Valuation discussion / thoughts?, page-3

  1. 5,321 Posts.
    lightbulb Created with Sketch. 9865
    near impossible to put a figure on it ....why?
    the advancements occurring at the moment in the material and manufacturing process under the hood at weebit as well as the potential 'open reram' opportunity that exits with Skywater and their customer base....
    remember that fastest route to revenue was always the aim and granted that shifted slightly with the Skywater agreement BUT
    the 130nm node has dominated production cost revenue return for the last 3 yrs...2019,20.21....looking pretty good for 22 as well ....these are not my words - they are tech Insights ....in print and industry wide....acros all nodes ....logic and memory
    check it out - easily verified/ fact checked...brilliance by DP and all the management ( Atiq I suspect had some big input there - the guy is a genius no question)
    talk about a sweet spot entry point = $$$$$

    these 2 factors alone are an open market opportunity about to come sharply into focus

    other tier 2s' will be paying attention ....close attention now as the tape out / successful transfer is a further derisk ....$$$$
    28nm development opportunity opening now as well.....$$$$$
    22nm under accelerated development ...$$$$$

    check the patent application register (WIPO) and you'll notice the 'new material' scales to the logic nodes on a thin film stack and the 'manufacturing device art' claims full face heterogeneous exchange ....along with many other industry firsts in ReRam $$$$$

    early adopter customers in discussions...

    can't nail down a figure imo .....wide open

    yep - just my own view as always

    glah
    Last edited by Flectional: 06/07/22
 
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