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.
(20min delay)