4DS - Anything but Charting, page-13176

Hola Amigo y muchas gracias por la perlicula... No Apologies req good Sir.. Not seen &/or heard it and note a couple of key points for me.

WDC, INTEL & SAMSUNG (DM's Words) are already there at IMEC... NDA or not, they'll all know what is happening and hence I don't know if they will need to prove another run... This will be 3rd time for the data metrics and applying the logic control aspect by understanding was basically seen as a fail free process once the hard work was done.

Still believe it gets sold twice, anyone else care to think differently??... Better get two forks Jerry hehehehe

Thanks for the tips DM me old mate, ya must have needed the cash is all I can say.... Cheers Brother 8tey

Interviewer monologue
0.31s 4DS is a technology company taregetting "The Holy Grail" of memory tech with something called storage class memory

0.39s The comopany recently locked down it's 30th US patent as it seeks to develop an ultra fast, near instant memory chip that could one be used in devices all around the world.

0.46s The company has enjoyed a couple of solid long term partnerships, one with Western Digital for the development of its technology and another with IMEC to provide proof of concept.

And what makes 4DS technology different than what is out there now?

1.05s (DM)
At the moment we use two types in our daily lives at the moment in our phones and on our devices 1 is called Flash (Stored Memory) which is quite slow and the other is DRAM (Operating System Memory) & that is really fast so what the industry is looking for is something which has the combination of both those technologies, which is something that is really fast with the ability to store information (The Holy Grail) and that is the technology we have been working on with Western Digital & IMEC over the last 7 - 8 years




"what the industry is looking for is something which has the combination of both those technologies, which is something that is really fast with the ability to store information (The Holy Grail) and that is the technology we have been working on with Western Digital & IMEC over the last 7 - 8 years"




Interviewer:
Ok, well tell me about Imec, who are they & what they bring to the table for you?

1.35s (DM)
IMEC are the pre-eminate semiconductor development company in the world.. They are not for profit so they are not physically driven by contract revenue. What they are looking for is unique world beating technology and so all the leading semiconductor companies are there. So WDC is there, Intel is there, Samsung is there and so we are priveliged to be able to work with them and importantly they have production equipment there so we can show all the chip manufacturers that if we can make it work on IMECS equipment then we can make it work on theirs.












Interviewer
And how's that partnership going, have there been any major achievements to date?

2.08s (DM)Yeah, in the middle of last year we announced the most successful results we had to date and we backed them up with a repeat which we announced this year and currently we are back on their production equipment producing more wafers which we will have results of in (2) Q2 this year.. Maybe a slip in which he nearly says two weeks (hard to tell on the sound quality) ???

	Ticker	NAME	POSITION	COMPANY	RELATIONSHIP LIKELIHOOD	CONNECTION TO WILBERT
1	OSC	Hassane El-Khoury	President & Chief Executive Officer	ON Semiconductor Corp.	STRONG	Cypress Semiconductor Corporation
2	Entegris	Chris Kramer	Former Senior Vice President & Chief Commercial Officer	Entegris, Inc.	STRONG	Intermolecular, Inc.
3	NVDIA	Marvin D. Burkett	Former Chief Financial Officer & Chief Administrative Officer	NVIDIA Corp.	STRONG	Intermolecular, Inc.
4	SIA	George Scalise	President Emeritus	Semiconductor Industry Association	STRONG	Intermolecular, Inc.
5	OSC	William L. George	Former Executive Vice President-Operations	ON Semiconductor Corp.	STRONG	Cypress Semiconductor Corporation
6	Ramtron International Corp.	Bradley W. Buss	Secretary & Director	Ramtron International Corp.	STRONG	Cypress Semiconductor Corporation
7	OSC	Sam Thad Trent	Chief Financial Officer, Treasurer & Executive Vice President	ON Semiconductor Corp.	AVERAGE	Cypress Semiconductor Corporation
8	SK Hynix, Inc.	Oh-Cheol Kwon	Former President, Co-Chief Executive Officer & Director	SK Hynix, Inc.	AVERAGE	Cypress Semiconductor Corporation
9	Qualcomm Ventures	Quinn Li	Senior Vice President & Global Head of Qualcomm Ventures	Qualcomm Ventures	AVERAGE	Enovix Corp.
10	Ramtron International Corp.	William W. Staunton III	Former Chief Executive Officer	Ramtron International Corp.	AVERAGE	Ramtron International Corp.
11	Infineon	Klaus Fleischmann	Former Vice President-Business Development	Infineon Technologies AG	AVERAGE	Ramtron International Corp.
12	AMD	James E. Doran	Former Vice President & General Manager	Advanced Micro Devices, Inc.	AVERAGE	Ramtron International Corp.
13	Ramtron International Corp.	Eric A. Balzer	Former Chief Executive Officer	Ramtron International Corp.	AVERAGE	Ramtron International Corp.
14	AMD	Henri Pascal Yves Richard	Former Executive Vice President, Chief Sales & Marketing Officer	Advanced Micro Devices, Inc.	AVERAGE	Enovix Corp.
15	SPTS	Kenneth Aitchison	President, Chief Executive Officer & Director	Applied MicroStructures, Inc.	WEAK	Novellus Systems, Inc.
16	SPTS	Mike Khosla	Vice President-Engineering & Operations	Applied MicroStructures, Inc.	WEAK	Novellus Systems, Inc.
17	Intel Corp.	Adam J. King	Vice President, Client Computing Group & General Manager, Client Strategic Planning	Intel Corp.	WEAK	Novellus Systems, Inc.

Drs. Wilbert van den Hoek, 4DS’ Chairman, commented “Industry players want to know that a new memory technology can be produced commercially, using industry standard fab equipment. 4DS is well advanced on this path, and the commencement of the Second Platform Lot is another significant step forward.”

	Key Market Players Profiled
1
2	Samsung Electronics Co., Ltd.,	DRAM
3
4	Toshiba Corporation,
5
6	SK Hynix Semiconductor, Inc.,	DRAM
7
8	Micron Technology, Inc.,	DRAM
9
10	Intel Corporation,	FLASH
11
12	Apple Inc.,
13
14	Lenovo Group Ltd.,
15
16	Advanced Micro Devices,	FLASH
17
18	STMicroelectronics,
19
20	SanDisk Corporation	FLASH

CXL Framework






The Compute Express Link (CXL) is being developed to supersede the PCIe bus and is envisaged by its developers as making pools of memory (DRAM + SCM) sharable between CPUs and also GPUs; but not HBM.



ARM SoC