Great summary , a few extra tidbits ; Coby made the point that Tier 1's can be frustrating to work with due to the bureaucracy andit can take so long to make a decision.
He's still confidant of signing one by mid year - because he's talking to more than one.
He strongly hinted that if you exclude the Chinese Fab's and IDM's he is talking to ALL of the rest on the Top 20 list in the US roadshow preso.
He said something like "I can't make it any clearer for you without getting into trouble"
As others have noted he expects MRAM to not be a popular choice for customers going forward , and that ReRam will most likely take a way bigger share than 33%
One of the tests that's done for automotive qualification is to "bake" the chips in a chip oven for 5000 hours to see if it retains the data on it.It's a way to simulate not just the temperature but they estimate the number of years the data will last from that data too.
He mentioned 4DS at one stage and said it was a massive mistake for them to go to storage class memory straight away , way too much technical risk.
He talked about the Embedded Market ReRam slide , and as@Seenitallnow notes , the report is already out of date , it does not include the 5 other types of revenue that Coby notes on the preso.So it's not really fit for purpose on revenue guidance.CH said it's a slide to show how quickly the market is expanding.
He talked to slide 8 of the US preso , and said alot of foundries are lazy they just learn how to make chips and then they make them. He want's WBT to work actively with products companies and foundries to make great products.
Confirmed they moved resources to work on the discreet without selector product.One of the fabs said to Coby "if you had these now we would place an order for them" So as soon as we can make them , we've got orders.
As always Coby was enthusiastic and grinning from ear to ear. Confirmed he doesn't like getting drunk , but does sometimes have "a" drink.
WBT Price at posting:
$8.22 Sentiment: Buy Disclosure: Held
(20min delay)