4DS MEMORY LIMITED (ASX:4DS) - 4DS - Anything but Charting, 65267071, page-25779 - HotCopper | ASX Share Prices, Stock Market & Share Trading Forum

Originally posted by Brentb: ↑
Khoutam...Do not go and twist everything around to suit what you want to read or depict.
Yes I know that at this stage we are targeting a 2.9b segment of the Embedded market at this point of time which is growing rapidly.
I can not show you a road map because it was brought up in shareholder meeting that wbt have been asked to look at developing to 11nm. No other information was given as it will be commercially sensitive as to who and what for.
We pay Rice University 90k per year and Leti is transactional and the French Government refunds 50% of what we pay to Leti each year.
I have never stated or made claims or assertions that Flash Mem will no longer exist.
You in you graph:
1 Technology Market Value USD 0B USD B
is what I am replying to.
Taking into consideration that we will be playing in both Discrete and Embedded plus AI, Neural Networks, etc WBT will have a greater market value to participate in. As to the extent of how much of that market we will capture no one and I mean no one would or could ever guess to the amount.
It is exactly as we stand today.
If 4DS had a functional product and was to put it into production you could only guess as to the percentage that that product could market capture.
It is exactly the same for WBT and any other developer.
For anyone interested hear is what WBT is aiming for.
Mixed-Signal, Analog and Power ICs
Aerospace and Defense
IoT Devices
Secure Devices
Edge AI Processing
Storage Class Memory (SCM)
Automotive
Neuromorphic
Computing
Data Logging

Expand
Nothing is being twisted.

It’s comparable data using ASX listed company as a source.

While the embedded memory market is growing so is the DRAM memory market (expected to reach USD $176 billion by 2027). The unknown for 4DS holders is how much of that market can they capture??? “speculating” here but i would say greater than USD $10 billion (This is based on 4DS Memory being superior to Optane PMem which 4DS never considered being a competitor).

What you are miserably failing to comprehend is the graph compares current company standings and what value 4DS could potentially see post fab qualification in Q2 2023 when compared to another ASX listed ReRAM technology stock.

With regards to wbt “being asked to look at developing 11nm” well that is great but is totally meaningless for the market, wbt are working on further scaling (production level parameters / Non-Platform lots) it’s memory cell from 28nm to 22nm on 300mm wafers. Being asked has no material value.

The $90K figure related to royalty payments made by wbt to Rice university seems to dramatically deviate from the base agreement. So without seeing the renegotiated terms I will have to dismiss your claim and stick with the published base data as the source of truth or benchmark. Leti on the other hand co-owns wbt patents and has the right of use, which means they can license to others (potential competitors such as IntrensicSemi). This is why having 100% patent ownership like 4DS Memory is a major benefit (No risk or commercial disadvantages with competitors having access to IP).

French government rebates while great in the short term do have implications which may appear during commercial transactions. I have never bothered to follow up with wbt on this as they are and continue to be a trade for me.

The graph still stands despite you not feeling comfortable with how it is presented.