Ann: Q2FY20 Activities Update and Appendix 4C, page-21

2. Discrete memory is another potential market for WBT

NVM is generally used for secondary storage applications as the main forms of NVM, like NAND Flash memory, have limitations that make them unsuitable for use as primary storage, i.e. working memory. However, next-generation memories, such as ReRAM, provide the benefits of non-volatile Flash memory and the speed of volatile RAM. Simply put, ReRAM and other emerging technologies are expected to fit
between main memory (DRAM) and storage (NAND Flash) in systems, where there is a growing latency gap. Hence, they are being targeted for the storage class memory (SCM) market. This opens up additional end-market applications for ReRAM, and WBT could benefit if it can generate sufficient traction from potential licensees. Currently, the usage of ReRAM in the SCM market is minuscule, but Semico Research estimates its usage to grow sevenfold between 2019 and 2023,

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I think this change in direction is what WBT kinda wanted in the first place, but without having a partner such as XTX, the embedded market was the low hanging fruit and this is why the emphasis was put on the unknown SK Partner and the memory module development. I'm glad the SK Partner is still in the picture, but it seems like XTX is progressing nicely and the better development choice compared to the two options at hand.