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clock Created with Sketch. 29/01/25
12:24
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Originally posted by Flectional:
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you do understand the reality is when the agreements on the top tier auto manufacturers start appearing for microcontrollers and power management units the sp will drive north ....that is where market understands the value of the tech and prices it accordingly ....i.e. no revenue needed for that to occur when those agreements are announced
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NXP = Using TSMC ReRAM Infineon = Using TSMC ReRAM STMicro= Using TSMC ReRAM Texas Instruments = Massive win if Coby gets it Renesas = Sold its ReRAM to GF.....using MRAM OnSemi = Committed to OFFERING Weebit to its customers, but not committed to manufacturing its standard products with it (as I read the annoucement) Broadcom = Rumored to be using RRAM, not confirmed Micron = Good potential for WBT Bosch= Good potential for WBT Qualcomm = Using TSMC ReRAM
(20min delay)