WBT 2.37% $2.06 weebit nano ltd

Ann: Weebit Nano Q4 FY24 Activities Report and Appendix 4C, page-71

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    "...aim to have the technology qualified and ready for production in the second quarter of the 2025 calendar year."

    At the end of the day, WBT are the ones in the best position to judge when they expect to hit certain commercial milestones with DBH, so I'd say this is a reasonable call for them to make. So far, they appear to be on track with DBH, having just delivered the tape-out exactly on schedule after 9 months, and they say working with DBH has been a different kettle of fish than working with Skywater (DBH are more efficient etc.). So if they achieve qualification and production ready status at DBH by Q2 CY25, that would be brilliant. The other factor that may come into play here is the recent wide adoption of ReRam at TSMC, and its easy to imagine DBH putting their ReRam project with WBT onto an even higher priority, to capture increasing customer interest in ReRam.

    All IMHO, DYOR
 
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