Fantastic question. Assume the technology 4DS have is ultimately successful. being researched you will note this sits in between the ~USD$40B DRAM market and the ~USD$50B NAND flash market and will all but eliminate large portions of DRAM and take portions of NAND.
suppose you have the opportunity to own this new technology outright for 100% market dominance. You can now sell to all the memory buyers (FAANGs, Alibabas off the world). In what is expected to be a multi-billion USD market once production ramps up you would recoup your acquisition costs in a fairly timely manner.
now juxtapose that with having to share the market with another player who has the same technology as you and can now undercut you.
it may cost more initially, but to maintain 100% of the 4DS market (multi-billion USD annually)... Well, there's your answer
4DS Price at posting:
8.1¢ Sentiment: None Disclosure: Held
