4DS Technology is unique and does not have a 1:1 competitor like others in the oversubscribed filament ReRAM space.
The technical issue during the fabrication process at IMEC is resolvable and not something to be concerned about. 4DS most probably do not have jurisdiction to report on the issue occurred at imec.
According to Dr. Wilbert, timeline has not been impacted which means 4DS remains on target for the 2021 commercial transaction and/or megabit chip.
I wonder how the Western Digital meeting went with 4DS.
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