WBT 1.60% $1.85 weebit nano ltd

Ann: Weebit integrates selector with ReRAM for discrete market, page-145

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    @DrunkNinja
    @jb206
    Thanks for your replies.
    It seems to me that the various posts on embedded need to make a finer distinction on what part of that market is applicable to WBT, and it isn't the dynamic RAM directly supporting program execution..
    It could include static ram for program loading.
    It could include page memory if there is dynamic memory for cache supporting execution.
    That might even be acceptable for some applications (eg IoT devices) as (relatively slow) main memory.

    When i first bought into WBT a year ago i was reasonably comfortable that 4DS wasn't that serious a contender in that space due to the selector advantage of Leti. I note that

    @Brentb

    (and one or two others(?) holds 4DS.
    What do you see as the areas of overlap/competition?
 
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