The selector integration was a big, cutting edge technological risk for the memory revolution. This announcement is massive, as it paves the way for WBT featuring prominently across the semiconductor field. As mentioned, this is bigger than a fab announcement, because a fab announcement will come, but selector integration was far from guaranteed, and it will open the door for many large deals / announcements over time. There are still risks, but now they're significantly smaller. Very excited.
Ann: Weebit integrates selector with ReRAM for discrete market, page-90
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