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Wednesday’s HotCopper trends: Adisyn, SciDev, Neuren Pharmaceuticals and other daily topics

ASX News, Market Summary, Trader Tales
05 August 2026 13:14 (AEST)
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Adisyn (ASX:AI1) jumped after it announced it had achieved a major technical milestone in the development of its graphene semiconductor technology, having successfully scaled its low-temperature graphene deposition process to a full 200mm Cu semiconductor wafer.

The deposition was done below 300°C and the achievement represents a significant increase from the company’s earlier laboratory-scale work and moves Adisyn’s technology into an industry-standard wafer format widely used across global semiconductor manufacturing.

MD, Arye Kohavi, said this the first publicly disclosed demonstration of low-temperature graphene deposition across an entire 200mm wafer.

“This is a huge step forward for Adisyn and a strong demonstration of the speed at which our graphene semiconductor technology is advancing.

Scaling a new materials technology from laboratory samples to a full 200mm semiconductor wafer presents significant technical challenges,” Mr Kohavi said.

AI1 was up 17.9% to 16.5¢ as we went to press.

SciDev (ASX:SDV) was popular on news it had secured its first contracts into the data centre market.

The scope of work includes design, consulting and embedded engineering services across two of Australia’s largest hyperscale data centre operators and developers.

The contracts are anticipated to generate around $0.5 million in revenue during 1H FY27, with potential for the scope and duration of services to expand in the future.

CEO, Todd Scott, said securing the first revenue-generating contracts in the data centre market is an important early step in validating SciDev’s strategy to build a differentiated position in this emerging sector.

“Data centres are becoming increasingly important users of water and are facing growing pressure to improve water efficiency and reduce reliance on potable supply. SciDev’s capability is well aligned to that challenge, combining specialist water treatment engineering, modular technology, and practical project delivery experience,” he said.

SDV jumped 18.5% to 16.0¢ in morning trade.

Neuren Pharmaceuticals (ASX:NEU) was popular on HotCopper after it announced Q2 2026 net sales of DAYBUE (trofinetide) of US$125 million, up 30% on Q2 2025 and 24% on Q1 2026.

CEO, Jon Pilcher, said this was the highest quarterly sales since launch. Acadia increased its full-year 2026 guidance for DAYBUE net sales to US$480 – 510 million, from the previous range of US$460 – 490 million.

“We are pleased to see an exceptional quarter for DAYBUE, with very strong sales volume growth reflecting the early success of STIX in the US, as well as achievement of the positive CHMP opinion – both important steps toward bringing trofinetide to more patients with Rett syndrome globally. Subject to approval being confirmed, we now look forward to Acadia’s anticipated European launch later this year,” Mr Pilcher said.

NEU was up 15.7% to $21.53 as we were going to print.

Looking wider, the S&P/ASX 200 was positive this morning, gaining 15.60 points or 0.17% to 9,161.40 and setting a new 100-day high.

Over the last five days, the index has gained 1.36% and is currently 0.56% off of its 52-week high.

Elsewhere, the Australian Bureau of Statistics (ABS) has released key findings on how people spend their time on paid and unpaid work and other time use activities in 2024.

Key statistics include more than a third of females (36%) and 30% of males always or often felt rushed or pressed for time.

People who worked from home spent an hour longer doing unpaid work on their workday.

Meanwhile, just under one quarter (23%) of people supervised a child while doing another activity during their day.

The survey also found females spent more time on unpaid work, at four hours 53 minutes on average a day, than males at three hours 52 minutes.

Most females (90%) and males (81%) participated in unpaid work on their diary day, with females spending an hour more per day, on average, on these activities.

That’s Wednesday’s HotCopper Market Trends, I’m Colin Sandell-Hay ⁠- see you for close.

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