Good presentation and they are moving towards where they exactly need to be.
The quote of the day was from Peter Himes "Universal Memory, I will say Flexible Memory."
Highlights
- Ting and Peter will be heading to Western Digital and provide a brief as to where they are at with the latest results.
- Tanis Communications has been engaged to market latest results to the industry.
- David mentioned imec COO would personally walk 4DS to semiconductor household names after achieving 20nm.
- Ting had recently come back from Belgium and is very confident to deliver 20nm.
- imec's senior team that worked on Platform 4 are also working on Platform 5 - 60nm and 20nm.
- David mentioned that we are undervalued and referenced billion $ market caps of others listed on the ASX
- Technology cannot be replicated with only Patents; technology is secured by 4DS Memory trade secrets.
Tech Highlights
- Retention is tunable and can be done both during fabrication stage and post fabrication.
- Retention can be tuned to a year without sacrificing speed.
- Technology fully fab qualified
Others can add to the list, but overall, David, Ting and Peter all presented well and gave me a lot to look forward to in 24.
We are in very good hands and the tech is next level.
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