WBT 4.94% $2.55 weebit nano ltd

Ann: Weebit scaling down its ReRAM technology to 22nm, page-27

  1. 4,255 Posts.
    lightbulb Created with Sketch. 8263
    Generally many fabs operate 22nm ...tier 1 and tier 2 moving at the opportunity

    22nm foundry push has been occurring for a while and is heating up,,,, better performance metrics exist with superior cost benefit bottom line
    Weebit compliment that equation improving production efficiencies as well as those bottom line profitability returns for the fabs / customers....as we know cheapest cost per bit allowing price flexibility into an expanding mass adoption market (att. Atiq Raza)....new and legacy fabs alike....

    case in point....
    TSMC and UMC are developing a 22nm planar bulk CMOS process.
    Global Foundries is gearing up a 22nm planar FD-SOI technology.
    Intel is pushing a low-power 22nm fin FET technology.
    Samsung is developing an 18nm planar FD-SOI technology.
    Manufacturing Co. (TSMC) and Sony will join as investors in a chip facility in Japan to address strong demand for specialty technologies at the 28nm and 22nm process nodes, the companies said in a joint statement.
    Imec and GlobalFoundries have demonstrated a processor-in-memory chip at 22nm fully-depleted silicon-on-insulator (FD-SOI) process technology.


    this node focus has been building since 2018/19 - 21/22 demand delirium has only served to exaggerate the opportunity

    If weebit have something in mind on this 22nm gate it may well have something to with this noted sector acceptance that foundries are using the opportunity to increase market share and customer base ....aka improved bottom line profitability
    Why?
    EEtimes Jan 21
    The emergence of FD-SOI, (fully depleted silicon-on-insulator) and its subsequent maturity over the years, has made it one of the seminal process advancements for low power semiconductor design. Although not as prevalent as the mainstream bulk CMOS process, FD-SOI has provided an important set of benefits to semiconductor product designers. These advances intersect with market demands for devices with more intelligence and better connectivity.

    A wide opportunity for the foundries at the 22nm process is apparent but they face challenges......
    WBT offer significant advantage to these processes and the market is substantial as we know - leveraging yet another potential market segment = $$$$$
    .....
    28nm is suffering overcapacity atm....22nm is potentially filling an unmet need....better performance than 28 and cheaper than 16/14 finFet ( = perfect fit SiOx WBT)

    Mark Ladepus
    https://semiengineering.com/foundry-wars-begin/

    https://hotcopper.com.au/data/attachments/4183/4183557-d604472d5e7c9867f3d7dc0b1ccc0c2f.jpg

    overcapacity at 28nm.....?
    https://hotcopper.com.au/data/attachments/4183/4183566-be7f606f0e9b1c1a4a884ea6ae0b87e1.jpg

    Peter Clark - EE newsanalogue
    https://hotcopper.com.au/data/attachments/4183/4183594-059734116c0001113280a05eeb5c133e.jpg


    Stay patient....interesting times as WBT 'expand' node R&D shrewdly aligned with foundry / customer trend and volume focus - all indicators are there is a great 2022 on the way with WBT and partners

    agree @jsbuser some NOR progress news would be nice....does seem a little overdue ....imagine it can't be far off

 
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