Not much, although these are the guys who have been put onto TSMC's catalog for distribution that nobody else has access to at this stage. Hence why I think WBT pushed the button on a swift capital raise as they know if they dont strike now, they may miss the opportunity. They cant say to a possible partner, sorry we dont have the funds or man power to qualify with you - talk to our competitor:
Here are their market details - market cap $5b (USD)
https://companiesmarketcap.com/ememory-technology/marketcap/
made $60m in rev last year, although have a suite of flash, Reram and MRam tech
page 86/87, it talks about TSMC
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Ann: WBT's ReRAM IP now fully qualified in SkyWater S130 process, page-388
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