RE: Epic20 Apr 2026 07:46
Littleboypumper... you are a typical cheap-skate, small-time shorter prepared to lie about anything in the hope of negatively affecting a share price in your favour. What a schmuck. To quote:
"IQE sits upstream in the photonics stack as a specialist merchant supplier of compound-semiconductor epiwafers and some substrates. It is not usually the branded device maker the end customer sees. It is the materials-and-epitaxy layer that helps enable the device maker’s lasers, detectors, and sensing chips. IQE describes itself as a global leader in epitaxy and says it is the only supplier with scale across both MOCVD and MBE plus a broad portfolio spanning GaAs, InP, GaSb and GaN; it also supplies substrates like GaAs and InP. In photonics specifically, that places IQE at a very valuable choke point: after substrate, before device fabrication and packaging. In practice, that means it is relevant where the performance of the finished photonic device depends heavily on the quality of the epitaxial stack. That is especially true for VCSELs, InP datacom lasers/modulators, and various detector structures. IQE’s own disclosures say photonics demand in InP data communications for AI markets was a bright spot in 2025, and that AI/data-center demand was supporting increased photonics demand into 2026."