Weebit - 2024 and beyond, page-1877

perhaps you could take a moment and explain to me why 2 pureplay foundries and one research R&D foundry have locked them in?

DBH is a high volume pureplay Tier 1 running minimum 50,000 wafers per month - that is the lower end of volume production
Same for Global Foundries - high volume pureplay Tier 1

that is where they draw margin
those 2 foundries run at 30-40% profit margin on those runs now - weebit enter those lines and they increase that margin by 10% minimum immediately
by adopting the wbt reram and implement it into their customer offerings they allow those customers to achieve the same margin increase on profit (IDMs run at 25 - 30% margin atm) so on product adoption they increase that margin passed from the foundries by the same 10%.....ie they achieve better margin straight up

this does not take into account the cost savings achieved by the customer on power and energy in the life of the product....optimised performance in every respect

these 2 simple points are the key to increased adoption by foundries and customers which drives increased volume squeezing cost and lifting margin further - this squeezes out the competitors - it is that simple

that is what you're invested in with this company - it is a marathon not a sprint

there are very very few memory products that offer this adoption cost advantage - it is NOT about is that one better in performance than wbt , can they beat the adoption cost advantage wbt brings?
the simple answer is no they can't
@patawalonga was concerned we may get jumped in the queue? - I bet they don't -

just sayin