I think the Deepseek news is very interesting and definitely a worry for the likes of Nvidia and Arm and those firms that have had massive AI fuelled run up in share price in past year.
However if Deepseek massively lowers the costs involved (apparently it only cost $6m v billions this can only be good to make AI totally accessible and an every day thing. Whilst that’s undoubtedly going to be a bad thing for humanity (imo) it will just fuel the whole thing, will probably speed up the upgrade cycle.
Boboty grow up, Cross has been here a long time and is obviously not a short. There clearly is too much post repetition here, some of that is regulars but also just people randomly posting items that have already been posted multiple times. Everyone should take a minute and read the recent messages before posting and perhaps actually try and articulate an opinion, if capable ;) |
Looks like lts and crosswires are nursing a short position. |
Dave, yes semi stocks set for big down day on that news, Semi ETF index down circa 10% in UK, if it’s true about the Chinese effort (which is not a given) then it’s certainly an issue for some of the high flying USA semis in particular.
Sadly the updated Barclays broker revenue forecasts don’t look great so let’s hope IQE have some extra revenue up their sleeves. Surely it cannot be hard to substantially beat the lousy 2026 forecast of £134m!
2025 forecast is £127m, for the share price to ever get back to 50-60p level they will need £160-170m minimum revenue |
Boboty 😂 |
 IQE and Quintessent hook up for quantum dot laser epitaxial wafersIQE and quantum dot laser specialist Quintessent are to set up the world's first large-scale quantum dot laser ("QDL") and semiconductor optical amplifier (SOA) epitaxial wafer supply chain.The project is backed by an initial purchase order of $0.5m for delivery of production wafers to Quintessent through 2025.The rapid expansion of AI-driven applications has placed significant requirement in data centres power consumption driving the migration from copper chip to chip connectivity to Silicon Photonics which has created an increasing demand for high-bandwidth, low-latency, energy-efficient and reliable optical interconnects.Traditional laser technologies struggle to meet these requirements, making QDLs and SOAs a critical innovation for future AI infrastructure which offer superior performance, including extended lifetimes, improved efficiency, lower noise and greater resilience to environmental fluctuations.wafer_whole-1-150x150.jpegIQE and Quintessent have collaborated for over a decade to transition QDL technology from research to large-scale production.Building on research breakthroughs from John Bower's laboratory at the University of California, Santa Barbara, the partnership has successfully developed highly optimised and high performing gain GaAs-based quantum dot epitaxial wafers on 6-inch substrates versus state of the art 4-inch art indium phosphide lasers.This achievement enables the production of hundreds of millions of high-performance edge-emitting lasers annually. |
How many times do you need to post on this BB? Literally thousands of useless posts.Small hat trash. |
Just as IQE announce an AI collaboration, China release a cheapo AI chatbot that sends AI chips stocks tumbling. |
How many times do we want to post the same news about the TU? Who votes this stuff up? 😂 |
Yet another post with zero context and nothing to do with IQE. |
hxxps://www.swissinfo.ch/eng/multinational-companies/us-restricts-switzerlands-access-to-ai-chips/88781270 |
Todays share price action will be instructive, Friday clearly about short term traders and covering shorts.
Sp current down to 14.7, if it can finish the day not down below 15p then I am more willing to be positive about the direction of travel.
Zak is another tipster, as right as much as he is wrong and that’s being kind, best ignored. |
The two latest updates were the TU & the Quintessent partnership extension.
The TU was probably better than many expected, suggesting stabilising sales. However revenues were only £3m up on the previous year, which in itself represented a 5+ year low.
The partnership update also sounded positive. However, according to the RNS it’s only set to generate an extra $500k sales through 2025.
So whilst both bits of news have given the share price a welcome boost, I somehow doubt they’ll push it on to 22p by end February, barring significant further contract wins between now & then. My gut feel is they’re more likely to create a support level somewhere around the current price.
I don’t follow Zak’s tips, so I guess he may have given further reasons for his confidence. But I pay little attention to tipsters & broker notes anyway because in my experience they’re as often as not wrong. |
Shrimper2, I think the share has momentum and it will reach 22 p much sooner than the end of February. |
More importantly he said by the end of next month |
Zak Mir has today posted a video predicting that the share price of IQE will reach 22 p. |
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 |
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