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Interesting link Feeks. Certinaly hope we're on our way into camera sensors.

Fair enough. Last RNA said, "The construction of the 18,000 tonnes per annum ("ktpa") second module to increase the Company's flake graphite capacity in Madagascar to 30ktpa remains on track to enter production in H2 calendar year 2022." I haven't watched all the interviews. If it was after the announcement then hopefully it supercedes it.

Isn't the next production upgrade due to finish Q3? We have another month to wait I think.

Where as we don't seem to go in for patent infringement in the UK BBD we do have our fair share of other corruption including bribery. See just one example from Rolls-Royce - https://www.bbc.com/news/business-38644114

I agree that Samsung's branding would be awkward but no doubt they would talk the role of the QDs down to incidental. It's the other tech that makes the experience / took all the investment / customers are buying it for. The quantum dots just happen to be there. Almost by accident. Presumably they would be laughed out of court as with the PTAB review but what do I know.

You're omitting the sentiment factor there as well NigWitty. If you're trying to time a trade you might get a bit more from the inevitable overshoot. Impossible to time of course.

To my knowledge Samsung doesn't have a TV that's the same if you just remove the dots so there would be lots of grounds for argument.

It has indeed been done to death but it's always fun to speculate.

I think Samsung could very easily argue down that calculation. They will say that as their premium product line it wasn't just differentiated by QDs made using NANOs processes but also the way those dots were applied; and that they had new versions the company's image processing software; best sound hardware; etc.

It's amazing they'll get through it all in one week. I guess there will be much direction and refereeing needed from the judge.

Thr rise is a little unexpected IMO. Hopefully things are turning around.

It does feel like a small set of tiny UK companies are well placed to underpin multiple huge emerging technology sectors. No doubt they'll be flogged off to foriegners on the cheap.

I'm pretty sure the funder is Samsung. Tricky, very tricky.

I can't see what all the fuss is over Newport Wafer Fab beyond maybe what it could be transformed into as it doesn't produce anything cutting edge. Good article generally. The sale of ARM was a joke. "Tory Heavyweights such as Iain Duncan Smith and Daivd Davis" made me laugh though. That campaign is bound to fail.

Everybody's twigged it Ecclescake.

All good :-)

Lol, I know they'll try everything but I still can't believe they requested a further stay after the IPR review was only instigated once both parties agreed to it after the judge said it shouldn't happen once the trial was scheduled anyway. I take it federal circuit here is a federal court that will reveiw the PTAB adjudication?

Yeah so sounds like the £2.6M is a minimum.

Excellent news this morning. Feels like NANO is really about to kick off a growth phase. Best to assume it's the £2.6M for the year NGR1616. It sounds like another new material / product research project although the comments about building inventory and firming up supply lines are intriguing.

Just a commment on the placement. It's a very small amount. The company must be very confident of commerical orders for sensor materials or they would be asking for more. Once it's done the sp is bound to go up IMO. Until then, as with any placing of any amount, it'll probably hang around the placing price.

I don't think NANO will be able to confirm the end user. Just how much product they are supplying to STM. STM may well say who their customers are so we may have to easily join the dots. The example I'm going from here is IQE's contract to supply wafers used to make the FaceID sensors in iPhones. They've been supplying for several years but still refer to "The customer." Where as the companies they supply that assemble the modules openly reference their contracts with Apple.

Of course they are. Having a moment.

I agree that the requirements for these sensors match nicely the ones using NANO's particles on STMicro's roadmap. However, they could also be using VCSELs - https://www.laserfocusworld.com/lasers-sources/article/14276314/vcsels-from-telecom-to-the-metaverse

I see quantum dots and VCSELs converging into being direct competitors in many markets over the next few years. They certainly overlap in SWIR sensing. IQE just announced that they can produced 200mm substrates for making VCSELs which will bring the cost down considerably.

While NANO's previous work with Apple is encouraging Lumentum already supplies the depth sensor used for FaceID which is less so. If the headset came out in the very short term I would assume there's no NANO technology in there just because NANO have no orders yet. If they come out next year it would be a different story.