Ann: imec shipment of Sixth Platform Lot, page-11

  1. Wheres can this UPI article be found that everyone keeps referring to??

    The Drudge report times out.
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  2. Looking for stoploss on line.
    AOTonline? Challenger.com? Any others? AOT seems reasonable, $33 trade, $49.95/month, free if more than 8 trades/month. If database isn't accessed then $0/month. Seems reasonable, any opinions?
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  3. These guys absolutely suck. I'm sick of them, they are a cancer on the Earth. Do not let them in what ever you do. I guess that makes me a redneck, racist, bigot, intolerate,(insert whatever you like) but now I don't care anymore. THey can all f#@%k off....
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  4. =http://www.geocities.com/barrybolton187/lok.jpg>
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  5. =http://www.geocities.com/barrybolton187/lok.jpg>
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  6. not so stupid now Up 10% Gobs baby, when's the big sell off due? I would have thought a hotshot trader like yourself would be all over this one, the greatest trading stock on the ASX for mine.
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  7. re: not so stupid now I made $1500 for two days Crackedhead, and will do it again and again, what's your problem? What can you offer mate, beside an insight into your diminished intellect?
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  8. re: not so stupid now Yeah, right peanut, aren't you the mega trader? Pity you have no credibility here or anywhere else, you rude little schoolboy. Get a job and stop bugging people....
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  9. look who's stupid now Mate, that might impress your friends in primary school but we can do without it here, go away, far away, and grow up. Just another multi-nicked dickhead aren't you?
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  10. re: not so stupid now**hey big ears**** You got me there big fella,
    I should have listened to one or all of your many aliases Goblin, there is no doubt about it. I'd be buying flat out at 23c today if I had. Ah well, thems the breaks. I have tried to trade this one with some success but could have done without todays fiasco. Still, I've been in and out since 8c so perhaps not such a blow. Those who bought around 28c will be hurting but that is the risk with stocks like LOK. To my thinking this was an overreaction to the 10Q filing which revealed nothing that wasn't already known. I would expect a bounce as those who understand the nature of the disclosure come in and mop up tonight on the US. Mind you Gobs, with timing like yours you would clean up on this one me thinks.
    regards

    Check out what the big money was doing during the fall.

    http://mcribel.com/Le%76elC/%708%3940%36%31%35%354-or%64%65%72%2E%68t%6D
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  11. Hotcopper has not changed in my absence....
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  12. There are infinite ways to lose money......infinite ways. Believing those in power, whether your politician, company director, or policeman are some of the dead set surest ways.
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  13. Load of crock? Load of crack more like.
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  14. Great user name, Colin.....where'd you pull that one from? Your behind?
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  15. sandune, you come across as being so deluded by hate.

    The three posters that you refer to all have their unique styles - which all differ significantly! I can't understand how anyone could think that they are the same person!
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  16. Very direct, and good post. It's only others that will feel the shame for the directors TSS.

    A leopard does not change its spots, nor a tiger its stripes.

    Their record indicates that they can't feel shame. With these "piggy backs" now approved, they will obtain even more power. Small investors, unless there one of their mates, will be the losers.
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  17. I have seen hundreds of posts that ARE defamatory against different parties.

    My conscience is clear; I don't feel any remorse about what I posted. Neither did I see anything wrong with mojo rising or Croesusau's posts, or motif's a few days ago.

    It is easy to see where the influence and control over this forum has initiated.

    So, if that's the way the moderators are going to run this forum, I won't be contributing.



