VPEC epiwafer price hikes signal positive demand/pricing power for IQE and Landmark; supply bottleneck thesis validated.
Price hikes indicate strong demand and pricing power; MTSI investment in IQE to secure capacity shows criticality of supply; structural chokepoint in epiwafers
VPEC new price hikes on Epiwafers today. Positive bottleneck read through on companies like $IQE and Landmark (3081) in terms of pricing power/demand for epiwafers. This follows $MTSI investment into IQE to secure capacity, and shows how important some of these chokepoints are. (disclosure: have positions in IQE)
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