Iqe Share Discussion Threads

[bigbigdave] 29/11/2016 08:19

No tratante, sounds good tho :o)

[tratante] 29/11/2016 08:15

Anyone explain what it means technically in words of one syllable?

[someuwin] 29/11/2016 08:11

Looks like more excellent news!

[gersemi] 29/11/2016 08:09

Interesting

[bigbigdave] 29/11/2016 08:09

Great news.......

[sweenoid] 28/11/2016 18:31

Yep it's a photonics and optical components jamboree all right :-)
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[sweenoid] 28/11/2016 14:56

Yep- that's just a longer version of my post the other day where I stressed the importance of our NIL acquisition

Your article and the one I posted just Emohasises the fact that tge UK Govt is funding a lot of IQE's research these days :-)

I will drink to that
S

[mark_jm] 28/11/2016 14:49

Compound semiconductor centre, of which IQE is a founding partner wins 800k gov funding

The inexorable growth in broadband communications has created an enormous market (>100M units pa) for low cost, single-mode semiconductor lasers emitting around 1.3-1.55um as sources in fibre optic communicationsto the Premises (FTTP). Current technologies deployed (such as Passive Optical Networking, PON) operate at line rates of 1.25-2.5 Gb/s. However, satisfying the massively expanding bandwidth demand will require implementation of new PON standards that require higher performance, lower cost laser sources. The UK industrial partners in this project are already significant materials and chip scale suppliers to this market.
Our project addresses the replacement of a high cost nm-scale lithography step in the laser manufacturing process with a low cost, high throughput nano-imprint process to realise a cost saving of 20-30% in the Cost of Manufacture of the laser chip.However, to our knowledge, the nano-imprint lithography technique has not been implemented in volume semiconductor laser manufacturing, and so there is significant de-risking activity required to establish, qualify and yield engineer a new process to unlock the productivity gains.

final project in the list can be seen at this address

[fft] 27/11/2016 12:49

It sees to me that the next bit of news expected is a trading update in Mid December - if last years TU is followed.

However, do the people who follow this more closely than me expect any other news or contracts in the near future ?

Thanks

[sweenoid] 27/11/2016 10:09

just had a closer look at Macoms proposed acquisition of Applied Micro and trying to figure out the implications for us.

Macom are a longstanding and key customer for us , and in Gan on Silicon they will be pivotal.

obviously with NDA's we dont know how much we supply to their other business divisions.

pivotal is that we dont know if Applied micro is a customer for our epistaxial wafers already, if not this provides a massive opportunity for their market share

the fit with Macom and Advanced micro looks great , and certainly the type of businesses that are supplied fall fully within our catalogue of provision, this could be very good for us going forward



the KEY word for their synergism is CONNECTIVITY and thats where we tie in - literally everything in the global connected digital world going forward will NEED compound semiconductors

read this from the Macom CEO talking about the deal,

Within AppliedMicro there is a very complementary, very accretive business called
Connectivity and we'll be talking about that in more detail, which is a golden nugget, in
our opinion that we wish to retain. In acquiring that Connectivity business, we believe it
will accelerate and expand our breakout growth that we already reported earlier last
week, breakout in cloud service provider and enterprise network customers, that is data
centers, which we believe, again, is a strategic basis for this acquisition. The timing is
perfect, the window of opportunity is perfect and it is very synergistic on the upside for,
frankly, both parts of the portfolio.


i like the golden nugget comment- and thats being applied to services we provide for
:-)

if you are interested and have the time look at the transcript that accompanies the presentation
there are a LOT of key words in there lasers, vcsels, connectivity, cloud ,data centres etc etc etc -it goes on and on that are all reatcheting up in production , we supply them ALL


S

[sweenoid] 25/11/2016 15:33

I am after the big money here , not a few quid, consolidation for me is the order of the day till the trading statement 'hopefully' pushes us on.

Consolidation effectively means weak holders are eliminated or take a healthy profit, whilst there is a steady stream of new money coming in to cement foundations, its very healthy.

have a good weekend all
S

[leeson31] 25/11/2016 14:46

i want 45p next bloody week :p

[rivaldo] 25/11/2016 14:45

Who needs consolidation sweenoid - I want Canaccord's 51p and I want it now :o))

Mind you, I'm intending to hold on for a lot more than that over time.

[leeson31] 25/11/2016 12:40

37p paid... next leg up? maybe ~42.5p...

[sspurt] 25/11/2016 11:31

Sweenoid - IQE taking a bite out of the chip fabrication process with its NIL capability in Taiwan. Again moving the business up the feedchain with consequent beneficial margin impact. All good as you say.

