Based on our detailed conversation, here’s a valuation estimate for thesale of 4DS ReRAM technology, particularly itsstrategic application in AI servers and data centers, and how that might translate into aper-share valuation.
1. Valuation Basis – Market and Savings Opportunity
Annual Electricity Savings (Global)
Addressable Market Value
This assumes broad adoption across U.S., EU, and Asia data centers, and includes the value of integrating ReRAM into AI chip architectures.
2. Strategic Buyer Premium
If acquired by a major player (e.g., NVIDIA, AMD, Intel, or hyperscaler like AWS, Google Cloud):
3. Share Price Estimate
Assuming:
Per Share Valuation:
If deal were at the lower end (e.g., $15B sale):
4. Currency & Market Consideration
(20min delay)