once quantum computing is available on a chip, everything shifts, from digital to quantum.
once 1 atom thick, high precision graphene transistors are fabricated in a more routine way, a lot of the semiconductor industry can go in that direction
companies that have the IP for chips, like Qualcomm and NVIdia and other smaller ones are doing well, to put it mildly.
companies like AXE are a breed of Australian tech that know how to operate with less investment up front and manage cash well. Capital-efficient.
CEO Mo is very conscious of IP protection. Whether 12CQ or the Archer Bio chip. Sometimes, to work with the current big boys, you have to sign away some of your value, lose rights to IP protection. Might be better to delay bleeding-edge fame and make sure no one gets undue access to hard won tech breakthroughs. I would think the fabrication techniques for our graphene transistor would be proprietary, together with its capabilites. Might even lead to other ways in which it can be used. AXE is a nano materials company as well as an aspiring global semiconductor company. It's in a unique place where it can fabricate and adjust material properties at the atomic level to achieve the performance levels necessary for a particular breakthrough. In fact that's the process that we get to see each time there's a progress announcement. No one can quite predict the future here, but we have front row seats to innovation and I think the IP alone is worth sticking around for the ride.
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)