Conservative response ???
a commercial agreement that goes ahead and validates a breakthrough innovative nvm Reram memory technology in an industry where fabs and fabless / ASIC /IC /FPGA companies are scrambling to secure supply lines and utilise capacity to meet demand delerium.....I don't think so.
no way a first agreement has already been priced in ....that's just wishful thinking imo
watching and waiting as are we all.
GLA
Commercial Partnership[!!, page-250
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