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IQE plc is rated BUY with a 65p price target, reflecting its strategic positioning in the AI-driven optical connectivity market. Recent capital infusion, long-term supply agreements, and customer investments have strengthened IQEPF's balance sheet and reduced near-term financing risk. Multi-year contracts with MACOM and Tower Semiconductor, plus a new $14m order, support accelerating utilization and EBITDA margin expansion into the high teens.