And you would have think with a successful qualification and commercialisation of WBT ReRam this year those shiny new fabs will not be producing Flash Memory in 2025.
It may be wishful thinking but you would have to think Pat and Dadi would be at least in communication given Dadi's Intel roots and the rising profile of ReRam as a replacement for Flash. WBT will place itself in position A1 at the negotiating table if fab qualification and commercial success happen this year. It will be a matter then of which Tier 1 blinks first. My money is on Intel; US based, undeniable connections and Intel needing a win to regain lost ground under their ex bean counter CEO.
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