yes I agree. AXE's strategy to design to commercial foundry processes, but also to use standard phone chips is to be price competitive.
and also to all serious long term holders i encourage you to keep an eye on the foundries. It's a very consolidated industry. Tier 1 are TSMC, Samsung and Intel comes in 3rd at the mo. These are the ones that can make chips at the rate at which phones are made. TSMC makes Apple's chips, Samsung make theirs for their phones. So what is AXE's plan here? Use GF for protoyping only? GF has aspirations of becoming a major foundry. IBM has been divesting and going fab-less, had a spat with GF https://www.nextplatform.com/2021/06/10/why-ibm-is-suing-globalfoundries-over-chip-roadmap-failures/
and have gone with Samsung as their foundry partner. This was last year, prior to the recent US CHIPS act. Now post act, the US is encouraging Samsung to have a foundry near GF. Economies of scale, supply and demand cyclicals of semiconductor industry and geopolitics will all play a part in AXE's commercial plans. But as we know, the tech is valuable and government and defence can also be potential customers.
DYO(detailed) Research.
cheers.
- Forums
- ASX - By Stock
- AXE
- Ann: Archer and GlobalFoundries to advance 12CQ chip fabrication
Ann: Archer and GlobalFoundries to advance 12CQ chip fabrication, page-98
-
- There are more pages in this discussion • 6 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add AXE (ASX) to my watchlist
(20min delay)
|
|||||
Last
25.0¢ |
Change
0.020(8.70%) |
Mkt cap ! $63.71M |
Open | High | Low | Value | Volume |
24.0¢ | 26.0¢ | 24.0¢ | $91.25K | 365.1K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
6 | 81271 | 24.0¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
25.0¢ | 616 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
6 | 81271 | 0.240 |
4 | 83879 | 0.230 |
6 | 75690 | 0.220 |
4 | 40953 | 0.215 |
8 | 58775 | 0.210 |
Price($) | Vol. | No. |
---|---|---|
0.250 | 616 | 1 |
0.255 | 30000 | 1 |
0.265 | 29341 | 4 |
0.270 | 33000 | 2 |
0.275 | 70000 | 1 |
Last trade - 16.10pm 18/10/2024 (20 minute delay) ? |
Featured News
AXE (ASX) Chart |