Thanks, Fantastic Interview!
Key Point "Reram is a very, very difficult technology to develop...many, many years of hard work"
"...only company in the world today that has what it takes to really break through!"
Four critical disciplines required
- device
- process
- analogue design
- digital design
TSMC has a focus on device and process, but not a focus on design.
Coby very bullish and upbeat.
Many other gems, I highly recommend any holders and potential purchasers watch.
I hope not many shorters watch!
Running discussion on SP, page-5422
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