A few points to add from the AGM today
There was about 65 to 70people there.
Coby was excited 1) to meet everyone 2) to talk about WBT both this past year and what the future holds
When TSMC announcedthey had ReRam it "shook the industry", and as Seenitallnow says Cobyand team opened the champagne.
Tier 1 fabs were nowcalling WBT , not the other way around.
Some tier 1 fabs arepushing WBT to scale down to lower than 22nm ( 16 or 12)
When talking toslide 6 of the preso today , he thinks the ReRam expected marketshare could go higher as customers move away from M-RAM due to thecomplexity of it.
Coby mentioned howthe tag line has changed over the years, and is now " The NextNVM is here"
Slide 8 , The WeebitReRam advantage. Of all the advantages he says the 2 critical oneswere being low cost and being able to scale to lower geometries.
Automotive Segment -needs a higher level of qualification. We currently have "industrial"level qualification from JEDEC but auto was another, higher level.
The fact that theTier 1 fabs actually know Coby , Dadi, Atiq, Yoav etc is a hugebonus.They have significant industry gravitas.
Weebit - 2022 and beyond, page-2226
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