BRN are facing increasing competition in an AI market segment that is moving beyond their GenIII Akida release and doing so fast ( check out Tenstorrent / Jim Keller as case in point) - AI accelerator chips are challenging GPU's and replacing them - its is a struggle to see where brn will smash a hole in a now flooded market segment today and going forward that will significantly drive value in the company/SP
just my opinion of course
WBT will offer to a customer a cheaper alternative to their current volatile memory application, that will deliver superior performance at a cheaper price point
That price elasticity will allow the customer to win by volume on sales - you win by volume you win market share =$$$$$
you win market share in a new market segment (reram)where there is minimal to zero competition and you secure your position across the uptake adoption of the product across new and existing integrated circuits - current sp represents great value imo -win win win situation
BRN are facing increasing competition in an AI market segment...
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