HI Arch..... Thanks a great read - my 3rd read...
I found a number of comments some direct and some 'my understanding -between the lines' from the article - positives towards WBT's product but as you say no mention of ReRAM.
My simplistic views:-
-there were huge shortages of memory discs(?) recently,
seems strange that those shortages have been met in a short time -even on top of some downturns in demand?
-we have a USA foundry - possibly no problems with equipment USA anyways ???
-FABs do not have to change (production lines/equipment) much in way of producing WBT's discs
-energy savings -speed- capacity all proven
Look forward to other comments.
Keep safe all and a happy and prosperous 2023.
Weebit - 2023 and beyond, page-22
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