中文翻译
如果让我猜测，可能是像 $COHR 和 $LITE 这样的公司表现出极大的兴趣。但 $IQE 可能希望保持独立运营，仅出售其拖累业务，而非整个 InP 外延晶圆(InP epiwafer)产能，这使得事情变得有些棘手。此外，由于 $IQE 是一家政府承包商，潜在收购方范围缩小，可能仅限于美英公司。
· 供应链分析
分析IQE潜在收购方受限及保持独立倾向。
英文原文
If I had to guess, probably extreme interest by companies like $COHR and $LITE. But $IQE probably wants to stay standalone and sell off their drag only, rather than their entire inp epiwafer capacity, so this makes things a little more challenging. Also the acquisition pool narrows since $IQE is a government contractor, so likely only US-UK companies are potential acquirers.