Running discussion on SP, page-8872

Anyone can make it....lol
I've seen some crap posted in these threads over the years but that's right up there for the dumbest one....

the ruling principle for any new memory to breakthrough and win adoption is volume / price squeeze - there will not be say twenty new reram technologies all grabbing a piece of the memory market - that is just laughable nonsense - you don't have to be the best technology but you must beat the exiting volume /price - cost squeeze
there will only be one that breaks through and captures market (perhaps 2 ) - the rest will not make it as they do not offer volume margin better than the current technologies.

point 2 - legacy nodes 28/22 and up generate a larger piece of the memory revenue pie
and that is a simple fact of the industry - that's why they are called sweet spot nodes

DBH did not decide to run with wbt due to the fact it is the best technology - why did they go with it then?
same reason GF is moving on it ....it returns a better volume/ price and makes them big money against all the other say 19 fantastic rerams out there ....
'Niche' reram will die before it gets to the start line because that equates to 25 wafers per quarter....that is the definition of niche and in memory it is ridiculous for revenue....
those who think anyone can make it need to remember these simple ruling principles when they do their research
WBT's offering is cheapest cost per bit .....it is super fab cmos friendly material - ie less than 10 process step changes to current line runs to adopt it - THAT IS EXTREMELY RARE in semiconductors
it is unbonded in nature so far far cheaper to scale to the small geometries when that occurs - even more appealing in volume
then - embedded in the foundry process is another key adoption mark.....
5 to 7% in mask savings against current memory candidates ......blah blah blah....
most here have dissected this all before in the threads and understand the risk reward that awaits

get that early adopter deal done CH - industry needs it now

great weekend to all