Added to YB: 2026-08-25
Pitch date: 2026-08-20
IQEPF [neutral]
IQE plc
+3.46%
current return
Author Info
Company Info
IQE plc, together with its subsidiaries, develops, manufactures, and sells advanced semiconductor materials.
Market Cap
GBP 598.3M
Pitch Price
GBP 0.43
Price Target
N/A
Dividend
N/A
EV/EBITDA
-145.99
P/E
-11.92
EV/Sales
6.93
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)