Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38090 SOLARIS ENERGY INFRASTRUCTURE, INC. (Exact name of registrant as specified in its charter) Delaware 81-5 ...

Exhibit 99.1 Solaris Energy Infrastructure Announces Second Quarter 2025 Results, Updated Earnings Guidance and Continued Shareholder Returns HOUSTON, Texas, July 23, 2025 — (BUSINESS WIRE) — Solaris Energy Infrastructure, Inc. (NYSE:SEI) ("Solaris" or the "Company"), today announced second quarter 2025 financial and operational results and updated earnings guidance. Second Quarter 2025 Summary Results and Key Updates CEO Commentary "Solaris delivered another quarter of strong results as we continue to exec ...

Core Viewpoint - Soitec reported a consolidated revenue of 92 million Euros for Q1 FY'26, reflecting a 24% decline compared to 121 million Euros in Q1 FY'25, driven by a combination of organic decline, currency impacts, and divestment effects [2][3][6]. Financial Performance - Q1 FY'26 revenue breakdown: - Mobile Communications: 43 million Euros, down 12% reported and 7% organic [6][7]. - Automotive & Industrial: 5 million Euros, down 82% reported and 81% organic [6][11]. - Edge & Cloud AI: 44 million Euros, down 4% reported but up 13% organic [6][13]. - Overall revenue for Q1 FY'26 was 92 million Euros, down 24% reported and 16% organic [6][7]. Market Dynamics - The decline in revenue is attributed to ongoing RF-SOI inventory corrections among customers, a weak automotive market, and the phase-out of Imager-SOI [3][7]. - Despite the challenges, the Edge & Cloud AI division continues to show strong growth, supported by increased demand for FD-SOI and Photonics-SOI technologies [3][14][15]. Future Outlook - Q2 FY'26 revenue is expected to grow around 50% compared to Q1 FY'26 on an organic basis, with a less pronounced impact from the phase-out of Imager-SOI [4][16]. - Mobile Communications revenue is anticipated to remain low due to ongoing inventory corrections, while Automotive & Industrial revenue is expected to decline sharply [17]. Strategic Initiatives - The company is focusing on diversifying its end-market exposure and customer base, as well as expanding its product portfolio across SOI and compound semiconductors [5][19]. - Soitec has successfully issued a 200 million Euros Schuldschein loan to refinance existing debt and support corporate purposes, indicating strong investor confidence [19][20][21]. Collaborations and Innovations - Soitec announced a collaboration with PSMC for ultra-thin TLT technology aimed at advanced 3D chip stacking, enhancing its position in next-generation semiconductor designs [22]. - A strategic partnership with CEA-Leti was established to leverage FD-SOI technology for enhanced security in integrated circuits, addressing cybersecurity demands in critical markets [23].

Core Insights - Soitec has reported its liquidity contract implementation as of June 30, 2025, detailing the resources on the liquidity account [1][3] - The company generated sales of €0.9 billion in the fiscal year 2024-2025, highlighting its position as a leader in innovative semiconductor materials [2] Group 1: Liquidity Contract Details - As of June 30, 2025, the liquidity account held 72,325 Soitec shares and €904,901 [3] - During the first semester of 2025, 231,383 shares were bought for €14,129,177 across 2,855 transactions, while 208,969 shares were sold for €12,889,302 across 2,792 transactions [3] - The previous half-yearly balance sheet on December 31, 2024, showed 51,394 Soitec shares and €2,009,718 in the liquidity account [3] Group 2: Company Overview - Soitec is a global leader in semiconductor materials, focusing on technological performance and energy efficiency for over 30 years [2] - The company serves three main strategic markets: Mobile Communications, Automotive and Industrial, and Edge and Cloud AI [2] - Soitec employs over 2,200 individuals from 50 different nationalities and has registered nearly 4,300 patents [2]

Company Overview - Soitec is a world leader in innovative semiconductor materials, with over 30 years of experience in developing cutting-edge products that deliver technological performance and energy efficiency [3] - The company generated sales of €0.9 billion in the fiscal year 2024-2025 [3] - Soitec serves three main strategic markets: Mobile Communications, Automotive and Industrial, and Edge and Cloud AI [3] - The company employs over 2,200 individuals from 50 different nationalities across its sites in Europe, the United States, and Asia [3] - Soitec holds nearly 4,300 registered patents [3] Share Capital and Voting Rights - As of June 30, 2025, Soitec has a total of 35,727,041 ordinary shares with a par value of €2.00 each [5] - The total number of theoretical (gross) voting rights is 45,640,854 [5] - The total number of exercisable (net) voting rights is 45,564,582 [5]

Core Points - Soitec will hold its Annual General Meeting on July 22, 2025, at 9:30 a.m. Paris time in Paris, France [1] - The preliminary meeting notice was published in the French legal gazette on June 13, 2025, including the agenda and draft resolutions [2] - The convening notice will be published on July 4, 2025, and all related documents are available on the company's website [3] - Shareholders can request additional documents up to five days before the meeting, with specific instructions provided [4] - The General Meeting will be broadcast live on Soitec's website and available for replay [5] - The first-quarter 2025-2026 revenue will be announced on July 22, 2025, after market close [6] Company Overview - Soitec is a world leader in innovative semiconductor materials, with over 30 years of experience in developing high-performance and energy-efficient products [7] - The company operates in three strategic markets: mobile communications, automotive and industry, and smart devices, employing 2,300 people from 50 different nationalities [7] - Soitec has registered more than 4,100 patents, highlighting its strong position in the semiconductor value chain [7]

