Running discussion on SP, page-3579

The whole point is that it IS a REPLACEMENT for flash.It scales smaller and is manufactures easier, and cheaper than flash. Initially they are going after the embedded (microcontroller and intelligent integrated circuit) market.

There probably close to 500 of these chips in your house you are not aware of. In this respect, they are already there at 130nm which is not the most common node, but they will get wafers from Global Foundries shortly on one of if not the most common node for MCUs shortly. 22nm.

They have taped out the chip at 22nm, and once the wafers are tested and working the transfer of the tech will have been done at global foundries. This is similar to what was done in partnership with Skywater, but with GF WBT simply paid for it to be done. At this point any global foundries' customers could integrate WBT reram into their product.

In parallel they are working on discrete memory. They successfully 3D stacked arrays of memory almost a year ago and are fine tuning a revolutionary selector. Once this is done, the mass storage market is also in play. We are talking solid state drives that last a 100 times longer and work much much faster. Every data center in the world. But that is years away. However nor flash as used in automotive will almost entirely be Weebits in a short time, because of it's performance in automotive environments. WBT has stated for years that serial NOR will be the first discrete memory market they will go after. But as many on this thread know, Cobi has recently said customers have requested discrete without a selector and that will happen sooner rather than later. Also note, that 7 years is a very short time in the semiconductor industry. WBT are moving at a tremendous pace.

It's a very exciting time to hold this share. I personally hope they sign two fab agreements. One with Global Foundries, because they are a massive fab as a service who are already making wafers with WBT reram. And another with an IDM like ST Micro. For example ST Micro has 16.7 billion in revenue, and a huge part of their product lineup could be improved with reram, and made cheaper. "Don't worry about running for that one. It's going all the way to the boundary". Continuous product licensing, and royalties from production.

All in my honest opinion. GLTAH,
especially the long timers. This page is full of new names. But, I believe this is a hold (assuming you have enough) till 2027 (Coby has indicated mass production revenues in 2025, but I expect at this point the exponential growth will have just started). I feel like this is an opportunity to akin to buying ARM shares back in the day.

Apologies for the long post, it's been a while. Think I missed it.