Here’s why you should attend Semiconductor Australia 2024 – Australia’s premier semiconductor industry event

Nick Sundich Nick Sundich, October 3, 2024

In 3 weeks time, on 24 October, Semiconductor Australia 2024 will take place in Sydney. Hosted by BluGlass, Sharecafe and Semiconductor Sector Service Bureau, the event will be held at Deloitte’s Sydney offices. Here’s why it is such a major occasion and why you should consider attending in person or online.

 

 

What is Semiconductor Australia 2024?

The conference, which is being held for the first time in 2024, will be Australia’s premier investor conference for the semiconductor, quantum and photonics industry. It will be a one-day event featuring presentations from more than a dozen public and private Australian companies in this space as well as Australia’s Chief Scientist Dr Cathy Foley.

The conference is the initiative of BluGlass (ASX:BLG), which is one of the ASX’s longest tenured semiconductor companies, a provider of laser diode and LED products via its Remote Plasma Chemical Vapour Deposition (RPCVD) manufacturing. Supporting the event is Deloitte, who has provided the venue, as well as the Tech Council of Australia, the Australian Quantum Alliance and nine other sponsors.

One of these sponsors is our parent company Pitt Street Research, which has been one of the longest supporters and followers of the semiconductor industry, ever since Pitt Street’s founding in 2016.

 

 

Why you should attend?

This is a unique opportunity to gain valuable insights into the future of our domestic semiconductor, quantum and photonics industry. Semiconductors are the single most important technology on the planet, underpinning all advanced capabilities from AI, quantum, defence, advanced manufacturing, renewables, electronics to biomedical applications. Moreover, the emerging ‘quantum revolution’ promises to change the world.

At the same time, many investors – even those who understand the potential and importance of the technology – may not understand the technology or perhaps the players in the industry that will make it a reality. The conference hopes to change this and shed light on some of the Australian players in this space at the same time. Investors will be able to hear directly from companies that are right at the centre of these changes.

 

Which companies will be presenting?

There will be 11 companies presenting, five ASX-listed and six private companies. The ASX-listed companies are:

  • 4DS Memory (ASX:4DS) – a company developing non-volatile memory (NVM) semiconductor technology known as ReRAM (Resistive Random-Access Memory)
  • Archer Materials (ASX:AXE) – A company developing two technologies – Biochip and 12CQ. 12CQ is a carbon-based quantum bit (qubit) semiconductor technology that may potentially enable quantum devices that process quantum information in mobile technology and be accessible to a more broader population than today. Biochip is a Lab-on-a-Chip technology being developed to enable rapid, parallelised detection of diseases. It would allow droplets of biological specimens to be analysed and processed using graphene sensors.
  • BluGlass (ASX:BLG) – A provider of laser diode and LED products via its Remote Plasma Chemical Vapour Deposition (RPCVD) manufacturing.
  • Silex Systems (ASX:SLX) – A company with laser-based technology that can enrich silicon (for quantum computing), medical isotopes and uranium; and
  • Weebit Nano (ASX:WBT) – A company also developing ReRAM and has commercialised it.

Most of these ASX-listed presenters are (or have previously been) covered by Pitt Street Research!

 

The list of private companies includes:

    • Diraq – A company developing its own quantum processors using silicon ‘quantum dot’ technology which is aspired to drive qubit numbers on a single chip to the many millions.
    • Millibeam – A company developing energy-efficient and low-cost 5D radios through advances in chipset design and radio architectures.
    • Morse Micro – A company developing developing fabless WiFi microprocessors that enable high data rates, with a longer range and lower power consumption,
    • Quantum Brilliance – A company developing room temperature diamond quantum accelerators,
    • Silicon Quantum Computing – The only company in the world that can manufacture quantum electronic devices in silicon with atomic precision, and
    • Syneta – A company developing a manufacturing product that accelerates and enables the production of high-performance semiconductor chips.

 

There will also be multiple panel discussion during the day. Pitt Street Research co-founder and semiconductor expert Marc Kennis will be on one of those.

 

How to attend Semiconductor Australia 2024

You can attend either in-person or online. In-person places are strictly limited and cost $395 each. These can be booked here. For $595, you can also attend a VIP Dinner that evening.

Investors can also attend virtually and there is no charge for this option. You can sign up here.

The event will take place on Thursday 24 October with the in-person event happening at Sydney’s Deloitte offices.

We encourage investors to sign up for the event and look forward to seeing you there!

 

What are the Best ASX Semiconductor Stocks to invest in right now?

Check our buy/sell tips

 

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