需求持续下滑，晶圆大厂：撤回年度预测

Core Viewpoint - Soitec, a French semiconductor materials supplier, has withdrawn its financial forecasts for the new fiscal year and mid-term due to a continuous decline in demand for automotive and industrial chips, citing reduced visibility and market uncertainty [1][2]. Group 1: Financial Performance - Soitec anticipates a 20% year-on-year decline in revenue for the first quarter, with last year's revenue being €121 million (approximately $137.1 million) [1]. - The company previously projected a sales decline of about 7% to 9% for the year, with an EBITDA margin expected to be between 32% and 34% [2]. - In the third quarter, Soitec reported sales of €226 million, reflecting a 10% year-on-year decrease [3]. Group 2: Management Changes - Soitec announced the immediate resignation of CFO Lea Alzingre, with Albin Jacquemont taking over the position [1]. - Jacquemont is credited with leading significant financial transformations and creating substantial value through operational performance improvements and cash flow optimization [1]. Group 3: Market Conditions - The company noted that the automotive and consumer electronics sectors have seen deteriorating market conditions, leading some customers to halt delivery requests [2]. - Despite the challenges, Soitec expects a strong sequential growth in the fourth quarter, driven by a recovery in RF-SOI sales and strong demand for its photonic SOI products [2].