I hope you’re right as it’s easily conceivable to take it as validation that they rate wbt’s tech as better than Adesto’s/Dialog’s/Renesas’s CBRam product that was licensed to GF back in 2020. https://embeddedcomputing.com/technology/storage/dialog-semi-globalfoundries-reach-agreement-to-license-cbram-technology
And just tracking the pathway of Adesto, imo it’s strikingly similar to WBT’s. Spun out of technology developed by Arizona State University in 2006, a French fab, Altis, picked it up and developed it further in partnership. From around 2017 customers started picking it up, they easily shifted over a million chips before Dialog took them over in 2020 who were then bought out by Renasas who now claim CBRam as their own.
Looking at some names from early Adesto - co founder and later marketing vp Ishai Naveh, business manager Ed Mckernan, Gideon Intrater later on, these guys have been there done that from concept through to buy out. https://www.eetimes.com/adesto-ready-to-ramp-cbram-with-altis/
Imo the most likely scenario for WBT (that it will be swallowed up) eventually only for much more than the 500m Dialog paid.
- Forums
- ASX - By Stock
- WBT
- Weebit - 2023 and beyond
Weebit - 2023 and beyond, page-311
-
- There are more pages in this discussion • 2,645 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add WBT (ASX) to my watchlist
|
|||||
Last
$2.31 |
Change
-0.010(0.43%) |
Mkt cap ! $436.3M |
Open | High | Low | Value | Volume |
$2.32 | $2.35 | $2.30 | $611.1K | 262.8K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
5 | 29735 | $2.31 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$2.33 | 2938 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
4 | 27510 | 2.310 |
9 | 84784 | 2.300 |
9 | 59007 | 2.290 |
7 | 20713 | 2.280 |
7 | 43440 | 2.270 |
Price($) | Vol. | No. |
---|---|---|
2.330 | 2938 | 1 |
2.350 | 12358 | 1 |
2.360 | 12000 | 2 |
2.400 | 2932 | 2 |
2.450 | 5120 | 2 |
Last trade - 16.10pm 26/07/2024 (20 minute delay) ? |
Featured News
WBT (ASX) Chart |