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9.3¢ 4ds memory limited

Q&A with Interim Executive Chairman, David McAuliffe, page-343

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Ignattious

1,395 Posts.

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02/09/23

23:38

Post #: 69706350
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Originally posted by Thehide: ↑

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 .

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I don't disagree, if a Tier 1 + customer don't come before Xmas there is a problem.

WBT have scaled to 22nm and should (from me reading within the lines) announce 14nm demo chip before Xmas.

This is just my opinion.

We will wait and see.

Last edited by Ignattious: 02/09/23

4DS Price at posting: 15.0¢ Sentiment: Sell Disclosure: Not Held
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