Ann: WBT's ReRAM IP now fully qualified in SkyWater S130 process, page-159

So who are taking the greater risks here ... long term holders or those involved this current short attack? As a LT holder I just found out today that the tech I invested in has passed a major final hurdle required for mass production. Customers now know that they can integrate the tech into their products secure in the knowledge it performs as per its specs. I am more than happy to ride out this down turn in the SP because I know it will be temporary and the upside is huge once the commercial agreements are announced.
Shorters on the other hand face way bigger risks imo now the tech has been de-risked because an Intel, Samsung or even TSMC can reach an agreement with WBT at any time from now on. And were that to happen ... you'd see the mother of all short coverings. I include TSMC because as Coby said at the investor briefing late last year ... there is no reason TSMC could not also offer WBT's ReRam to its customers. TSMC may even see WBT as a take-over target.
Today's announcement may well be the catalyst for one of them putting pen to paper in the near future ... perhaps even very near future given discussions with Tier 1 fabs have been going since last year according to Coby.
I reckon I sleep better than the shorters do because I get the feeling Coby et al would be delighted to see them suddenly need to close their positions in a hurry by announcing a major commercial agreement.