IQE post on LinkedIn earlier today
We’re thrilled to announce our participation in the Onshoring and Scaling Up of 3C-SiC Substrates for Cubic GaN MicroLEDs project, proudly supported by Innovate UK.
This collaborative effort brings together Wafer Technology Ltd (an IQE Company), Kubos Semiconductors Ltd, ADVANCED EPI MATERIALS AND DEVICES LTD to establish a UK-based supply chain for producing high-quality 3C-SiC substrates, critical for advancing microLED technology, powering next-generation displays.
Our specific role is to develop advanced chemical mechanical polishing (CMP) techniques for 150 mm and 200 mm 3C-SiC wafers. This innovation is critical for ensuring the substrates meet the highest standards of quality and performance. Together with our project partners, we’re working towards strengthening the UK’s position in the global semiconductor supply chain, fostering innovation and enabling groundbreaking technologies. |
No specific link to IQE but an interesting future use of GaN |
Was trying to time this and have missed the day I should have been checking :-)
Literally check it every day! Well except today! 🙈
D |
Yep, momentum investors, they will soon disappear and seeing as they won’t add anything of merit can be ignored |
Some people have very rose tinted glasses. Need more of this news and a very good CEO in place |
IQE is positioned to go from strength to strength in the new AI world. Back to the 70p+ days.🚀 |
Looking good, gaining traction, blue skies from here, onwards and upwards |
Is this the only small cap Quantum related stock on LSE? |
hxxps://www.gasworld.com/story/powering-the-ai-revolution-can-semiconductors-keep-up/2149696.article/
Powering the AI revolution: Can semiconductors keep up?
By Anthony Wright
on Jan 21, 2025 |
Momentum is powerful both on the way down and back up again. This should never have sunk as low as 8p but it did and whilst this isn’t worth 30p yet it looks like it’s heading back to fair value maybe round 17-20p. Last time IQE sunk to the lows of 10p back in 2016 within 18 months it was at £1.70.
What we need to really gain traction is more new deals with GaN which has higher margins and increases in volume on existing deals. Add in the Taiwan sale and funding after this year should be less of an issue.
I would also add that military spending is about to grow significantly over the next decade as the sector has been under funded and with the real Donald in the USA hot seat he won’t be allowing the EU to get away without paying their dues.
It’s been easy to be negative here because the fall was shocking but I do think much better times are coming which is why my holding only grew substantially over the past year. |
🚀🚀🚀🚀8640; |
Great words - AI pre production partnership California Iqe - fly baby fly |
So have I. Good luck everyone |
taken a few maiden shares today -
good luck - |
The quantum dot market is estimated to be worth USD 10.6 billion in 2024 and is projected to reach USD 23.9 billion by 2029, at a CAGR of 17.7% during the forecast period. |
Whatever the reason getting past 15p would be a big deal considering where we have been these past months. I am confident the future is brighter just not sure how bright! |
Looking remarkably strong.🚀 |
17p coming, so from comments here the only issue is the loan note? |
Little wins like this are always good.
But I’d have liked some indication of how it might scale up beyond the $0.5m “through 2025”. That kind of revenue - whilst welcome - ain’t gonna significantly shift the dial. Particularly when the partnership with Quintessent has been 10 years in the making just to get it to this point. |
It’s not but I guess we’re going to get a few of this type of post here as new investors look for something to try and pump ;) |
The share price is poised to reach 20 p. |
 Indeed 500k won’t shift the dial and IqE has had many new tech false dawns before and plenty of jam tomorrow BUT if this one pays off it could be huge.
Much more detail here…
Revolutionizing AI Optical Interconnects
Quintessent Inc., known for its pioneering work in quantum dot laser technology combined with heterogeneous silicon photonics, has joined forces with IQE plc, a leading provider of epitaxial wafer products and services. Their partnership is groundbreaking as it aims to create a large-scale quantum dot laser and semiconductor optical amplifier (SOA) epitaxial wafer supply chain. This collaboration is set to establish a new era in high-performance optical interconnects
The Need for Advanced Optical Interconnects
As artificial intelligence (AI) technology continues to evolve rapidly, the demand for larger parameter models increases. This surge necessitates a robust interconnected infrastructure that can efficiently manage compute and memory resources. The optical interconnects play a vital role, requiring a laser source that meets high bandwidth, low latency, and energy-efficient standards. Conventional laser technology, often reliant on III-V supply chains, struggles to keep pace with these requirements, particularly regarding reliability.
Enhancing AI Connectivity
The shift towards quantum dot materials is a significant breakthrough in enhancing laser and SOA technologies. These materials endow systems with longer lifespans and greater reliability. Furthermore, they demonstrate wider operational temperatures, higher efficiency, reduced noise levels, and improved resistance to back reflections. This leap forward promises to mitigate the challenges faced by optical interconnects in future AI implementations.
Recent Breakthroughs Leading to High Volume Production
For many years, the supply of high-quality quantum dot epitaxial wafers has been a challenge. However, recent collaborations between Quintessent and IQE, alongside research initiatives, have led to notable advancements. The transition from GaAs-based quantum dot research into volume production has resulted in optimized and high-performing gain materials crafted on 6-inch epitaxial wafers. These wafers are capable of producing millions of edge-emitting lasers and SOAs annually.
The Vision Behind the Partnership
Alan Liu, CEO and co-founder of Quintessent, remarked on the partnership's vision, stating that the performance, cost, and reliability enhancements of quantum dot-based lasers and amplifiers align perfectly with market demands. This collaboration aims to tackle the increasing need for optical connectivity, providing solutions built on quantum dot technology.
Acknowledging Expertise and Commitment
Mark Furlong, Chief Revenue Officer of IQE, expressed satisfaction with the commitments from Quintessent, highlighting the successful history of their partnership on commercial products and various programs. The quality and consistency of their QDL wafers demonstrate their expertise in manufacturing epitaxial wafers at scale, further solidifying their position in a competitive market. |
$500k though. Potential sure but meagre revenue atm |
Nice news, should be a good day here, GLA |
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