UK economy defies forecasts with surprise 0.4% growth in July37m ago Bridgewater’s Jensen Says AI Will Kill People Before It’s Curbed48m ago 'Nothing new to announce' on possible chip collaboration with Samsung: OpenAI56m ago Sam Altman pitches US utilities on OpenAI’s Daybreak programme for grid defence1h ago AI cybersecurity is a cat and mouse game1h ago Sergey Brin is back at Google, working on Gemini1h ago Introducing ChatGPT for Financial Services1h ago Tencent-Backed Chipmaker Enflame Jumps 179% in Shanghai Debut2h ago State-By-State Laws Governing AI Mental Health Chats Spur Worrisome Jurisdictional Model Drift2h ago CA governor signs 'landmark' laws on youth use of social media and AI chatbots2h ago 'I saw Terminator 2': Y Combinator's Garry Tan pushes back on AI extinction fears2h ago Cohere Debuts Open-Weight 218B Mixture-of-Experts Machine Translation Model2h ago Sakana AI Launches Fugu Max and Fugu Ultra v2 for Cheaper, Stronger Multi-Agent Orchestration2h ago Google Research Releases ToolGrad: Answer-First Framework Hits 99.8% Pass Rate for Tool-Use Data Generation3h ago

UK economy defies forecasts with surprise 0.4% growth in July37m ago Bridgewater’s Jensen Says AI Will Kill People Before It’s Curbed48m ago 'Nothing new to announce' on possible chip collaboration with Samsung: OpenAI56m ago Sam Altman pitches US utilities on OpenAI’s Daybreak programme for grid defence1h ago AI cybersecurity is a cat and mouse game1h ago Sergey Brin is back at Google, working on Gemini1h ago Introducing ChatGPT for Financial Services1h ago Tencent-Backed Chipmaker Enflame Jumps 179% in Shanghai Debut2h ago State-By-State Laws Governing AI Mental Health Chats Spur Worrisome Jurisdictional Model Drift2h ago CA governor signs 'landmark' laws on youth use of social media and AI chatbots2h ago 'I saw Terminator 2': Y Combinator's Garry Tan pushes back on AI extinction fears2h ago Cohere Debuts Open-Weight 218B Mixture-of-Experts Machine Translation Model2h ago Sakana AI Launches Fugu Max and Fugu Ultra v2 for Cheaper, Stronger Multi-Agent Orchestration2h ago Google Research Releases ToolGrad: Answer-First Framework Hits 99.8% Pass Rate for Tool-Use Data Generation3h ago

Chips & Compute Business & Enterprise4 min reading time

IQE bets on AI data-centre demand to drive 20% sales growth in 2026

The Next WebPublished Jul 21, 2026

IQE, a Cardiff-based compound semiconductor wafer maker, projects over 20% revenue growth in 2026 driven by AI data-centre demand for its indium phosphide materials. Despite a challenging 2025 with an 18% revenue drop, the company sees structural growth in photonics, especially from US military and data-centre sectors, offsetting declines in wireless smartphone components.

#ai-data-centre #indium-phosphide #iqe #photonics #semiconductor-wafers

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