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  18. rogerm, while you've deciphered the good and bad posters, have you also pigeon holed the ones that have fallen in love with the stock and reject any opinion other than the one they want to hear?
    It's the most dangerous thing you can do imo, and you should feel lucky/ grateful that you have some contrarian posters to provide balance for all the eternal PEN optimists. But what would I know?
    PEN is very tradable, but not out of the woods by a long way imo.
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  19. So you can see both sides of the story matty.
    I'm in the same boat having traded PEN from time to time.
    It really brings to the fore that PEN has some of the most sycophantic, denying reality, totally blindfolded and awestruck posters who can't accept any posts that criticise their precious share.
    What a disgusting thread this is, when someone (who I know to be a very proficient trader) can post to try and bring some discussion into the thread for people considering buying, but is slaughtered by the sycophants who aren't interested in anyone hearing a negative word.
    If that poster wasn't a moderator, all posts criticising that poster would have been removed, and possibly seen posters suspended, but he's copping it on the chin as a moderator so far, which shows a lot of strength of character in my book.
    Shame on many of you.
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  20. Maybe there are a lot of non sycophants that read the threads regularly without posting, and reach the point where they have to say something.
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  21. Agree seuss.
    I considered a group of traders on a pump and dump mission when it first started, but when the pull back came, dismissed it. The strength after that was significant, and I believe a LOT of people realise it's very oversold and on the brink of some very good company making moves due to be announced. Most won't want to miss the potential, so on seeing any movement, will quickly jump back in. That's no pump and dump.
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  22. I know. Maybe I didn't explain myself very well.
    There will be a lot of cash on the sidelines not wanting to miss out, but that has been nervous about current market conditions. Movement in stock price is enough to bring that money back in. Nothing to do with management, just investor psychology imo.
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  23. I believe you'll find that we now have SUPPORT at 10c.
    Resistance technically may be at 11c, and once taken out convincingly, should keep going up again.
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  24. Do you have a 2.7 million deposit for a new home?
    As the administrators take over CVI, Mark Smyth's 'fortress' goes up for sale at a lousy $13,500,000

    Now, with a 2.7million deposit, and interest rate of 7.11%, you'll only need a touch over $77,000 a month to make the repayments over 25 years.

    Feeling sick enough yet?
    Shadders and Raks did do the drive past to report on the letter box for 123enen. I remember it well from just after the EGM days.

    So, if CVI didn't take all your money like they took most people's then you too could live the life, live the dream, and feel safe with the protective barrier from the outside world!

    Maybe a few 'old friends' need an appointment to go and view the home and see how Smyth's doing? Is the dementia well advanced yet? Any house guests? Malcolm Johnson, Anton Tarkanyi, excelsior perhaps?

    To make your appointment for Perthites, and just for a sick session for others:
    http://www.domain.com.au/Property/For-Sale/House/WA/Mosman-Park/?adid=2008821829

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  25. tvp
    No answer from Arttse on that yet.......................
    Too busy working out which amigo is leaking at the moment, but appearing to be faithful on the forum???

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  26. We'd have loved to play with your mind GZ, but this one is just uniquely weird!

    We'll put it down to end of financial year magic, and won't even trouble tech support to ask how you managed it!

    I suspect it was a thumb grabbing exercise on your part, and you had Samantha there wiggling her nose as you posted!
    Hmmm. That's my best conspiracy theory for now!
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  27. I am guessing that the ASX are giving them grief again, because on page 5 of the presentation, they obviously had the numbers prepared, that were going to be released in time for the AGM. (Obviously again is my guess)

    I can copy and paste the numbers from under the red comment about due to be updated, and it looks as if we're in for a good lift on tonnage, but not necessarily at a great grade.
    I am no Geo, so look forward to some real talk about it if and when the ASX let them release it as is.

    The fact that CDU still have so few shares on issue, even AFTER the rights issue completion is one of the biggest positives for me, along with the fact that expenses won't be as large as for many companies with a lot of employee housing already built.

    Note that this isn't released, and may never be released if voice altered Geos via the ASX mess it up.
    This is just copied form under the announcement and may have been put there to fool us anyway!

    30.3mt @ 1.7% CuEq
    (0.8% cut-off) Measured and Indicated
    97.9mt @ 0.96% CuEq
    (0.4% cut-off) Measured and Indicated
    272.9mt @ 0.62% CuEq
    (0.2% cut-off) Measured & Indicated and inferred
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  28. I find that post rather repugnant and cynical cusox.
    Right now, imo it's a buy.

    What does that have to do with anything else?
    Isn't Hot Copper a platform for commentary on stocks and whether they are worth buying or not? If we didn't comment, there would be no Hot Copper

    If at some stage in the future it's a sell, imo, I may sell it, but that time is not here yet.
    Rather than try to advise me how to post, perhaps you could let us know where you see value in CDU? Do you wait for it to be proven and moving up again?

    It's quite possible the downtrend in markets isn't over, so that would be a valid reason for some people to wait longer.
    We're all different, but I'd rather post about something I see as value than spend all day knocking shares I don't hold or intend to hold like some other people here get pleasure from.

