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What smart money is saying about IQE plcUnited Kingdom flag

IQE.L · Technology · Semiconductors

2 funds in our archive have pitched IQE plc — most recently Artisan Partners International Explorer Strategy in June 2026.

Company profile

IQE Plc is a holding company, which engages in the research, design, development, manufacture, and sale of compound semiconductor materials. It operates through the following segments: Wireless, Photonics, and CMOS++. The Wireless segment includes mobile smartphones, base station, mobile networks, Wi-Fi, smart metering, satellite navigation, and a plethora of other connected devices. The Photonics segment refers to devices that emit or detect light, such as advanced lasers and sensors. The CMOS++ segment combines the advanced properties of compound semiconductors with silicon. The company was founded on April 01, 1999 and is headquartered in Cardiff, the United Kingdom.

1
Reported positions
0
Bought
1
Sold
2
Letters

Position history

Between Q4 2025 and Q2 2026, 1 fund letter reported a position in IQE plc1 trimmed or exited.

Fund letters reporting a position in IQE plc, by quarter
QuarterLettersBoughtSoldTheses
Q2 20261011
Q4 20250001

Fund activity · 1 position · 1 move

  • TrimmedArtisan Partners International Explorer Strategy
    June 2026
    We’ve only trimmed a bit, however, due to the following two considerations:
    Read the letterIQE plc

Fund coverage · 2 theses

  • Artisan Partners International Explorer Strategy
    June 2026

    IQE plc is a compound semiconductor wafer maker leveraged to AI and defense demand, with operating leverage, recovery potential, and balance sheet improvement.

    Read the full thesis
  • Artisan International Explorer Strategy
    December 2025

    IQE plc is a scarce-knowhow compound semiconductor wafer producer whose sum-of-parts asset value likely exceeds its share price amid new management exploring strategic options.

    Read the full thesis

Read every full thesis on IQE plc

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