Member Info for Basscadet

LG WOLED panels aren't that bright either. Nothing like as bright as LED. But I think you're right. It'll be something like that.

There's something not quite right about the story. Buying 1/2 of LG's entire output next year isn't exploring alternatives. I wonder if they're planning to use LG OLED panels as foundation for a next gen TV. Possibly QD-OLED.

Think we have to wait and see why Samsung are buying LG's panels.

Found this very interesting...

https://www.prnewswire.com/news-releases/growth-in-5g-base-stations-continues-china-leading-but-with-a-twist-301228306.html#

It clearly shows the mMIMO slowdown in China hitting IQE's expectations H1, gives reasons (US political action is hampering Huawei's ability to deploy mMIMO basestations and so China is switching to 700 MHz) and shows the expected ramp up in mMIMO roll out as the rest of the world kicks in. Looks like strong growth after the dip.

DDDD have been running a trial for just that. It's running slowly due to lack of patients to study. They've all been nabbed by other trials. Pretty sure it's still going though.

That answer seems like a mess pws. You ask about benefits to the investor but they answer with benefits to the company. I don't suppose they can answer your question directly because it might constitute investment advice. In my experience generally arbitrage will ensure the share price on both sides of the Atlantic will stay the same. I hold some shares in HSBC and that is definitely the case. However, HSBC trading volume is massive. If DDDD has little liquidity in either market synching up might lag giving one market a timing advantage.

It was clear from the video that at sites other than Taiwan they are not using the full capacity of the machines currently installed. Got to remember though that they reported 50% higher yield than exepcted from each machine when they installed them and have also announced the ability to make bigger wafers since then. Very happy if they are increasing capacity through efficiency rather than by simply installing more hardware.

Seems clear now the shortage is just for general purpose silicon chips. Compound semis aren't in the same position. If Apple can't make an iPhone because they can't get the silicon for the processor they're not going to need to order the VCSELs for Face ID.

https://www.edisongroup.com/edison-tv/iqe-executive-interview-4/

He sheds some light on a few of the points discussed here after the results. IQE made a big investment in capacity which has given it a much broader product range than it's peers. Underutilisation of tools hits margins. Underutilisation will be addressed by new product releases for addressing opportunties only IQE will have solutions for. At that point margins will pick up significantly. Different sites have different capabilities. Hence the new tools for Taiwan are for 5G handset power amplifiers which is a short term high growth area. The new tools will drive economies of scale at the site increasing profilitability.

5G roll out will be bumpy due to local issues but IQE will be in the lead whenever it happens. Hence the Q1 Asia plateauing during H1 but picking up again later guidance.

I guess it can all be summed up as jam tomorrow :-)

Accuracy is another thing. Lateral flow tests are still so inaccurate they're hardly worth doing. Hopefully using QDs increase sensitivity and therefore give better results. That said, I don't hold out any hope of NANO helping during the COVID pandemic. As they said themselves there are already tests out there and this project is more a proof of concept for future viruses.

My guess for what it's worth Nanonano is that LG don't necessarily expect to sell huge quantities of their new TVs straight off the bat and so are planning a limited production run to see how well it's received. Nanosys would be able to supply the small batches of CFQDs necessary. If QNED takes off LG might need to look to other suppliers such as NANO for volume.

I would think it's a different production process ddubya since NANO built a different production line for it.

"It's now on their website-

https://www.nanocotechnologies.com/investors/results-centre/"

Thanks.

Yeah definitely. Although to different degrees.

Got a link Nanonano?

TSMC supply AMD, Nvidia and Intel. Will be across the board.

It is odd after the arch mention. I'm very hopeful on the share now.

Maybe following through a promise for once, "**** business!"

Reports this morning that TSMC are putting the price of their wafers up 25% due to the chip shortage. Ah pricing power. Very jealous.

I agree but not necessarily in this case. Success depends on the quality of each company. DDDD went the spac route to get a quick listing in the US. I think most here agree that it's a good company with genuine potential. However, more and more people are warning that companies are using spacs to go public without undergoing the scrutiny that comes with an IPO and therefore a lot of them are rubbish companies.