At the Sydney meeting, can someone ask about the huge differences between Yole's expected Reram revenue in 2028 and Weebit's short term target markets being substantially larger ie $450Bn? The benefits of Weebits endurance, energy efficiency, lower wafer cost etc you'd expect Weebit to pick up a MUCH larger share than 1/450th of the market in 2028/2030. I'd love nothing more than to hear that Yole understated Rerams potential by many multiples.
Ann: Investor Presentation, page-42
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