from the other perspective weebit has been asked by a customer...

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JustLee

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16/08/24

10:32

Post #: 75234333
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Originally posted by Bren19: ↑

Yeah, yeah thats all well and good around the shorters and not selling.

But can you or anyone explain what the relationship is with Global Foundries is now?

This is where i have gotten confused and for the first time personally frustrated - I try not to be emotional with any asset but i feel like i have been a bit lead on with this.

Here is my understanding as of today and please correct me if i am wrong:

GF are making a type of reram called Conductive Bridging RAM(CBRAM) it is a direct competitor to WBT's reram
GF are also working with IPMS on reram and so they have their in house solution and another solution already
WBT manufacture their reram on GF wafers (GF 22FDX) despite knowing GF are unlikely to offer it to their customers (see point 1 and 2)
WBT uses the 22FDX as a proof of concept to show others that it can be integrated into well known and advanced platforms successfully
WBT is also trying to attract potential GF customers so they can put some pressure on GF to drop CBRAM and offer WBT reram?

Where my frustration is, is that previously i had a completely different understanding and I thought all this GF 22FDX work was going into a deal with GF and GF were interested in the tech.

I have only myself to blame, the trouble is if i knew this 12 months ago I wouldn't have bought. So thats where my frustration is, its not that i'm down and the SP is what it is, its that I myself didn't research this correctly and I also feel a bit mislead by the company as well.

Expand

from the other perspective

weebit has been asked by a customer to manufacture on GF 22FDX and eventually are awaiting testing results.
its a pull factor

as opposed to push factor which GF has to offer us to their customers

the leadership is too smart to be wasting time and resources manufacturing with GF for no reason

imo
WBT Price at posting: $2.06 Sentiment: Buy Disclosure: Held
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