Ann: Quarterly Activity Report & Appendix 4C, page-208

You don’t need a source to know that companies keep an eye on competition. No company would survive if they were blind to the fact. This is just standard practice in any industry.

But if you want specifics, you know that intel works with imec and for that reason alone, intel would know all that it needs to know about 4DS Memory.

Intel killing Optane Memory a day after 4DS successfully manufactures it’s Non-Filament Interface Switching ReRAM is no coincidence. Intel cannot afford another PR disaster like it had with AMD CPU using 7nm resolution while Intel was still stuck at 14nm.

Intel writing off $559M USD of its existing optane inventory means that they see another superior technology emerging in the near term so cutting its losses now saves them an embarrassing comparison later.