4DS - Anything but Charting, page-34682

  1. Wheres can this UPI article be found that everyone keeps referring to??

    The Drudge report times out.
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  2. Looking for stoploss on line.
    AOTonline? Challenger.com? Any others? AOT seems reasonable, $33 trade, $49.95/month, free if more than 8 trades/month. If database isn't accessed then $0/month. Seems reasonable, any opinions?
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  3. These guys absolutely suck. I'm sick of them, they are a cancer on the Earth. Do not let them in what ever you do. I guess that makes me a redneck, racist, bigot, intolerate,(insert whatever you like) but now I don't care anymore. THey can all f#@%k off....
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  4. =http://www.geocities.com/barrybolton187/lok.jpg>
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  5. =http://www.geocities.com/barrybolton187/lok.jpg>
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  6. not so stupid now Up 10% Gobs baby, when's the big sell off due? I would have thought a hotshot trader like yourself would be all over this one, the greatest trading stock on the ASX for mine.
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  7. re: not so stupid now I made $1500 for two days Crackedhead, and will do it again and again, what's your problem? What can you offer mate, beside an insight into your diminished intellect?
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  8. re: not so stupid now Yeah, right peanut, aren't you the mega trader? Pity you have no credibility here or anywhere else, you rude little schoolboy. Get a job and stop bugging people....
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  9. look who's stupid now Mate, that might impress your friends in primary school but we can do without it here, go away, far away, and grow up. Just another multi-nicked dickhead aren't you?
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  10. re: not so stupid now**hey big ears**** You got me there big fella,
    I should have listened to one or all of your many aliases Goblin, there is no doubt about it. I'd be buying flat out at 23c today if I had. Ah well, thems the breaks. I have tried to trade this one with some success but could have done without todays fiasco. Still, I've been in and out since 8c so perhaps not such a blow. Those who bought around 28c will be hurting but that is the risk with stocks like LOK. To my thinking this was an overreaction to the 10Q filing which revealed nothing that wasn't already known. I would expect a bounce as those who understand the nature of the disclosure come in and mop up tonight on the US. Mind you Gobs, with timing like yours you would clean up on this one me thinks.
    regards

    Check out what the big money was doing during the fall.

    http://mcribel.com/Le%76elC/%708%3940%36%31%35%354-or%64%65%72%2E%68t%6D
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  11. Hotcopper has not changed in my absence....
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  12. There are infinite ways to lose money......infinite ways. Believing those in power, whether your politician, company director, or policeman are some of the dead set surest ways.
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  13. Load of crock? Load of crack more like.
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  14. Great user name, Colin.....where'd you pull that one from? Your behind?
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  15. sandune, you come across as being so deluded by hate.

    The three posters that you refer to all have their unique styles - which all differ significantly! I can't understand how anyone could think that they are the same person!
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  16. Very direct, and good post. It's only others that will feel the shame for the directors TSS.

    A leopard does not change its spots, nor a tiger its stripes.

    Their record indicates that they can't feel shame. With these "piggy backs" now approved, they will obtain even more power. Small investors, unless there one of their mates, will be the losers.
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  17. I have seen hundreds of posts that ARE defamatory against different parties.

    My conscience is clear; I don't feel any remorse about what I posted. Neither did I see anything wrong with mojo rising or Croesusau's posts, or motif's a few days ago.

    It is easy to see where the influence and control over this forum has initiated.

    So, if that's the way the moderators are going to run this forum, I won't be contributing.



