That's my impression too. They already mentioned about potential deal sign and revenue by CY 23 in 4C last week. This announcement can't be pure repetition of what they said earlier and announcement title is Reram now in commercialization.
IMO it looks like new commercial deal.
All IMO
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- Ann: ReRAM Now in Commercialisation - Investor Presentation
Ann: ReRAM Now in Commercialisation - Investor Presentation, page-13
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