IQE

76 atoms · 跨 31 天 · 首见 2026-04-15 · 最近 2026-06-25

三色: 🟦 fact 47 · 🟥 take 29 · stance ▲32/▼3/◆4

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 76

时态: fresh:65 · aging:8 · stale:3

标签: 好数字:39 · 好观点:22 · 好信源:11 · 好思考:6 · 好问题:1

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 7 位作者 (KOL7) vs ▼ 3 位作者 (KOL3)

⚖️ 多头 7/7 来自KOL

💢 核心分歧 (3 轴)

1. InP闲置产能的价值 vs 冗余成本拖累

*topic: 供给产能 · 5 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-afec37ba2d726a0c"></a>2026-04-15 X·@aleabitoreddit [老化中] · 拥有全球最大InP反应器闲置产能 · 供给产能
  $IQE went up because they're sitting on the most latent merchant capacity in the world for InP reactors back at a 100M euro marketcap.
  tags: 好观点 · → daily
• <a id="atom-162780b86ffc0eca"></a>2026-05-16 X·@cnfinancewatch · 核心产能与供应链地位 · 供给产能/供应链
  手握上游外延片核心产能，是西方供应链关键壁垒，受下游头部企业力保
  tags: 好观点 · → daily
• <a id="atom-43c9738618625118"></a>2026-06-15 X·@1p_semicon · 宣布与Tower Semiconductor签订多年InP epiwafer供应协议 · 合作客户/供给产能
  IQE and Tower Semiconductor Announce Multi-year InP epiwafer Supply Agreement – Supporting planned growth in InP silicon photonics technology – Resolving all prior IP disputes between the companies
  tags: 好信源 · → daily
• <a id="atom-ae38e5d76a26668e"></a>2026-06-15 X·@aleabitoreddit · 西方光子学关键外延片供应商 · 供给产能
  IQE - Critical epiwafer player for your Western photonics like Macom, Tower, Lumentum, and others.
  tags: 好观点 · → daily
• <a id="atom-496373866477f76a"></a>2026-06-16 X·@ShawarmaCapital · epiwafer layer定位 · 供给产能/技术路线
  The epiwafer layer sits underneath the compound semiconductors the whole industry needs and almost nobody else can make at scale.
  tags: 好思考 · → daily

🔴 bearish 侧:

• <a id="atom-31c1eab1fb35e4b9"></a>2026-04-15 X·@cnfinancewatch [老化中] · 外延大师；是全球供应链的首个失效点 · 供给产能/良率
  IQE PLC $IQE：外延大师。他们“生长”晶圆上的复杂半导体层，一原子一层。IQE是全球供应链的首个失效点。
  tags: 好观点 · → daily

2. LTA订单证实结构性需求 vs 下游中国供应链风险

*topic: 合作客户/订单需求/供应链 · 5 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-33a45888a3988ac6"></a>2026-04-15 X·@aleabitoreddit · 是LITE的供应商 · 合作客户
  They were also the supplier to $LITE
  tags: 好信源 · → daily
• <a id="atom-d68d209c5041a515"></a>2026-05-28 X·@PMKCvg6 · LTA 谈判方 · 合作客户
  Confirmed they are in talks with multiple parties on LTA’s - it’s not just MACOM here
  tags: 好信源 · → daily
• <a id="atom-e14de5e04b7c491e"></a>2026-06-15 X·@aleabitoreddit · 与 Tower Semi 签约多年代工协议 · 合作客户/供应链
  $IQE and $TSEM sign a multi year InP epiwafer deal.
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-41c2bba79a696a31"></a>2026-06-15 X·@1p_semicon · InP epiwafer将用于Tower多个硅光平台 · 合作客户/技术路线
  IQE’s InP epiwafers will be used in several of Tower’s advanced silicon photonics platforms for next-generation optical technologies
  tags: 好信源 · → daily
• <a id="atom-f0b3d8ff2b5019cb"></a>2026-06-16 X·@ShawarmaCapital · second foundry anchor客户 · 合作客户/订单需求
  $IQE just landed its second foundry anchor in Tower Semiconductor.
  tags: 好数字 · → daily
  value: partner=Tower Semiconductor

🔴 bearish 侧:

• <a id="atom-3e4952446b62de17"></a>2026-05-19 X·@aleabitoreddit · downstream collateral damage risk · 供应链/订单需求
  if you halted China's InP substrate production in general, that would cause a lot of downstream collateral damage on $IQE, $LITE, etc.
  tags: 好思考 · → daily

