if it is those big 3, a consolidation is not needed. I do care...

First 112 Last

Share
Profile

Follow
Player1

294 Posts.

34

05/02/19

07:54

Post #: 37329621
Share

Originally posted by order: ↑

WBT currently says it is initially targeting embedded memory but has made very clear the tech can be used for 3D / stackable memory and a TMT Analytics report I read said there’s no reason why Weebit’s tech cannot be used for storage class memory.

WBT scaled from 1KB to 1MB and that is all that is needed for embedded memory, however if it chose to scale again to 1GB (which it can) then it could target storage memory.

The reason WBT has stopped at 1MB and is targeting 28nm is that there is an explosion in demand for this particular kind of memory atm that others are not able to address anywhere near as cost-effectively as WBT can with its silicon oxide solution.

WBT is pursuing an early mover (early to market) strategy

...

As for storage class memory, Intel’s solution is failing due to cost and if Intel can’t do it (cost-effectively) using non-silicon materials than guess what neither can 4DS who by the way is shooting for the dinosaur 40nm wafers and has only achieved “functional” results and on the *second* attempt.

WBT by contrast is already shipping ‘chips’ to universities and possibly even fabs by now as it seeks to narrow down the best key industry partner for its immediate future.

PS. WBT’s new target of 28nm is an interesting one. It really does narrow it down to Samsung, ST or possibly Intel (and if it is Intel it might explain why Intel is spending $10B of its hard-earned on a new plant in Israel where WBT is based)

Opinion only, dyor etc

Expand

if it is those big 3, a consolidation is not needed. I do care what posters say. People who scream the MC will be the same don't get it and don't get what has to time and time again happened after consolidation.

WBT will be drawn out, hence the need for more sophisticated investors to prop up funding.

Last edited by Player1: 05/02/19

WBT Price at posting: 2.4¢ Sentiment: None Disclosure: Held
2 Upvote

0 Great analysis

Reply

Top Stories

GRL

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

GW1

Iris Metals jumps +22% as NASDAQ's Stardust probes economics behind possible offtake

RSG

HotCopper reacts as Resolute Mining told to pay US$160M if it wants its CEO back

DLM

Biome reaches intellectual property milestone in strain development program

HAW

Yangibana 33% complete says Hastings, as it provides clarification on funding

There are more pages in this discussion • 21 more messages in this thread...

First 112 Last

Add WBT (ASX) to my watchlist

(20min delay)
Last $3.27		Change 0.180(5.83%)		Mkt cap ! $353.2M

Open	High	Low	Value	Volume
$3.20	$3.35	$3.11	$4.236M	1.315M

Buyers (Bids)

No.	Vol.	Price($)
3	90	$3.26

Sellers (Offers)

Price($)	Vol.	No.
$3.27	1266	5

View Market Depth

No.	Vol.	Price($)
1	4676	1.920
2	7000	1.915
3	23879	1.910
3	4434	1.905
25	104490	1.900

Price($)	Vol.	No.
1.945	4000	1
1.950	2979	1
1.955	2979	1
1.960	2979	1
1.965	2979	1

Last trade - 13.40pm 14/11/2024 (20 minute delay)

WBT (ASX) Chart

if it is those big 3, a consolidation is not needed. I do care...

Top Stories

To make modern missiles, you need 3D Printing. And in that gold rush, Amaero is selling shovels

Iris Metals jumps +22% as NASDAQ's Stardust probes economics behind possible offtake

HotCopper reacts as Resolute Mining told to pay US$160M if it wants its CEO back

Biome reaches intellectual property milestone in strain development program

Yangibana 33% complete says Hastings, as it provides clarification on funding

Buyers (Bids)

Sellers (Offers)