You mention the huge changes in the semiconductor industry that have ocurred over the past few years. For me, the biggest newsworthy item in Coby's webinar yesterday was the discussion about TMSC's future roadmap 2024 (just announced in the last few weeks), where he says they have essentially decided (since 12 months ago) to use ReRam rather than other forms of NVM, (notably MRAM will now be sidelined). Being the biggest player in semiconductor fabrication, that must be an incredibly significant signal by TSMC to all other foundries around the world that ReRam is now set to become the next non-volitile memory technology. What will those other foundries do if they don't have access to their own ReRam ? Short answer - either license Weebit's, or get left behind. A huge opportunity for WBT going forward, the only independent supplier of ReRam available commercially right now. Listen to Coby below, between 6.10 - 8.30.
All IMHO, DYOR
WBT Price at posting:
$2.23 Sentiment: Buy Disclosure: Held
(20min delay)