AT&S vs Soitec
Both are primarily Substrates companies. AT&S is larger by market cap ($7.0B vs $5.7B). AT&S reports higher tracked revenue ($2.1B vs $691M).
Shared segment: Materials.
Side-by-side
| AT&S | Soitec | |
|---|---|---|
| Market cap | $7.0B | $5.7B |
| Revenue | $2.1B (FY2026) | $691M (FY2026) |
| Primary segment | Substrates | Substrates |
| Market position | major | leader |
| Country | Austria | France |
| Tracked suppliers | 0 | 0 |
| Tracked customers | 8 | 5 |
| Chokepoint / criticality | 68/100 | 84/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-09-16. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How AT&S and Soitec compare
- Size: AT&S is the larger company by market cap.
- Revenue: AT&S reports higher tracked revenue.
- Supply-chain criticality: Soitec has the higher chokepoint score (84/100 vs 68/100).
- Footprint: AT&S (Austria) vs Soitec (France).
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Cite as: wafergraph, “AT&S vs Soitec”, https://wafergraph.com/compare/ats-vs-soitec (data as of 2026-09-16).