Jul. 7 at 8:25 PM
$IQEPF Took the opportunity from today's sell-off to initiate a position here. Balance sheet is now in good shape and it seems like the business is turning a corner (removing the possible risk of bankruptcy probably helps).
One thing that I haven't really seen yet, is how/if increasing InP wafer demand for photonics impacts epiwafer pricing. In a world where yield is paramount, would a customer risk using an unproven supplier or would they instead pay a slightly higher price to a trusted supplier that has been doing it for decades? This dynamic could translate to that premium falling directly to the bottom line for
$IQEPF .