Iqe Share Discussion Threads

[lord loads of lolly] 26/3/2024 08:42

I reckon sweenoid would get excited at an RNS saying Lemos nipped out at lunch to order some chips.

Meanwhile, everyone else seems to think this morning’s so-called news is a bit meh.

Share price has inched up, but no major market excitement so far.

[longtallsally] 26/3/2024 08:05

Potential and market bottlenecks is all we have been hearing since 2017…

[lord loads of lolly] 26/3/2024 08:03

samed1 - I’m not sure whether this was even an announcement of much NEW product/capability?

Admittedly it does refer to a strengthened portfolio. But that could mean it’s just tweaked one small element of its offering. Or it could signal far more significant innovation.

Smacks of “Let’s do an RNS referencing AI several times and see if we can’t boost the share price a bit”. Rather than having any concrete new orders for this strengthened offering.

Reminds me of one of those political announcements, where £billions of funds are promised for education/health/housing. But when you dig a little deeper, you find most/all of it’s just a rehash of money they’ve already committed to & announced years prior.

[sweenoid] 26/3/2024 08:02

Pardon - 😂
Anyhow todays welcome announcement which may well herald a significant commercial potential ties in with IQE appearing here

Calling OFC24 attendees!

With the rise of AI the continued proliferation of data centers and IoT, high-speed connectivity has become essential.

Join us at booth 4601 at OFC this week to hear about how we’re helping our customers enable the future of AI through photonics, including with three new product launches.

Brian VanOrsdel, Mark Mattingley and Andrew Clark will be in San Diego this week. Contact us to get in touch.



S

[longtallsally] 26/3/2024 07:41

I am a little bored of the “non” Reg RNS from IQE, hopefully one of these days IQE will announce a significant new contract win, even if NDAs don’t allow them to specify the customer…

[samed1] 26/3/2024 07:22

Odd why ADFN is slow with the RNS this morning. In the meantime here it is:IQE plc Reach Cardiff, UK26 March 2024 IQE enhances AI connectivity for data communications with advanced high-speed portfolio expansion IQE plc (AIM: IQE, "IQE" or the "Group"), the leading global supplier of compound semiconductor wafer products and advanced material solutions, is pleased to announce a strengthened portfolio of high-speed optical connectivity epiwafers to address increasing demands for artificial intelligence (AI), cloud, carrier, and data-intensive workloads.These products are designed to meet the demands of AI and data centres now and in the future, while also increasing energy efficiency. The new offerings are:· The industry's first foundry epitaxy service for 1310 nm Quantum Dot Lasers (QDL), available on both GaAs and Si, with PIC and CMOS platform compatibility to enable customers to develop next generation high data payload optical transceivers for greater performance and energy efficiency within data centres · Launch of a 56G 850 nm VCSEL reference design for pulsed amplitude modulation (PAM-4) optical transmission in data centre and enterprise short-reach multimode fiber (MMF) applications · Release of a 6" InP based PIN photodetector platform, complementing our 6" InP FP, DFB and EML signal laser offering, for customers prototyping photonics devices at disruptive larger wafer diameters, enabling the industry to scale and meet the future demands of datacom whilst driving economies of scale Mark Furlong, Executive Vice President, Business Development, commented:"Datacom is undergoing a rapid transformation as it needs to meet the demands of generative AI and its high-speed data processing. Our strengthened portfolio is at the forefront of an industry drive for faster, more efficient and cost-effective data connectivity solutions. We are enabling our customers to develop a competitive advantage to transform optical networks at the heart of AI engines and next-gen compute while also generating economies of scale and supporting the need for more sustainable solutions."

[longtallsally] 22/3/2024 15:46

What’s Tom Ducks cat got to do with it? Did I miss something?

[indiestu] 22/3/2024 15:23

Tomducks cat may be meowing but not for much longer.

[indiestu] 22/3/2024 15:21

So the first 8.5 billion grant in the bag for intel. Come on Jutta, time to earn your wage, cosy up to the old boys network and close the deal that Americo was put in place to do. This has taken much longer than anticipated but it looks like the end game is in near.

