Weebit - 2021and beyond, page-7426

great post
Part of the answer is the trade relationship between Israeli technology and China ....is and has been for many years strong and independent of US geopolitical meddling - credit to the Israeli's...that's a delicate line to negotiate and to date they have succeeded brilliantly...

a further part of the solution for Weebit Nano is the trade relationships that already exists through the management structure of the company and former dealings in the asian region over 20 plus years ...

and still more recently
one of the major considerations as a technology startup is know where your market lies and adopt the shortest entry time....
hot off the press from the South China Post and the National Bureau of Statistics is that in May, China produced 29.9 billion chips - up 37% from the same month in 2020 - memory chips predominantly but logic chips are also in the mix....
this year to date 140 billion chips have been manufactured - up 48% from exactly the same period in 2020

More importantly a reducing percentage of this production is manufactured in China by non Chinese companies such as SSung, SKHynix (3DNand) and Intel, ....China production has reached a level never before seen across the semiconductor industry in a climate of supposed embargos' and sanctions.....( not an opinion of mine but a reflection of the stats)

so...knowing your market and developing the shortest time to revenues for any startup must include a presence in the worlds fastest expanding industry sector and on the back of a stable and mutually beneficial trade relationship...as described above.

Looking forward to the commercialisation deals announced by weebit nano and Im sure (IMO) they will be strategically tight.
ie - entering with a new technology into established markets with foundries and fabless IDMs', will require a flexible but focused business strategy, sustainable funding, customer adoption strategy (NOR initially replacing the maxed and stagnant flash market) , strong team and development partners (CEA Leti - connections and relationships with the above mentioned foundry / fabless IDM players with extensive customer supply lists) and the ability to pivot quickly with all the above in play to meet changing market needs and generate increasing revenue streams.

Those commercialisation arrangements will be (IMO) across continents and countries by Weebit Nano, but China must be a crucial part of the initial business commercialisation strategy / mix for any startup in the sector adhering to the crucial initiative of shortest time frame to market - as all the big guns realised early and their ongoing presence the regions supports the strategy. IMO

GLA