The top foundry and industry CEOs including TSMC chairman had a summit. Top industry analysts did a markets and industry trends forum. As Mo often says, cannot afford to stand still, the semiconductor supply chain has a supply demand that AXE needs to be on top of.
I don't think Archer went there to gain customers. More to say ' we have two products and we're here to make sure we're using the latest integration techniques and accurately addressing the use cases that will become relevant soon' The bio chip will be more ready for prime time early next year, after the commercial prototypes design is locked in. The 12CQ has a ways to go and I suspect this conference would have helped AXE decide what use cases will be the most suitable, which hardware configuration to go with. CMOS, HEMT, both, or something else entirely. They would also want to deliver a quantum solution that makes commercial sense in the semiconductor industry. They would have taken a lot away from SEMICON Taiwan 2023, that's for sure. Careful planning is everything. Measure twice, cut once. I would rather they avoid expensive mistakes. So far AXE has been outstanding in all areas of development, they should demonstrate the same level of excellence when mapping out the commercialization.
AXE Price at posting:
45.0¢ Sentiment: None Disclosure: Held
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