I'm pleased he did this interview with MST because that broker report contained a lot of information, and it was good to see him talking about it. There was one snippet of new information for me - at 6m 50s he talked about TSMC's roadmap going forward being based on only ReRam, not ReRam + MRAM. So it appears TSMC might have abandoned MRAM altogether. This must be good news for WBT. All those foundries and IDM's that don't have access to a ReRam technology (because TSMC won't be giving it to them), will be under pressure to secure commercial access to ReRam as it becomes the preferred memory technology. WBT will be there to pick up their business. Huge opportunities here.
All IMHO, DYOR
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