Added to YB: 2026-08-25
Pitch date: 2026-08-20
IQEPF [neutral]
IQE plc
-9.01%
current return
Author Info
No bio for this author
Company Info
IQE plc, together with its subsidiaries, develops, manufactures, and sells advanced semiconductor materials.
Market Cap
GBP 641.6M
Pitch Price
GBP 0.43
Price Target
N/A
Dividend
N/A
EV/EBITDA
-155.36
P/E
-12.78
EV/Sales
7.38
Sector
Semiconductors and Semiconductor Equipment
Category
growth
A Primer on IQE
IQEPF (overview): World's only pure-play scaled compound semiconductor epitaxy wafer supplier (UK/US/Taiwan). Sits upstream in chip supply chain w/ high barriers, 2yr+ qualification cycles, sticky customers. Key theme: InP photonics for AI data center optical interconnects; exclusive Tower Semi supply deal. Also RF/5G, LiDAR, defense IR. Growth/cash flow currently negative but author argues inflection coming; detailed financials in follow-up.
Read full article (3 min)