I believe weebit is not far from paying Rice University $500,000...

I believe weebit is not far from paying Rice University $500,000 USD per annum + 1,5% on any licensed product sales and 25% on sub-licensing. Not an ideal situation to be in for a start-up. Also the potential loss in revenue when you have the option to deal directly with Leti on all the co-owned IP's.oh, 4DS Memory unlike weebit owns 100% of it's US patented IP's.

- 4DS has to pay out IMEC if they sell out.
- 4DS has refused to reveal at any point the commercial in confidence deal they had with WD so who really knows what options they retain in any potential sale.

Would much rather the fixed fee WBT have, and sure it doesn't 100% own it but they have built it to a commercial ready stage. 4DS owns 100% of nothing at this point.

weebit being a me too technology is up against Sony, Dialog, Fujitsu, HP, Samsung, TSMC, Micron, Western Digital who are all developing Filament ReRAM Technology.

4DS has no competitors, you are joking right?

At this point though WBT are the world leaders in ReRam and nobody can deny that at all even with the massive budgets of the others they have not as yet published anything to do with a commercial ready ReRam.

weebit major threat is IntrensicSemi who like weebit are developing SiOx Filamant ReRAM technology and are a few years away from commercialisation.

WBT should be more worried about your above competitors then Intrinsic who don't have the budget to spend to even remotely catch up to WBT who are many years ahead. They are a group formed out of the University who only have 3m seed $ at this point.

Their is plenty for you to worry about before worrying about 4DS Technology which has ZERO relevance to weebit and that is both from a technology and market perspective.

I agree with you that both operate in different market places and are no actual competition to each other which is why i used to wish them all the success and i only get dragged here to argue with people that wish to continue to blindly tell fairy tales to other investors that have no likelihood of happening. That and posters here seem to continually like to compare the two companies so that is what keeps me coming i guess, happy not to also but i keep tabs on a great many companies also.

4DS Memory Market (DRAM) : $105B USD - 4DS unique technology aims to augment DRAM's market growth projected to be worth $173B USD by 2026.Weebit Market (Imbedded Memory) : $82.4M USD - Market shared with Sony, Dialog, Fujitsu, HP, Samsung, TSMC, Micron, Western Digital and many others. Also a potential knockout blow by IntrensicSemi SiOx Technology once commercially ready.

4DS previously only intended to operate in the SCM marketplace that they now tell investors is not viable at all. What market research did they have that it was before and that it isn't now? Who told them that? Was it WD?

I have so many questions surrounding this alone and now switching to a market place with a large $$ value with no change in their technical specifications. They also go on to say they will let the customer decide what to use the tech for which ultimately doesn't cement for me that they are confident on it having a use in the DRAM space at all? Happy for you to further debate this one with me though.

The global embedded non-volatile memory market is expected to grow from US$ 82.94 million in 2021 to US$ 2,406.26 million by 2028; it is estimated to grow at a CAGR of 61.8% from 2021 to 2028

https://www.prnewswire.com/news-releases/the-worldwide-embedded-non-volatile-memory-industry-is-expected-to-reach-2-4-billion-by-2028--301495770.html#:~:text=The%20global%20embedded%20non%2Dvolatile,61.8%25%20from%202021%20to%202028.

That is a market place WBT has a PROVEN TECHNOLOGY already starting to be commercialized.


The discrete memory market that we are developing further is a 120b market place where the current flash memory has lots of limitations below 28nm where flash memory fails and has to be stacked with a lot of clunky work around to get below 28nm from all the large competitors you list above. NONE ARE USING ReRAM though and WBT has PROVEN on the Embedded side they don't face any of those limitations below 28nm and have all the benefits of 1000x faster 100x less power usage and 100x higher endurance then flash, 10 years retention rate @175 degrees celcius.

Thank you @Khoutam for your detailed reply and actually debating me here on facts even if we would never agree on them all i do appreciate you took the time to lay out a reasoned argument instead of the others that just used vitriol to try to fluff away what i have been trying to say here in rebuttal to all the fairy tales and unicorns.

Like i keep saying i don't post here until all the crazy stuff gets posted here and then they keep comparing it to WBT like you say are not even competitors at all if you.