Ann: 4DS Technical Update, page-31

3 things to like about this announcement:
- No more non-platform lots. It's hypothesised in the announcement that the nature of these tests and not having an access device could have been the cause of the decrease in endurance.
- Confirmation that an imec test chip will be included in platform 3
- Revelation that imec have a financial incentive for this to work and have renewed the contract, meaning they back the technology

3 things I don't like:
- We'll need a CR
- We're not entering commercial discussions until H2 next year
- For the first time there's ambiguity in the performance of the technology instead of linear improvements