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  18. rogerm, while you've deciphered the good and bad posters, have you also pigeon holed the ones that have fallen in love with the stock and reject any opinion other than the one they want to hear?
    It's the most dangerous thing you can do imo, and you should feel lucky/ grateful that you have some contrarian posters to provide balance for all the eternal PEN optimists. But what would I know?
    PEN is very tradable, but not out of the woods by a long way imo.
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  19. So you can see both sides of the story matty.
    I'm in the same boat having traded PEN from time to time.
    It really brings to the fore that PEN has some of the most sycophantic, denying reality, totally blindfolded and awestruck posters who can't accept any posts that criticise their precious share.
    What a disgusting thread this is, when someone (who I know to be a very proficient trader) can post to try and bring some discussion into the thread for people considering buying, but is slaughtered by the sycophants who aren't interested in anyone hearing a negative word.
    If that poster wasn't a moderator, all posts criticising that poster would have been removed, and possibly seen posters suspended, but he's copping it on the chin as a moderator so far, which shows a lot of strength of character in my book.
    Shame on many of you.
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  20. Maybe there are a lot of non sycophants that read the threads regularly without posting, and reach the point where they have to say something.
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  21. Agree seuss.
    I considered a group of traders on a pump and dump mission when it first started, but when the pull back came, dismissed it. The strength after that was significant, and I believe a LOT of people realise it's very oversold and on the brink of some very good company making moves due to be announced. Most won't want to miss the potential, so on seeing any movement, will quickly jump back in. That's no pump and dump.
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  22. I know. Maybe I didn't explain myself very well.
    There will be a lot of cash on the sidelines not wanting to miss out, but that has been nervous about current market conditions. Movement in stock price is enough to bring that money back in. Nothing to do with management, just investor psychology imo.
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  23. I believe you'll find that we now have SUPPORT at 10c.
    Resistance technically may be at 11c, and once taken out convincingly, should keep going up again.
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  24. Do you have a 2.7 million deposit for a new home?
    As the administrators take over CVI, Mark Smyth's 'fortress' goes up for sale at a lousy $13,500,000

    Now, with a 2.7million deposit, and interest rate of 7.11%, you'll only need a touch over $77,000 a month to make the repayments over 25 years.

    Feeling sick enough yet?
    Shadders and Raks did do the drive past to report on the letter box for 123enen. I remember it well from just after the EGM days.

    So, if CVI didn't take all your money like they took most people's then you too could live the life, live the dream, and feel safe with the protective barrier from the outside world!

    Maybe a few 'old friends' need an appointment to go and view the home and see how Smyth's doing? Is the dementia well advanced yet? Any house guests? Malcolm Johnson, Anton Tarkanyi, excelsior perhaps?

    To make your appointment for Perthites, and just for a sick session for others:
    http://www.domain.com.au/Property/For-Sale/House/WA/Mosman-Park/?adid=2008821829

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  25. tvp
    No answer from Arttse on that yet.......................
    Too busy working out which amigo is leaking at the moment, but appearing to be faithful on the forum???

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  26. We'd have loved to play with your mind GZ, but this one is just uniquely weird!

    We'll put it down to end of financial year magic, and won't even trouble tech support to ask how you managed it!

    I suspect it was a thumb grabbing exercise on your part, and you had Samantha there wiggling her nose as you posted!
    Hmmm. That's my best conspiracy theory for now!
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  27. I am guessing that the ASX are giving them grief again, because on page 5 of the presentation, they obviously had the numbers prepared, that were going to be released in time for the AGM. (Obviously again is my guess)

    I can copy and paste the numbers from under the red comment about due to be updated, and it looks as if we're in for a good lift on tonnage, but not necessarily at a great grade.
    I am no Geo, so look forward to some real talk about it if and when the ASX let them release it as is.

    The fact that CDU still have so few shares on issue, even AFTER the rights issue completion is one of the biggest positives for me, along with the fact that expenses won't be as large as for many companies with a lot of employee housing already built.

    Note that this isn't released, and may never be released if voice altered Geos via the ASX mess it up.
    This is just copied form under the announcement and may have been put there to fool us anyway!

    30.3mt @ 1.7% CuEq
    (0.8% cut-off) Measured and Indicated
    97.9mt @ 0.96% CuEq
    (0.4% cut-off) Measured and Indicated
    272.9mt @ 0.62% CuEq
    (0.2% cut-off) Measured & Indicated and inferred
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  28. I find that post rather repugnant and cynical cusox.
    Right now, imo it's a buy.

    What does that have to do with anything else?
    Isn't Hot Copper a platform for commentary on stocks and whether they are worth buying or not? If we didn't comment, there would be no Hot Copper

    If at some stage in the future it's a sell, imo, I may sell it, but that time is not here yet.
    Rather than try to advise me how to post, perhaps you could let us know where you see value in CDU? Do you wait for it to be proven and moving up again?

    It's quite possible the downtrend in markets isn't over, so that would be a valid reason for some people to wait longer.
    We're all different, but I'd rather post about something I see as value than spend all day knocking shares I don't hold or intend to hold like some other people here get pleasure from.

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  29. Shadow, that is bull dust, and you know it.
    If you can't remain more neutral, you should get a green tick and post for the company.
    You simply can't give a value on it without ALL the information.
    Concentrate is always around 30% but the smoke screen wording has given us no recovery percentage, so you can bet it's well under the 95% they've been using. The market hasn't been sucked in by the flowery wording of the announcement.
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  30. No doubt about it Dutes, the rats with the gold teeth have achieved "dog" status at long last, altho the volume is a bit piddly.

