The conservsation was not specific about myself.
It was a collective observation of this continuous cycle we experience, which frustrates us all.
An acknowledgment, like it or not, the market will punish us (as before) if PL6 or PL5 has problems.
However, confidence is very high in the success of PL5.
There is no suggestion we do not have a valuable technology, and already saleable based on PL4.
However a successful PL6 will multiply our value many fold, being the only Reram to shrink to 20nm, and the technology many of the big boys are seeking.
Why IMEC will confidently introduce us, with a product to solve there energy and bottleneck problems in the coming AI chips.
Perhaps, some of you should have taken the time to attend one of these briefings.
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