my take pl5 was mask/etch optimsation on a ' scaled stack ' ie...

  1. 5,215 Posts.
    lightbulb Created with Sketch. 9676
    my take
    pl5 was mask/etch optimsation on a ' scaled stack ' ie iterative process improvement required to gain a data set that would define the manufacturing framework for 20nm / pl6

    it is far from a derisk imo as such a process is researching what will hopefully be a functional and manufacturable 20nm PL6

    the benchmark outcomes (good or bad) from 20nm will determine if de risk is an appropriate term ( not imo though)

    the infineon lens:
    there is no partnership with infineon at this point or that would have been announced - there is a fee for service design contract which is great - it is a further step to achieve a working pcmo reram exactly as IMEC have been doing for the past however many years

    waiting for:
    20nm pops out equal to or better than 30% of the required design targets and you have an outcome you can assess and work with - terms like derisk and success are not 'useful' in that assessment

    just my take of course
    Last edited by Flectional: 04/03/25
 
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
2.6¢
Change
-0.001(3.70%)
Mkt cap ! $53.58M
Open High Low Value Volume
2.7¢ 2.7¢ 2.6¢ $154.2K 5.781M

Buyers (Bids)

No. Vol. Price($)
2 204077 2.6¢
 

Sellers (Offers)

Price($) Vol. No.
2.7¢ 2976896 10
View Market Depth
Last trade - 15.34pm 20/06/2025 (20 minute delay) ?
4DS (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.