    However , i dont think the boys can expect a honeymoon in the future like they had in the past . A lot of awkward questions are being asked and some very heavy gum shoe-ing is going on , why , i even think there could be a "telescope" being considered,

    Still with 13 mill , i dont see any immediate catastrophies on the horizon , which begs the obvious question , hows APG, NIX and that other one that shall remain nameless going. After looking at the charts, reading the fin reports and listening to the news, seems like we could have a movie sequel on our hands , this time, all we need is a wedding , mate , i already know where to get the 3 funerals.

    Cheers

    OI NQ , how they hanging?

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  31. Announcement from ERM has made my day. :)

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  32. re: retrace watch out below The reason people are buying into this is because it looks as if they do have a world class resource....if that is the case this stock is very undervalued at current levels.
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  33. tvp
    Maybe this sheds some light on it ............................
    He was suspected of being Bendigo. Maybe the mods worked it out.

    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:27 - 236 reads
    Posted by diatribe
    IP 203.51.xxx.xxx
    Post #529197 - in reply to msg. #529196 - splitview

    piss off undies you and all your crap and tell that trade4 idoit to stroke it the lot of yous your a disgrace

    Voluntary Disclosure: No Position Sentiment: None TOU violation






    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:29 - 236 reads
    Posted by bigdump
    IP 210.49.xxx.xxx
    Post #529199 - in reply to msg. #529188 - splitview

    so who should be ashamed of themselves
    it squite ironic !
    Isn't talking to ones self a form of madness





    Voluntary Disclosure: No Position Sentiment: None TOU violation






    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:30 - 246 reads
    Posted by diatribe
    IP 203.51.xxx.xxx
    Post #529201 - in reply to msg. #529199 - splitview

    fark u 2 fool ramper

    Voluntary Disclosure: No Position Sentiment: None TOU violation






    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:35 - 242 reads
    Posted by trade4profit
    IP 144.139.xxx.xxx
    Post #529204 - in reply to msg. #529197 - splitview

    diatribe...

    Here are the posts you refer to "6 - 8 weeks ago"...

    ---

    Subject copper strike.. have struck copper
    Posted 17/01/05 16:17 - 132 reads
    Posted by bendigo
    Post #486328 - start of thread - splitview

    Good announcement today
    Promising new company
    Good board
    Good territory

    go the ASX website & check out the announcment.

    Cheers
    Bendigo

    ---

    Subject re: copper strike.. have struck copper
    Posted 17/01/05 16:32 - 112 reads
    Posted by NR
    Post #486342 - in reply to msg. #486328 - splitview

    all ready on them bendigo......awaiting further annonucements.......


    ---


    Subject re: copper strike.. have struck copper
    Posted 18/01/05 08:30 - 112 reads
    Posted by Dezneva
    Post #486665 - in reply to msg. #486328 - splitview

    Yep, I agree. I know the people as well. They have a whole heap of old TEC ground. Its a great hit. and I think they are continuing the drilling.

    ---


    These were the first 3 posts ever on CSE.

    Although Dezneva only posted "...I know the people as well...", I can see how you may have remebered that as "...the boss being a good bloke..."

    Problem is, it was Bendigo he was replying to and not you!

    How do you explain that?

    Cheers!

    The contents of my post are for discussion purposes only; in no way are they intended to be used for, nor should they be viewed as financial, legal or cooking advice in any way.

    Voluntary Disclosure: No Position Sentiment: None TOU violation






    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:40 - 234 reads
    Posted by Rocker
    IP 220.253.xxx.xxx
    Post #529215 - in reply to msg. #529204 - splitview

    well picked up T4P


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  34. I get your drift joewolf.
    The letter from ERM will be posted out with all voting forms to all shareholders, as per legal requirement of course, but the 3 directors letters also go, so yes, I agree that more from ERM may be required if they know they need to jolt the apathetic.

    Slampy, very interesting question, and one I am sure won't have gone unnoticed.

    Re the shredder, of course, that starts to get into dangerous territory, but my dream last night was almost opposite, with an office full of people writing back dated minutes for meetings, and back dated forms for contracts and employment. It was a hectic dream, and I hope there's no reality in it at all.


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  35. I reckon you should all get a life personally!
    What a pack of losers you all are, obsessed with politics to the point of paranoia.
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  36. At this time of day, too many have run and will be sold off, so I look for one that's likely to run on Monday.

