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$IQE — Company memory

Tracked ticker in the market-memory universe. Add research to hydrate company context.

CPO / Optical I/O AI Networking / Switch ASICs CoWoS / Advanced Packaging CPO / Optical I/O

Memory0Evidence0Base cardmissingAdd research Generate base card Open related theme Mute ticker

Company memory: 33% completecompany name, products / technologies, customers, suppliers

Generate base card Add research Add research or generate a budget-gated base card.

Live Tape

alpaca

Pricen/a

Day moven/a

Pre/aftern/a

5Dn/a

1Mn/a

Rel volumen/a

Volumen/a

VWAPunknown

Market data unavailable

Last quote: 2026-06-13 09:50

Why We Care

3

Tracked through CPO / Optical I/O, AI Networking / Switch ASICs, CoWoS / Advanced Packaging exposure.

2 possible trade ideas has been generated from evidence-memory collisions.

Company base card is missing; add research or generate a budget-gated base card before relying on company-level context.

Company Base Card

1

Business summary

Company base card is not populated yet. Existing memory, evidence, and research will hydrate this page as they are attached.

Products

missing

Customers

missing

Suppliers

missing

Competitors

missing

What market cares about

primary evidence

company-specific catalysts

capital structure

market reaction

What specifically slipped: packaging, thermals, reliability, or customer qualification?

Does the delay affect Intel only or the broader CPO field?

Is the issue tied to lab demo scale-up or production deployment?

Known catalysts

missing

Risks

missing

Freshness

n/a

Market Memory

0

No active memory linked to this ticker yet. Add research to create conditions and theses.

Activation clusterRepeated 1x

activates / research_needed

The new evidence suggests delays, thermal issues, qualification problems, or yield friction. That does not settle the winner map, but it can push out the timeline for meaningful rack-scale CPO adoption.

Latest 2026-06-11 19:39

Activation clusterRepeated 1x

activates / research_needed

The new evidence suggests delays, thermal issues, qualification problems, or yield friction. That does not settle the winner map, but it can push out the timeline for meaningful rack-scale CPO adoption.

Latest 2026-06-11 06:51

Live Evidence / Tweets

0

No important live evidence mapped to this ticker in the current window.

Trade Ideas & Alerts

2

Possible trade ideaNot buy/sell

CPO timeline may be moving backward

The new evidence suggests delays, thermal issues, qualification problems, or yield friction. That does not settle the winner map, but it can push out the timeline for meaningful rack-scale CPO adoption.

Possible trade ideaNot buy/sell

CPO timeline may be moving backward

The new evidence suggests delays, thermal issues, qualification problems, or yield friction. That does not settle the winner map, but it can push out the timeline for meaningful rack-scale CPO adoption.

Research / Memos

0

No completed memo attached. Add research or generate a budget-gated memo.

Report / Memo Quality

0

No completed report attached.

Import legacy report

Generate or attach a report to populate evidence quality, source appendix, falsification, market-implied expectations, and crowding/social read.

Scenarios 1M / 3M / 6M / 1Y

4

1M

Scenario not generated yet.

3M

Scenario not generated yet.

6M

Scenario not generated yet.

1Y

Scenario not generated yet.

Generate scenario from current memory

Capital Structure / Dilution Guardrails

0

Capital structure data missing. Add filing/research.

Add filing/research

Catalysts

0

No catalysts stored yet. Add research.

Peer / Theme Map

10

CPO / Optical I/O AI Networking / Switch ASICs CoWoS / Advanced Packaging CPO / Optical I/O

$INTC

potential winner

$TSM

foundry/packaging alternative

$COHR

optical supplier

$LITE

optical supplier

$MRVL

switch/custom silicon

$AVGO

switch/custom silicon

$ANET

AI networking channel

$CIEN

optical networking

$POET

optical interposer exposure

$LWLG

photonics materials/modulators

Timeline

4

possible trade idea2026-06-11 19:39

CPO timeline may be moving backward

moves_timeline_backward

memory connection2026-06-11 19:39

RT @mkfilko: Last post I compared $IQE to the layer below it in the chain ($AXTI, the substrate). Today, the layer above. And the name some of you keep asking about: $SIVE. Substrate → epi → device → module. $IQE grows the epi. $SIVE builds laser devices. Sequential layers of the same AI optical chain. The numbers: $SIVE: ~$2.3B market cap on ~$30M trailing revenue. ~85x sales. EBITDA negative. $IQE: ~$650M market cap on ~$123M trailing revenue. ~5x sales. EBITDA positive. $IQE generates 4x the

activates / research_needed

possible trade idea2026-06-11 06:51

CPO timeline may be moving backward

moves_timeline_backward

memory connection2026-06-11 06:51

Last post I compared $IQE to the layer below it in the chain ($AXTI, the substrate). Today, the layer above. And the name some of you keep asking about: $SIVE. Substrate → epi → device → module. $IQE grows the epi. $SIVE builds laser devices. Sequential layers of the same AI optical chain. The numbers: $SIVE: ~$2.3B market cap on ~$30M trailing revenue. ~85x sales. EBITDA negative. $IQE: ~$650M market cap on ~$123M trailing revenue. ~5x sales. EBITDA positive. $IQE generates 4x the revenue at a

activates / research_needed