This desire to replace DRAM and develop 4DS into a $100 billion company is one of the reasons Wilbert left.
We will augment, but not replace DRAM. It is highly unlikely we will have endurance of 10^15-17. The metrics we have already achieved have been described as "incredible" and "keeping the chairman up at night". Imec have recognized the achievement by asking for a face to face meeting.
I am not sure why silence is making you nervous.
We are done at Imec, we are either:
- Negotiating with Imec to setup an IP sale, or,
- Negotiating with Imec to create another array at below 60nm with a memory maker like Micron.
- Or preferably, both .
The silence, like the silence we have from further test results, is golden. It takes more than 1 months to involve a third party, lawyers, boards, to setup the next steps- especially if a third party like Micron is involved and is willing to use their state of the art IP to fabricate 4DS memory.
There is nothing for David to say, as this has been the plan communicated all along. The next material announcement will be the imec fees. Or the endurance limit.
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