ch mentioned 3 names yesterday Atiq Raza - former President and COO of AMD / NexGen creator Yoav Nissan Cohen - spun Tower out of National Semiconductor David Perlmutter - Intel
you don't land OnSemi and DBH without these guys in the mix all the claims of 'spruiking' by ch and this company are laughable in light of those 3 alone running this company forward to commercial viability
combine that with the volume cost advantage this company has with this tech for both foundry and customer and you have unique leverage in the sector - starting to see that play out Asia is now full of non volatile memory development and flash scaling development - memory now needs to be fast and near/on compute which is driving the need for nvm which will deliver superior energy and cost per bit.
strategic goal of 'flooding the zone' fabs and foundries needs to be a priority to establish a decent foothold - especially as the only independant supplier - .....which is what they are trying to do
great outlook here no question imo
WBT Price at posting:
$1.82 Sentiment: None Disclosure: Held
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