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Ann: Weebit Nano and the Technion collaborate on ReRAM project, page-47

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flotsam222

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12/02/19

14:05

Post #: 37411007
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Originally posted by jsbuser: ↑

Well flotsam, if this is an absolute showstopper for you then you know what to do. Either query the company or reappraise your investment decision. Always your call investment wise of course and everyone has different criteria for their choices. For me, its not an issue.

They've already said they've met industry standards in a release on 18/10/18.You plainly have a problem with the realism of that benchmark but I think they indicated it was the requested standard.

We've already said to you that this is not necessarily the actual retention of the device.It may still be 10 years+ at much higher temps, just not known right now. They had an industry standard goal to meet and they've stated that.

Remember, we are still first silicon and they are tracking perfectly to plan.

There are a lot of things we dont know, since all parties are being careful on releasing all their information and its a work in progress on all reram technology. For instance for WBT, we dont know:
a. yield off wafer,
b. performance,
c. whether the chips going out are all complete 1MB chips,
d. the actual retention rate and
e. the actual endurance rate.

What we do know is:
a. there are enough chips yielded to put in the hands of people for evaluation and testing so they must be sufficient working ones to do that.
b. we also know the first iteration must also work well enough as to not embarrass the company performance wise with potential partners. We dont know how many potential partners the chips are out to as well, the only names we have are Unis and Research orgs right now. This would be expected, since the other ones are more rigorous commercially in regards IP and trials.
c. The other thing we know is there must be sufficient data from the first cut for them to establish chip charateristics etc for tCAD simulation.
d. pre-testing has confirmed the design is suitable to shrink to the next level. No theory, actual tolerance analysis from the current 40nm cut.

But its also first iteration and they are now optimising as planned with one of the best labs in the world and preparing the 28nm shrink. That is confidence.

Nothing so far out of this directed activity by WBT implies we have a dud here.

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No, not selling. As I said in my first post on this subject yesterday; I reckon wbt is going to make plenty of money regardless of whether they are a flash replacement or not.

This announcement is what I have been waiting for and I don't think that most people appreciate what a game changer it will be.

Then there's the AI thing opening up.

Like you though; if it is at all feasible, I believe that they should be targeting flash replacement right now.

I also believe that if they could, they would.

WBT Price at posting: 2.6¢ Sentiment: None Disclosure: Held
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Ann: Weebit Nano and the Technion collaborate on ReRAM project, page-47

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