Question to Weebit,
TSMC and Infineon are releasing embedded ReRam as a option in 28Nm CMOS to customers in later 2023 , Target seems Automotive Industry.
Is TSMC ReRam a competitor or complementary as increasing industry awareness to the benefit of ReRam?
Weebit reply
The TSMC ReRAM they are promoting (Infineon is a customer) is their own internal solution. This is not competing with Weebit technology, since TSMC will not be licensing it to other foundries.
On the other hand, these announcement by TSMC and by Infineon are creating a significant market pull for ReRAM, as all other foundries are vying to have a competing ReRAM IP in their portfolio. This is where Weebit comes in..
In addition, although TSMC’s ReRAM is their internal solution, eventually they could be interested in licensing our technology, if we show them added value.
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