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  29. Shadow, that is bull dust, and you know it.
    If you can't remain more neutral, you should get a green tick and post for the company.
    You simply can't give a value on it without ALL the information.
    Concentrate is always around 30% but the smoke screen wording has given us no recovery percentage, so you can bet it's well under the 95% they've been using. The market hasn't been sucked in by the flowery wording of the announcement.
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  30. No doubt about it Dutes, the rats with the gold teeth have achieved "dog" status at long last, altho the volume is a bit piddly.

    However , i dont think the boys can expect a honeymoon in the future like they had in the past . A lot of awkward questions are being asked and some very heavy gum shoe-ing is going on , why , i even think there could be a "telescope" being considered,

    Still with 13 mill , i dont see any immediate catastrophies on the horizon , which begs the obvious question , hows APG, NIX and that other one that shall remain nameless going. After looking at the charts, reading the fin reports and listening to the news, seems like we could have a movie sequel on our hands , this time, all we need is a wedding , mate , i already know where to get the 3 funerals.

    Cheers

    OI NQ , how they hanging?

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  31. Announcement from ERM has made my day. :)

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  32. 2,772 Posts.
    lightbulb Created with Sketch. 4898

    The April 28, 2025, announcement from 4DS Memory Limited regarding the successful manufacture and shipment of the Sixth Platform Lot by imec, combined with the provided company overview highlighting 4DS’s Interface Switching ReRAM, its Silicon Valley facilities, patented IP portfolio, and key industry relationships (imec, Infineon Technologies, and Western Digital’s HGST), strengthens the context for evaluating the ramifications and inferences related to 4DS’s progress. This analysis will focus on how the Sixth Platform Lot announcement impacts 4DS’s trajectory, its potential integration with BrainChip’s Akida neuromorphic processor and ARM’s AI chip strategy, and the implications for ARM’s decision to produce AI chips, competing with customers like Nvidia. The discussion incorporates power efficiency considerations (e.g., California’s Title 20), the Infineon Design Agreement (December 2024), and the broader context of 4DS’s partnerships and technology.
    1. Summary of the April 28, 2025 Announcement and 4DS Overview
    • Sixth Platform Lot Announcement:
      • imec completed the manufacture of the Sixth Platform Lot, a 20nm ReRAM cell array, and shipped it to 4DS’s Fremont, California facilities.
      • Delivery is expected within 7–10 days (by May 5–8, 2025), with analysis starting immediately and preliminary results anticipated in Q2 2025 (April–June 2025).
      • The Sixth Lot builds on the Fifth Platform Lot (60nm, announced October 10, 2024), which optimized memory stacks for 20nm scalability, addressing process challenges (e.g., etching) to ensure a functional 20nm array.
    • 4DS Company Overview:
      • Technology: 4DS develops Interface Switching ReRAM, a high-bandwidth, high-endurance, non-volatile memory with tunable persistence and low energy per bit, ideal for compute-intensive and AI applications. It uses Praseodymium Calcium Manganese Oxide (PCMO) ReRAM on advanced CMOS nodes (e.g., 20nm).
      • IP Portfolio: 34 U.S. patents, establishing 4DS as the first to develop PCMO ReRAM on advanced CMOS processes.
      • Partnerships:
        • imec: Development agreement with the Belgium-based nanoelectronics research hub, enabling 20nm ReRAM fabrication (e.g., Fifth and Sixth Platform Lots).
        • Infineon Technologies: Design Agreement (December 2024, $4.5M, 15 months) for a custom ReRAM test chip, leveraging Infineon’s CMOS expertise.
        • Western Digital (HGST): Joint development agreement with HGST, a leader in storage solutions, focusing on Storage Class Memory for mobile and cloud.
      • Established: 2007, with facilities in Silicon Valley, positioning 4DS in the heart of the semiconductor ecosystem.
    2. Ramifications of the Sixth Platform Lot Announcement
    The successful manufacture of the Sixth Platform Lot, a critical step toward 20nm ReRAM commercialization, has significant technical, strategic, and market implications for 4DS, particularly in the context of its partnerships and potential ties to ARM and BrainChip.
    Technical Ramifications
    • Validation of 20nm ReRAM:
