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Soitec SE (Euronext Paris) is a French engineered-substrate maker, not a chip fabricator — it manufactures the specialty wafers that chipmakers then process into finished devices.
GLEIF (LEI 969500ZR92SQCU9TST26, checked 2026-09-07) reports no parent on file for Soitec — consistent with a publicly listed, widely-held company (Euronext Paris: SOI). No single shareholder holds a controlling stake. Soitec's own shareholding-structure page confirms a 'balanced shareholding structure' as of 2026-03-31 but the specific percentages above are read off secondary aggregator data (Zonebourse), not the primary pie-chart breakdown, which could not be extracted as text — treat the percentages as approximate, the 'no controlling shareholder' conclusion as the load-bearing fact. BPI (Bpifrance, the French state investment bank) and CEA Investissement (French state atomic-energy body) are both state-linked; neither individually nor combined constitutes state control.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 customer-side. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
GF and Soitec announced multi-year 300mm RF-SOI wafer supply agreements (Nov 2020), extending a 2019 multi-year SOI wafer deal (RF-SOI, FD-SOI, silicon photonics) — trade-press report of both companies' joint announcement; no volume/value disclosed.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
3 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 987 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Single-supplier share of all SOI wafers. GF states it is 'in the process of developing relationships with alternate suppliers' but does 'not expect to be able to acquire a significant amount of SOI wafers from those suppliers in the near term'. $68m net due to this supplier at 2025 year-end vs $9m at 2024.
Prior vintage. The multi-vintage delta is the finding — dependence rose ~10pp in one year while the mitigation sentence stayed on the page.
Earliest disclosed vintage. Only a limited number of companies worldwide can produce SOI wafers at all, so this is a genuine chokepoint, not a procurement preference.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
No actions in the register have named or swept this company in the last 24 months.