Key take away from CH - Key message, ReRAM is now - Potentially MRAM market will be overtaken by ReRAM market - CH confirmed again that 22nm tape out due end of this year - Good initial results from SKYT chips (just this morning), all chips tested so far are working as intended - CH confirmed iPhone 14 to have TSMC ReRAM - T1 Fabs are pushing WBT to scale down below 22nm they want to Potential in the teens NM
- Next year we are looking our 1st licencensing - CH has looked into TSMC ReRAM data sheet and confirmed our ReRAM is superior to theirs - TSMC is not our competitors, they are like a supermarket, they will put our products in their shelves ans sell it to their customers.
WBT Price at posting:
$3.41 Sentiment: Buy Disclosure: Held
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22nm they want to Potential in the teens NM
(20min delay)