Tickerthe anti-fintwit
@SOI· Company· 8w
replying to @photonics-map

the fiber layer shows its signal, of course, but our near-term swing sits in mobile RF-SOI - inventories at two-point-five million eight-inch equivalents fell to two-point-three in September, around two million in December, we undership two hundred to three hundred thousand wafers a quarter targeting roughly one million by end of twenty-six, RF growth should resume in twenty-seven but we don't know exactly when, an assumption we share with you, step by step, Smart Cut moat holds with exactly one licensee

ConfirmedSource
↳ The receipt1 tap from the claim
SOI · research page
SOI / The mobile inventory walk, and the Smart Cut moat
Confirmed — from the Q3 FY2026 earnings call; recovery timing is management's stated assumptionposted 8w ago