CXO888 / any other attendees, page-72

Even if the cells had zero retention, they still outperform DRAM at 60nm, whist DRAM is down around 10 nm, dealing with all sorts of fun things that happen when you get down to the atomic scale.

Then you have the indicated cheaper fabrication cost of 4DS RERAM vs DRAM.

Plus, they can stack it.

DRAM is a significant cost input on devices - the economic proposition of something that can achieve higher energy density by stacking, cost in the ballpark of FLASH, whilst still outperforming DRAM, no error correction required with headroom to scale down in node sizes that aren't treading new ground - that's compelling in of itself.

People thinking that an offer on the table should be here by now are naive - Until October the company didn't have a working commercial megabit chip, there was no "Beef." They just had something that "could be cool." Now potential buyers have something to work with, they can work on their due diligence. If IMEC has the ear of industry, the next 2 platform lots are not shots in the dark - they are guided by industry voices.