[sweenoid] 25/11/2016 11:06

Someuwin my po na na, slug and lettuce, springwood, chorion and urbium days are well past. Had fun with them, especially going to the new Tiger Tiger openings nationwide and doing the Chorion owned London bar crawls ( all in the aid of good research)

I actually was dragged into a Revolution bar in Clapham recently, we had a fun night :-)

back to IQE....what a simply wonderful chart, a nice consolidation here like we got at 30-32p will suit me nicely
S

[someuwin] 25/11/2016 09:20

O/T sweenoid - Don't know if you're still into bars (investing in them not frequenting them!). If so you might want to take a look at Revolution Bars Group (LSE:RBG).

See respected accountant and analyst paulypilots's post #10 on this thread...

[sweenoid] 25/11/2016 07:16

I know some philistines detest R&D but its rather essential, 2017 will see the fruits of years of research , it must go on

I was 'banging on' about NIL -nano imprint lithography in another post so this seems apposite ;-)



The suggested potential cost savings if proved to be accurate would be a major selling point

Either ways, isn't it nice that important research is in effect being 'funded' not by revenues but by 'grants'

Of course despite IQE bing centre to the compound semiconductor centre, it's involvement in the University 'system' also helps research and gets us a supply of bright young things graduates already immersed in compound semiconductor issues :-)



S

[big7ime] 24/11/2016 18:46

There are many companies in the "graphene field" and most have really tanked this yr.

[terry topper] 24/11/2016 17:01

I am a long term IQE holder and always enjoy reading this thread - very informative.
Re those interested in graphene which has been mentioned a bit recently - slightly o/t - hope that's OK - I would suggest having a look at Directa Plus (DCTA).
Italian company that IPO'd on AIM recently. IMO it looks very interesting but I'm not going to take up any more IQE space.

[jugu] 24/11/2016 14:14

No post from american idiot lately.

[sweenoid] 24/11/2016 13:22

If anyone is interested this is a good article about the merits of GAN on silicon over LDMOS ( incumbent technology) and also GAN on silicon carbide, this is for base stations but can be applied to any other field where GAN on silicon is proposed -RF power etc

We supply the wafer , Macom supplies the product to its OEM's



We seem to have lost those tiresome pumpers and dumpers ;-)
S

[someuwin] 24/11/2016 13:07

I didn't even realise what IQE stood for until I read this...

GaN Industrial Devices Market Key Trends, Challenges, Standardization and Forecast

Gallium Nitride (GaN) has a wide band gap and owing to its advanced features such as high breakdown voltage, high switching frequencies, enhanced power efficiency, high conduction and thermal stability, GaN is largely being preferred for numerous applications. These characteristics have enabled GaN power semiconductors to penetrate into various high power applications such as inverters for home appliances, inverters for trains, broadband wireless networks systems, power converter circuits, turbines, industrial and heavy electrical systems, and electric and hybrid vehicles.

Request a Sample Copy of the Report @

GaN technology is set to replace the silicon technology because of its superior characteristics and increasing applications as compared to silicon. The properties of GaN allow its discretes such as FETs, HEMTs, Schottky diodes and other advanced power devices to operate at higher voltages efficiently. GaN industrial devices market is expected to progress in the coming years, with the penetration in the medium voltage power electronics market. The majority of the revenue in GaN industrial devices market is coming from the ICT sector because of increasing replacements of Si based devices with GaN. In addition, various RF devices used for communication applications are all being transformed to GaN based technology from Si technology.

Inquiry on this report @

GaN industrial devices has several application segments, such as industrial systems, power distribution systems, turbines, heavy electrical systems, heavy machinery, electro-mechanical computing systems and advanced industrial control systems. In addition, new power applications (clean-tech) such as Smart Grid Power Systems, High-Voltage Direct Current (HVDC), Wind Turbines, Solar Power Systems and Wind Power Systems. GaN’s low sensitivity to ionizing radiation and better stability allows its use in satellites, solar cell arrays, and high end power equipments in military and aerospace sector. GaN industrial devices also find application in automobile sector; in the manufacturing of hybrid and electric vehicles.

Read Complete Report with TOC @

Major market participants profiled in this report include Fujitsu Limited (Japan), GaN Systems Inc (Canada), Freescale Semiconductors Incorporated (U.S.), International Rectifier Corporation (U.S.), and RF Micro Devices Inc. (U.S.), Efficient Power Conversion Corporation (U.S.), NXP Semiconductors N.V. (Netherlands), Renesas Electronics Corporation (Japan), Toshiba Corporation (Japan), Texas Instruments Inc. (U.S.), International Quantum Epitaxy (U.K.), Nichia Corporation (Japan) and Cree Inc., (U.S.).

[tini5] 24/11/2016 08:26

Me too, always feel that momentum is lost on positive news flow in December as Christmas dampens any upward movement. January would be better.

[sweenoid] 24/11/2016 08:21

Or January!
Last 2 years 15th December 2015 & January 5th 2015

Once again MY preference is for Jan

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