You need to be consistent in your viewpoint . If 60nm is to big in the Imec 1 Meg array then the skywater 130nm is twice the size and using your logic twice as pointless .
I understand WBT are going to the effort to Fab qualify the skywater 130nm … why would they do that if there’s no market at 60 let alone 130 ?
When you say “retention” is tuneable as having not enough detail and then spit out “we have a tier 1 incoming” with no detail on who that might be that’s also you be completely inconsistent . You trust a tier 1 is coming because someone told you so , we trust it’s tuneable and scalable because someone told us so .
The WBT tier one announcement would be great news for that stock and would see a great rerate but the longer that takes to more it’s going need to rerate .
If it doesn’t come in the next 2-3 months you’ll be buying WBT stock at sub $2 at the rate it’s falling .
4DS Price at posting:
15.0¢ Sentiment: Hold Disclosure: Held
