An order of magnitude faster (i.e. up to 10X faster than before)... which was already speed near DRAM. So are we now faster than DRAM?
Size is smallest supported by Imec memory platform. 10nm? (when the initial goal was 40 nm)
The technical issue is swiftly fixable without a blow out in timelines.
No mention of performing another non-platform lot - only to take the third non platform lot and make it a platform lot per Guido's comments this is now the entire focus of the company.
HGST want to urgently meet and review technical results.
All good news - no wonder someone is buying buying buying.
Personally, I dont think a capital raise will be required. We wont have very long to see - Q1 2022.
Ann: 4DS Technical Update, page-96
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