Svmuu reported that “White-Haired Stock God” Serenity stated that VPEC has raised Epiwafer prices today, indicating that supply chain bottlenecks in this sector are strengthening. This could further enhance the pricing power and demand expectations of related companies. The price increase serves as a positive signal for epiwafer suppliers IQE and LandMark Optoelectronics, reflecting the growing tightness in the market for Epiwafer capacity and demand.
Serenity additionally disclosed that they hold positions in IQE. Previously, MACOM Technology Solutions (MTSI) invested in IQE to secure capacity supply. This latest price change further highlights the importance of certain key supply chain links as “bottleneck resources.”