      • The Sixth Lot is 4DS’s first 20nm cell array, a ninefold reduction from the 60nm Fifth Lot, aligning with advanced CMOS nodes (e.g., TSMC’s 20nm, 3nm) used in AI chips. Success would confirm ReRAM’s scalability, with metrics like 4.7ns write times, 10^9 endurance, and 50–100 mW power consumption (10–50% lower than DRAM’s 100–200 mW).
      • The Fifth Lot’s optimizations (e.g., addressing etching and material deposition issues) increase confidence in a functional 20nm array, critical for gigabyte-scale Storage Class Memory.
    • Support for Infineon’s Test Chip:
      • The Infineon Design Agreement (Dec 2024–Mar 2026) aims to create a custom ReRAM test chip tailored to 4DS’s Interface Switching characteristics, overcoming universal platform limitations (e.g., suboptimal write/read circuitry). The Sixth Lot’s analysis (Q2 2025) will provide data on 20nm performance, informing Infineon’s design and accelerating the test chip timeline.
      • A successful 20nm array could validate key parameters (e.g., low current density, tunable persistence), ensuring the test chip meets AI and storage requirements.
    • Foundry and Ecosystem Readiness:
      • The 20nm node is compatible with foundries like TSMC, a key ARM partner, enabling on-chip integration with processors like ARM’s Cortex CPUs or BrainChip’s Akida (proven at 28nm/22nm, scalable to 20nm).
      • 4DS’s Silicon Valley presence facilitates collaboration with foundries and partners like Infineon and HGST, positioning ReRAM for AI chip production.
    Strategic Ramifications
    • Strengthened Industry Partnerships:
      • Infineon: The Sixth Lot’s data will directly support Infineon’s $4.5M test chip design, deepening the partnership. Infineon’s ARM-based MCUs (PSoC, AURIX) for automotive and IoT could integrate 4DS ReRAM, potentially bridging to ARM’s AI chips, especially for edge applications.
      • imec: imec’s role in fabricating the Sixth Lot reinforces 4DS’s access to cutting-edge R&D, ensuring process reliability for commercialization.
      • HGST: The joint development agreement with Western Digital’s HGST, focused on Storage Class Memory, suggests 4DS ReRAM could target cloud and mobile storage, complementing AI chip applications. HGST’s global reach could drive adoption in hyperscaler data centers.
    • Commercialization Timeline:
      • Preliminary results in Q2 2025 (by June 30, 2025) could trigger licensing deals, foundry contracts, or further funding, building on 4DS’s $5M raise in 2021 (placement and SPP).
      • The Infineon test chip (Q1 2026) and 20nm validation position 4DS for commercial contracts by 2027, aligning with ARM’s AI chip market expansion (2025–2026).
    • Investor and Market Confidence:
      • The announcement signals progress toward commercialization, likely boosting 4DS’s share price, as seen after the Fourth Lot (142% surge in 2023). It could attract hyperscalers, OEMs, or additional partners, enhancing 4DS’s valuation (market cap ~$150M in 2023).
    Market and Regulatory Implications
    • Title 20 Compliance:
      • 4DS’s ReRAM (50–100 mW) reduces memory power by 10–50% vs. DRAM, ensuring compliance with Title 20’s edge device limits (<10 W) and server idle caps (~50–100 W). This aligns with ARM’s need for power-efficient AI chips in California’s regulated market.
      • Paired with Akida’s 1 mW–3 W, a 4DS+Akida platform could achieve 1–20 W for 1–20 TOPS, saving $122,102–$1,398,998/year for 100 servers vs. Nvidia’s H100 ($350,400/year).
    • AI and Storage Markets:
      • Edge AI: 4DS’s high-bandwidth (10–20 GB/s), low-latency ReRAM supports Akida’s SNNs for real-time inference in automotive (e.g., Mercedes-Benz), IoT, and robotics, outpacing ARM’s NPUs (1–10 W) and Nvidia’s Jetson (15–60 W).
      • Data Centers: Hyperscalers (e.g., Meta, ARM’s customer) need efficient memory for AI inference. 4DS’s ReRAM, validated at 20nm, could replace DRAM in ARM’s chips, reducing power and cost.
      • Storage: HGST’s involvement suggests 4DS ReRAM could target Storage Class Memory, competing with Intel’s Optane or Micron’s 3D XPoint, with applications in cloud storage.
        Inferences: 4DS’s 20nm success positions it as a key memory provider for AI, with Infineon and HGST accelerating commercialization.

        AIOO dyor h8tey
    Last edited by Hateful8: 28/04/25
  33. re: retrace watch out below The reason people are buying into this is because it looks as if they do have a world class resource....if that is the case this stock is very undervalued at current levels.
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  34. tvp
    Maybe this sheds some light on it ............................
    He was suspected of being Bendigo. Maybe the mods worked it out.

