Trying to understand competitors because it's one factor when I make investment decisions. Really appreciate the informed posts by folk in this thread who have the same mindset.
,Fujitsu is another supplier of ReRam actually in the shops now.
You can buy it here: https://au.mouser.com/ProductDetail/Fujitsu-Semiconductor/MB85AS8MTPF-G-KBERE1?qs=HBWAp0VN4RiO7ddZd7vmNA==
FUJITSU Released World's Largest Density 8Mbit ReRAM Product from September 2019
Featuring memory with the industry's smallest read current, optimal for small wearable devices
https://www.fujitsu.com/jp/group/fsm/en/products/reram/
https://www.fujitsu.com/jp/group/fsm/en/products/reram/spi-8m-mb85as8mt.html
What I find interesting from the product sheet is that it was co-developed by Panasonic:
This ReRAM product was jointly developed with Nuvoton Technology Corporation Japan (former Panasonic Semiconductor Solutions Co., Ltd)
... so perhaps its fab-friendliness, or lack thereof, is similar to eMemory ReRam.
These companies have an undeniable head start on Weebit. On the bright side, Panasonic ReRam has been available to purchase since before 2016 and it hasn't set the world on fire.
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