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Share Name Share Symbol Market Type Share ISIN Share Description
Iqe Plc LSE:IQE London Ordinary Share GB0009619924 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.80 -2.35% 33.20 33.20 33.30 35.40 32.85 35.40 2,473,822 16:26:53
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 156.3 6.7 0.1 255.4 266

Iqe Share Discussion Threads

Showing 67451 to 67472 of 67650 messages
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Home grown chips.We're digging for victory.
Wondering why price has jumped
More interest in chipsBiden: US needs to lead in chip productionUnited States President Joe Biden stated on Monday that the country needs to start leading in chip production for its own "sake and economic growth.""For the sake of the economy and jobs we have to make these semiconductors here at home," underlined Biden, explaining that the country had to sacrifice $240 billion in "additional economic activity" in 2021 due to the shortage of chips.Biden noted that semiconductors are also important as they power "our weapon systems." The production of these chips helps support not only Ukraine in its fight against Russia, but will also support "the weapon systems in the future as we are going to be even more reliant on advanced chips."
Given that our new CEO states unequivocally that the ‘Metaverse’ is the key driver for future revenue growth for IQE then its inextricable connection to AI ( artificial intelligence) is worth looking at, so this is interesting hTtps:// Personally I am increasingly concerned about where all this is going and our dependence on it- seemingly whether we like it or not but hey ho, I ain’t got a say so at least I can gain by investing in companies that can provide the ‘foundations’ for these technologies? Not being techy I found this article illuminating and interesting see what you think hTtps:// S
Nothing but bluff. They need to attract investment in a competitive way rather than chasing govt funds as it seems, these tory govt known for lack of long term strategy cannot help such vision. Well Lemos can always keep trying. Shame Nelson with his profile cant attract funds too.
Mmmmmmmm? Grand plans indeed but is it a grand delusion as well? IQE’s core competency is CS epitaxy and we do it well! This ‘vision’ which includes the concept of ‘different ownership models’ is a tad confusing because it needs to be defined. Some of us here have experience of an ‘enlightened’ CEO who had the worlds best graphics technology deluding himself that he could take on ARM in the CPU market, we know how that worked out! I prefer Lemos to concentrate on our CORE skills , there is a huge market that can be tapped, so let’s not get distracted, I am for keeping and extending core competencies not learning new tricks. EDITED see link below which is interesting if you have been following this story, From an IQE investors perspective the main interest is the role that Drew Nelson our President and ex CEO AND major investor has there with his NWF 10 role. I have long thought that was confusing, this article adds no clarification to that but does allude to why the Newport Wafer Fab ran into financial difficulties, read into it what you will 😉, looks to me though by the ‘evidence’ here that Drew and his consortium ( who rescued the factory and preserved the jobs) were shafted, but of course there are 2sides to every story. Row breaks out over China takeover of Newport Wafer Fab hTtps:// S
Interesting article. Americo certainly has big plans, let's hope he can bring some to fruition. hTTps:// hTTps://
Excellent article and has pretty much solidified my view on this.Thanks Zapa
A short video from Dyson giving a tantalising glimpse of their secret robot prototypes. The keywords; sensors, cameras, mapping, learning, wearables… The future of Dyson… Interesting stuff… hxxps://
hTTps:// This country can't manage itself.
