IQE is trading at £43.40, up 5.34%, as semiconductor stocks rally on renewed AI and data-center optimism.

  • September 7 results showed a first-half profit and continued AI-related demand.
  • The chip sector is supported by Tower Semiconductor’s AI-data-center shipments, reported Nvidia chip demand, and potential Intel–SK Hynix manufacturing cooperation.
  • No new IQE-specific announcement dated September 18 directly explains the move; evidence favors sector momentum over a fresh company catalyst.