Its quite the opposite. I am very appreciative for TSMC making the case that ReRam is the future direction of memory. Saves WBT from having to do it and brings non TSMC fabs to us looking for a ReRam solution to compete with TSMC. We no longer need to convince Fabs that they need to progress to ReRam.
And lets not forget what Coby said today, TSMC are not a competitor, they are potential customer.
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