RE: Apple hardware event March 8.7 Mar 2022 08:32
I feel pretty sure ST Micro will indeed be selling their SWIR and NIR sensors soon, but it won't be non-cadmium QDs they'll be using. The shares price alone tells me that, and nothing that I have read previously makes me think that cad-free QD product development in STM sensors can match the same performance. For me therefore, its all eyes on the court case. I can't help believe the market is wavering on that too now that everyone has digested the Samsung reply. To my eye the defence is not total carp. However, I am still long on Nanoco and also tempted to buy another tranche as I think the case will progress to the main hearing sure enough, and we will get an offer to settle. That's when the really difficult decision will have to be made.