yeah ReRAM is definitely hitting mainstream, no question about that!
they're not a direct competitor, as they're not selling the IP to other foundries or IDMs, just using it in their own products.
Only 2% of the MCU market, so not a big deal.
If you want to know more about them, their quarterly presentation is a good place to start:
https://www.nuvoton.com/export/sites/nuvoton/about-nuvoton/investors/2024Q1-Investor-Conference-ppt_V5.pdf
Definitely targeting low power devices, no idea about performance.
Industry related on topic, page-650
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