A. Attention : Drs. Wilbert van den Hoek / Dr Guido Arnout -
Given there is no current market for Storage Class Memory, as mentioned in the technical update announcement released by the company on 4/11/2021, and given Storage class memory is the ultimate purpose and reason for developing 4DS interfacial switching ReRAM, does it not make more sense in developing the technology to this point, and then waiting for the market to develop?
In the meantime 4DS Memory may generate revenues by licensing to smaller applications as is the approach of other emerging memory players like Weebit Nano - is this a reasonable recalibration of business strategy whilst the company and its shareholders wait for a tier 1 business case for SCM that makes a 4DS acquisition attractive?
And would you consider the 2024-2025 timeline for prominent storage class memory adoption by industry as accurate?
This timeline comes from the report on memory and storage market trends released by Jim Handy and Thomas Coughlin, two well respected industry consultants with deep industry connections and networks including connections and networks within Western Digital.
https://thememoryguy.com/new-report-emerging-memories-take-off/#more-2978
https://thememoryguy.com/emerging-memory-market-to-hit-36-billion-by-2030/#more-2729
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