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Fanmail's Latest Comments

Another vote for IQE please. Cap ex seems to be their achilles heal with details emerging of more spend in Mass and Taiwan on top of Newport. Positive cash generation seems to be as far away as ever which I guess is not a surprise given the industry it operates in. Any comments on the large increase in creditors in H1 would be appreciated. Many…

It is great to have your input on this and am glad that you have clarified that IQE are (probably?) at the leading edge of development re the epitaxy process for compound semis. I am however interested in developing understanding of your comment that compound semis are not at the cutting edge of semiconductor development. If that is the case what and who is currently…

I think there is an issue here of what exactly "semiconductor" means. Most people including me use the word to describe semiconductor chips i.e. the finished article that consists of zillions of transistors, diodes etc that is used in so many applications. More accurately however it is the term used for the material that forms the wafer or substrate upon which all the electronics is…

Agreed. I used to go into Philpotts almost everyday when it was owned and managed by Phil Brown. Wouldn't go near it now.

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