The licensing option is only available under an active JDA.
Once the JDA is terminated, Western Digital’s only option would be to enter a bid, like any other party.The landscape has shifted, Western Digital is no longer a strategic partner for 4DS.
The original scope of the JDA, focused on scaling the memory cell and validating core parameters, that was completed several years ago.
The Infineon engagement is much more interesting than the Western Digital JDA.
4DS Price at posting:
4.4¢ Sentiment: Buy Disclosure: Held
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