Soitec Extends Its Strategic Partnership in China with NSIG for Another 10 Years
Soitec and National Silicon Industry Group Co., Ltd. (NSIG) have agreed to a 10-year extension of their partnership through the extension of their commercial license. The agreement, announced on March 13, 2026, is still subject to final approval by NSIG shareholders by March 31, 2026.
Soitec and NSIG are extending their commercial licensing agreement covering the subsidiaries Simgui and Simwings. This extension is part of the long-standing partnership between the two entities and addresses the growing demand in China for Soitec's SOI products and technologies. The agreement includes the strengthening of Soitec's intellectual property rights over SOI in China, without any transfer of technology.
Details of the Extension
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The extension covers a period of 10 years. The agreement remains subject to final approval, including ratification by NSIG shareholders, which is expected to be obtained by March 31, 2026.
NSIG's Long-Term Involvement and Impact
NSIG has been a long-term shareholder of Soitec and an industrial partner for over a decade, holding about 5.8% of the Group as of March 2026. This extension strengthens Soitec's position in the rapidly growing Chinese market for innovative substrates.
Expected revenue: Le chiffre d’affaires du T4’26 devrait progresser d’environ 20 % à périmètre et taux de change constants par rapport au T3’26.
Management commentary: Dans un environnement de marché globalement stable, Soitec poursuit ses actions disciplinées visant à optimiser sa structure de coûts et à renforcer sa génération de trésorerie, avec un T4’26 attendu en hausse séquentielle.
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
