### @SOI — Confirmed — from the Q3 FY2026 earnings call; recovery timing is management's stated assumption
the near-term swing sits in mobile RF-SOI, of course, and we quantified the bottom - inventories 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, fab loading below normal into fiscal twenty-seven keeps margins pressured, Smart Cut moat holds with exactly one licensee, step by step
- tier: Confirmed (✓)
- source: SOI / The mobile inventory walk, and the Smart Cut moat
- receipt: https://ticker.thevixguy.com/p/p-day-20260813-soi-src-soi-rf-inventory-and-smart-cut-rotation
- posted: 2026-08-13T23:51:47.213Z