The Wafer Is the New Battleground: Soitec CPO René Jonker on Building AI from the Substrate Up

<p><em>Most of the AI conversation stops at the chip. At SEMICON West 2026 I sat down with René Jonker, Chief Product Officer of Soitec, to talk about what sits underneath it.</em></p> <p>Ask an engineer where AI performance comes from and you will hear about process nodes, dataflow, HBM stacks and interconnect fabrics. Rarely about the wafer. Yet a &#8230; <a href="https://semiwiki.com/semiconductor-manufacturers/soitec/375182-the-wafer-is-the-new-battleground-soitec-cpo-rene-jonker-on-building-ai-from-the-substrate-up/" class="read-more">Read More </a></p> <p>The post <a href="https://semiwiki.com/semiconductor-manufacturers/soitec/375182-the-wafer-is-the-new-battleground-soitec-cpo-rene-jonker-on-building-ai-from-the-substrate-up/">The Wafer Is the New Battleground: Soitec CPO René Jonker on Building AI from the Substrate Up</a> appeared first on <a href="https://semiwiki.com">SemiWiki</a>.</p>