4DS 2.17% 9.4¢ 4ds memory limited

Ann: Company Update, page-86

  1. 4,279 Posts.
    lightbulb Created with Sketch. 8308
    that's fine ...and I guess that's the point
    it has demonstrated lots of excellent parameters and potential benchmarks since inception.....2019 was a good year in development progress


    as per previous post information the most recent update lays it out pretty clearly though K ....lots of unknowns and parallel R&D work in other facilities ongoing to treat the symptoms of these 'repeating defects'

    https://hotcopper.com.au/data/attachments/4924/4924345-c9d4663bb6391948f343154d6c572ad8.jpg

    https://hotcopper.com.au/data/attachments/4924/4924362-85af1752e062999eb6f2c7590cef4b60.jpg
    Unknown....it is by no means resolved ...in the companies own words
    correct RCA / tem removes the unknown - thats also the point - its new material and 4DS is required to engineer the solution to this issue and then spec manufacture back to IMEC ...this has not happened as far as I can tell ...like I said fiddling at the edge
    in masks and etches.....its not where the issue is imo

    of course IMEC will successfully manufacture the Lot...as they have done on every occasion....
    the swing doors are jambed and 4DS need to engineer a way through ...and the most unpalatable reality could well be re manufacturing the cell with significant process modifications ....it is unknown because a deep analysis was not completed.???
    should they run another lot and suffer the same 'defect' ...it could well consign this project to the dust bin.....that should not be an option ....highly speculative no?
    anyway I'm repeating myself

    there's no point going back and forward on this issue - development progress must correct this issue definitively - till then it remains open to interpretationgoing forward -body language and AGM comments are not market updates on progress .... ironically far more speculative now than back in 2019

    I agree - the mega bit chip is entirely achievable but not on the present proposed pathway ....imo

    Have a great Xmas and hopefully 2023 has better development news for all concerned


 
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