it’s been mentioned before but the patience required here just reinforces how much of a moat WBT will have once they are actually qualified and have customers using their chips. Flash has been the industry standard for the past 30 years, I’m sure in part because of the barriers in place for any potential competitors. The only reason we are making headway is because our ReRAM beats flash on every metric.
If and when we crack this, good luck to anyone else who can come up with a product that is as good as ours (let alone better) and get foundries or customers to make the switch.
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