I am still unclear on the prospects of Intrinsic v 4DS v WBT.
On one hand there is the relevance of the technology. Especially how adaptable to existing fab processes. Related to that there are applicable patents. I expect that those reflect the technology differences so we can reasonably infer that/those as a wash.
So,
then there is the applicable market segments, with possible new aspects, so dynamic or static market segments in each of
1. Chip embedded (Why static? eg IoT small programs)
2. Memory modules
3. Portable storage (USB flash replacement).
There are several kinds of existing device technology including memory associated with analog.
Do others see static R(e)Ram as displacing dynamic altogether?
Do these contenders match up differently across those 3 categories, whether or not which is their focus.
Is the Leti selector actually exclusive to WBT?
Ann: Weebit integrates selector with ReRAM for discrete market, page-142
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