This stock is hard to put an approximate value on and there are some big numbers thrown around in the investor presentation. In slide 15 they are targeting $450Bn of 'short term opportunities for Reram' for 2030 (McKinsey), slide 16 also throws out a huge market but slide 18 states approx $1bn (Yole) in revenue for Reram in 2028 in which Weebit would only receive approx 3% royalties from and would be sharing the market somewhat with TSMC. Different sources for the different slides and Coby has mentioned that Yole will likely increase the portion of the market ReRam will capture but does Yole really only expect Reram to capture only 1/450th of the market?
Maybe because the lead time for getting Weebit into a product takes so long but I wonder what portion of the market they think they will take when they are in full swing?
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