"White-haired Stock God" Serenity: Epiwafer Price Increase Signals Supply Chain Bottleneck, Companies like IQE May Benefit

Odaily Planet Daily News "White-haired Stock God" Serenity posted that VPEC today raised the price of Epiwafers, indicating that supply chain bottlenecks in this field are strengthening, and may further enhance the pricing power and demand expectations of related companies. This price increase sends a positive signal to epiwafer suppliers IQE and LandMark Optoelectronics, reflecting the increasing tension in the market regarding Epiwafer capacity and demand.

Serenity additionally disclosed that they hold a position in IQE. Previously, MACOM Technology Solutions (MTSI) invested in IQE to secure capacity supply. This price change further highlights the importance of certain key supply chain links as "bottleneck resources."