I’m going to make my guess that our friendly Tier 1 fab is Samsung. For the following reasons:
- Coby’s comment that the name is familiar for people outside the semiconductor space
- The known fact that Apple have taken the leap with ReRam in the iPhone 14 and who knows how many other Apple products will eventually migrate to ReRam as well
- Apple provides the ideal commercial tension for Samsung to want to ensure they don’t get left behind on the new NVM technology (and think of the absolutely massive product portfolio just waiting for WBT ReRam NVM - huge).
I’m going to make my guess that our friendly Tier 1 fab is...
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