Additional to cycles is the immediate background noise created by the current trend to de-risk from China.
The dynamics of world trade relationships is being played out before our eyes. These changing relationships are occuring faster than we may realise. Just this week, Japan joined the US and Europe in a complete decoupling and tightening of semiconductor tools to China. The US, Netherlands and Japan together control critical equipment now necessary for China to make leading-edge chips. Japan’s planned export controls include tools used to clean silicon wafers of impurities, extreme ultraviolet mask-testers, as well as all immersion lithography machines. Screen Holdings, Lasertec and Nikon are suppliers of such equipment. See full story.
The realisation of China's dependancy for its semiconductor industry, means that the standards for its next level of chip making would make it difficult for them to produce semiconductors at low cost. So, irrespective of any quantum chip or BIO chip commercialisation developments Archer may make, its immediate value may lie in the high caliber of its personnel and the public announcements its obligated to state. Whether or not Australia plays a greater role in the next tech cycle is not clear, except that as far as OECD countries are concerned, it's not going to be China.
The bottom line is that the 'incentive price' for shareholder value hasn't been factored in because the industry is in a 'perceived' state of flux. Or are they? Judging by recent actions, the plans are already in place.
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Additional to cycles is the immediate background noise created...
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30.0¢ |
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Open | High | Low | Value | Volume |
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No. | Vol. | Price($) |
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1 | 41425 | 30.0¢ |
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Price($) | Vol. | No. |
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30.5¢ | 2401 | 1 |
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No. | Vol. | Price($) |
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1 | 10700 | 0.280 |
3 | 149261 | 0.275 |
4 | 181811 | 0.270 |
3 | 81320 | 0.265 |
9 | 298401 | 0.260 |
Price($) | Vol. | No. |
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0.305 | 2401 | 1 |
0.310 | 25000 | 1 |
0.315 | 56267 | 3 |
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