{"city":"Cardiff","name":"IQE","slug":"iqe","facts":[{"date":"2026-09-11","type":"revenue_band","value":"unknown","source":"Electronics Weekly"},{"date":"2026-09-11","type":"revenue","value":"43% year-on-year first-half revenue growth","source":"Electronics Weekly"},{"date":"2026-09-11","type":"revenue","value":"43% revenue growth","source":"Electronics Weekly"},{"date":"2026-09-03","type":"contract","value":"Quantum dot laser epitaxy supply agreement with Quintessent","source":"www.semiconductor-today.com — 2026-09-03"},{"date":"2026-09-03","type":"partnership","value":"Quantum dot laser epitaxy supply agreement with Quintessent","source":"www.semiconductor-today.com — 2026-09-03"},{"date":"2026-08-11","type":"setback","value":"Indium phosphide starting material constrained resource that could affect ramp timing for integrated lasers and modulators","source":"fool.com"}],"peers":[],"stage":null,"state":"Wales","aliases":["IQE plc"],"country":"United Kingdom","domains":[{"why":"IQE manufactures compound-semiconductor epiwafers and advanced wafer platforms, including indium phosphide, gallium nitride, germanium and quantum-dot epitaxy products supplied to semiconductor and photonics customers.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":76,"domain":"AI Core","scores":{"gate_ne":["firepower"],"leverage":10,"position":8,"progress":8,"firepower":4,"commercial":8,"deployment":8,"production":8,"technology":8},"edition":null,"segment":null}],"founded":null,"signals":[{"date":"2026-10-26","header":"Atomera and IQE entered a joint development agreement to advance RF GaN technology.","outlet":"Electronics Weekly"},{"date":"2026-10-23","header":"Atomera entered a joint development agreement with IQE for RF GaN-on-silicon technology.","outlet":"semiconductor-today.com"},{"date":"2026-09-11","header":"IQE reported 43% year-on-year first-half revenue growth to £64.6 million.","outlet":"Electronics Weekly"},{"date":"2026-09-09","header":"IQE plc reported first-half 2026 revenue of £64.6 million, up 43% year-on-year.","outlet":"semiconductor-today.com"},{"date":"2026-09-03","header":"IQE secures quantum dot laser epitaxy supply agreement with Quintessent","outlet":"semiconductor-today.com"},{"date":"2026-06-15","header":"IQE and Tower Semiconductor signed a multi-year InP epiwafer supply agreement for AI data-center optical connectivity.","outlet":"semiconductor-today.com"}],"website":"iqep.com","category":"AI Infra · Semiconductor equipment, materials & critical inputs","categories":[{"name":"Wafers, chemicals & gases","domain":"AI Core","parent":"AI Infra · Semiconductor equipment, materials & critical inputs"}],"last_round":null,"updated_at":"2026-10-27T10:00:57.006+00:00","facts_total":26,"positioning":"IQE (LSE AIM: IQE) is the compound-semiconductor epitaxy layer beneath the laser supply chain, and the June 2026 Tower agreement converts it from a general III-V supplier into a named dependency of the largest silicon photonics foundry. Under the multi-year agreement announced 2026-06-15, IQE supplies indium phosphide epiwafers across several of Tower's advanced silicon photonics platforms, covering 200 Gb/s per lane pluggable transceivers, prototyping of 400 Gb/s per lane modulators, and optical circuit switches. The structure is unusually firm: a first-year minimum purchase commitment by Tower, a reciprocal supply commitment from IQE, and minimum volume commitments thereafter. A separate agreement resolved the parties' porous-silicon IP dispute, Tower granting IQE a broad worldwide royalty-free licence and settling all litigation. Leverage is 5 because the counterparty holds USD 1.3bn of contracted 2027 silicon photonics revenue and has flagged indium phosphide starting material as constrained, putting IQE on Tower's critical path. Commercial and firepower are 2 because no IQE financials were obtained and it is a small-cap AIM company carrying the capital intensity of epitaxy.","sub_category":"Wafers, chemicals & gases","signals_total":29,"url":"https://www.frontiertechintelligence.com/companies/iqe","title":"IQE · ai core, Cardiff, Wales, United Kingdom · scores, facts and signals · Frontier Tech Intelligence","description":"IQE manufactures compound-semiconductor epiwafers and advanced wafer platforms, including indium phosphide, gallium nitride, germanium and quantum-dot epitaxy products supplied to semiconductor and photonics customers. AI Core watchlist (score 76) 29 signals and 26 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}