    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:27 - 236 reads
    Posted by diatribe
    IP 203.51.xxx.xxx
    Post #529197 - in reply to msg. #529196 - splitview

    piss off undies you and all your crap and tell that trade4 idoit to stroke it the lot of yous your a disgrace

    Voluntary Disclosure: No Position Sentiment: None TOU violation






    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:29 - 236 reads
    Posted by bigdump
    IP 210.49.xxx.xxx
    Post #529199 - in reply to msg. #529188 - splitview

    so who should be ashamed of themselves
    it squite ironic !
    Isn't talking to ones self a form of madness





    Voluntary Disclosure: No Position Sentiment: None TOU violation






    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:30 - 246 reads
    Posted by diatribe
    IP 203.51.xxx.xxx
    Post #529201 - in reply to msg. #529199 - splitview

    fark u 2 fool ramper

    Voluntary Disclosure: No Position Sentiment: None TOU violation






    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:35 - 242 reads
    Posted by trade4profit
    IP 144.139.xxx.xxx
    Post #529204 - in reply to msg. #529197 - splitview

    diatribe...

    Here are the posts you refer to "6 - 8 weeks ago"...

    ---

    Subject copper strike.. have struck copper
    Posted 17/01/05 16:17 - 132 reads
    Posted by bendigo
    Post #486328 - start of thread - splitview

    Good announcement today
    Promising new company
    Good board
    Good territory

    go the ASX website & check out the announcment.

    Cheers
    Bendigo

    ---

    Subject re: copper strike.. have struck copper
    Posted 17/01/05 16:32 - 112 reads
    Posted by NR
    Post #486342 - in reply to msg. #486328 - splitview

    all ready on them bendigo......awaiting further annonucements.......


    ---


    Subject re: copper strike.. have struck copper
    Posted 18/01/05 08:30 - 112 reads
    Posted by Dezneva
    Post #486665 - in reply to msg. #486328 - splitview

    Yep, I agree. I know the people as well. They have a whole heap of old TEC ground. Its a great hit. and I think they are continuing the drilling.

    ---


    These were the first 3 posts ever on CSE.

    Although Dezneva only posted "...I know the people as well...", I can see how you may have remebered that as "...the boss being a good bloke..."

    Problem is, it was Bendigo he was replying to and not you!

    How do you explain that?

    Cheers!

    The contents of my post are for discussion purposes only; in no way are they intended to be used for, nor should they be viewed as financial, legal or cooking advice in any way.

    Voluntary Disclosure: No Position Sentiment: None TOU violation






    Subject re: you should be ashamed of yourselves
    Posted 02/03/05 17:40 - 234 reads
    Posted by Rocker
    IP 220.253.xxx.xxx
    Post #529215 - in reply to msg. #529204 - splitview

    well picked up T4P


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  35. I get your drift joewolf.
    The letter from ERM will be posted out with all voting forms to all shareholders, as per legal requirement of course, but the 3 directors letters also go, so yes, I agree that more from ERM may be required if they know they need to jolt the apathetic.

    Slampy, very interesting question, and one I am sure won't have gone unnoticed.

    Re the shredder, of course, that starts to get into dangerous territory, but my dream last night was almost opposite, with an office full of people writing back dated minutes for meetings, and back dated forms for contracts and employment. It was a hectic dream, and I hope there's no reality in it at all.


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  36. I reckon you should all get a life personally!
    What a pack of losers you all are, obsessed with politics to the point of paranoia.
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  37. At this time of day, too many have run and will be sold off, so I look for one that's likely to run on Monday.

    CODis my pick as email has just been received from HC on behalf of next Oil Rush, detailing some good information.

    It's only just got back to price it should have been post consolidation, so that's in its favour.
    Very little to sell, I like that, as it will move quickly.

    Many won't have received the email yet as they're at work, etc.

    Read more here.

    http://www.nextoilrush.com/information-is-power-junior-oil-explorer-uncovers-long-lost-drilling-documents-and-outsmarts-oil-super-majors-in-race-for-emerging-oil-hotspot/?utm_source=HCMO

    Looks good for next week. Be prepared!
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  38. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
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  39. tvp
    re: it goes like this? Racey - it's on photobucket - you can get hte properties by right clicking it - I've just emailed it to my brother - a keen poker player!

    Salty - howsabout an email update please imo!!
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  40. What a fascinating thread reading back 3 months!

    Lots of reading today!
    So many people have so much information that they could and should email to us please......

    [email protected]

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