Serenity（白毛股神）@aleabitoreddit发帖2026-06-15

IQE与Tower Semiconductor（TSEM）签署多年期InP外延晶圆协议，突显IQE在西方光通信供应链中的关键地位。

IQE与Tower Semiconductor（TSEM）签署多年期InP外延晶圆协议，突显IQE在西方光通信供应链中的关键地位。

“Wow, $IQE and $TSEM sign a multi year InP epiwafer deal. Remember I told you all IQE was important to Western optical supply chains back at $12? $MTSI had to go out of their way to secure their supply with IQE. Now there’s another critical deal with Tower Semi. https://t.co/4A5PAuA3PU”