Running discussion on SP, page-6028

Fab number two. Last interview Coby has said they are still signing more. There is no reason not to expect most fabs and IDMs in the top 10 over the next six months. Apart from GF and TMSC every other major fab will.

They have no other option. Infineon the largest automotochip manufacturer in the world has moved ALL their automotive chips to TSMC reram. Because finally a much better alternative to flash for these chips is accepted as finally here. It's not WBTs reram, but it has put the pressure on every other FAB and IDM to get a reram solution. WBT is really the only choice, and a very good one. Also very likely WBTS is the superior reram from the three available.

As for GF CBRAM this is what used to be adesto, and was pourer than wbts in many ways. My gut is very much telling me that the delays at GF.are not delays at all, but rather GFdoung a full and thorough.evaluation of WBT RERAM vs CBRAM so they can make educated strategic decisions on Wether they will drop the CBRAM they acquired in Feb this year and push WBTs Reram, which is from my memory superior on every metric, to the world at 22nm and even below.

So finally as Coby said, DB hitek are just one of many fabs they are talking to, including almost all the tier 1 fabs and IDMs. Expect and see this as a major fab on boarding phase. More announcements to come.

As a final kind of commentary, which is not financial advise, but just something I hope for. From shortman on Friday there's about 40 million dollars worth of shorts out on WBT. I sincerely hope holders don't sell into their greedy hands but rather hold during or rather buy, as wbt on board fab after fab, and squeeze the shite out these greedy shorters and make them buy back that 7pc of shares on issue at many multiples of the share price. Dyor, always. None of this is financial advice.


With every fab we sign, the more every other fab has to sign. Then the same happens with customers.