Applied Materials don’t appear to have their own ReRam...

Applied Materials don’t appear to have their own ReRam alternative based on preliminary research but help others manufacture. Still seemingly focused on alternatives outside Silicon and potentially holding onto the early skepticism that SiOx selector wasn’t possible. Would love a link to their developed ReRam alternative if possible?

Samsung, Sony and Intel don’t seem to have comparable tech in our current target market. You seem to overlook the advantage WBT actually have using SiOx compared to say, a Cross Bar due to the cost factor, both ongoing and implementation. And it would be fine, to cost more, for better performance but the justification is not there at the moment.

where there is a bit of a scramble is in the neuromorphic market - it looks as though BRN has beaten us to the punch as Coby didn’t expect it to be commercialised so quickly - but in reality it’s still very early and uncertainty exists in what the more recent announcements actually mean.

Can you point to any research that shows anyone else is actually in front of WBT in replacing NOR at this point in time? I applaud your call for promoting facts. So far I’ve found none to support yours and back your dampening of excitement levels, so if you could supply some that would be excellent!