This is a nice update to target market analysis. I expect management will be pleased to update their current Yole $3b by 2027 market research to $44b by 2031.
"Objective Analysis and Coughlin Associates have published a report on emerging memories and estimates that embedded NOR will largely be replaced by an embedded emerging memory for all process nodes smaller than 28nm. They projected wafer shipments for SoCs at these nodes, and estimated the market value at $44 billion by 2031. That is a large market and will be taken, in their view, by ReRAM or MRAM."
As it stands at the moment, one would assume WBT are in pole position to secure a reasonable chunk of that, in addition to the market at larger than 28nm, and in addition to higher margin discrete products also.
https://blocksandfiles.com/2023/03/16/the-state-of-reram-play/
This is a nice update to target market analysis. I expect...
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