Member Info for Alessandro

Jungle

The article is about Solitec

There is a statement however:

“There’s a market frenzy about photonics in general, that’s what the market wants, it’s much broader than Soitec,” said Stéphane Houri, head of equity research at Oddo Bhf. “While photonics only account for €100 million of sales, it’s the visibility on the growth of demand for the technology which is driving the stock.”

Https://www.bloomberg.com/news/articles/2026-04-17/europe-s-best-performing-stock-of-2026-rides-ai-photonics-wave?utm_source=instagram&utm_medium=social&utm_campaign=instagram-story&utm_content=business&fbclid=PAZXh0bgNhZW0CMTEAc3J0YwZhcHBfaWQMMjU2MjgxMDQwNTU4AAGn7H1w-c_G0qzL5R-2Yk7agHFguyeJJbGaMZfMdDN6_YOtJJ764fcUCr5DkWg_aem_yvtTzBDcL-CxksadYMaHRQ&utm_id=97760_v0_s00_e0_tv6_a1dennhbbp7tqy

Sorry I sent my post prematurely

Although no longer an insider, would Nelson have accesso to some inside information? Or did he cut all ties with his contacts in the company?

Nelson

For a moment I read autotrader (the company)

Compare Gemini and Landmark with Gemini:

Determining who has the "higher" capacity depends entirely on whether you are looking at sheer volume (the whole company) or photonics specialization (the AI-grade stuff).

In 2026, the two companies are effectively the "David and Goliath" of the epi-wafer world:

1. Total Company Scale (IQE is much larger)

If you look at the total number of MOCVD (Metal-Organic Chemical Vapour Deposition) reactors—the machines that grow the wafers—IQE is significantly larger.

IQE: Operates 100+ reactors globally.

LandMark: Operates roughly 25–30 reactors.

IQE is a massive "supermarket" of wafers. They produce high volumes of Wireless (GaAs) wafers for mobile phones and power electronics in addition to their photonics business. LandMark is a specialized "boutique" focused almost exclusively on photonics.

2. Photonics Specialization (LandMark is more "Pure Play")

When it comes to Indium Phosphide (InP)—the specific material used for AI data center transceivers (800G and 1.6T)—the gap narrows significantly:

LandMark: As of April 2026, LandMark is reportedly operating at full capacity with its 30-ish reactors dedicated primarily to high-end optical communications. They are the go-to partner for many Tier-1 hyperscale suppliers in Asia and the US.

IQE: While IQE has more total machines, only a portion of their fleet is configured for high-end InP photonics. However, IQE’s massive Newport "Mega-foundry" in the UK was built specifically to house dozens of these machines. In 2026, IQE is finally filling that "empty" space with photonics orders.

3. The "6-Inch" Shift

The real capacity battle in 2026 is about wafer size:

IQE's Advantage: They are a leader in moving photonics from 4-inch wafers to 6-inch (150mm) wafers. One 6-inch wafer provides more than double the surface area of a 4-inch wafer. By transitioning their large fleet to 6-inch production, IQE can technically achieve a much higher total output of chips than LandMark using the same number of machines.

LandMark's Response: LandMark has traditionally been more agile and has higher "yields" (fewer wasted chips), but they are also scaling up their 6-inch capacity in 2026 to keep pace with demand from 800G/1.6T transceiver manufacturers.

If IQE were to return to its all-time high valuation of £1.33 Billion today, the share price would be approximately 136p.

Lordloadsoflolly

Shorting with a 3x leverage with the stock rising 35% will wipe you out. Unless you have other funds, you wont be able to open another short.

How far can this go? £1.80 minimum. It was £1.80 in 2017 on a weaker market demand (only expectation of a lucrative contract with Apple imo).

This is just the beginning. Nobody would feel they missed out buying now for a 3 bagger.

GrowthmanPO no news is better than bad news.

With the high level of interest announced in the last trading update, I would not worry too much. The rising share price gives IQE negotiation power. They may even chose to raise equity to cover debt and forget about disposal of assets for the proceeds to be used to repay debt.

A low ball offer would be 15p, well above the price when the bidding activity was announced.

Lumentum won't be interested in the whole business, such as the factory in Taiwan

Does IQE make semiconductors for Samsung?

Shortage of helium may hit the semiconductor industry.

https://www.bloomberg.com/news/videos/2026-04-04/global-helium-shortage-threatens-tech-sectors-video

Nike's major problem is China

JD has no direct exposure to China.

Inventory for China maybe be shifted with heavy discounts and pressure on margins. Hopefully that inventory won't end up in the US or Europe.

Nike's direct to consumer fell, whereas wholesale increased by 5% with more started focus on wholesale, which is a good news for retailers like JD.

Pressure on margins from tariff will be seen for JD too. POTUS got it completely wrong thinking Nike would start making shoes in America to dodge tariffs.

JD will fall today, simply because Nike slumped in the after hours.

Https://www.youtube.com/watch?v=sNj4AoBJtDU

The whole photonic industry was down in the past two days. Maybe a comment from POTUS on regulating data centre construction for their impact in local communities?

THe news did not really help the share price!

Where from could the US open a front for a ground invasion? I can only see it from Iraq, but Iraqis will take the chance to side with Iran first, to defeat the USS, to then turn on a weakened Iran and seize power and resources. Iran and Iraq have been at war and there must be some old resentment from both sides towards the US and against each other. I don't think the US is so reckless to attempt a ground invasion.

In terms of absolute value of the shares being distribute I would say it is quite negligible. Besides, if they deserve it, bring it on.