That's funny ..
We are riding on the coat tails of TSMC announcing Reram as the heir apparent , as the next generation of memory technology .
We are literally days away from announcing mass production qualification .
We literally could not be timing this any better .
Not to mention all the qualities of the technology that make it extremely hard for customers not to want to take up our technology .
We won't be missing any boat , we are the boat and there will be many passengers jumping on board .
Finally .. just so you remember Cobys words .
SEMICONDUCTORS TAKE TIME .it is a slow process
That is our moat , they will have to compete with us on metrics and cost and go through all the testing and safety checks just like us , it takes time , it will not be easy for future competitors.
Just my opinion .
Dyor
Weebit - 2023 and beyond, page-1610
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