WBT 1.64% $2.48 weebit nano ltd

cost to adopt comparison will highlight why the tier 2s are...

  1. 4,268 Posts.
    lightbulb Created with Sketch. 8295
    cost to adopt comparison will highlight why the tier 2s are following this highly lucrative sweet spot legacy node / legacy equipment manufacturing model so leveraging cmos friendly and in weebits case cheapest cost per bit offering

    figures out of Muse Semiconductor / California
    https://hotcopper.com.au/data/attachments/4489/4489864-fd5f3240b7ad7dc401f29ef31bca2851.jpg
    costs to produce in per mm/sq. of silicon
    180nm starts at $1000.00 Per mm2
    28nm starts at around $13000.00 Per mm2

    good to remember these are considered old / legacy technologies yet they are the best cost to produce v revenue return models across all nodes....

    XFab quoted prices (German pure play foundry group) ....similar prices as you can see
    https://hotcopper.com.au/data/attachments/4489/4489910-146a88bd0908bc5a79d3f5e91ae666ec.jpg

    these are ridiculously cheap
    TSMC ?
    https://hotcopper.com.au/data/attachments/4489/4489936-1334637e6238d0c086a8a92f547619c0.jpg

    so tier 2s adopting such a revenue model as GF ( as an example) and Skywater obviously are no brainer revenue models providing cheapest customer adoption entry point into a mass adoption market ......and leveraged market share for these tier 2s with minimal capitol expenditure
    if your looking for companys to invest with then your number 1 criteria is the capital return that company gets for every dollar spent.....these are the figures that prove that revenue model

    and these prices obviously revise on order volumes....
    significantly reduces cost of entry for maximised profitability over time .....with the best metrics in nvm reram currently available
    ( can state that now tape out is complete smile.png )

    as always happy to be corrected - something further to think about
    remebering of course this is simply weebits entry point - plenty more to unfold as we know

    weebit kicking goals

 
watchlist Created with Sketch. Add WBT (ASX) to my watchlist
(20min delay)
Last
$2.48
Change
0.040(1.64%)
Mkt cap ! $468.5M
Open High Low Value Volume
$2.46 $2.56 $2.46 $579.1K 230.7K

Buyers (Bids)

No. Vol. Price($)
3 17272 $2.48
 

Sellers (Offers)

Price($) Vol. No.
$2.51 6115 2
View Market Depth
Last trade - 16.10pm 11/07/2024 (20 minute delay) ?
WBT (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.