LSE:IQE 26 February 2026 - 3 July 2026

IQE’s AI photonics surge fades, stock slips ahead of sales test
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IQE’s AI photonics surge fades, stock slips ahead of sales test

IQE shares gave up gains after their AI photonics rally, with the stock facing scrutiny on sales multiples after this week's late pullback. IQE plc jumped Friday, but the Cardiff wafer maker still faces investors betting on a fast switch to AI data-centre chips after weakness in handsets. Shares finished at 44.85p on July 3, a 6.79% gain for the session, while the FTSE AIM 100 dropped 0.28%. Still, the stock is off 4.2% on the week.
July 5, 2026
IQE (LON:IQE) bounces back as AI photonics push lifts shares to 6x sales
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IQE (LON:IQE) bounces back as AI photonics push lifts shares to 6x sales

Shares in IQE plc jumped 6.79% to 44.85p on Friday, bucking a weaker FTSE AIM 100. The Cardiff semiconductor wafer group is trading more on its AI data-centre story than its 2025 earnings. Hargreaves Lansdown put the market cap at £596.97 million. Volume hit 10.5 million shares, well below the Google Finance average volume of 34.1 million. The stock recovered some ground after Thursday’s drop. Still, daily numbers show shares are off 4.6% for the first three days of July despite Friday’s move higher.
July 3, 2026
IQE stock climbs after Tower Semiconductor supply deal highlights AI data-centre orders
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IQE stock climbs after Tower Semiconductor supply deal highlights AI data-centre orders

IQE shares traded higher in London on Wednesday after the Welsh semiconductor group announced a supply deal with Tower Semiconductor, citing demand from AI data centers. The stock held gains through the session. The AIM-listed stock gained 1.43% to 55.79 pence by 13:03 BST, after starting at 55.90p and hitting a session high of 59.40p, according to Google Finance. AJ Bell data at 12:48 BST showed a bid-offer range of 55.50p-55.80p, with more than 22.8 million shares traded.
June 17, 2026
IQE Shares Jump as Tower Semiconductor Deal Puts AI Data Centre Demand Back in Focus
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IQE Shares Jump as Tower Semiconductor Deal Puts AI Data Centre Demand Back in Focus

London, June 15, 2026, 11:57 BST. IQE plc surged in London on Monday after the Cardiff-based semiconductor materials supplier announced a multi-year agreement to supply indium phosphide, or InP, epiwafers to Tower Semiconductor for optical connectivity products used in AI-driven data centres. InP is a compound semiconductor material used in high-speed photonics, while an epiwafer is a wafer with engineered semiconductor layers grown on it for chip manufacturing. IQE shares jumped 17% to 53.90p in Monday morning trading, according to Alliance News, and Hargreaves Lansdown later showed the stock at 54.70p to sell and 55.00p to buy, up 8.55p, or 18.49%, with a previous close of 46.25p.
June 15, 2026
IQE’s £81 Million Funding Deal: MACOM Investment Ends Sale Review and Targets AI Chip-Wafer Demand
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IQE’s £81 Million Funding Deal: MACOM Investment Ends Sale Review and Targets AI Chip-Wafer Demand

IQE plc on Monday announced that MACOM Technology Solutions Inc. is putting in £45 million, leading a broader £81 million fundraising round that wraps up a lengthy strategic review. The British supplier of semiconductor wafers had previously explored selling the whole company or certain parts. This is a significant step for IQE, as it provides the company with a way to reduce debt and unlock funds for new investment following a stretch of sluggish performance, swirling takeover rumors, and pressure on its financial position. According to IQE, the money will go toward paying down its $35 million revolving credit line with HSBC, redeeming outstanding convertible loan notes, and backing work involving indium phosphide and gallium nitride—key materials in fast optical
April 27, 2026