Intel grabbing big slice of the actionIn recent decades, investors have operated on the basis that the global balance of power is shaped by the source - or "prize", as the writer Daniel Yergin puts it - of oil.Now, however, a new tagline is percolating: computer chips are the 21st century strategic version of the fossil fuel. Or that, at least, is the message being promoted by Pat Gelsinger, chief executive officer of Intel, America's biggest chipmaker."[The location of] oil has defined geopolitics in the past five decades. But fabs [ie fabrication factories for chips] will shape the next five - this is the new geopolitics," he recently told a conference in Aspen, lamenting that while America initially created the semiconductor industry, 80 per cent of production currently sits in Asia. Or as Rob Portman, a Republican senator from Ohio echoed at the same event: "Thirty years ago 37 per cent of semiconductors in the world were made in the US?.?.?.?today it's 12 per cent and is going the wrong way."Is this just special pleading? Certainly in part. Intel has lost ground to its Asian rivals in recent years and has been furiously lobbying Congress to provide $52bn of funding to back a bill passed last year to boost American-made chip production.And this week the lobbying paid off: a key Senate committee finally agreed to fund the $52bn plan. This will be signed by President Joe Biden "before the August recess", Mark Warner, the Democrat senator who chairs the Senate intelligence committee, tells me.This is still only a "skinny chips" bill, as Warner says; in other words, it omits parts of the original legislation. But skinny or not, dollars will flow. Intel, for example, is about to build two $10bn fabs in Senator Portman's district of Ohio, and expects to receive a $3bn subsidy for each. Hence why Gelsinger - and Portman - are promoting the chips-are-the-new-oil mantra.But leaving aside the issues of obvious self-interest, the reality is that this new credo is grounded in fact. That is partly because chips are playing an increasingly crucial role in military hardware. One issue that has hobbled Russia's ability to replenish its battlefield equipment in recent months, say, is that it has been cut off from chip supply chains by western sanctions. Moreover chips - like oil - are increasingly shaping inflation trends: in recent decades, western disinflation was supported by declines in the cost of Asian-produced chips and cheap manufacturing. But now that dynamic has gone into reverse due to supply chain disruptions.Then there is growth. Since almost every modern industrial sector needs a reliable supply of chips, the 2021 supply chain disruptions alone are calculated to have reduced American gross domestic product by $240bn that year, Portman says. And John Cornyn, a Republican senator from Texas, reckons that if America ever lost access to supplies of advanced semiconductor chips in the future "GDP could shrink by 3.2 per cent and we could lose 2.4mn jobs" in a single year. "Over three years, more than $2tn US GDP could be lost, with over 5mn people losing their jobs," he adds.Hence the growing alarm in Congress - and America's C-suite - about the fact that almost all advanced chip production is currently located in Taiwan, which is being threatened by a newly assertive China. Or as Warner says: "The vulnerability of Taiwan has been driven home by the invasion of Ukraine."This also explains Warner's frustration that Europe is already racing ahead to subsidise chip production, essentially copying the bill that the US adopted (but did not fund) last year. Intel, for example, has already received commitments of €6.8bn in subsidies from Germany. "When Brussels and Germany and France move faster than Americans we know we have got problems," Warner says. Or as Gelsinger adds: "This complex 27-member socialist union?.?.?.?is now ahead of the US by a solid six months."So will the (belated) funding of the Chips Act become the computing equivalent of America's shale industry - namely a trigger for more self-sufficiency? Not quickly or easily. It takes at least two years to start a fab. And America lacks the talent base and infrastructure that has enabled Taiwan to dominate. As a result, Morris Chang, founder of Taiwan's dominant TSMC group, says that production in its US TSMC factories costs 50 per cent more than in Taiwan.Moreover, while $52bn sounds a big number, China is estimated to be giving three times that - or more - in support to its own sector. And the Chips Act caps subsidies at $3bn per plant (which typically cost around $10bn), but other countries provide up to 50 per cent in help, Gelsinger says. This leaves Warner fretting about a looming "race to the bottom on chip subsidies" between Europe and America - or Asia.Yet, even if it will be tough to shift the supply chain pattern, nobody should doubt that the pendulum is swinging. Gelsinger is now promoting a target whereby America produces around 30 per cent of all chips in the future and Europe some 20 per cent (compared, he says, with the current 12 and 8 per cent levels, respectively). Under this vision, which is backed by key senators, Asia would account for just 50 per cent of all chip production.This bold reform may not be achievable; or not anytime soon. But the message for investors is clear: the geopolitical chip wars could soon turn even more interesting. And they should count themselves lucky that western companies do not depend on Russia for chips.
Looking at Yahoo finance. Intel very poor for ESG scoring. Highest is for corporate governance... how can this be when they are stealing IP? All ESG related funds should dump Intel if they haven't already.
Thanks Sweenoid .... excellent idea well executed.
