When WBT signed up Skywater (smaller newer fab)… I don’t think the tier 1 fabs took us seriously….
but when we signed up DB (tier 1, top 10 globally) I’m pretty sure that put a clock in the minds of the other tier 1 fabs … each day that passes, DB is going to be able to sell their chips to customers with Weebit reram before they can, and that means they may lose market share /customers to DB… and every other tier 1 fab is now racing against each other to be the next to get on board…
when time is on your side, you can stall and add layer upon layer of checks and balances… but when time is against you, suddenly those layers melt away like butter and grease you to the finish line.
I get the sense from his latest interview, that he is feeling what I described above… all IMO
“2024 will be the year of the fabs” Coby
goodluck all
When WBT signed up Skywater (smaller newer fab)… I don’t think...
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