半导体大厂,计划出售
半导体行业观察·2025-09-09 01:02

Core Viewpoint - IQE is undergoing a strategic review that includes the potential sale of the company, as the board seeks buyers amid declining revenue forecasts and macroeconomic uncertainties [1][3][5] Financial Performance - IQE has revised its revenue forecast for 2025 to between £90 million (approximately $121.5 million) and £100 million, down from a previous estimate of £115.1 million to £123 million, due to contract delays [1][3] - The company expects adjusted EBITDA for 2025 to be between £5 million and £2 million, with first-half revenue projected to be at least £44 million [3][4] Market Conditions - The wireless market is experiencing ongoing weakness, primarily due to poor mobile phone sales, which is expected to continue until 2025 [1][3] - Delays in federal funding cycles for the U.S. military and defense sectors have pushed orders to 2026, further impacting revenue [1][3] Strategic Initiatives - IQE is in discussions regarding the potential sale of its Taiwan operations, with proceeds expected to be used to repay credit facilities and invest in core business areas [1][4] - Lazard is providing advisory services to the board regarding the strategic review [4] Future Outlook - The board remains confident in IQE's market opportunities due to its leading position in advanced compound semiconductors across multiple vertical markets and global brand clients [1][3][5]