WBT are currently testing their 22nm offering on FDSOI, and their CEO has stated many times that they expect sales this quarter. May I also state that their CEO markets both the company and its product VEY well. He is travelling the world and talking to anyone who will lend him their ear.
So I expect a lot of the recent price appreciation for Weebit is based on Coby’s marketing of the successes with the fab run of the 28nm implementation, of their successes with the selector, of talks with partners and fabs, and the fact that testing the real (in silicon) product has demonstrated to the world just how superior their product is.
If the 22nm tape out proves as much a success as their 28nm journey, orders will roll in and partners will be jumping to sign up. Then this little share-price appreciation will be but a small bump In a long uphill road.
And as I’ve said before in this very forum:
- Investors can relate to Weebit’s product - they know what RAM is and can appreciate RAM that retains its data when powered off
- ReRAM will not have years hidden behind NDAs before it is seen in products. In many instances it will be a simple swap out of inferior FLASH and go.
Akida may be further along, but we must remember that it started from nothing and needs to introduce a totally new paradigm to the world. And this is where ALL Brainchip’s efforts should now be centered. This is probably part of the reason for PVDM posting to LinkedIn just today.
You can have the best product in the world, but if nobody knows what to do with it, it is worthless.
I am extremely bullish on both, but I feel Weebit will have its day in the sun first.