Ann: Update - Consolidation/Split - WBT, page-203

TM

Thanks for posting the Q and A.  One comment about this . . . 

ReRAM and MRAM are different technologies with different advantages and disadvantages. The key advantage of ReRAM is that itis much easier to produce. MRAM requires a complex and expensive process. MRAM is also currently limited to ~20nm and it seems like it will be extremely difficult to go below that, and if somehow it will be done, it will be even more expensive. MRAM has a higher endurance and that is why, despite the high cost, companies like Intel invest in it. We are already talking to customers and there are many market segments which focus on cheaper and simpler manufacturing processes where MRAM is simply not an option.  . . . 

One thing you can count on(IMO) is that the complex and expensive process required to produce MRAM will get easier and cheaper over time, it always seems to be the way of things.  This would lead to a gradual erosion of ReRAM's production advantage, maybe even before it makes it to market.

Still keeping an eye on this one, GLTA holders.

Cheers