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25.0¢ archer materials limited

Ann: Archer and GlobalFoundries to advance 12CQ chip fabrication, page-84

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piwi33

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11/09/22

16:45

Post #: 63636899
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Originally posted by Geeris: ↑

Well if we go by what AXE has consistently said.

They don't want to produce a custom quantum chip. They want to make a chip that integrates in mobile devices.
They have hinted at smartphone integration as per that re tweet.

Based on the above, I would look at the unit prices of 5G chips, NFC chips etc which go into every phone. Google has found me prices for 5G phone chips to be from $20- $85. I guess that gives us some idea. But how much does a 12CQ cost to make? Hopefully that's what they're also working to keep under control.

The commercial route does look enticing to us with the huge addressable market, if they succeed in making a cost-effective chip. Else there's always defence applications which have big budgets that can take the tech and refine it further. Or they could sell the IP and design to another large semiconductor company, but many are of the opinion that will never happen.

Expand

Also, something which may be able to help us look at the potential manufacturing prices for the 12CQ is that Archer have said they have been able to build the chips using standard foundry equipment so maybe we will be price competitive early on, apart from a premium which I'd think would be applied because of our state of the art abilities and tech.

Cheaper would be good so we could supply large volumes and really cement our place as the dominant early mover for this new age of processors in mobile devices.

AXE Price at posting: 82.0¢ Sentiment: Buy Disclosure: Held
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