Looking at this quarterly......"Technology development and...

Looking at this quarterly...


..."Technology development and commercialisation activities"



Archer will access the technology facilities and
manufacturing processes of GlobalFoundries to explore pathways for potential high-volume
manufacturing of 12CQ chip devices and components.

still saying 'devices and components' suggests that there is a whole range of products being looked at. They did HEMT for mobile phone integration, next they did CMOS integration which can result in a myriad different ways (including in phones) to potentially commercialise. Apart from phones there's the whole IoT market of applications at the edge. In other words, a more accurate and precise sensor. If in the meanwhile, new uses become apparent in larger rack mounted circuit boards, then even that could be a use. No specifics given. It's left to us to follow the breadcrumbs. Most of this year they have focused on engineering this into tiny feature sizes so I would hope all this impressive work gets commercialised soon...as in within the next 12 months. I'm expecting announcements to say - "we are going to make this chip at scale in a foundry now"

of course defence and government would actually be very interested in everything they do right now but is AXE determined to wade into the semiconductor industry and play strategy and pricing games with the big boys. They could, if the quantum advantage is marketed well.

there is also the other point that if Australia step up their semiconductor policies AND their quantum computing agenda, then AXE is really in the box seat. I would argue that no other company here can boast the expertise they have.

for a lot of the time so far AXE has been a bit ahead of the quantum awareness curve in the markets, once quantum fever hits, then any and all quantum companies will have a bit of a boom. However I don't think AXE investors are interested in hype, only in market catching up with room temp quantum computing advantage on a chip this small....which could actually be soon...as in next 6 to 12 months.


Archer is currently focused on micro- and nano-fabrication of the biochip device components
sub-10 nm fabrication could allow for biochip device development
to span a magnitude of feature sizes for a broad range of potential sensing applications

"span a magnitude of feature sizes for a broad range of potential sensing applications".... Again everything is open to speculation once you get into the specifics of an actual bio chip.

sub-10nm fabrication know-how is indeed great and it can be used at some point in the future for some future sensing applications.

We are still in the 'development and looking at potential pathways to commercialisation' phase. Typical speculative tech stocks like this require me to love the science, understand some of it, catch the vision, have confidence in the team working on it and expect some nice surprises. I'm up for it.