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IQE
-Information Technology · Semiconductors
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Structural: IQE is one of a handful of merchant compound-semi epi-wafer suppliers globally (alongside IntelliEPI and captive in-house lines at $SWKS / $QRVO / Win Semi). Sells GaAs for RF front-ends, InP for datacom/100G+ optics, GaN for power + 5G PA, and VCSEL epi for 3D sensing - every iPhone Face ID stack historically pulled IQE wafers.
Cardiff MOCVD capacity is the largest non-captive compound-semi epi footprint in the West.
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Long-form analysis touching IQE
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.