An article suggesting a potential oversupply of 28nm chips in 2023 and a trend towards 22nm. If this does eventuate its possible that it could work in our favour as fabs would be more inclined to consider onboarding RERAM from WBT if production lines were forecast to be underutilized and thus available.
The timeline would fit - transfer and qualify in 2022 and begin production of a new competitive tech in 2023. So, should we expect an announcement of 22nm achievement followed closely by another fab signup? We can hope
https://www.theregister.com/2022/02/04/semiconductor_supply_28nm/
Weebit - 2022 and beyond, page-522
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