TSMC is the only FAB who might take that attitude, due to their dominant market position and the fact that they already have their own ReRAM product. The industry shift has started, and other FABs will have to find an alternative ReRAM technology if they are going to remain competitive. WBT is that alternative ReRAM - the only one that is market ready, qualified to automotive industry standards.
I doubt even TSMC would turn away a large customer, if they insisted on WBT ReRAM and were willing to pay for technology transfer and qualification in TSMC Fabs.
Ann: Weebit Nano Q3 FY25 Activities Report and Appendix 4C, page-80
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