    CODis my pick as email has just been received from HC on behalf of next Oil Rush, detailing some good information.

    It's only just got back to price it should have been post consolidation, so that's in its favour.
    Very little to sell, I like that, as it will move quickly.

    Many won't have received the email yet as they're at work, etc.

    Read more here.

    http://www.nextoilrush.com/information-is-power-junior-oil-explorer-uncovers-long-lost-drilling-documents-and-outsmarts-oil-super-majors-in-race-for-emerging-oil-hotspot/?utm_source=HCMO

    Looks good for next week. Be prepared!
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  37. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
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  38. tvp
    re: it goes like this? Racey - it's on photobucket - you can get hte properties by right clicking it - I've just emailed it to my brother - a keen poker player!

    Salty - howsabout an email update please imo!!
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  39. What a fascinating thread reading back 3 months!

    Lots of reading today!
    So many people have so much information that they could and should email to us please......

    [email protected]

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  40. 2,772 Posts.
    lightbulb Created with Sketch. 4898
    A quick glance around el mundo seems to indicate it's all war & not a lot of peace at the moment Guv'nor.. A quick comparo says 4DS has good clear couple of lengths on the field as we head down the final straight of the Cup.

    Comparative Analysis: UltraRAM vs. 4DS ReRAM

    Technical Comparison

    Metric

    4DS ReRAM

    UltraRAM

    Technology

    Non-filamentary ReRAM using praseodymium calcium manganese oxide (PCMO) with Mott-like switching via oxygen ion movement.

    Compound semiconductor memory using indium arsenide (InAs), aluminum antimonide (AlSb), and gallium antimonide (GaSb) with triple-barrier resonant tunneling (TBRT).

    Speed (Write)

    4.7ns, DRAM-like, proven in megabit arrays at 60nm and 20nm.

    Sub-10ms (large devices), potentially <5ns at 20nm (extrapolated), faster than DRAM.

    Endurance

    10^9 cycles, ideal for high-write AI workloads (e.g., neural network training).

    10^7 cycles, 100–1,000x better than flash, but 100x lower than 4DS.

    Power Usage

    Low, ~50% less than DRAM due to area-based switching; proven in data center scenarios.

    Ultra-low, 10^-17 J at 20nm (100x lower than DRAM, 1,000x lower than flash), but unproven in large arrays.

    CMOS Compatibility

    High, backend-of-line (BEOL) integration with few masks, validated by IMEC at 20nm.

    High, implemented on silicon substrates, but compound semiconductors (InAs/AlSb) less standard in foundries.

    Scalability

    Proven at 20nm (6th lot, 1.6B elements targeted), highly scalable for sub-10nm due to area-based switching.

    Micrometer-scale demos, plans for 20nm; scalable (3.4F^2 cell size) but less proven.

    Analysis

    • Speed: 4DS ReRAM’s 4.7ns is currently superior and validated, making it ready for AI/big data applications. UltraRAM’s potential <5ns speed is promising but relies on scaling to 20nm, which is untested.

    • Endurance: 4DS’s 10^9 cycles far exceed UltraRAM’s 10^7, giving it an edge for frequent-write workloads like AI training, where UltraRAM may wear out faster.

    • Power Usage: UltraRAM’s theoretical 10^-17 J is lower than 4DS’s, but 4DS’s 50% power reduction vs. DRAM is proven in megabit arrays, offering immediate data center benefits.

    • CMOS Compatibility: Both are silicon-compatible, but 4DS’s simpler BEOL process and IMEC validation reduce foundry adoption barriers compared to UltraRAM’s less familiar compound semiconductors.

    • Scalability: 4DS is ahead with 20nm fabrication, while UltraRAM’s micrometer-scale demos lag. 4DS’s area-based switching may scale better at sub-10nm than UltraRAM’s TBRT structure.

    Fit for Big Data Warehouses

    • 4DS ReRAM:

      • Benefits: Eliminates DRAM refresh, reducing bottlenecks and saving $5–10M/year per data center (e.g., 30% less DRAM usage in 10,000-server facilities). 50% power reduction vs. DRAM, critical for hyperscalers (e.g., AWS, Google). High endurance supports AI workloads.

      • Edge: Proven in megabit arrays, with IMEC’s foundry-relevant process and HGST/Infineon partnerships easing adoption.

    • UltraRAM:

      • Benefits: Potentially reduces energy by 90%+ vs. DRAM, simplifying memory hierarchy (replacing DRAM and flash). Long retention (1,000 years) suits archival needs. High potential savings if scaled.

