@Santi_J_FM Quand tu vois le nombre de vautours autour du joueur + la pub pour la boite d'agents tu sais que ça a bien becté sur le deal.
75m sur Ramos et 50m sur Moreira (2x leur valeur marchande) je crois qu'on a trouvé nos nouveaux pigeons européens.
$IQE & $TSEM enter a multi-year InP epiwafer supply agreement.
Do you understand how f*cking huge this is for IQE?
-> IQE is being designed into the pluggable wave + next-gen modulator/OCS roadmap.
-> Confirms IQE as a qualified, non-Chinese InP epiwafer source.
-> Diversifies IQE's optical customer base beyond $LITE / $MTSI to foundry in $TSEM. So multiple Tier-1 optical anchors.
Quick fun fact: IQE sued Tower in 2022 for misappropriating trade secrets to obtain patents.
So this Tower agreement lets IQE keep optionality on RF SOI type + engineered substrate/layer transfer applications without IP risk.
And converts a former enemy into a customer - always a massive bullish signal that a company's products are critical.