Browsing Tag
Robert Dennehy
2 posts
IQE plc company profile: How AI data centres and MACOM reshaped Britain’s compound-semiconductor wafer maker
IQE has emerged from weak smartphone demand, debt pressure and strategic uncertainty with a stronger balance sheet and rapidly growing exposure to artificial intelligence infrastructure. A £45 million strategic investment from customer MACOM, new indium phosphide supply agreements and upgraded 2026 guidance have transformed the near-term outlook, but dilution, manufacturing execution and a sharply higher valuation remain significant risks.
Can MACOM’s new COO role help it handle global chip demand and supply chain risk?
Find out how MACOM Technology Solutions is strengthening operations by promoting Robert Dennehy to COO and what this signals about its global scale-up strategy.