Iqe Share Discussion Threads

[longtallsally] 22/5/2024 21:35

Nobody bet against Nvidia that I know but I look forward to benefiting big time as Confucius, I mean Sweenoid says 😂

Nvidia up between 2-4% after hours, so not the share surge we saw last few earnings beats, because a lot is priced in already BUT if any of this drops into IQEs coffers I will be well pleased and we should hear about it in a July TU 😉

[sweenoid] 22/5/2024 21:26

Confucius say “If you bet against NVidea it’s likely you will become a cropper. “😂,

tonight’s amazing results and outlook bode well for the technology sector and for IQE demand is “off the rails in the data Centers”

Nvidia is the new Apple , whereas Apple with Jobs and Ive dominated technological innovation they are now led by a ‘supply side’ guy -period 🤨. It seems it’s now all about the GPU rather than the CPU and NVidea is driving forward a tsunami of innovation and products no one else can match ( for now). AI has enabled NVidea to reinvent itself

The exciting aspect for IQE is that our CEO says AI is not possible without compound semiconductors so there will be a payback for sure. Of course the most dynamic part of Nvidia business is in the data centre where AI is driving up the demand for Nvidea’s chips by hyperscalers like Google/amazon/ Microsoft .

IQE made this announcement regarding its new offering to enable these hyperscalers to respond to demands of AI, machine learning and cloud computing demand a few months ago so you can see how we could benefit big time



When I met Americo Lemos a few months ago he spontaneously talked about NVidea and their CEO and how a new technology innovation (AI) had revitalised the company and its share price It was almost as if he was saying it would/ could happen to IQE . Wouldn’t it be amazing if IQE worked its way into Nvidea’s supply chain (almost exclusively OUTSORCED) and the hyperscaler data centres via our OEM’s and partners.

Just saying
S

[longtallsally] 22/5/2024 15:33

Confucius say too much 🍷🍺 for Sweenoid at lunchtime 😉✅

[sweenoid] 22/5/2024 15:03

If you drive fast towards a brick wall without applying a brake you end up being a cropper?
😉
S

[crosswires] 21/5/2024 08:17

It would indeed be huge news to get a substantial chips act grant from the USA. I have to say I find it incredible that the Americans are willing to hand out large grants to non American companies but then again, who I am to complain! We certainly won’t be getting much, if any help from our own government! Let’s hope it happens! 🤞


Nvidia earnings tomorrow, which will be a short term driver (one way or another) of the wider tech markets.

[hutchmeister] 21/5/2024 07:55

Come on Rina get a result for us!

[wendybatt2] 20/5/2024 18:43

Much happier now. I have been in this stock since 2016. Done very well out of it and taken loads of money out. I have a lot left invested so very happy with this new upturn and that IQE is now on the upward trajectory. Happy days ?

[sweenoid] 20/5/2024 17:48

Zapa- thanks
That’s another ✅ in the box for Porogan, class one’s ’Solstice̵7; electroplating technology will further enable the IQE GAN based wafers to enable mass production.

it’s interesting that the press release states “ClassOne̵7;s Solstice plating technology provides a reliable and efficient foundation for the development of key process steps that will support the route to improved yields through utilization of LARGER silicon wafer sizes,”

THIS I believe refers to the 300mm wafers mentioned in IQE/ Porogan press release in 2022

“The intention is for IQE to be Porotech's epitaxial wafer foundry partner, providing GaN MOCVD capacity for the volume production of Porotech's PoroGaN® microdisplay technology platforms. Together, the companies will develop and productionise 200mm manufacturing platforms as well as 300mm wafer formats.”

It’s all coming together very nicely , Porogan are resolving supply side issues and once again the Porogan CEO states the earlier timeline “ We look forward to working with the team at ClassOne to bring the industry-leading performance benefits of PoroGaN and DPT to display applications in the NEXT FEW YEARS,” he adds.

