Iqe Share Discussion Threads

[picobird] 14/1/2025 15:49

BritishBulls is recommending BUY…. ‘Let’s jump on our white horses and go for a bullish ride’.
So don’t blame the messenger.

[boboty] 13/1/2025 21:57

So you'll fit right in

[longtallsally] 13/1/2025 21:38

It’s been quite a while since there has been any posts on here relevant to IQE that have been new or interesting. Many of these links are old so what exactly is the point? Boredom?

If you’re going to post a link, at least tell the board why you think it is of interest or relevant to the future of IQEs share price? Otherwise it looks like you just don’t even know yourself…

[lammergeier] 13/1/2025 12:17

“IQE offers a broad range of compound semiconductor materials in single crystal substrate, ingot and polycrystalline forms and has contributed to the development of silicon, silicon carbide, sapphire and now GaN substrates. But GaN is a unique material, there is no native substrate from the beginning, so it can be difficult to make.”

[crosswires] 13/1/2025 10:37

I don’t mean it will fix the many issues in our daily lives but with the infrastructure around AI in place it will need compound semis to build it in huge numbers. I would hope IQE would be in this supply chain.

[colsmith] 13/1/2025 10:22

Cross - more heat than light from the PM. I wonder how pot holes will be removed by AI, Oh yes a database compiled to detail them all but nobody available to fill them in; wait Robots coming but that's a few years away so short term nothing changes unless money is thrown at it.

[hannath] 13/1/2025 10:21

I live in hope ! 😳

[crosswires] 13/1/2025 08:48

About time there was a large tech related strategy in the UK. This could be the start of something big and IQE should benefit from this AI revolution down the line.

[lord loads of lolly] 07/1/2025 18:49

LTS - it would seem your New Year’s resolution is to be a glass half empty kinda commentator. Even more than previously.

Maybe try taking a chill pill?

FWIW, I predict two BOE interest rate cuts this year, despite potential added inflationary pressures. The BOE will likely prefer a small & temporary inflationary uptick to a recession.

[crosswires] 07/1/2025 16:07

It will be tough for IQE especially with a tricky macro economic period coming up at least in the UK. If they struggled when times were supposedly better…

Lock away and try not to look every day because if you do it will be a long old year I fear.

[longtallsally] 07/1/2025 14:10

Fair points, especially Bings 😂

They are experts at spending and losing money atm, could teach us all something about that. Going to be a tough few years generally with labour costs being passed onto consumers. Notable (anecdotal) jump in food and clothes pricing already since pre Christmas, fully expect inflation to jump and rates to barely shift down this year as a consequence.

[lord loads of lolly] 07/1/2025 08:23

LTS - fair point. But there is, perhaps, a kinder way you could make it to avoid sounding like Musskolini.

[bing_b] 06/1/2025 21:23

To be fair LTS, I'm not entirely sure IQE really understands what it does ..

[longtallsally] 06/1/2025 21:15

It doesn’t matter how the wider market semi index is doing, especially AI because IQE isn’t seeing new business and their revenue has collapsed. If you’re going to bother posting links at least comment as to why you believe this is instrumental for IQE. I sometimes think IQE investors don’t really understand what IQE does.

[crosswires] 06/1/2025 09:25

I hope everyone had a great break, it certainly helped put IQE to the back of my mind which I believe we will need to do for a while yet.

Hopefully we should hear more about the Taiwan sale before March, which should help the market to better understand IQEs overall value. However I suspect we won’t see much of a recovery in revenues this year, and that as a business it may take the new CEO (whomever that may be) a year or two to turn them around.

Hopefully the new CEO will be a little more realistic and have some track record in such a role, I don’t want anymore “make believe” thanks all the same.

[longtallsally] 06/1/2025 08:49

As I have mentioned for a while, IQE have bet significantly that GaN is what will add to their revenues in the next few years. I doubt Micro LED is going to be meaningfully adding to the bottom line for some years. This is likely to be a long turnaround and it wouldn’t surprise me if we make very little progress this calendar year so the share price will rely on the Taiwan sale for any upward momentum. The company needs time, patience is required.

[picobird] 04/1/2025 15:58

re myshareinfo

definitely no mention of IQE in Porotech partnerships now



Probably related to the IQE Taiwan sale

[myshareinfo] 04/1/2025 13:55

As I understand, IQE only had an MoU/partnership for the 200mm uLED wafer product line development. I see it is not explicit and there is no news actually this partnership is bearing fruit. I see porotech is independently working with other companies forming similar partnerships.

hxxps://www.porotech.com/2024/01/23/psmc/

So I see no guarantee that the foxconn uLED are derived from IQE wafers but hope it is.

Nevertheless as pico mentioned this is a trend in right direction and hope the same trend applies to IQE.

The design wins lemos attributed to may very well be MECLIDI patnership related as well. I am not sure how this is progressing. Hope this bears some fruit soon.

[bing_b] 04/1/2025 12:08

Hope springs eternal 🙂

[longtallsally] 04/1/2025 09:20

Let’s be honest, if we look at IQEs revenue and projections they are woeful and being glass half full merchants has led us all to lose a lot of money. That’s a fact sadly

[picobird] 04/1/2025 02:00

Again, reading of the Micro led wins I envisaged as being not of an immediate ‘flash in the pan’ for 2024 revenue. Suppose it depends on whether you are a half full or half empty merchant. Regardless, it’s a step in the right direction with my research into the Porotech partnership as being ongoing. In other words the momentum is gaining traction.
With partners still joining the ongoing momentum it’s a definite positive. It was never intended to be fruitful immediately with Foxconn only just adding to the joint partnerships ‘new era’.



(An analogy with Crystal Palace improving in the Premier league compared to Notts Forest who have been phenomenal)

[longtallsally] 03/1/2025 22:30

Yes but 2024 numbers are woeful so my point it those contracts have not been fruitful.

[picobird] 03/1/2025 19:32

What, I was picking up on the micro led wins, not the figures.

[longtallsally] 03/1/2025 17:32

Sadly that was a year ago and it did not transpire to be true.