Went deep on the weekend doing a bit more analysis before...

  1. 523 Posts.
    lightbulb Created with Sketch. 416


    Went deep on the weekend doing a bit more analysis before deciding what to do on the SPP.

    What I found is the wording on 5 Feb 2024 which used the phrase "unique characteristic of the 4DS interface switching ReRAM technology" to describe the Analog Programming Capability.

    the Infineon agreement announcement says 4DS need a memory macro Platform that is specifically designed for its "unique area-based Interface Switching ReRAM characteristics."

    This suggests that Analog Programming is within the current scope for Infineon to solve. I had previously made some posts which suggested this would come after this Infineon agreement, in a future Phase 4. But the specificity of the language here is not an accident.

    how does that go in a chip war K?


    Last edited by mooselington: 28/01/25
 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
2.4¢
Change
-0.001(4.00%)
Mkt cap ! $49.46M
Open High Low Value Volume
2.5¢ 2.6¢ 2.4¢ $108.5K 4.350M

Buyers (Bids)

No. Vol. Price($)
19 2118220 2.4¢
 

Sellers (Offers)

Price($) Vol. No.
2.5¢ 917347 1
View Market Depth
Last trade - 16.10pm 26/06/2025 (20 minute delay) ?
4DS (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.