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Digitimes September 21, 2026 By DIGITIMES positive

Physical AI opens a new growth window for FD-SOI as China builds domestic supply chain

AI / LLMSemiconductorsSupply ChainData Center
<p class="P1" data-start="5043" data-end="5300">AI's shift from data centers into cars, robots, wearables, and connected devices is widening the market for fully depleted silicon-on-insulator (FD-SOI), while China is building a domestic supply chain spanning substrates, foundry capacity, and chip design.
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