Nice nugget on page 11 of the Pitt St research report under A Big Market Opportunity For Non-TSMC re Ram
"WBT already announced it is currently talking to tier-1 fabs. Additionally, we would expect Integrated Device Manufactures (IDMs) and fabless chip designers, such as Intel, NXP, STM, NVIDIA and ARM to be interested in integrating non- TSMC Re-Ram into their products as well."
Updated research note by Pitt Street Research, page-3
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