4DS - Anything but Charting, page-12959

@Hateful8
Great scenario - hypothesis H8 - I would like the development possibilities here with this ground breaking technology to follow as many streams as possible within the 4ds stable - it has so much potential and is so close to being commercialised, as so many more informed and qualified here have researched and posted - i'm not well enough informed here to go deeper on those questions

My personal thoughts = I think the combination of Drs Hoek ( more recently) and Mr Ting is a masterstroke, and aptly compliment all the long hard work Mr J Dorian and Mr G. Arnout have put in along the way ...
as you rightly say, the product is tunable to both value streams - and I believe Drs Hoek is the right person for the job based on his industry experience -
without a crystal ball its hard to know what may pop out from left field ( which is always a possibility) considering the implications this technology has in the DRAM space ...and data centres , I believe it will eat both wholesale in terms of application capacity and utilisation..$$$$$ ( dollars plus for the lucky winner)

all of that being said, we know that acquisition has always been the company end game and that would seem tantalisingly close now imo ....I do think Micron is an outcome there, and I think TI could potentially be there as well.....but these are only my opinions based on nothing solid but speculation....

looking forward to the impending news flow as each and every week passes...
these are just my own opinions and open for all to scrutinse as always ...
GLA