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clock Created with Sketch. 26/10/22
11:11
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Originally posted by Geeris:
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Looking at this quarterly... ..."Technology development and commercialisation activities" 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" "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. 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.
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I'm on board with this all except for the term quantum advantage. We don't have quantum advantage nor do I think we will ever get there with the technology we have. Our market is ONLY when decent size computers are unavailable. Does anyone know if Mo has ever mentioned error correction?
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