Australia's largest stock trading and investment forum Australia's #1 stock forum

WBT

Click for more information

4.76%

$2.40 weebit nano ltd

Yeah hopefully you're right.... just need to get the customers...

First 8411 Last

Share
Profile

Follow
jb206

3,078 Posts.

941

18/07/24

21:10

Post #: 74819462
Share

Originally posted by Ignattious: ↑

Youve doubled up alot here @jb206

There aren't many ReRAM players outside TSMC.

Nuvuton don't even use their own ReRAM in their own products. eMemory uses the same ReRAM again via UMC which is the Panasonic/Fujitsu ReRAM. Which Coby has told me personally that WBT has better performance/retention etc.

Innostar is another one but it is Chinese (remnants of the Crossbar ReRAM) and has poor retention and temp stats you can see this here

https://www.innostar-semi.com/index.php?s=photo&c=category&id=2None of the other ones you mentioned are even close to commercialisation or have given up due to whatever reason. Remember its much easier to buy something that works than trying to develop your own technology.

I agree in principal, it will come down to market adoption of ReRAM but at the end of the day they are closest with their ears on the ground in terms of industry shift towards emerging platforms.

Also worth noting that SRAM cannot scale and is taking up more and more room on dies, at some point there needs to be a solution to address this.

Weebit just need one more big player to adopt the technology and the flood gates will open IMO

Time will tell / DYOR etc.

Expand

Yeah hopefully you're right.... just need to get the customers signed up now!

WBT Price at posting: $2.40 Sentiment: None Disclosure: Not Held
Upvote

0 Great analysis

Reply

Top Stories

AI stocks: What to expect in 2024-25

FMG

Andrew Forrest was seemingly possessed by the spirit of hydrogen – now he's cut 700 jobs and canned FFI

NRX

Noronex joins forces with South32 to look for copper in Namibia

Talking Australia's very competitive property landscape: Realty Talks

EVN

Evolution shares up 3% on quarterly results for June showing rise in gold production

There are more pages in this discussion • 3 more messages in this thread...

First 8411 Last

Add WBT (ASX) to my watchlist

(20min delay)
Last $2.40		Change -0.120(4.76%)		Mkt cap ! $453.3M

Open	High	Low	Value	Volume
$2.52	$2.52	$2.40	$988.7K	404.8K

Buyers (Bids)

No.	Vol.	Price($)
10	27149	$2.40

Sellers (Offers)

Price($)	Vol.	No.
$2.44	5692	1

View Market Depth

No.	Vol.	Price($)
10	27149	2.400
2	12274	2.390
1	2800	2.380
3	506	2.360
3	11063	2.350

Price($)	Vol.	No.
2.440	5692	1
2.450	2000	1
2.470	4000	1
2.490	8324	2
2.500	19500	2

Last trade - 16.10pm 18/07/2024 (20 minute delay)

WBT (ASX) Chart