4DS - Anything but Charting, page-25735

Another thing to remember is that 4DS is a one horse pony with only one product being discrete mem for storage class devices.
WBT have developed embedded mem @130nm, 28 nm, 22nm, and I believe we have been asked to develop at 11nm.
we have also developed switching where it works at bit and byte level without having to rewrite the whole array. We have developed discrete memory and are still developing and optimising it for use as RAM, Storage, Ai and Neuromorphic processing as well with embedded PIM.
Before anyone starts going on about how large the market is you need to look at all the markets that both will be targeting as well as growth rates of those markets and then you will see the total size each company is going to play in.