WBT 1.49% $2.05 weebit nano ltd

Weebit - 2024 and beyond, page-1695

  1. 3,435 Posts.
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    It may be cheaper to make, but you need to add WBT fees on top.
    Lets speculate for no reason..... rolleyes.png
    I assume its true the fabs can save by reducing layers.....
    https://hotcopper.com.au/data/attachments/6384/6384912-f4f76a14733e2f93958c37f0571bc002.jpg
    https://www.weebit-nano.com/technology/reram-advantages/

    Lets say a 130nm wafter costs $1000:

    Adding eflash adds 20% extra, total $1200.
    Adding ReRAM adds 5% extra total $1050

    Cost savings of $150 to go with ReRAM.

    So say you already have the internal IP for eFlash, then there needs to be a commercial justification to swap to ReRAM.
    Lets say the split is 50/50 to DB HiTek an Weebit.

    DB save $75 per wafer and Weebit earns $75 per wafer.

    If Weebit try to charge much more than $100 then the foundries wouldn't bother.
    WBT can also charge a fee to the end customer for using ReRAM i think.

    https://hotcopper.com.au/data/attachments/6384/6384969-62e1c79b82a0b028fc2163aa64172bab.jpg
    https://hotcopper.com.au/data/attachments/6384/6384980-a3bc4cedc287769d600b506d171c2dd7.jpg


    Costs are higher at the 22/28nm range, profits are higher..... so the contract with Global Foundries is much more critical the DB Hitek IMO.

    DB Hitek is really just a stepping stone to prove the technology, the real money will come with GF one the smaller nodes.
 
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