Sep 2022 Gilder Report on WBT site:
Weebit-SEP-22_Gilder-Report-Flash-Flood-Coming-Non-volatile-Memory-Technology-RRAM.pdf (weebit-nano.com)
Go to Page 5
"Even assuming Weebit Nano is able to command only one-third of the total ReRAM market by 2030, it would have a revenue-generation potential more than $300 million, equivalent to the company’s stock market capitalization in U.S. dollars today"
That report marries up to the 30% for WBT on the 33% for ReRAM on the $2.9B for NVM Embedded
And because it says $300M revenue that lines up with what I noted the all the figures as being revenue for Licence Holders - I cannot recall exactly where else that was originally stated but it is in my notes and does seem to correspond.
Maybe my notes are still wrong but I am going to go with them based on this report which is on the WBT site.
Weebit - 2023 and beyond, page-379
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