Lets look at things from a rising interest rate and downturn in the market point of view.
Positives for weebit.
They are a nats hair off commercialization with Skywater
You have a product that is cheaper to make in both materials and repurposed fabs. You have 28nm 22nm , 40nm and 130nm
Embedded , Descrete and AI and sensors, power saving transistors
French government picking up a good chunk of R&D
The ability for sensors.
power saving. and faster
1 to 2 masks.
leader in heat which means it can get closer to cpu
SOC System on chip
Revolutionary Logic gates
Springboard from embedded into Ai and Descrete, and radiation tolerance.
Just on Fabs alone what would you do in this environment borrow billions of dollars to build a new one or make do with an old one and pump out a new product using what you have. In my eyes all these fancy semiconductors using different materials are looking further away
and cost of production wins out.
You may have forgot @adshoe
but shareholders saved around 10 million to 12 million and 5 years of R&D with Leti selector.
When I see other reram listings on ASX I wonder what they are doing with selectors. let alone getting to 1mb array.
So in my eyes Weebit train left the station has going through the tunnel
and is seeing the light of day.
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