Translation:
We are 'close' to DRAM but not better than DRAM i.e., not replacing DRAM
Red Flag #1
Gives very specific information about write performance and endurance stats and very vague figures around retention.
Red Flag #2
Says companion to DRAM so not replacing DRAM i.e,. another PL required..?
Red Flag #3
Mentions more testing required
Red Flag #4
Host rightly suggest its expensive to do work in the Semi space and DM says they have < 4.8m of cash runway.
Red Flag #5
DM says IP license models 'don't work' - Looks at eMemory, Synopsis, Cadence, Renesas etc. and wonders what DM is smoking.
Red Flag #6
- Forums
- ASX - By Stock
- Ann: Megabit Success
Translation:We are 'close' to DRAM but not better than DRAM...
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