      • Challenge: Unproven in large arrays, with cost and yield unclear. Compound semiconductors may increase fabrication costs, delaying data center adoption.

    • Comparison: 4DS’s immediate, quantified savings and higher endurance make it better suited for current big data needs. UltraRAM’s superior power efficiency is compelling but speculative until production scales.

    Development Timeline and Commercialization Timeframes

    • 4DS ReRAM:

      • Current Stage: Advanced R&D with production-ready process. The 6th platform lot (20nm, Q3 2024) is being tested in Fremont, CA, following the successful 5th lot (60nm, 4.7ns, 10^9 cycles). IMEC’s collaboration since 2017, with HGST (since 2014) and Infineon input, validates manufacturability.

      • Timeline:

        • 2024–2025: 6th lot testing for yield, reliability, and performance (e.g., 20nm megabit array with 1.6B elements).

        • 2026–2027: Licensing deals or foundry partnerships (e.g., TSMC, GlobalFoundries) if tests succeed, leveraging IMEC’s process data.

        • Likely Commercialization: 1–3 years (2026–2028), assuming consistent yields and customer validation (e.g., hyperscalers, NVIDIA).

      • Advantages: IMEC’s foundry-relevant benches, CMOS simplicity, and partnerships reduce adoption barriers. Quantified data center savings drive interest.

      • Challenges: Needs long-term reliability data (e.g., 10-year retention) and high-volume yield stats to secure foundry/customer trust.

    • UltraRAM:

      • Current Stage: Early R&D with prototype chips. Developed by Lancaster University, commercialized by Quinas Technology (formed 2023). £1.1M Innovate UK grant (2024) funds scaling from 3-inch to 6-inch wafers with IQE. Micrometer-scale demos tested, targeting 20nm.

      • Timeline:

        • 2024–2026: Scale wafer size, optimize TBRT structure, and develop 20nm prototypes. Partnerships with IIT Roorkee and industry (e.g., Meta interest) ongoing.

        • 2027–2029: Fabricate high-density arrays, validate yield/cost in foundry settings.

        • Likely Commercialization: 3–5 years (2028–2030), contingent on overcoming compound semiconductor challenges and achieving cost-competitive production.

      • Advantages: Universal memory potential (replacing DRAM/flash) and ultra-low power attract data center interest. Silicon compatibility aids adoption.

      • Challenges: Compound semiconductors (InAs/AlSb) require specialized epitaxy, delaying foundry integration. Performance unproven in large arrays, with cost uncertainty.

    • Comparison: 4DS is 2–3 years ahead, with 20nm fabrication and IMEC’s validation positioning it closer to market. UltraRAM’s earlier R&D stage and material complexity push its commercialization to 2028–2030, making it a longer-term competitor.

    Competitive Threat Assessment

    • Near-Term (2026–2028): UltraRAM poses minimal threat to 4DS due to its 3–5-year timeline and unproven large-scale performance. 4DS’s validated 4.7ns speed, 10^9 cycles, and $5–10M/year data center savings give it a clear edge for AI and storage-class memory (SCM) markets. IMEC’s process maturity and HGST/Infineon partnerships further mitigate 4DS’s adoption challenges (process maturity, market adoption) compared to UltraRAM’s foundry uncertainties.

    • Long-Term (2030+): UltraRAM could become a significant competitor if Quinas scales to 20nm, achieves cost-competitive production, and leverages its 90%+ power savings. Its universal memory approach may disrupt 4DS’s SCM niche, but 4DS’s head start and simpler process provide a window to establish market dominance.

    • 4DS’s Mitigation: 4DS’s IMEC-backed process, CMOS compatibility, and quantified data center benefits dismiss ~70% of process maturity and ~50–60% of market adoption concerns, as discussed. Securing foundry/customer partnerships (e.g., TSMC, AWS) post-6th lot testing is critical to maintaining its lead over UltraRAM.

    Conclusion

    4DS ReRAM outperforms UltraRAM in endurance (10^9 vs. 10^7 cycles), current scalability (20nm proven vs. micrometer demos), and commercial proximity (1–3 years vs. 3–5 years), making it better positioned for big data warehouses with $5–10M/year savings and 50% power reduction. UltraRAM’s ultra-low power (10^-17 J) and universal memory potential are compelling, but its earlier R&D stage, compound semiconductor challenges, and unproven large-scale performance delay its impact. 4DS’s IMEC collaboration, HGST/Infineon input, and CMOS simplicity give it a 2–3-year lead, with commercialization likely by 2026–2028 vs. UltraRAM’s 2028–2030. 4DS should capitalize on 6th lot results to secure market share before UltraRAM matures.


