I was at the briefing and you are incorrect:
- commercial deal is Skywater - there is no announcement of a new commercial agreement (customer or fab/IDM) at this point
- we are not scaling down to 1 nm. That graphic says 1X nm which is a term denoting single figures (not 1 per se)
- we discussed TSMC but only in general terms
Once a customer signs the revenue will be NRE and possibly use licenses. Royalties will be some way off.
Ann: ReRAM Now in Commercialisation - Investor Presentation, page-33
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