3. 盈利能力改善路径明确 vs 财务仍待修复

*topic: 盈利能力/营收/业绩指引 · 1 bull vs 1 bear*

🟢 bullish 侧:

• <a id="atom-c9b37b01f31b3b7e"></a>2026-05-07 X·@LawnChairCap · FY27 revenue guidance · 业绩指引
  IQE signed LTSAs supporting a path to $200M FY27 revenue
  tags: 好数字·好信源 · → daily
  value: qty=$200M · date=FY27

🔴 bearish 侧:

• <a id="atom-65e72eaab235332e"></a>2026-06-18 X·@Aktiehedonist · 基本面评估 · 盈利能力
  the financials still need work
  tags: 好观点 · → daily

🟦 客观事实 (facts) (30)

• <a id="atom-c9b37b01f31b3b7e"></a>🟦 2026-05-07 X·@LawnChairCap · FY27 revenue guidance · 业绩指引
  IQE signed LTSAs supporting a path to $200M FY27 revenue
  tags: 好数字·好信源 · → daily
  value: qty=$200M · date=FY27
• <a id="atom-7b7969f1bd9f670b"></a>🟦 2026-05-02 X·@zephyr_z9 · 月涨幅 · 价格动态
  $IQE: +74%
  tags: 好数字 · → daily
  value: qty=+74% · date=2026年4月
• <a id="atom-90cf8ab16489f70a"></a>🟦 2026-06-25 X·@aleabitoreddit [老化中] · 买入价位 · 仓位情绪
  I posted ideas about $AXTI at $15, $AAOI at $30, $TSEM at $115, $LITE $300, $MU $300, $SNDK $400, $EWY $110, $SIVE $4.
  tags: 好数字 · → daily
  value: qty=$13
• <a id="atom-81eca17f602fd2e2"></a>🟦 2026-06-23 X·@aleabitoreddit · 价格日跌幅 · 价格动态
  $IQE: -13.58%
  tags: 好数字 · → daily
  value: qty=-13.58% · date=2026-06-23
• <a id="atom-e950e3feb659cc0c"></a>🟦 2026-06-17 X·@demian_ai · YTD 涨幅 · 价格动态
  EU -> $IQE.L +1018%
  tags: 好数字 · → daily
  value: qty=+1018% · date=YTD 2026-06-17
  📷 原图
• <a id="atom-f0b3d8ff2b5019cb"></a>🟦 2026-06-16 X·@ShawarmaCapital · second foundry anchor客户 · 合作客户/订单需求
  $IQE just landed its second foundry anchor in Tower Semiconductor.
  tags: 好数字 · → daily
  value: partner=Tower Semiconductor
• <a id="atom-43c9738618625118"></a>🟦 2026-06-15 X·@1p_semicon · 宣布与Tower Semiconductor签订多年InP epiwafer供应协议 · 合作客户/供给产能
  IQE and Tower Semiconductor Announce Multi-year InP epiwafer Supply Agreement – Supporting planned growth in InP silicon photonics technology – Resolving all prior IP disputes between the companies
  tags: 好信源 · → daily
• <a id="atom-41c2bba79a696a31"></a>🟦 2026-06-15 X·@1p_semicon · InP epiwafer将用于Tower多个硅光平台 · 合作客户/技术路线
  IQE’s InP epiwafers will be used in several of Tower’s advanced silicon photonics platforms for next-generation optical technologies
  tags: 好信源 · → daily
• <a id="atom-80459b9cda058206"></a>🟦 2026-06-12 X·@Ckco9c · 光电子营收占比 · 营收/供应链
  For IQE, photonics was 59% of revenue
  tags: 好数字 · → daily
  value: qty=59%
• <a id="atom-b29587136635cc2d"></a>🟦 2026-06-11 X·@mkfilko · 市销率 · 估值
  $IQE: ~$650M market cap on ~$123M trailing revenue. ~5x sales.
  tags: 好数字 · → daily
  value: qty=5x
• <a id="atom-72c4a54f26e74323"></a>🟦 2026-06-11 X·@mkfilko · 营收增长指引 · 业绩指引
  Guiding 20%+ revenue growth in 2026 to at least £117M
  tags: 好数字 · → daily
  value: qty=20%+ · date=2026
• <a id="atom-ad5945624c718757"></a>🟦 2026-06-11 X·@mkfilko · EBITDA指引 · 盈利能力
  already EBITDA positive, guiding high single to low double digit £M EBITDA this year
  tags: 好数字 · → daily
  value: qty=high single to low double digit £M · date=2026
• <a id="atom-03e25ed26af86969"></a>🟦 2026-06-11 X·@mkfilko · 光子学业务收入增长 · 营收
  Photonics is the growth engine. Up 15% in FY25
  tags: 好数字 · → daily
  value: qty=15% · date=FY25
• <a id="atom-4fb43faf861aacd4"></a>🟦 2026-06-11 X·@mkfilko · FY26前瞻市销率 · 估值
  Trades at ~4x FY26 guided sales
  tags: 好数字 · → daily
  value: qty=4x
