Added to YB: 2026-07-17
Pitch date: 2026-07-13
IQEPF [neutral]
IQE plc
-7.67%
current return
Author Info
Shawarma Capital wraps deep research on hardware, semis, defense autonomy, and more, into long-form memos you can actually digest. Sign up for the newsletter.
Company Info
IQE plc, together with its subsidiaries, develops, manufactures, and sells advanced semiconductor materials.
Market Cap
GBP 406.2M
Pitch Price
GBP 0.42
Price Target
N/A
Dividend
N/A
EV/EBITDA
-104.39
P/E
-10.99
EV/Sales
4.96
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
Shawarma Capital Portfolio Update: July 11, 2026 - IQE plc
IQEPF (holding update): +81%. Signed multi-year indium phosphide epiwafer supply deal w/ Tower Semiconductor for AI data-center optics, settling old IP dispute simultaneously. Stock spiked on print, gave some back in semis pullback. Position grew via price action, no fresh capital added.
Read full article (1 min)