WBT (ASX) Valuation discussion / thoughts?

Originally posted by comincon: ↑

cost to adopt comparison will highlight why the tier 2s are following this highly lucrative sweet spot legacy node / legacy equipment manufacturing model so leveraging cmos friendly and in weebits case cheapest cost per bit offering

figures out of Muse Semiconductor / California

costs to produce in per mm/sq. of silicon
180nm starts at $1000.00 Per mm²
28nm starts at around $13000.00 Per mm²

good to remember these are considered old / legacy technologies yet they are the best cost to produce v revenue return models across all nodes....

XFab quoted prices (German pure play foundry group) ....similar prices as you can see

these are ridiculously cheap
TSMC ?

so tier 2s adopting such a revenue model as GF ( as an example) and Skywater obviously are no brainer revenue models providing cheapest customer adoption entry point into a mass adoption market ......and leveraged market share for these tier 2s with minimal capitol expenditure
if your looking for companys to invest with then your number 1 criteria is the capital return that company gets for every dollar spent.....these are the figures that prove that revenue model

and these prices obviously revise on order volumes....
significantly reduces cost of entry for maximised profitability over time .....with the best metrics in nvm reram currently available
( can state that now tape out is complete )

as always happy to be corrected - something further to think about
remebering of course this is simply weebits entry point - plenty more to unfold as we know

weebit kicking goals

Expand

and keep in mind the rise of RISC V
arriving at market leveraging price flexible mass adoption chip integration model in a RISC V space that is about to dominate the design and IP space through price reduction entry and open accessibility ... revolution occurring and weebit arriving at the right time with the right product to leverage yet another revenue stream / market capture

ReRam RISC V subsystem taped out and customer ready ....$$$$$$

June 30th 2022

https://www.eejournal.com/article/risc-v-takes-embedded-world-2022-by-storm/

RISC-V is an open-standard instruction set architecture (ISA) that is provided under open-source licenses that do not require a fee to use. The instruction set, whose specification defines 32-bit and 64-bit address space variants, is designed for a wide range of uses. The base instruction set has a fixed length of 32-bit naturally aligned instructions, and the ISA supports variable length extensions, where each instruction can be any number of 16-bit parcels in length. Different subsets support everything from small embedded systems to personal computers to supercomputers with vector processors to warehouse-scale rack-mounted parallel computers.

JW Insights hot off the press
link:
JW Insights: Both Chinese startups and large IC design companies are embracing RISC-V (laoyaoba.com)

and then of course the open source market capture that awaits ....
Google, SkyWater Technology Foundry, Efabless Corporation's prototyping SoC - is famous

https://ef.link/iV1jd

click the link then click the pic and wait a few moments ....it should then play

WBT exceptionally positioned to leverage multiple opportunities that are unfolding in parallel with their commercialisation roll out

news not far away I suspect ......