Me thinks he may have been talking about the other tech in the article. Well, me hopes anyway.
As far as I've researched, there is no direct competition in the NV reram space for SCM that I have found. I'm sure there are a few but none as far progressed as 4DS. And before weebit holders jump in. I don't consider WBT direct competition. They both are aiming at different markets.
Every now and then I get a gut feeling on a share that I hold and right now it's 4DS and the next few weeks.
Only been in 18 months but I feel the time is near. Topping up every chance I get.
Good luck all. We may be closer than some might think.
Just my two cents.
Info for 4DS newbies, page-372
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