RE: IQE investor MACOM up 18%7 May 2026 22:35
Alessandro
The IQE factory is massive, I had several private tours of the factory facilities during the construction phases, from memory then they had about five machines being installed in various stages of completion two more awaiting delivery, but what was noticeable was they were also in various stages of constructing several clean rooms identical to the rooms already holding the disc wafer machinery for future expansion should they be required, including all services required to run them.
One third of the factory facility is occupied by a Catapult Research and Development company for the welsh government and WDA.
Should MACOM wish to expand output the timeline and cost to do so would be very reduced given what’s there.
ATVB