[guildedge] 21/3/2024 19:07

When you go to post links it looks normal. Once you hit send it changes to xx. Weird how tT works.The dangers of copy and pasting links.

If IQE does get funding (One of the many discussion IQE are having with the industry?) then you would expect it would be part of a bigger strategy to supply to a mass produced product with someone like Intel or Apple.

This is where IQE put the cart before the horse. They built a factory but lacked the orders to fill it. Where other firms would make contracts for future products and then plan a production facility. On flip side IQE have capacityn to 3x production.

[lord loads of lolly] 21/3/2024 09:30

sweenoid - best just to drop the hxxps bit altogether and start all links with www.

That way they're not blocked.

[sweenoid] 21/3/2024 09:19

Tip
To put a link on ADVFN you have to copy and paste the link and then change the https to hTtps and it magically works !

Hence the link above

hxxps://www.iqep.com/media/press-releases/2023/iqe-demonstrates-progress-on-its-strategic-commitment-to-diversify-into-gan-technologies-for-microled/
May 2023

Becomes

May 2023

By changing the tt to Tt

To Lucas - IQE have recently appointed a VP of GOVERNMENT AFFAIRS- her ENTIRE ROLE is devoted to tapping the funds available from the US CHIPS ACT , The European equivalent ( which INCLUDES the UK in this context) and the paltry sums available from HMG , prior to her appointment our CEO was heavily involved with the US administration, so fingers crossed 🤞

S

[guildedge] 21/3/2024 00:16

This appears to be to shift production away from China. Not sure what IQE have business wise with Intel. One of IQE recent hires was from Intel.

IQE progress on GAN last year.

May 2023

Of course Intel is 300mm


No one has ever suggested Intel is one of IQE's customers. Silicon and GAN do go hand in hand these days. Doubt Intel will do this overnight. Factories still to be built. I think IQE would announce a major contract as I can't see Intel doing small orders.

As for the monies I doubt IQE would see a penny as it's for the new factories and Intel planning 100bn investment anyway. So small beers for Intel. If Intel wanted IQE tech they would of bought them out cheaply. 200m to Intel is nothing.

In terms of announcements this month think TU is best we can expect.

[lucas5950] 20/3/2024 22:20

Anyone have any related news on intel and US dept of commerce announcing $8.5 billion in direct funding under the CHIPS act and what this could mean for the industry and potentially IQE? Do we think IQE can tap into these funds considering we do a lot of business out of the US?

[hutchmeister] 19/3/2024 13:25

I think we can safely say the 2023 results will be disappointing, we all now that. The key is forward looking statement, typically IQE never quite meet expectations and that creates poor sentiment..... will that ever change?

[lord loads of lolly] 19/3/2024 11:30

LongTallSally - could have sworn you had me filtered (ironically for being negative too often - unlike you of course). Well, that filtering didn't last long!

[longtallsally] 19/3/2024 09:27

That’s the rub, with IQE you never can tell what’s coming next and why so many investors find it unattractive as an investment and hence why it’s at 20p

[lord loads of lolly] 19/3/2024 09:11

biglad1 - the market's pricing in yet another set of lacklustre results.

But that doesn't mean the market's right. Actual results could come in well above/below consensus.

[biglad1] 18/3/2024 22:03

Are results not getting priced in ? NOW

[a13878713] 18/3/2024 13:10

Going by last year we had a trading update on March 9th followed by results on May 17, so might get an update only on thursday.

[lord loads of lolly] 18/3/2024 09:31

sweenoid - slight overreaction there? We're only discussing the results release date, not WW3.

[dawneyd] 17/3/2024 23:28

Should be notified in advance, from the January Trading Update:
"The Group will announce the date for reporting full year results in due course."

[longtallsally] 17/3/2024 22:49

I asked for some clarification from IR and got zero response, perhaps Dave Sweeny knows the date though ;)