RE: RNS today12 Jan 2026 09:44
People here were discussing increased photonics demand and US military orders etc before the RNS.
From the RNS today:
"The Group saw strong trading momentum in H2 2025 due to faster than expected funding releases for some US military and defence programmes, previously anticipated for 2026. IQE also experienced higher than forecast photonics demand in the period, reflecting continued growth in AI and data centre markets, and increased sales of wireless products tied to new handset introductions which benefitted the Group's Taiwan operations."