Weebit - 2024 and beyond, page-1057

Coby has mentioned a few times in recent presentations and interviews that WBT were hoping to sign up with one or two more foundries soon. There was an earlier hint this might have been in late 2023, then in the first few months of 2024. I guess we all wait for this news to drop.
If you look at the list of foundries (and IDMs) in their recent slides, he has said they are talking to the majority of them. From the list of foundries, I did a quick check on their market caps ( https://companiesmarketcap.com/semiconductors/largest-semiconductor-companies-by-market-cap ). It makes for an interesting comparison:



They form two groups - the big boys with large MC's (TSMC - $733b, Samsung $415b, UMC - $20b, GF -$28b), and leaving out the ones in China (SMIC, HLMC), and another group with smaller MC's (PSMC - $3.22b, VIS - $3b, Tower - $3.65b, DBH - $1.4b).
Since Coby has also mentioned that they chose first to go to Skywater because they were not a big player ("so they could look them in the eye"), I'm wondering if they will adopt the same approach with the foundries, sign up a few smaller ones, then the big boys at the end (when the "Tornado" of interest gets underway and they all want to acquire ReRam) ? Somehow, I can't see them wanting to negotiate with the behemoths like Samsung or TSMC at this stage. That would suggest that the next foundry signing might be either PSMC, VIS or Tower. I'm wondering which of these might be a preferred fit for WBT's 130nm and 22nm node tech ? I searched for more info, and Tower say they cover 130nm, 65nm 45nm, whilst PSMC have 110nm, 90nm, 55nm, 40nm. Of course, it may be that GF itself is a likely signing in the short term. I'd be interested if anyone has any further insights into these questions.

All IMHO, DYOR