• <a id="atom-536f444c8347e6db"></a>🟦 2026-06-07 X·@mkfilko · 市销率倍数 · 估值
  $IQE trades at roughly 6x sales
  tags: 好数字 · → daily
  value: qty=6x
• <a id="atom-93735645535f5f22"></a>🟦 2026-06-07 X·@mkfilko · FY25 无线业务下降 · 营收
  The 40% wireless drop in FY25
  tags: 好数字 · → daily
  value: qty=40% · date=FY25
• <a id="atom-220982f427ad7c43"></a>🟦 2026-06-07 X·@mkfilko · 光电子业务增长 · 营收
  masked the 15% photonics growth
  tags: 好数字 · → daily
  value: qty=15% · date=FY25
• <a id="atom-9d7ee5abe00dd444"></a>🟦 2026-06-01 X·@aleabitoreddit · 当前股价 · 价格动态
  Up to $54
  tags: 好数字 · → daily
  value: qty=$54 · date=2026-06-01
  📷 原图
• <a id="atom-914578119d1d314b"></a>🟦 2026-05-28 X·@aleabitoreddit · 股价区间 · 价格动态
  $IQE: $12 -> $47
  tags: 好数字 · → daily
  value: qty=47
  [图: Raspberry Pi Holdings PLC (LON: RPI) 股价走势图 — 当前股价: 800.00 GBX; 年初至今涨幅: +167.92%; 选定日期股价 (Feb 13): 283.60 GBX; 市值: 1.56B; 今日开盘价: 795.00]
  📷 原图
• <a id="atom-77886a5ca81d7ec1"></a>🟦 2026-05-27 X·@aleabitoreddit · 价格变化 · 价格动态
  $IQE down -12.13%
  tags: 好数字 · → daily
  value: qty=-12.13%
  [图: Sivers Semiconductors AB (STO: SIVE) 的单日股票价格走势及跌幅图表 — 当前股价: 74.00 SEK; 今日跌幅: -14.80% (-12.85 SEK); 前一日收盘价: 86.85 SEK; 今日开盘价: 83.80 SEK; 市值: 21.97B]
  📷 原图
• <a id="atom-36c5fc3a20a0803c"></a>🟦 2026-05-25 X·@aleabitoreddit · 股价年初至今涨幅 · 价格动态
  IQE 年初至今涨幅 +788.35%
  tags: 好数字 · → daily
  value: qty=+788.35% · date=2026-05-25 YTD
  [图: IQE plc (LON: IQE) 股价年初至今 (YTD) 走势图 — 当前股价: 45.75 GBX; 年初至今涨幅: +788.35%; 开盘价: 40.80; 市值: 448.30M]
  📷 原图
• <a id="atom-eddbd1bcd830e1fb"></a>🟦 2026-05-25 X·@aleabitoreddit · 股价 · 价格动态
  IQE 当前股价 45.75 GBX
  tags: 好数字 · → daily
  value: qty=45.75 GBX · date=2026-05-25
  [图: IQE plc (LON: IQE) 股价年初至今 (YTD) 走势图 — 当前股价: 45.75 GBX; 年初至今涨幅: +788.35%; 开盘价: 40.80; 市值: 448.30M]
  📷 原图
• <a id="atom-9beb9a31e1bda277"></a>🟦 2026-05-25 X·@aleabitoreddit · 市值 · 价格动态
  IQE 市值 448.30M
  tags: 好数字 · → daily
  value: qty=448.30M · date=2026-05-25
  [图: IQE plc (LON: IQE) 股价年初至今 (YTD) 走势图 — 当前股价: 45.75 GBX; 年初至今涨幅: +788.35%; 开盘价: 40.80; 市值: 448.30M]
  📷 原图
• <a id="atom-e3cd5110e9fa7527"></a>🟦 2026-05-20 X·@aleabitoreddit · 股价 · 价格动态
  IQE hitting double digit recoveries
  tags: 好数字 · → daily
  value: qty=double digit recovery · direction=up
  📷 原图
• <a id="atom-18a792113c8963af"></a>🟦 2026-05-12 X·@LawnChairCap · 市值 · 市值
  $IQE … At today’s ~$635M MC / $0.65
  tags: 好数字 · → daily
  value: qty=$635M · date=2026-05-12
• <a id="atom-48d6186d57ff9f92"></a>🟦 2026-05-12 X·@LawnChairCap · 股价 · 价格动态
  $IQE … $0.65
  tags: 好数字 · → daily
  value: qty=$0.65 · date=2026-05-12
• <a id="atom-1d3ee3958ab21a4b"></a>🟦 2026-05-12 X·@LawnChairCap · 远期市盈率倍数 · 估值
  we’re trading ~3.3x consensus FY27 revenue (£140M / ~$190M)
  tags: 好数字 · → daily
  value: qty=3.3x · date=FY27
• <a id="atom-5fc361fbad019ecb"></a>🟦 2026-05-12 X·@LawnChairCap · FY27营收共识 · 营收
  consensus FY27 revenue (£140M / ~$190M)
  tags: 好数字 · → daily
  value: qty=£140M / ~$190M · date=FY27
• <a id="atom-51d74c9dc465e638"></a>🟦 2026-05-07 X·@LawnChairCap · FY27 revenue multiple · 估值
  $IQE: 3.2x FY27 revenue, $560M market cap
  tags: 好数字 · → daily
  value: qty=3.2x · date=FY27
• <a id="atom-dd35f2de79a64db1"></a>🟦 2026-05-07 X·@LawnChairCap · FY27 consensus revenue · 营收预测
  Consensus for 27 rn sits at £140M (per capIQ)
  tags: 好数字 · → daily
  value: qty=£140M · date=FY27

