Weebit - 2021and beyond, page-8265

Ovonic Threshold Selector - Industry first for WBT and CEA Leti - 3 months ahead of schedule and the commercial applications open up a market segment the industry struggles with / pivots away from now due to technical parameters / constraints ....

Samsung...the Market Memory revenue leader Q1 21 as per table....pivoting away from 3D stacking...

......why have SS adopted this path? overcoming the technicalities to triple stack through transistors results in diminishing competitive advantage due to increasing cost per bit production to technical industry competitive advantage....so no margin! it always boils down to cost of production = ROI....always!

WBT creates the path forward.....Ilan Sever and the complete technical team have a global first! ...what a simple statement with revenue implications that, going forward are quite hard to imagine really ...exponentially through license and product stream revenue...$$$

Samsung will NOT focus on number of cell stacking on 3D NAND anymore.....nope! the leader in the space has nuthin!
they're answer - increase manufacturing efficiency and minimize cost-per-bit using higher number of layers on a single stack.
wow....concentrate on an inferior development path to maintain revenue and market segment position.......

so, as per the release to market...
A significant step towards broadening Weebit’s target market beyond embedded non-volatile memory (NVM) to include discrete memory technology, it will enable the implementation of 3D memory stacking in future developments. Weebit and its development partner CEA-Leti achieved this key milestone three months ahead of Weebit’s previously announced schedule.

mind blowing that these guys are global leaders in this space - the first of many such developments in the space imo.

ignore the noise......more great news on the way .....can't wait for the full sub system demonstration - really has me on the edge of my seat.

happy to be corrected as always
GLA