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

The shift of AI from data centers to cars, robots, and wearables is increasing demand for FD-SOI technology. China is building its own supply chain from substrates to fabs and chip design.

• FD-SOI in demand for AI devices: cars, robots, wearables
• China builds local chain: substrates, fabs, chip design
• Growing FD-SOI demand opens new window for manufacturers