It is consistent with the comments he made in the other recent interview on "downunder", where he indicated TSMC just "mass produce" Re-ram products for customers - they don't have the ability (ie not their niche) to customise products for customers varying requirements.
These would be the customers coming to Weebit, which is why he is now emphasising the four categories of expertise they have
- Device
- Process
- Analog design
- Digital design
ie they have the complete package (technically) and a very customer centric approach. i'm sure there are many commercial skills that will be forthcoming as well.
It's a winning combination.
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