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IQE plc
Video analysis: IQEPF
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News: IQEPF
IQE plc (IQEPY) Q2 2026 Earnings Call Transcript
IQE plc (IQEPY) Q2 2026 Earnings Call Transcript
UK's IQE posts half-year profit on AI infrastructure demand
British chip components maker IQE Plc posted a half-yearly core profit on Monday, compared to a year-ago loss, helped by strong demand from AI infrastructure and data centre and defence customers.
IQE: Why Customers Are Suddenly Betting On Its Future
IQE plc is rated BUY with a 65p price target, reflecting its strategic positioning in the AI-driven optical connectivity market. Recent capital infusion, long-term supply agreements, and customer investments have strengthened IQEPF's balance sheet and reduced near-term financing risk. Multi-year contracts with MACOM and Tower Semiconductor, plus a new $14m order, support accelerating utilization and EBITDA margin expansion into the high teens.
IQE (OTCMKTS:IQEPF) Shares Gap Up – Time to Buy?
Iqe Plc (OTCMKTS:IQEPF - Get Free Report) gapped up before the market opened on Friday. The stock had previously closed at $0.5501, but opened at $0.62. IQE shares last traded at $0.6340, with a volume of 78,388 shares. Analyst Ratings Changes Several brokerages have issued reports on IQEPF. Deutsche Bank Aktiengesellschaft restated a "buy"
Tower Semiconductor shares jump on IQE supply deal
Tower Semiconductor (NASDAQ:TSEM) shares surged nearly 9% after the company signed a multi-year indium phosphide epiwafer supply agreement with IQE, targeting the fast-growing AI data center optical connectivity market. Under the deal, IQE will supply InP epiwafers to support Tower's advanced silicon photonics platforms, including 200Gbps/lane pluggable transceivers and prototyping of 400Gbps/lane modulators, as well as optical circuit switches.
IQE and Tower Semiconductor Announce Multi-year InP epiwafer Supply Agreement
CARDIFF, UK, and MIGDAL HAEMEK, Israel, June 15 2026 - IQE plc (AIM: IQE, "IQE" or the "Group"), the leading global supplier of compound semiconductor wafer products and advanced material solutions, and Tower Semiconductor (NASDAQ/TASE: TSEM), the leading foundry for high-value analog semiconductor solutions, are pleased to announce a multi-year agreement for the supply of Indium Phosphide (InP) epiwafers for optical connectivity solutions serving AI-driven data centre infrastructure.