We know WD are interested in the tech as storage class memory for use in cloud computing.
Other companies could be interested for different but not competing purposes. Eg. Apple might like to fab mobile device memory using RERAM tech. That would likely require further research to scale down the cell size and target a different set of performance characteristics.
it's quite possible you could end up with a bunch of companies owning the license to produce, but for specific purposes.
4DS will probably be way out of the picture by the time this happens though
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