Alphawave Ip Share Discussion Threads

[casholaa] 12/7/2023 19:51

Blimey. If the 10p-a-word crowd (soon to be replaced by trustworthy AI), had half the intelligence most of you here have, they wouldn't be creating for 10p a word at some under-the-stairs foldaway-office.

[dividevil] 12/7/2023 19:32

"Is there anything which you could state to back that up? I'd have thought that it would breach market manipulation rules"It's an opinion and only an opinion, based on what they have written in their articles and the fact that often there is significant price movement after an article goes out. Hedge funds regularly short positions as a hedge against other assets but it doesn't take much imagination to realise the writers would likely have buddies among Hedge Fund managers. As an example, Alphaville have an article referencing Vikram Kumar of Kuvari Partners on a successful short they did on Kier Group. Guess who Kuvari Partners still have a big short on?Technically it's illegal but as there is no hard evidence what can one do about it?

[valhamos] 12/7/2023 19:10

Why would it breach market manipulation rules? FT Alphaville are well known their knocking copy and it would hardly be a surprise if they are fed ideas from interested hedge funds.

[adamb1978] 12/7/2023 18:48

"In my opinion, the FT Alphaville writers, have close associations with Hedge Funds with an eye on shorting campaigns, so distorting the truth is their forte."

Is there anything which you could state to back that up? I'd have thought that it would breach market manipulation rules

[casholaa] 12/7/2023 15:05

If it were a toss-up between the US and EU, I'd have opted for France, but Germany has always been stronger. The UK always used to come third in the EU, which is one reason why the bigwigs wanted to leave.

[dividevil] 12/7/2023 13:35

There are several valid reasons why AWE listed in London and not US.

For starters, UK domicile allows for greater flexibility to sell into the US and Asia with lower risk of restrictions. Note that the US has just recently imposed restrictions on certain types of semiconductors to China. AWE UK listing provides some protection against these.

Secondly, LSE are trying to entice companies to list on its exchange and have offered certain incentives to do so. Some have argued that the rules on the LSE are more lax than on NASDAQ (I disagree but that is an aside). By listing on the LSE, AWE achieved a massive capital raise that would have been far less likely in the US. Admittedly, this significantly benefited the selling shareholders and I would argue that they should have put more of the capital raised into the company than into their own pockets. Still, they determined a certain figure that they considered sufficient to meet the company roadmap objectives and the rest was theirs to pocket. Anyone in their shoes would have done the same - it is after all one of the main attractions of an IPO.

Thirdly, at the time, it was considered that there would be an attractive supply of semiconductor talent in the UK and there were plans for a Cambridge design base. This strategy changed when they opted to acquire OpenFive. I suspect the OpenFive plan was already in the pipeline prior to IPO but a Cambridge design base was nevertheless a serious consideration. AWE have said they may yet revisit having a UK design base in the future if they can see it being a viable business proposition.

Suggestions in the FT Alphaville piece of September 2021 that they listed in the UK to avoid attention to alleged founder-related transactions were inaccurate and misconstrued. In my opinion, the FT Alphaville writers, have close associations with Hedge Funds with an eye on shorting campaigns, so distorting the truth is their forte.

[casholaa] 12/7/2023 12:12

Because the US is in decline.

[stallone10] 12/7/2023 12:08

Note of caution why did AWE float here and not US?

[casholaa] 12/7/2023 11:32

I can't wait to say 'Whoooosh!' lol

[roghart1] 12/7/2023 09:18

July 10, 2023

LONDON and TORONTO, July 10, 2023 — Alphawave Semi today announced two successful tapeouts on TSMC’s most advanced 3nm process of its High Bandwidth Memory 3 (HBM3) PHY and Universal Chiplet Interconnect Express (UCIe) PHY IPs, paving the way for a new generation of chiplet-enabled silicon platforms, tailored for hyperscaler and data infrastructure customers.

Notably, Alphawave Semi is the first company to announce UCIe PHY IP supporting faster die-to-die data rates of 24Gbps per lane, delivering an impressive bandwidth of 7.9 Terabits per second over a tight space of a millimeter of a chip beachfront.

The TSMC 3nm process technology is vital for creating advanced chips that can effectively handle the exponential surge in data generated by AI, with demands for more compute, memory bandwidth, I/O speeds, and energy efficiency. Alphawave Semi’s 3nm chiplet-enabled custom silicon platform is built on flexible and customizable connectivity IP. Customers benefit from Alphawave Semi’s application-optimized IP subsystems and experience with the TSMC 3DFabric ecosystem to integrate advanced interfaces such as CXL, UCIe, HBMx, and Ethernet onto custom chips and chiplets

[dividevil] 06/7/2023 18:27

SusieBee was referring to Volsung who said back to a £1 by end of July. To be fair there's still time for this prediction to come true. I'm not so optimistic it will come about though will be a fantastic opportunity for topping up if it does.

[trader465] 06/7/2023 16:07

Susiebe- who were you referring to?

susiebe27 Jun '23 - 15:37 - 1627 of 1637
Someone missed the boat I see.

[dividevil] 06/7/2023 07:50

Yes indeed. He means a company with at least a $billion per annum revenue.

