$elector?, page-3

What's it worth?
A little history gives us some idea. Back when SanDisk was sponsoring Prof Tour's ReRam which was showing great promise they suddenly stopped funding because they didn't think a selector could be made to work for discrete. Of course Western Digital bought SanDisk and partnered up with 4DS.

Reckon whoever it was at SanDisk that made that call would be a little queasy today. You see the big market, the most valuable market by far atm is discrete, not embedded. WBT has today confirmed they are yrs ahead and done what others thought not possible.

WBT/Leti may license the selector at some time if the likes of TMSC and others can't crack it on their own however our IP around ReRam is for development of discrete NVM which will give WBT a massive head start and commercial advantage. ReRam is an emerging and soon to be highly valuable new never seen before NVM. WBT is in the box seat to take the discrete market once this selector is bedded down. This is a game changer for us.

However smart investors will see the EdgeAI and Automotive applications of this advance in computing NVM as even more significant given the race to autonomous driving and AGI that will enable products like Robots to function autonomously. If you can see a future with these products you must see a future with WBT ReRam providing a revolutionary Discrete and Embedded NVM for them. This is going to be big IMO, bigger than most can dream.