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3 things to like about this announcement:- No more non-platform...

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    3 things to like about this announcement:
    - No more non-platform lots. It's hypothesised in the announcement that the nature of these tests and not having an access device could have been the cause of the decrease in endurance.
    - Confirmation that an imec test chip will be included in platform 3
    - Revelation that imec have a financial incentive for this to work and have renewed the contract, meaning they back the technology

    3 things I don't like:
    - We'll need a CR
    - We're not entering commercial discussions until H2 next year
    - For the first time there's ambiguity in the performance of the technology instead of linear improvements
 
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