Serenity
2026.04.27 18:07

Just now, $Macom Tech(MTSI.US) looking to invest $45 Million into $IQE and sit on the board.

What did I say anon??? Landmark was overcapacity...

+ IQE was a structural chokepoint in photonics the supply chain back at $100M MC.

This deal is also to secure long term epiwafer supply.

Source: Serenity

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