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30.0¢ archer materials limited

Ann: Archer and EPFL develop a single chip pulsed ESR microsystem, page-56

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Lucretious

5,887 Posts.

1806

25/03/24

15:38

Post #: 73046457
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Originally posted by Geeris: ↑

spot on... I believe you have put your finger right on the 'issue'. Very technically oriented announcements. Very hard to evaluate where price should be based on a milestone. We can't even go look at other semiconductor companies and their path to development and related milestones for comparison because the development runways are very different at R&D stage. Case in point, in this announcement AXE is saying they're not using standard hemt or cmos. Two of the common chip architectures that top tier foundries like TSMC churn out. No, AXE has designed its own! So I don't take the comparison route, I accept that the AXE path is still very unique. I think it's wise to take note from Mo's talks about how there are no existing supply chains for the products AXE wants to commercialize. They are forging their own. They design, they architect,they discuss with tier 1 foundries and work out a new production node for these chips that also has to be economical. Pitt Street didn't even attempt to put a valuation on what AXE does. This is new territory for everyone.

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So, genuinely trying to find an analogy:-

Standard HEMT or CMOS = Henry Ford car plants

New Non standard HEMT / CMOS = Tesla car plants ?

AXE Price at posting: 61.0¢ Sentiment: Buy Disclosure: Held
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