yes, ReRAM is only one of the approach. Samsung had their version, it is not ReRAM. But, better incentive as their point of view. All these factor they had thought about. It does not matter. Samsung is impossible to do business with WBT. TSMC market share is 60%. Samsung is runner up. market share is around 12-15%. The rest of Taiwan and China foundry is around 15%. These are E-memory customer. All in production. The only big foundry left is Global Foundry in Singapore. That is WBT's only opportunity. But, they process it for three years, and yet qualified. Maybe, Global Foundry do not put much effort on ReRAM.
ReRAM is not so promising as WBT said.
I am in Semiconductor industry for 20 years. Just watch WBT, never buy.
Running discussion on SP, page-8602
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