VPEC's price hikes on epiwafers indicate strong demand and pricing power for key suppliers
VPEC's price hikes on epiwafers indicate strong demand and pricing power for key suppliers like IQE, following MTSI's investment to secure capacity.
“VPEC new price hikes on Epiwafers today. Positive bottleneck read through on companies like $IQE and Landmark (3081) in terms of pricing power/demand for epiwafers. This follows $MTSI investment into IQE to secure capacity, and shows how important some of these chokepoints are. (disclosure: have positions in IQE)”Original post：X / @aleabitoreddit ↗