🟥 多头 takes (bullish) (22)

• <a id="atom-9b30ce86893bf81c"></a>🟥 2026-06-11 X·@mkfilko · 对比EPI同层估值差距 · 估值
  A 15x+ gap for the same layer of the same chain.
  tags: 好数字·好思考 · → daily
  value: direction=高于
• <a id="atom-86dfd9edd2142baf"></a>🟥 2026-04-26 X·@cnfinancewatch · 市值预测 · 仓位情绪
  我个人预测 $IQE 到2026年底将 >2倍至约11亿英镑市值
  tags: 好数字·好观点 · → daily
  value: qty=约11亿英镑 · date=2026年底
• <a id="atom-2e19913bc19c16fe"></a>🟥 2026-05-12 X·@LawnChairCap · 目标价 · 估值/目标价
  A still-conservative 7x multiple … on consensus alone = ~$1.33–$1.37/share PT (2.1x upside)
  tags: 好数字 · → daily
  value: qty=$1.33–$1.37/share · date=当前
• <a id="atom-158443d628d83e90"></a>🟥 2026-05-12 X·@LawnChairCap · 上行空间 · 估值/目标价
  ~$1.33–$1.37/share PT (2.1x upside)
  tags: 好数字 · → daily
  value: qty=2.1x · date=当前
• <a id="atom-74f74afa4c0a77fa"></a>🟥 2026-04-16 X·@aleabitoreddit [老化中] · 股价涨幅 · 股价表现
  My $IQE call… might actually outperform my legendary $AXTI thesis soon? It's only been 2 months: Now it's up over +316% after institutions started publicly buying… and keeps going up.
  tags: 好数字 · → daily
  value: qty=+316% · date=2个月
  [图: IQE plc (LON: IQE) 的年初至今 (YTD) 股价走势图 — 当前股价: 57.30 GBX; 年初至今涨幅: +1,012.62%; 市值: 562.28M]
  📷 原图
• <a id="atom-ee0ea2452746e008"></a>🟥 2026-06-11 X·@mkfilko · 对比SIVE市销率差距 · 估值
  Per dollar of revenue, the market pays roughly 15-16x more for $SIVE
  tags: 好思考 · → daily
  value: direction=高于
• <a id="atom-bca2033816ac983d"></a>🟥 2026-06-16 X·@ShawarmaCapital · 市场错误定价为5G周期性复苏 · 竞争格局/价格动态
  The market keeps pricing IQE as a 5G recovery working off a cyclical bottom, but the right frame is that it's becoming infrastructure.
  tags: 好观点 · → daily
• <a id="atom-5891e2c822cbdb73"></a>🟥 2026-06-16 X·@ShawarmaCapital · 第二家晶圆厂锁定后不再仅是复苏而是基础设施 · 竞争格局
  When a second foundry locks itself to your wafers, you are not recovering. You are becoming infrastructure.
  tags: 好观点 · → daily
• <a id="atom-f96ecc002ba0d473"></a>🟥 2026-06-14 X·@aleabitoreddit [老化中] · 受益人 · 仓位情绪
  From $AXTI (substrates), $IQE (epiwafers) to $AAOI (lasers) / $LITE / $SIVE, and others...My optical positions are very happy to hear this
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-cde7904df7ab336b"></a>🟥 2026-06-11 X·@mkfilko [老旧] · 仓位 · 仓位情绪
  I sold all my $SIVE and rotated into $IQE. I am ultra long $IQE.
  tags: 好观点 · → daily
• <a id="atom-b8f1b75e4974d3fc"></a>🟥 2026-06-10 X·@aleabitoreddit · 股价预期走势 · 价格动态/股价
