All fair points. I think more attention is needed on this deal though. GF are not going to put a crap product on the shelf.
I expect they would want reram also, same as tsmc will want multiple products on the shelf.
the question is, does CBRAM offer any benefits over our offering?
Has anyone got an imformed view on that? I dont think Coby has addressed CBRAM specifically.
All fair points. I think more attention is needed on this deal...
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