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Events / Business / Soitec, ZenSemi Partner for 300mm BCD-on-SOI
Business strategic collaboration

Soitec, ZenSemi Partner for 300mm BCD-on-SOI

Analysis based on 7 articles · First reported Jun 29, 2026 · Last updated Jun 29, 2026

Sentiment
70
Attention
4
Articles
7
Market Impact
General
Live prominence charts, article sentiment distribution, and event development timeline available on the Ergen Dashboard
Market Impact

This collaboration between Soitec and ZenSemi is expected to positively impact the semiconductor and power electronics markets by accelerating the adoption of advanced BCD-on-SOI technologies. The increased production capacity will cater to the growing demands of AI datacenters, EVs, and industrial applications, potentially leading to more efficient and compact power ICs.

semiconductor power electronics automotive
Event Summary

Soitec, a leader in semiconductor materials, and ZenSemi, a specialty foundry in China, have announced a strategic collaboration to enable high-volume production of 300mm BCD-on-SOI technologies. Soitec will supply its advanced 300mm Power-SOI substrates to ZenSemi, supporting the development and capacity ramp-up of a new BCD-on-SOI process. This technology is crucial for advanced chip integration and reliability, offering full dielectric isolation to eliminate parasitic latch-up and reduce electrical crosstalk. The partnership aims to provide a high-performance manufacturing platform for fabless companies and integrated device manufacturers, addressing the intense energy demands and functional safety requirements of next-generation applications in AI datacenters, automotive, and robotics. Ren

Jonker of Soitec and Ruby Yan of ZenSemi highlighted the benefits, including a 30% die size reduction compared to traditional bulk BCD processes.

Key Actions
90 Soitec announced collaboration ZenSemi
90 ZenSemi ramp manufacturing capacity
Entities Involved
priv
ZenSemi
ZenSemi, a specialty foundry in China, is collaborating with Soitec to enable high-volume production of 300mm BCD-on-SOI technologies, which will significantly ramp up its manufacturing capacity and empower its clients globally.
Importance 100.0 Sentiment 70.0
stock
Soitec
Soitec, a world leader in innovative semiconductor materials, is partnering with ZenSemi to supply its advanced 300mm Power-SOI substrates, expanding its market reach and reinforcing its position in the semiconductor value chain.
Importance 100.0 Sentiment 70.0
per
René Jonker
René Jonker, Chief Product Officer at Soitec, commented on the partnership, highlighting the maturity of the BCD-on-SOI ecosystem in China and the creation of a new benchmark for power electronics.
Importance 30.0 Sentiment 50.0
per
Ruby Yan
Ruby Yan, Vice President of Sales & Marketing at ZenSemi, expressed encouragement over successful first-silicon validation and the rapid ramp-up of 300mm SOI-BCD manufacturing capacity.
Importance 30.0 Sentiment 50.0
cnt
China
The partnership underscores the maturity of the BCD-on-SOI ecosystem in China, indicating the country's growing importance in the power electronics sector.
Importance 20.0 Sentiment 0.0
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