In the words of D P a market size of $* by 2030 we wouldnt...

First 10 Last

Share
Profile

Follow
GAZBO1976

397 Posts.

56

24/03/25

19:36

Post #: 78396054
Share

Originally posted by mbarring: ↑

Slide 4: $1 trillion market for semi-conductors by 2030.

This is the type of statement by from startups that always worries me. There is a huge potential market, BUT how much of that market will eventually be won by our product (hint it won't be 100%).

Q1. how much of that semi-conductor market is non-volatile memory (WBT target market)?

Fact: WBT has only produced a maximum chip size of 1MB. My flash usb drive has a capacity of 125GB (125,000 times the size of the WBT memory).

Conclusion: WBT ReRam may be faster, cheaper, and more resilient than flash, but it lacks the demonstrated capacity today to compete with flash at real world scale for much of the projected market.

Q2. What proportion of the 2030 projected market can be target by the product WBT has today?

Q3. When will WBT ReRam have an alternative to replace my 125GB flash drive?

I still think embedded with a 1MB capacity has a place and a considerable market, but let's not oversell it by conflating that with the entire semi-conductor market.

I am like Mulder, I want to believe. But I must retain a healthy skepticism least I blow my investment here as I have on other dreams of world domination.

Expand

In the words of D P a market size of $***** by 2030 we wouldnt be doing this if we were not going to take at least a few percent of that market.

a reasonable comment for someone of his industry standing IMO.

WBT Price at posting: $2.10 Sentiment: None Disclosure: Held
17 Upvote

0 Great analysis

Reply

Top Stories

ASX Market Close: Index rebounds as investors buoyant | July 30, 2025

ASX Market Open: Local bourse tipped to trade red after same on S&P500

NUZ

Neurizon inks $1.5M loan against R&D Tax Rebate

HotCopper Trends: Wall of quarterlies dominate; then there's Micro-X & Ionic

IXR

Ionic Rare Earths falls -7% as momentum slips on vague production update

First 10 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last $2.03		Change 0.000(0.00%)		Mkt cap ! $423.1M

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

Buyers (Bids)

No.	Vol.	Price($)
4	4456	$2.03

Sellers (Offers)

Price($)	Vol.	No.
$1.80	6000	1

View Market Depth

No.	Vol.	Price($)
4	4456	2.030
4	18115	2.020
4	11212	2.010
10	19278	2.000
1	1064	1.995

Price($)	Vol.	No.
1.800	6000	1
1.950	500	1
1.980	104	1
2.000	5250	2
2.020	14156	4

Last trade - 09.47am 31/07/2025 (20 minute delay)

WBT (ASX) Chart

In the words of D P a market size of $* by 2030 we wouldnt...

ASX Market Close: Index rebounds as investors buoyant | July 30, 2025

ASX Market Open: Local bourse tipped to trade red after same on S&P500

Neurizon inks $1.5M loan against R&D Tax Rebate

HotCopper Trends: Wall of quarterlies dominate; then there's Micro-X & Ionic

Ionic Rare Earths falls -7% as momentum slips on vague production update

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

In the words of D P a market size of $***** by 2030 we wouldnt...

Top Stories

ASX Market Close: Index rebounds as investors buoyant | July 30, 2025

ASX Market Open: Local bourse tipped to trade red after same on S&P500

Neurizon inks $1.5M loan against R&D Tax Rebate

HotCopper Trends: Wall of quarterlies dominate; then there's Micro-X & Ionic

Ionic Rare Earths falls -7% as momentum slips on vague production update

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

In the words of D P a market size of $* by 2030 we wouldnt...