'White-Haired Stock God' Serenity: Epiwafer Price Increase Signals Supply Chain Bottleneck, Benefiting Companies Like IQE

Odaily Planet Daily reports that 'White-Haired Stock God' Serenity stated in a post that VPEC has raised the price of Epiwafers (epitaxial wafers) today, indicating that supply chain bottlenecks in this field are intensifying. This may further enhance the pricing power and demand expectations for related companies. The price increase is a positive signal for Epiwafer suppliers such as IQE and LandMark Optoelectronics, reflecting the growing tension in market capacity and demand for Epiwafers. Serenity additionally disclosed that they hold positions related to IQE. Previously, MACOM Technology Solutions (MTSI) invested in IQE to secure capacity supply, and this price change further highlights the importance of certain key supply chain segments as 'bottleneck resources.'