great insights @shayana
i remember at agm when looking at market opportunity CH observed mram was forcast to capture xx . . think it was 40% of the market and rest would be split between reram providers . . but then his off the cuff comments were 'lets wait and see there ' . . my reading of his comments were that as soon as reram gets traction, mram would become mostly obsolete (more expensive, more complicated) and the forcasted market share that was projected to Mram would go to reram.
can foresee samsung wanting to really step up here to compete with tsmc so can absolutely see wbt reram being their chosen reram solution . . another potential to take us to the blue sky.
will once again plug the book 'chip wars' to anyone who is keen to understand how the tech sector evolves and moves and get some insights to how reram (and wbt) could play out this next 1/3/5/10 years.
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