What is happening, page-2656

First 2656 Last

Share
Profile

Follow
Tizard

1,317 Posts.

169

21/11/23

16:21

Post #: 71024436
Share

Originally posted by Geeris: ↑

Few things worth keeping in mind iMO -

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.

Expand

Gday @Geeris, whats your thoughts on creating separate stand alone entities, one for the BioChip and one for CQ12, Im thinking down the track it would be much easier to manage
Cheers

AXE Price at posting: 41.5¢ Sentiment: Buy Disclosure: Held
1 Upvote

0 Great analysis

Reply

Top Stories

IXR

Ionic Rare Earths falls -7% as momentum slips on vague production update

ASX Market Close: Index rebounds as investors buoyant | July 30, 2025

HAR

Haranga jumps +7% on Lincoln acquisition

HotCopper Trends: Wall of quarterlies dominate; then there's Micro-X & Ionic

NUZ

Neurizon inks $1.5M loan against R&D Tax Rebate

First 2656 Last

Add to My Watchlist

What is My Watchlist?

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)
Last 28.0¢		Change -0.005(1.75%)		Mkt cap ! $71.35M

Open	High	Low	Value	Volume
29.0¢	29.5¢	28.0¢	$32.59K	114.1K

Buyers (Bids)

No.	Vol.	Price($)
3	17601	28.0¢

Sellers (Offers)

Price($)	Vol.	No.
29.5¢	58500	2

View Market Depth

No.	Vol.	Price($)
3	17601	0.280
2	138461	0.275
4	148518	0.270
5	147320	0.265
8	288401	0.260

Price($)	Vol.	No.
0.295	58500	2
0.300	38647	2
0.310	48177	5
0.315	52767	2
0.320	46875	3

Last trade - 16.10pm 30/07/2025 (20 minute delay)

AXE (ASX) Chart

What is happening, page-2656

Ionic Rare Earths falls -7% as momentum slips on vague production update

ASX Market Close: Index rebounds as investors buoyant | July 30, 2025

Haranga jumps +7% on Lincoln acquisition

HotCopper Trends: Wall of quarterlies dominate; then there's Micro-X & Ionic

Neurizon inks $1.5M loan against R&D Tax Rebate

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

What is happening, page-2656

Top Stories

Ionic Rare Earths falls -7% as momentum slips on vague production update

ASX Market Close: Index rebounds as investors buoyant | July 30, 2025

Haranga jumps +7% on Lincoln acquisition

HotCopper Trends: Wall of quarterlies dominate; then there's Micro-X & Ionic

Neurizon inks $1.5M loan against R&D Tax Rebate

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News