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8.5¢ 4ds memory limited

Ann: Update on imec collaboration, page-292

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theawkkwa

278 Posts.

41

21/09/18

15:34

Post #: 35758436
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Originally posted by AM27 ↑

im putting my money on there not be a TO announcement before the 1MB chip is completed.

Currently the only party that should have any knowledge of the chips full potential is Western Digital through HGST.
A TMT analystics report suggested that HGST already has an option to license all of 4DSs IP for a 20 year period if they choose. I can only see WD making a take over offer if they want to block another party.

IMO an offer from another partner wont come until they can analyse the 1MB chip. look at WBT they have a 1mb chip being circulated and still havent made an announcement on a partnership yet. these things take time.

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I was under the impression their chip was not produced in a fab. That seems a fairly critical omission in establishing the last part of your statement. Can you enlighten me if I am incorrect please?

4DS Price at posting: 6.3¢ Sentiment: Hold Disclosure: Held
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