Ok, what you need to understand is 20nm becomes a product....

  1. 2,615 Posts.
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    Ok, what you need to understand is 20nm becomes a product. Couple that with our memory characteristics and you now have a product that delivers a solution. Just like Infineon recognised the potential at 60nm, Interest will accelerate as the industry realises we’re addressing a critical bottleneck that existing memory cannot overcome.

    You might think we are years away with continued development work, but ask yourself this: can the industry sit idly by while we have a commercial ready product? Will they allow a competitor work on 4DS Memory while they continue working on DRAM and HBM that will go nowhere?

    Our key milestones have already been achieved:
    - Western Digital development activity completed (Scaled Memory Cell from 850nm, 250nm, 50nm to 40nm)
    - Stanford research and development completed
    - Fully functional megabit array demonstrated (PL4 exceeded expectations)
    - imec collaboration finalised, no further validation lots needed
    - Advanced Memory Node of 20nm (To be announced in a few weeks), (Commercial Readiness Achieved)
    - Ting’s work handed over to Infineon (8 Senior Engineers)

    Infineon to tape out a custom design specifically for our Area-Based Technology (in progress).
    And while that moves forward, nothing is to say a strategic acquisition cannot be triggered at any moment.

    Today's play is either you're in and take your fill at these rock bottom prices, or you miss the bus.
    Last edited by Khoutam: 26/05/25
 
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