Yes and what I found interesting and apologies if this has been covered in the past was that in response to TSMC's Reram product, other fabs had been in contact with WBT with Coby stating "very interesting discussions" had occurred. The insinuation being this contact being made out of fear that they had nothing in their product pipeline to compete should TSMC bring their reram option to market.
So a bit of 'FABFOMO' could be kicking in which would be another lively avenue for this to break out on....
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