diminished leverage?
emerging memory needs to crack 3 areas
1)Niche products ( can be integrated in a chiplet product for example)
2)Embedded In a foundry process from TSMC or Global Foundries or Intel
3)High volume IF they require minimal (<10% of steps) changes to a NAND or DRAM flow.
every member of the management team here have direct experience and success ln these 3 key 'unlocks'
diminished leverage - that's' a laughable comment really
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