IQE
IQEWho's tracking it
People we track who have mentioned this stock — their take and the move.
The author argues that recent selloffs in photonics and Nvidia supply chain stocks are due
Epiwafer contracts with Macom and Tower Semi are intact, supporting photonics and RF components.
Source: X / @aleabitoreddit ↗Nomura's report highlights AXTI and IQE as leading players in the photonics supply chain,
Cited as a leading player; benefits from epiwafer price hikes across multiple diameters.
Source: X / @aleabitoreddit ↗The author reflects on receiving strong initial backlash for many of their investment idea
Dismissed as a random UK company with no photonics partnerships, but thesis validated.
Source: X / @aleabitoreddit ↗The author recaps core European long positions across photonics, semiconductors, and edge
Critical epiwafer player for Western photonics (Macom, Tower, Lumentum); derisked via tower agreement; latent capacity undervalued.
Source: X / @aleabitoreddit ↗The author thanks followers for a previous mention of IQE plc, implying positive sentiment
The author appears to thank followers for a prior positive mention of IQE, suggesting a bullish bias toward the stock.
Source: X / @aleabitoreddit ↗IQE and Tower Semiconductor (TSEM) sign a multi-year InP epiwafer deal, highlighting IQE's
Author highlights IQE's strategic importance in supply chains, with multiple key deals (MTSI, TSEM) securing their position.
Source: X / @aleabitoreddit ↗China eased InP substrate export restrictions, potentially relieving a key bottleneck in p
Epiwafer producers rely on InP substrates; eased supply enables higher epiwafer output for photonics applications.
Source: X / @aleabitoreddit ↗VPEC's price hikes on epiwafers indicate strong demand and pricing power for key suppliers
Price hikes on epiwafers and MTSI's investment to secure capacity underscore IQE's pricing power and demand as a key chokepoint in the supply chain.
Source: X / @aleabitoreddit ↗The author argues that investing in domestic champions like $AAOI and other US/EU semicond
Listed as critical to US supply chains and receiving subsidies for securing Western supply chains, implying bullish sentiment.
Source: X / @aleabitoreddit ↗
