中文翻译
$IQE 在伦敦证券交易所(LSE)上市。这基本上是在赌他们会出售台湾业务以摆脱债务。然后他们的化合物半导体外延片(Compound Semiconductor Epiwafer)代工业务将强力支撑估值（我认为只要他们理顺财务，估值就会如此）。风险在于未来可能出现的过度稀释。但无论如何，它对西方供应链至关重要。
· 个股论点
IQE或售台业务去债，代工业务支撑估值，对西方供应链关键。
涉及标的： $IQE
英文原文
$IQE is on LSE. It's basically a bet that they sell their Taiwan operations to get out of debt. Then their epiwafer foundry hard carries valuation (which I think it will as long as they figure out finances). Risk is future excessive dilution. But either way it's incredibly important to Western supply chains.