  I'd expect $SOI, $XFAB, $IQE and others in the European supply chain to play follow the leader and recover as well.
  tags: 好观点 · → daily
• <a id="atom-2f500dcb1bbd2485"></a>🟥 2026-06-07 X·@aleabitoreddit · 私募配售目的 · 融资结构/债务重组
  If you're diluting with $IQE and doing private placements with $MTSI to wipe off old toxic debt, that's accretive.
  tags: 好观点 · → daily
• <a id="atom-ffc05e488f11c3da"></a>🟥 2026-05-28 X·@PMKCvg6 · CEO 表态自信 · 管理层表态
  Oozing confidence in the future I thought
  tags: 好观点 · → daily
• <a id="atom-7c18e95aecc86ae5"></a>🟥 2026-05-16 X·@HougeSol · 全球外延片龙头 · 竞争格局
  确实， 光模块还远远低估， $IQE ：全球外延片龙头，正在卡位AI最底层材料
  tags: 好观点 · → daily
• <a id="atom-14060ec251703ea5"></a>🟥 2026-05-16 X·@HougeSol · 正在卡位AI最底层材料 · 技术路线
  确实， 光模块还远远低估， $IQE ：全球外延片龙头，正在卡位AI最底层材料
  tags: 好观点 · → daily
• <a id="atom-162780b86ffc0eca"></a>🟥 2026-05-16 X·@cnfinancewatch · 核心产能与供应链地位 · 供给产能/供应链
  手握上游外延片核心产能，是西方供应链关键壁垒，受下游头部企业力保
  tags: 好观点 · → daily
• <a id="atom-7ec0c775b00b4e04"></a>🟥 2026-05-12 X·@LawnChairCap [老旧] · 风险回报比 · 仓位情绪
  Decent asymmetric setup EVEN if you factor in this one time dilution event, which I still don’t agree with because markets price this stuff in.
  tags: 好观点 · → daily
  value: direction=asymmetric
• <a id="atom-46bd7b4ef54c2ed7"></a>🟥 2026-05-07 X·@LawnChairCap [老化中] · multiple vs LandMark gap · 估值
  Landmark has better margins and faster growth, but don’t think it justifies a 10x multiple spread
  tags: 好观点 · → daily
  value: qty=10x · date=FY27
• <a id="atom-0dc221444166dc3e"></a>🟥 2026-05-05 X·@aleabitoreddit · 股价涨幅预测 · 价格预测
  $IQE $13 -> $46
  tags: 好观点 · → daily
  value: qty=$13 -> $46
• <a id="atom-20bf76f144842386"></a>🟥 2026-04-28 X·@aleabitoreddit [老化中] · 机构买入行为 · 仓位情绪
  these same institutions are the one buying afterward on $IQE
  tags: 好观点 · → daily
• <a id="atom-dc8c6e619913d935"></a>🟥 2026-04-27 X·@aleabitoreddit [老化中] · 被认为是光子学供应链结构瓶颈 · 供给瓶颈
  IQE was a structural chokepoint in photonics the supply chain
  tags: 好观点 · → daily
  [图: 关于 MACOM 战略投资 IQE 的公告文本截图 — 总投资额: £45 million; 股权投资额: £30 million; 可转债投资额: £15 million; 认股权证普通股数量: 75,757,575; 循环信用额度偿还额: $35m (£27m)]
  📷 原图
• <a id="atom-afec37ba2d726a0c"></a>🟥 2026-04-15 X·@aleabitoreddit [老化中] · 拥有全球最大InP反应器闲置产能 · 供给产能
  $IQE went up because they're sitting on the most latent merchant capacity in the world for InP reactors back at a 100M euro marketcap.
  tags: 好观点 · → daily