Things are always delayed in technology but it now seems clear if all goes according to plan late 2025/ early 2026 we should see some nice action here and of course IQE are 1st in the supply chain.

I thought 33.5p could be a real resistance point , glad I appear to have got that wrong. The trend is our friend ( for a change)

S

[crosswires] 20/5/2024 15:40

There’s little point in arguing/debating, call it what you will. At the end of the day if chunky revenue comes sooner for MicroLED then that’s great news, of not then the analysts were right. Better not to expect it and be surprised 😉

On other news it is long overdue that IQE has momentum in a favourable direction (18-24 months since the rapid run from 30-60p) so it’s extremely good to see the trend being our friend again.

Very happy that I increased and bought almost 50% of my holding between 15-30p, certainly helped out the average holding price

[longtallsally] 20/5/2024 15:34

I’ve no doubt progress is being made on Micro LED but major mass production (of the type of volume that would earn IQE major revenue streams) is some years away, unless Seeenoid you know something the analysts of that sector don’t. I know you always like to be right but sometimes you need to accept others may know more (I don’t mean me) ;)

Still it’s excellent to see the share price pick up like the weather in the West Midlands.

[sweenoid] 20/5/2024 14:07

Very interesting video featuring the CEO of our strategic microleds partners appearance at Display Week in San Francisco last week

Well worth a look and from my perspective looks like very positive progress being made toward mass production of microled ‘devices’

Have a look and learn when he believes consumers will be able to buy Porotech enabled AR glasses which have been mass produced , only clue I will give is its sooner that some on here have been touting 😉. A lot of references are made to the ‘supply side’ of the business, no partners are mentioned but obviously IQE are key as are the huge corporations that have signed up as mass production partners- Foxconn, Powerchip and GIS



S

[ardent8] 20/5/2024 12:16

Note to self. Should have done.

[ardent8] 20/5/2024 12:14

Any views thoughts on the 5% in the last couple of hours. I don't, but pleased to see it and hope we hold on to it.

[longtallsally] 20/5/2024 09:47

Well we all hope your ramp up in optimism is proved accurate because for many of us there will be a substantial increase in holding value to come if you’re correct! I’m going to go all aboard the Sweenoid train from now on!

[sweenoid] 19/5/2024 14:23

Some more positive signs and nice funding


Of course this line resonates with me 😉. “The time is right for a step-change in CS manufacturing.”

This should be read in conjunction with this article from this recent ( Dec 23) article regarding IQE and Cardiff University extending their strategic relationship



The dots seem to be connecting nicely and I for one am not waiting for the full picture to emerge before I take further opportunities.
S

[1ultimate] 18/5/2024 23:12

aimingupward2 - Correct thank you! Monday 27th is Memorial Day in US and Spring Bank Holiday in the UK so both markets closed on the same day 👍🏼👍🏼

[aimingupward2] 18/5/2024 23:07

Memorial Day is the 27th May, not this coming Monday.

[1ultimate] 18/5/2024 23:05

There’s a nice Gap to fill up to 50p ish

We’ve seen IQE go from 20p to 90p within less than a year and there’s absolutely no reason why it can go well above that level now with so much positive news flow possible…..you’ve got to be in it to win it as they say 😉

imho, please DYOR

[1ultimate] 18/5/2024 23:05

lol 40p Monday and 45p Tuesday when US is open 😄

[1ultimate] 18/5/2024 20:38

Excellent find sweenoid thank you 👍🏼

40p+ on Monday imho

[picobird] 18/5/2024 20:10

BritishBulls.com

Stay long, bulls are in full control

[alotto] 18/5/2024 11:59

Despite the recent rise I think it is premature to celebrate and add. Profitability is still a mirage and opening a position today is a bet on IQE ability to turn its fortune around.
I will be looking at any rns' and TU's. I'm gutted I may be missing out at current level but better to be safe than sorry. The risk is still too high in my view.