WBT 0.34% $2.97 weebit nano ltd

Pitt st Research valued WBT at $9.56 back in June when the share...

  1. 1,039 Posts.
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    Pitt st Research valued WBT at $9.56 back in June when the share price was $6.66
    Yes there are a couple of wars going on.
    Yes there is continuing higher than usual inflation and interest rates.

    But the business opportunities are pretty much the same, increasing demand for memory in all of it forms, and increasing pressure on cost reductions with faster access.
    Read the Pitt st research article with that in mind and see if you can find a better prospect.
    IMO. DYOR.
    https://hotcopper.com.au/data/attachments/5639/5639989-3376995355b9d924911a219c6e56a3e0.jpg
    https://hotcopper.com.au/data/attachments/5639/5639994-63369a68698f9191fdd71c225e892479.jpg

    https://hotcopper.com.au/data/attachments/5640/5640001-9bfb392804c2843d51db0d75e72dabb9.jpg

    While Flash technology has served the NVM market for decades, it is gettingcloser to its use-by date in the embedded market. It can no longer meet thegrowing performance needs of modern electronic devices and cannot scaledown below 40nm in a technically and economically viable manner. WhileReRAM is a Non-VolatileMemory (NVM) technology thatenables electronic devices tostore large amounts of data ina way that is much faster andmore economical than Flashmemory.Weebit NanoReaders should be aware that Pitt Street Research Pty Ltd has been engaged and paid by the company covered in this report for ongoingresearch coverage. Please refer to the final page of this report for the General Advice Warning, disclaimer, and full disclosures. 5ReRAM is not the only alternative to Flash memory, it is the most viablealternative for several reasons as outlined in Figure 1.
    https://hotcopper.com.au/data/attachments/5640/5640008-309df8d02dbbe956072c48282753f908.jpg
    Looking to onboard more foundries and IDMsAlthough SkyWater is the only fab that WBT has a formal commercialarrangement with, WBT has told shareholders that it is engaging with themajority of the world’s tier-1 foundries and is doing evaluations with some ofthem. Furthermore, WBT is working informally with GlobalFoundries, anothermajor American semiconductor manufacturer that is a significant worldwideplayer, particularly in Automotive chip market.Earlier this year, GlobalFoundries signed a deal with General Motors (GM) toexclusively manufacture chips in America to be used in GM’s vehicles. Webelieve GlobalFoundries could well be the next commercial partner for WBT.We also take heart from moves by global leader TSMC to use its own ReRAMtechnology for its customers, one of which is Apple. This has led to speculationthat ReRAM is embedded in the new iPhone 14 – something that has not yetbeen verified. While some investors may not see this as good for WBTbecause it is a competing technology, we can’t imagine TSMC will allow othertop-tier foundries to use its specific ReRAM technology.UMC announced it has ReRAM available, which it qualified with eMemory(which got it from Panasonic). GF has CBRAM (Conductive bridging randomaccess memory) from Adesto, which is still being worked on. But neither seemto be pushing it hard with customers.We believe WBT’s ReRAM is the only other practical alternative on the marketright now for semiconductor fabs wanting to incorporate ReRAM technologyin their products – at least one that is available in the market. We believe WBTis also likely to attract interest from Integrated Device Manufacturers (IDMs),such as Intel, STMicro, Texas Instruments etc, as well as fabless chipcompanies, like Qualcomm, Broadcom and NVIDIA.
    https://hotcopper.com.au/data/attachments/5640/5640027-b0d4103decd1ec11e50014413ced248f.jpg
    https://hotcopper.com.au/data/attachments/5640/5640033-f4c4b989b548e8abd09f999e25926227.jpg
    https://hotcopper.com.au/data/attachments/5640/5640039-9f568714360aa50c6e66608aebf942df.jpg
    https://hotcopper.com.au/data/attachments/5640/5640046-5494c9a243c669aae5a25fd0379f6b61.jpg
    https://hotcopper.com.au/data/attachments/5640/5640053-72e96bbf6b2f950a8581c4ea1c3faba4.jpg
    https://hotcopper.com.au/data/attachments/5640/5640056-fd9beb1ebd0985f107dea552bb2ec8cc.jpg
    that's just the first 8 pages or so.
    There is another several pages google
    "pitt street research weebit wbt 2023 first revenue imminent"

    Last edited by ceviche: 09/10/23
 
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