Browsing Tag
Tower Semiconductor
6 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.
August 1, 2026
IQE plc (AIM: IQE) has the AI order investors wanted. Now Newport must turn it into margin
IQE has secured a multi-year order from a global technology customer for AI and data-centre applications. The contract validates demand at Newport, but timing, margins and customer disclosure remain the key limits on valuation.
July 14, 2026
The semiconductor revolution: L&T Semiconductor is ready to lead India’s tech transformation
In a bold move signaling the rise of India as a tech manufacturing powerhouse, Larsen & Toubro’s semiconductor…
September 30, 2024
Intel, Tower Semiconductor forge partnership for advanced analog processing
Intel Foundry Services (IFS) and Tower Semiconductor have announced a $300 million agreement to extend their respective foundry…
September 7, 2023
Regulatory hurdles compel Intel, Tower Semiconductor to scrap $5.4bn deal
Intel Corporation has confirmed its decision to abort the planned $5.4 billion acquisition of Tower Semiconductor (Nasdaq: TSEM),…
August 16, 2023
Intel to acquire Israeli semiconductor company Tower Semiconductor
Intel has signed a deal worth approximately $5.4 billion to acquire Israeli semiconductor company Tower Semiconductor in a…
February 16, 2022