What is Soitec SA's Closelook composite score?

43 out of 100, with momentum 74, quality 18 and valuation 20 sub-scores, as of 2026-09-18. Scores are Closelook's own research readings, not ratings or investment advice.

Where does SOI.PA trade against its moving averages?

Trending: Above its 20-, 50- and 200-day — still in an uptrend. As of 2026-09-17 — a technical state from the nightly Closelook bake, not advice. The Technical tab carries the full row.

How is SOI.PA doing against its Closelook index?

Over the past month Soitec SA is +29.8% against −2.9% for the Rubin Build-Out 100 — 32.7 points ahead of its index, as of 2026-09-17. Its Advanced Materials sleeve is −4.7% 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.

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.

Where has Closelook written about Soitec SA?

Soitec SA appears in 1 Closelook 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 Closelook 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 Closelook" block on this page lists the long reads, the reference entries and the dailies that name it.

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 Closelook structure read — an investment research diary view, not investment advice.

Mentioned on Closelook 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 Closelook

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

Dailies

Related in the Closelook universe