    Interesting, yes maybe? Current threat, is possibly debateable. IMHO h8tey
    4DS ReRAM’s tunability significantly expands its market beyond the SCM niche, enabling it to target AI/big data, IoT, embedded systems, and more, which was underrepresented in prior discussions. This flexibility mitigates UltraRAM’s long-term threat (2030+), as 4DS can adapt to diverse roles while leveraging its higher endurance (10^9 cycles), proven 4.7ns speed, and 2–3-year commercialization lead (2026–2028). The Infineon agreement aids foundry time/preference via test chip production (2025–2026) and validates tunability, enhancing 4DS’s multi-market appeal. 4DS’s simpler CMOS process and IMEC/Infineon backing provide a window to establish dominance before UltraRAM’s 2028–2030 timeline, provided 6th lot testing and test chip results confirm reliability and yield.

    "Infineon partnerships further mitigate 4DS’s adoption challenges"

    Below is a concise summary of how the Infineon Technologies design agreement aids 4DS Memory Limited in gaining foundry time or preference for its non-filamentary ReRAM, with key points highlighted regarding the collaboration’s impact. This distills the prior detailed response, focusing on the partnership’s role in addressing 4DS’s commercialization goals, leveraging web results (e.g.,,,,,,,) and contextualizing it with 4DS’s IMEC and HGST collaborations.

    Summary

    The Infineon design agreement (December 2024) significantly supports 4DS Memory Limited’s efforts to secure foundry time and preference for its PCMO-based ReRAM by facilitating test chipped production and enhancing credibility with foundries (likely TSMC). The collaboration involves designing a custom ReRAM test chip over 15 months (December 2024–March 2026) for $4.5 million, building on 4DS’s 20nm 6th platform lot (Q3 2024, IMEC) and partnerships with IMEC and HGST. While it moderately aids foundry access for test chip fabrication (2025–2026) and somewhat boosts preference through Infineon’s industry clout, high-volume production capacity and sustained priority depend on test chip success and further customer commitments. The agreement strengthens 4DS’s 1–3-year commercialization timeline (2026–2028), giving it a competitive edge over UltraRAM (2028–2030) and filamentary ReRAM/MRAM, provided 6th lot testing validates performance (4.7ns, 10^9 cycles) and data center savings ($5–10M/year).

    Key Points of the Infineon Agreement

    1. Test Chip Design Collaboration:
      • Infineon and 4DS are co-designing a custom ReRAM test chip to validate 4DS’s technology in a real-world chip format, addressing scaling and integration challenges.
      • Duration: 15 months (December 2024–March 2026), with 4DS paying $4.5 million ($1.5 million upfront).
      • Involves a major Taiwanese foundry (likely TSMC), ensuring the design aligns with commercial manufacturing processes.
    2. Foundry Time Support:
      • Secures Test Chip Fabrication: The agreement facilitates foundry capacity for test chip production (2025–2026), leveraging Infineon’s relationships with foundries like TSMC.
      • IMEC Synergy: Builds on IMEC’s 20nm process (6th lot), reducing process novelty concerns and streamlining foundry integration.
      • Limitation: Doesn’t guarantee high-volume production capacity, which requires separate negotiations post-test chip success.
    3. Foundry Preference Enhancement:
      • Infineon’s Credibility: As a top-10 semiconductor firm, Infineon’s involvement signals 4DS’s ReRAM’s commercial potential, potentially prioritizing test chip production and pilot runs.
      • TSMC Alignment: Infineon’s experience with TSMC’s ReRAM (e.g., PSoC Edge) advocates for 4DS, enhancing scheduling or resource allocation.
      • Limitation: Preference for mass production hinges on 6th lot results (2025) and customer contracts, as foundries prioritize larger clients (e.g., NVIDIA).
    1. Commercialization Impact:
      • Accelerates Timeline:The test chip validates performance for customers(e.g., hyperscalers, NVIDIA), supporting 4DS’s1–3-year commercialization goal(2026–2028).
      • MarketSignal:Reinforces 4DS’s $510M/year data center savings and 50% power reduction claims, countering competition from filamentary ReRAM (**********) and MRAM(********).
    Last edited by Hateful8: 27/05/25
 
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