
What smart money is saying about IQE plc
2 funds in our archive have pitched IQE plc — most recently Artisan Partners International Explorer Strategy in June 2026.
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.
Position history
Between Q4 2025 and Q2 2026, 1 fund letter reported a position in IQE plc — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- TrimmedArtisan Partners International Explorer StrategyJune 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 StrategyJune 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 StrategyDecember 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.
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