[mustau] 06/7/2023 07:44

Already valued @ $billion!

[zam1] 06/7/2023 07:13

Worth holding on to long term Tony expects it to be $1billion company by 2027The technology he mentioned it us convincing that long term future looks bright for this firm.If next results reflect this should be worth over £2

[dividevil] 05/7/2023 16:33

So in that 52 minutes I just listened to, Tony was given the opportunity to wrap up... and here's a rough transcript (copied from the site) of what he says:

"It's not often I get to wrap up with that type of platform. Simply put, we will be the next great semiconductor company. Like a Broadcom or Marvell. And how are we going to get there?

For the first decade, we'll be focused on connectivity. Beyond that we'll continue to expand. We're an engineering first company. And no one has ever challenged our technology and our technology leadership.

The shorts and everyone else have tried throwing rocks at us have been on the peripheral, but never at the technology. That's because I'm an engineer by trade. All of the leadership team, or the vast majority of the leadership team are engineers. And if technology leadership is critical to our success, that means our engineers are just as critical because they're the ones building the tech.

So we know who are customers are and we focus on them. Our engineers drive innovation, and my job as CEO is to set that north star and everytime I get with my people I remind them to not look at the day-to-day stock price, but to focus on building the next great semiconductor company of the industry. Follow the plan and success and ultimately the share price will reflect our success. And so I'm super excited to be where I am today.

This has always been the goal, but to see the goal beginning to materialize and getting to scale is rewarding. But look I'm a young guy. I'm still in the middle of my 40s. I have a lot of energy and vigor left, and I'm going to use all of that energy and vigor to push this organization higher.

I hope the innovation and passion has come across in this conversation. And from my perspective, we’re a steal today. I hope shareholders listening today know that I am the number 2 shareholder in the company behind the Sutardja family.

I’m aligned with my shareholders. Every decision that's made by myself and my other C level executives are made with the same objective. And it’s not to drive share price in the next 24 hours, but to build a long-term and sustainable business."

Whenever I've listened to Tony in the investor calls, presentations, videos and whatever, I've always been struck by his passion. He believes his company will be the next great semi-conductor company. Of course anyone investing wants to hear that, and I like to think I'm cautious, yet this is something where he's got me believing he will achieve his ambitions. Although he and his team have a big success rate in selling their previous companies at profit, Alphawave is the culmination of Tony’s life work and therefore is a company that Tony intends on holding on to for quite some time. He seems absolutely intent on making Alphawave at least as big as Marvell. So with any luck, if you've invested here for the long term, there's a good probability you're going to do extremely well out of it.

Admittedly, the last segment of the talk was a little bit of put off, as Doug asks about why Tony can't buy back shares in the company. And I'm thinking, please I don't won't the management to own more of the company than they already do. The management already own nearly 60% of the company. The last thing I want as a shareholder is for the company to be bought out by their own management. It would be a blue sky dream come true to see my investment in Alphawave reach the point where the company matures into a Marvell sized business with a Marvell sized share price!

[valhamos] 05/7/2023 14:56

Interview (52 mins) with Tony Pialis published on Fabricated Knowledge



I am still working my way through it, there's a lot to digest.

[boozey] 29/6/2023 08:56

I wonder if the US govt decision to limit chip exports will benefit Alphawave

[casholaa] 28/6/2023 18:36

Samsung is a massive global company that now has us bolstering and propelling it. Would be excellent if Apple & Microsoft need our expertise too.

[zam1] 28/6/2023 17:24

Samsung partnership is good for future for AWE

[zam1] 28/6/2023 14:20

June21 it was over £4This definitely in its way recovery once it has gone pass 150 I can see next stop at 200

[dividevil] 28/6/2023 11:58

I see little Alphawave Semi gets mentioned in the same breath as big boys Synopsys and Cadence by Samsung:



"Samsung Electronics Co., the world’s largest memory chipmaker, aims to drastically expand its chip design intellectual property (IP) partnerships with its clients with a view to creating a stronger contract chipmaking ecosystem.

The move is also designed to strengthen its foundry prowess and enhance customer services to take on its archrival, Taiwan Semiconductor Manufacturing Co.

The South Korean tech giant said on Wednesday that it will beef up its semiconductor design capabilities by collaborating with leading chip design tool companies, including Synopsys, Cadence and AlphaWave Semi.

Under the plan, Samsung Foundry, the Korean firm’s contract chip manufacturing business, will provide its IP partners with foundry process information needed to develop advanced chip design technology, with which Samsung will make chips tailored to the different needs of fabless clients.

The expansion of its IP portfolio will enable Samsung to reduce errors from the early stages of design and significantly shorten the development time and cut costs of prototype production, verification and mass production.

With the expanded chip design IPs, key assets for foundry players, Samsung also aims to attract new customers in fields such as artificial intelligence (AI), graphics processing units (GPUs), high-performance computing (HPC), and automotive and mobile chips.

By actively pursuing the expansion of cutting-edge IP portfolios, we prioritize the success of our customers,” said Shin Jong-shin, vice president of Samsung’s foundry business."

[susiebe] 27/6/2023 15:37

Someone missed the boat I see.

[stallone10] 27/6/2023 09:10

Wandisco had a glowing reference jonnywalker77