Core Insights - CEA-Leti and Soitec have formed a strategic partnership to enhance the cybersecurity of integrated circuits (ICs) using fully depleted silicon-on-insulator (FD-SOI) technologies, targeting critical markets such as automotive, industrial IoT, and secure infrastructure [1][2][3] Group 1: Partnership Objectives - The initiative aims to experimentally validate and augment the security benefits of FD-SOI, providing concrete data and practical demonstrations to meet rising cybersecurity demands [2][4] - Key goals include co-developing innovations to boost physical robustness and meet security requirements in automotive and embedded systems, as well as demonstrating empirical security data for certification contexts [6][7] Group 2: Technological Advantages - FD-SOI offers significant advantages against physical attacks, including laser fault injection (LFI), due to its thin-film architecture and channel isolation [3][7] - The technology enables power-performance optimization, essential for battery-constrained applications like automotive electronic control units (ECUs) and industrial sensors [7] - Enhanced protection features include embedded anti-tamper mechanisms and physical unclonable functions (PUFs) for hardware fingerprinting, along with dynamic response mechanisms to counter emerging threats [7] Group 3: Long-Term Vision - The partnership sets the stage for long-term innovation, envisioning a next-generation cyber-substrate that addresses both cyber and supply-chain vulnerabilities, making FD-SOI more secure and indispensable [5][6] Group 4: Company Backgrounds - CEA-Leti is a global leader in miniaturization technologies, focusing on smart, energy-efficient, and secure solutions, with a portfolio of 3,200 patents and over 2,000 employees [8][9] - Soitec, a leader in innovative semiconductor materials, generated sales of €0.9 billion in fiscal year 2024-2025 and holds nearly 4,300 patents, serving key markets including mobile communications, automotive, and industrial [10]

Core Points - Soitec has filed its 2024-2025 Universal Registration Document with the French Financial Markets Authority [1] - The document is available in both French and English on the company's website and the AMF's website [2] - The document includes the annual financial report and key upcoming events such as the first-quarter 2025-2026 revenue announcement and the Annual General Meeting [3] Company Overview - Soitec is a leading company in innovative semiconductor materials, generating sales of €0.9 billion in fiscal year 2024-2025 [4] - The company serves three main strategic markets: Mobile Communications, Automotive and Industrial, and Edge and Cloud AI [4] - Soitec employs over 2,200 individuals from 50 different nationalities and holds nearly 4,300 patents [4][7]

Company Overview - Soitec is a world leader in innovative semiconductor materials, with over 30 years of experience in developing cutting-edge products that deliver technological performance and energy efficiency [2] - The company generated sales of 1 billion Euros in the fiscal year 2023-2024 [2] - Soitec serves three main strategic markets: Mobile Communications, Automotive and Industrial, and Edge and Cloud AI [2] Share Capital and Voting Rights - As of May 31, 2025, Soitec has a total of 35,727,041 ordinary shares with a par value of €2.00 each [3] - The total number of theoretical (gross) voting rights is 45,640,754, while the total number of exercisable (net) voting rights is 45,564,342 [1][3] - The calculation of voting rights includes shares with single or double voting rights and excludes shares without voting rights, such as treasury shares [3] Workforce and Innovation - The company employs 2,300 individuals from 50 different nationalities across its sites in Europe, the United States, and Asia [4] - Soitec has registered over 4,000 patents, showcasing its commitment to innovation [4]

Core Insights - Soitec and Powerchip Semiconductor Manufacturing Corporation (PSMC) have announced a strategic collaboration to develop ultra-thin Transistor Layer Transfer (TLT) technology for advanced 3D chip stacking [1][2] - The collaboration aims to enhance semiconductor designs, making chips more powerful, compact, and energy-efficient, with applications in smartphones, AI devices, and autonomous driving systems [3][4] Company Overview - Soitec is a leader in innovative semiconductor materials, generating sales of €0.9 billion in fiscal year 2024-2025 and holding over 4,000 patents [8] - PSMC is the seventh-largest pure-play foundry globally, with a production capacity of over 2.1 million 12-inch equivalent wafers annually and a new fab in Taiwan with a planned capacity of 1.2 million wafers [11] Technology Details - The TLT technology enables the stacking of multiple transistor layers vertically, supporting advanced 3D transistor architectures and optimizing power performance [5][6] - Soitec's TLT substrate utilizes Smart Cut™ technology and infrared laser release processing, allowing for ultra-thin semiconductor layers ranging from 5nm to 1µm [6] Collaboration Impact - The partnership reflects a commitment to advancing 3D integration and meeting the industry's demand for faster, more energy-efficient chips [4][7] - The collaboration builds on existing France-Taiwan initiatives in AI and semiconductor technologies, enhancing global cooperation in the sector [7]