Nobody really understands $WBT Weebit. (Rage bait post)
$WBT RERAM is embedded within the chip interconnects. This means it does not take up valuable compute realestate on the chip, allowing for small geometry chips with integrated non volatile memory. This is called Back End of Line. BEOL
The memory is built within the INTERCONNECT layer of the chip
(when I first learnt this I though WOW!!! incredible technology!!)
For those who read my ai1 Adisyn article today you’ll understand this now.
https://t.co/doUS9lFs7j
Why is this different?
Current embedded NAND and MRAM solutions are FRONT end of line in the semiconductor manufacturing process. This means they interfere with the transistor layer on the product chip, taking up room and computational power. Annoying to design around.
The solution is pulling out the NAND and building devices with two chips. DOUBLE THE SIZE. connect them up, more points of failure, more inefficiency. Yuck! Today’s tech is UGLY.
Weebit is THE ONLY independently qualified RERAM solution world wide. They have two of the biggest FIVE customers already working with them (that suppliers of 10% of the market)
The current market should they integrate with 50% of the market is around $600m USD. (Of a total 1.2B) these are FULLY, 100% GROSS INCOME AFTER COSTS ROYALTIES.
TAX ONLY.
remember non reoccurring engineering revenues and licensing fees already almost cover their expenses.
But wait. Yess it’s exciting but it’s not NEARLY IT.
remember earlier today as I was tripping on mushrooms I made the robot post?
Well Elon Musk has also come out to say robot to human ratio will be 4:1 by 2040. As in 4 robots 1 human. Read it again.
I conservatively said 1:3 by 2025 whist tripping on nitrogen in the air. He 12x that amount of robots, sober.
Do you know what those robots have like 2000 EACH of? Edge processors that need non volatile embedded memory.
Yes the automotive market might be worth 1.2B US gross income today to WBT fully captured, growing to 2-2.5B or more as autonomous vehicles take a grip.
That’s going to be about 1/10th of the market size. ROBOTS will be the lions share of embedded memory.
OH and don’t get me going on space.
Ok, I need to take a breath.
God speed, go Weebit.
P
@aaronsmith@longhorncapital I have helped over 20 friends and family with a letter to apply for the review and warning 20 out of 20 so far have been granted a warning
@Inadvertantview@allenanalysis I guess you will say that until the food shortages kick in because there is no one to pick the food from the farms. I wonder what the tarrifs are on an imported potato.
@bennyjohnson Trump is sending American farmers broke with tarrifs and deportation of workers yet he is inviting South African farmers to America wtf ??
@Fuck_Dobbs@thejackhopkins More like a dump and pump. Crash the market then tell Elon and his mates when to buy then let it rip. Effectively just another way to steel other people's money