Ann: Positive Results from Second Non-Platform Lot, page-74

A mbit array is a "dense memory array" as opposed to individual memory cells that can hold 1-3 bits. The control logic is what a platform lot is.. without a platform all you're left with is... ta da... wafers.

1st Platform Lot (Q4 2019): Note the megabit array being the "dense memory array" and the BEOL process which connects everything up to the memory array to be controled
4DS Progressing to imec’s Megabit Memory Platform

On 3 October, the Company gave an extensive update of the progress it had made during the quarter with its
development partner, imec. Please refer to that announcement for full details.

Following the analysis of the results of Lot 4, 4DS and imec have agreed to advance to the next development stage,
being the integration of 4DS’ memory technology with imec’s megabit platform. This platform is a proven CMOS
megabit test vehicle fabricated on 300mm wafers on which the 4DS memory cells can be placed and function. It
will enable 4DS to demonstrate the true potential of its Interface Switching ReRAM technology for Storage Class
Memory. The integration will be undertaken in back-end-of-line (BEOL) processes, which is the latter stage of the
chip manufacturing process.

4DS and imec have commenced planning for the initial phase of the integration of 4DS’ memory with imec’s megabit
platform. The Company will produce its initial lot of 300mm wafers during Q4 of 2019. The integration includes
continuous monitoring and analysis of speed, endurance, retention and yield (in that order of importance).
The integration will extend into calendar year 2020, beyond the existing term of the collaboration agreement
between 4DS and imec (31 December 2019).

4DS is currently in discussions with imec regarding the terms of an extension to the collaboration agreement
between the parties, and the Company expects to finalise and agree the terms of the extension in the coming
weeks

Results of 1st platform lot (Q2 2020 after a delay):
Initial Platform Lot
− Testing of the Initial Platform Lot validated the integration process steps required to integrate 4DS memory
cells with imec’s megabit platform. The information gathered from this testing has enabled 4DS to identify
which process steps will be further tuned, to benefit future platform iterations.

You sharing the October quarterly just proves my point, its nothing we didn't already know. Thanks for playing.