Self explanatory why it’s good news for IQE ‘down the road’ 😉 hTtp:// By the way, I have sent an email to the Intel CEO Pat Gelsinger asking his thoughts about their new acquisition allegedly misappropriating IP ( shouldn’t I just say stealing) from IQE Gelsinger states “Values are most enduring thing leaders create.” So let’s take him up on that! I have provided a summary of the pertinent information and a link to IQE’s lawsuit and asked him , if IQE’s accusations are correct how it fits in with his personal mission statement. S
Short update. Wellington Management Company LLP now up to 0.52 from 0.42%. Another firm hovering just below 0.5% hidden away. Overall visible shorts 1.34%.
Thanks zapa, very interesting.
A Tower spokesperson said: "Tower strongly rejects IQE's baseless claims. Tower did not misappropriate any trade secrets and is the rightful owner of all of its patents. Tower is disputing these claims in court to protect its rights and intellectual property. "Additionally, although Tower has every right to do so, Tower does not use porous Silicon technology for any of its customers or in any of its production flows."
Patent infringement cases typically take forever. This is a case of alleged theft, which hopefully takes less time to resolve. Given the relative sizes of the players here (IQE being much the smallest) they need to try and obtain litigation finance. This would largely eliminate downside risk and enable them to front up to the other parties as equals. If they succeed in obtaining litigation finance, it would also lend significant confidence to outside investors (i.e. us) about the merits AND collectability of the case.
IQE files against Tower Semiconductor claiming theft of trade secrets Dan Robinson - 1h ago Comments Share IQE files against Tower Semiconductor claiming theft of trade secrets © Provided by The Register IQE files against Tower Semiconductor claiming theft of trade secrets Wafer company says it has 'significant reason' to believe Israeli chipmaker misappropriated IP IQE, producer of compound semiconductor wafers, has filed a lawsuit against Israeli chipmaker Tower Semiconductor, claiming the company misappropriated its intellectual property. Tower is in the process of being acquired by chip giant Intel.… The case has been filed in the US Federal Court in California and asserts that Tower misappropriated IQE's intellectual property to unlawfully obtain patents on IQE's technology. IQE, which is headquartered in Cardiff in the UK, says it has "significant evidence" that Tower misappropriated its trade secrets. According to IQE, the claims center on its porous silicon technology, intended for the manufacture of devices that could be used in 5G telecoms and advanced sensing applications, which the company is currently bringing to market. An IQE spokesperson told The Register that Tower has been granted its own patents on porous silicon that IQE alleges are based on its technology. Tower Semiconductor is in the middle of being acquired by Intel as part of a move by the chip giant to expand and diversify its chip manufacturing business. Porous silicon, as its name suggests, is a "sponge-like" form of the semiconductor that appears to have some different properties to the solid material, which has seen it used for the fabrication of gas sensors, humidity sensors, biosensors, light emitting structures, and other applications. iTrent HR & Payroll Software - Upgrade Your Payroll System Ad iTrent HR & Payroll Software - Upgrade Your Payroll System IQE's spokesperson told us that one of the major applications was expected to be power-switching devices inside 5G handsets, a market currently supplied largely by France-based semiconductor maker Soitec. Financial analyst Damindu Jayaweera at investment bank Peel Hunt said in a note to investors the "significant evidence" to back up IQE's claim includes breach of contract. "We believe this relates to RF switching related Porous Silicon tech," he wrote, adding: "The technology in question could de-throne Soitec's RF-SOI dominance (worth c.$0.5bn annually)." In a statement, IQE's Secretary and General Counsel, Tom Dale, said the company had brought its claims to court as it had "significant reason" to believe that Tower has misappropriated IQE's proprietary trade secrets for its own benefit. "Our technology, processes and intellectual property are vital in underpinning IQE's products and solutions and in maintaining our market-leading position in advanced semiconductor materials. We will vigorously protect them and will provide further updates as material developments occur," he said. We asked Tower Semiconductor for its side of the story in this legal action, and will update this article if we receive a response. The $5.4 billion Intel acqusition was announced in February, and the transaction is expected to take about a year to complete. Intel said the purchase would expand its global capacity and speed up the company's path to becoming a major provider of foundry services.
nickwild - Read the case file: hTtps://
Sounds as tho someone's been passing on IQE's trade secrets! A mistake not to have protected them?
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