I think you could argue a case for any of the usual suspects.
But AI server farms/data centres, where loads of data has to be kept live in DRAM stand to benefit significantly.
NVIDIA is the big player in that space. Their GPUs are used for heavy computational work. We already know they are developing (with Infineon) a high voltage DC power back bone for server farms that saves energy over current system architectures. Seems to me that would just be the beginning of a completely new, energy saving system architecture. A new GPU design, plus memory would be required for that.
They also happen to have a bonkers market cap. At 3.5 trillion USD, going on for 3 times Australia's GDP! $4bil buy out of 4DS, 0.1% of their market cap!
Since they don't swim in the mobile device market, it might make sense to share the acquisition with a company that can make use of 4DS RERAM, but isn't a competitor to NVIDIA. Like Samsung maybe?
Add to My Watchlist
What is My Watchlist?
 (20min delay)
|
|||||
|
Last
6.3¢ |
Change
0.000(0.00%) |
Mkt cap ! $129.8M | |||
| Open | High | Low | Value | Volume |
| 0.0¢ | 0.0¢ | 0.0¢ | $0 | 0 |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 17292 | 7.2¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 5.7¢ | 12000 | 1 |
View Market Depth
| Last trade - 16.12pm 13/06/2025 (20 minute delay) ? |
| 4DS (ASX) Chart |
Day chart unavailable