4DS - Anything but Charting, page-23461

Tex

I'll keep this one to just your endurance messaging.

You said just last week:

"It has a short shelf life. It'll be the world's most expensive DRAM with its endurance considered."

Proof? None.

Compare this with the various company statements over the years:

Pre-listing
4DS' RRAM is a high-capacity, non-volatile memory with fast switching speeds measured below 5-ns, and with an endurance of 1 billion write/read cycles.
July 2019 presentation
• Endurance suitable for Storage Class Memory
24 June 2020
Endurance is two to three times better than previously reported. Actual endurance may be significantly higher but is currently not quantified due to available lab time and test equipment capacity;
4 Nov 2021
Since 17 August 2021, 4DS has continued to improve its test capability to extract additional information from the Third Non-Platform Lot on endurance of its memory cells. Improvement in the Company’s test capability has shown that while endurance of these improved cells remains several orders of magnitude better than NAND endurance, it has potentially degraded when compared to the Second Non-Platform Lot performance reported in a Company announcement on 1 February 2021. Part of this degradation may be caused by test related issues resulting from testing the memory cell without an access device
April 2022
This mask change and process improvements have dramatically increased the likelihood that the Third Platform Lot will be successfully processed. As a result, the Company and imec jointly decided to implement these improvements and continue to process the Third Platform Lot, which was put on hold prior to reaching the etch process

I will come back to the cost topic another time, but let me frankly say that you are taking a lot of liberties in your assessments and assumptions. And those statements by you are not even vaguely close to the strategy the company has developed and is intent on delivering.

We are all entitled to be critical, but at least own your own opinions ...and expect criticism when you imply shortcomings or attributions which are not substantiated.