RE: AI is pushing Indium Phosphide into the spotlight and IQE is ready to meet the challenge13 Mar 2026 22:14
Biggest reddit user thinks 10x potential if management sort the debt, nearest competitor $3.5billion.
Posted today -
“ $IQE - Basically completely dependent on restructuring and clearing debt (~$200M MC). Known $LITE supplier for epiwafers, and their main competitor was Landmark with a $3.5B+ valuation.
The latent capacity is there with reactors, but they basically need to pull off a successful pivot over to photonics and cut off legacy drag for 10x rerating.”