The Epiwafer Monopolist Nobody Wanted to OwnTaiwan sale unlocks the re-rate. Margin recovery on top of a photonics supercycle.Shawarma CapitalApr 20, 2026∙ Paid8ShareA first look at IQE plc: the compound-semiconductor foundry at the center of the AI photonics supply chain, and why the market is still pricing it like a distressed industrialContinue reading this post for free, courtesy of Shawarma Capital.Claim my free postOr purchase a paid subscription.
