something to keep in mind The use case / value proposition for...

something to keep in mind

The use case / value proposition for wbt tech does not alter, whether this deal goes ahead or not - cheapest cost per bit to manufacture - minimal to zero adoption capex cost so no retooling required to adopt this material into existing old fabs and new fabs alike .....people don't realise the significance of that cost benefit bottom line = $$$$$ savings as well as increased revenue over time for the adopters

from the recent EE times report suggesting that revenue growth will be driven in part by the need for retooling - NOT for wbt tech - just more coin in the bottom line (Emerging Memories Look to Displace NOR, SRAM | EE Times)

'The revenue growth around emerging memories will be driven in part by the need for new tooling to support different materials and processes, and this will provide a growth boost for the capital equipment market. For example, the report expects total MRAM manufacturing equipment revenue will grow to more than one-hundred times its $10 million 2020 total to reach $1.1 billion in 2031, while standalone MRAM and STT-RAM revenues will grow to about $1.7 billion, or over forty-two times 2020’s standalone MRAM revenues. Along with embedded ReRAM, embedded MRAM will compete to replace the bulk of embedded NOR and SRAM in SoCs.

Weebit provides incredible cost benefits for existing manufacturers picking up this new technology - it also provides WBT negotiational leverage when striking these agreements - additional carrots you at no cost to wbt might say. - thats the brilliance of the tech



there will be many more knocks on the door for this reason alone - stay patient

happy to be corrected as always
GLA