🟥 空头 takes (bearish) (3)

• <a id="atom-3e4952446b62de17"></a>🟥 2026-05-19 X·@aleabitoreddit · downstream collateral damage risk · 供应链/订单需求
  if you halted China's InP substrate production in general, that would cause a lot of downstream collateral damage on $IQE, $LITE, etc.
  tags: 好思考 · → daily
• <a id="atom-65e72eaab235332e"></a>🟥 2026-06-18 X·@Aktiehedonist · 基本面评估 · 盈利能力
  the financials still need work
  tags: 好观点 · → daily
• <a id="atom-31c1eab1fb35e4b9"></a>🟥 2026-04-15 X·@cnfinancewatch [老化中] · 外延大师；是全球供应链的首个失效点 · 供给产能/良率
  IQE PLC $IQE：外延大师。他们“生长”晶圆上的复杂半导体层，一原子一层。IQE是全球供应链的首个失效点。
  tags: 好观点 · → daily

🟥 中性 takes (neutral) (2)

• <a id="atom-ca807cb79a5838ba"></a>🟥 2026-05-07 X·@LawnChairCap · future revenue possibility · 营收预测/仓位情绪
  consensus moves up to meet the company guide, or the multiple stays compressed because the market doesn't believe it
  tags: 好思考 · → daily
• <a id="atom-8f79c4e51aa7642f"></a>🟥 2026-05-24 X·@R1chardMaur1ce [老旧] · 当前走势被作者视为动量交易 · 仓位情绪
  I see them as momentum plays for now
  tags: 好观点 · → daily
  📷 原图

🟦 新闻流 (squawk · 2)

⏱ 时间轴 (近 20)

• 🟦 2026-06-25 · position · 买入价位 · → daily
• 🟦 2026-06-23 · fact · 价格日跌幅 · → daily
• 🟥 2026-06-18 · narrative · 基本面评估 · → daily
• 🟦 2026-06-17 · fact · YTD 涨幅 · → daily
• 🟦 2026-06-16 · fact · second foundry anchor客户 · → daily
• 🟥 2026-06-16 · narrative · 市场错误定价为5G周期性复苏 · → daily
• 🟦 2026-06-16 · fact · epiwafer layer定位 · → daily
• 🟥 2026-06-16 · narrative · 第二家晶圆厂锁定后不再仅是复苏而是基础设施 · → daily
• 🟦 2026-06-15 · fact · supplier relationship · → daily
• 🟦 2026-06-15 · fact · 与 Tower Semi 签约多年代工协议 · → daily
• 🟦 2026-06-15 · fact · 与Tower Semi签署多年InP外延片供应协议 · → daily
• 🟦 2026-06-15 · fact · 获得Tower半导体全球免版税多孔硅专利许可 · → daily
• 🟦 2026-06-15 · fact · 宣布与Tower Semiconductor签订多年InP epiwafer供应协议 · → daily
• 🟦 2026-06-15 · fact · InP epiwafer将用于Tower多个硅光平台 · → daily
• 🟦 2026-06-15 · fact · 西方光子学关键外延片供应商 · → daily
• 🟥 2026-06-15 · narrative · InP epiwafer deal with Tower是为Openlight收发器 · → daily
• 🟥 2026-06-14 · position · 受益人 · → daily
• 🟦 2026-06-12 · fact · 光电子营收占比 · → daily
• 🟦 2026-06-11 · fact · 市销率 · → daily
• 🟦 2026-06-11 · forecast · 营收增长指引 · → daily

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