4DS 0.00% 8.2¢ 4ds memory limited

Ann: 4DS Australian Open Briefings Presentation, page-216

  1. 2,452 Posts.
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    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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