alwaysgreen
Top 20
So good as a relatively long term holder to see the boxes continually being ticked.
Some excellent bargains to be had in this market and WBT is the most attractive bargain of them all at these prices!
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WBT Discussion 2022
- Thread starter Deena
- Start date
Some excellent bargains to be had in this market and WBT is the most attractive bargain of them all at these prices!
jeff2151
Member
Hi everyone,
Sorry I'm not well enough to post more often, but I'm still following what's happening here and with my companies, as best I can manage. Thank you to those who post so regularly, sharing your thoughts and information with us all. It's really appreciated!
Isn't it great to see WBT holding a nice gain today of around 10%. It seems that today's live demonstration has impressed the Market!
This isn't easy to do when tech stocks in general are out of favour and poorly understood.
Whether it's BRN or WBT, shareholders get very excited about the more easily understood applications of the new technology. In the case of BRN, it's self-driving cars. For WBT it's memory modules for PCs and laptops. But the main money-spinners are the more mundane, high-volume applications. Sure, WBT's ReRam will help Musk solve Tesla's problem of car recalls due to flash memory wearing out. But the real money lies in the high volume, less glamorous products. All the tiny memory modules that remember the pre-sets in your radios, your watches, your washing machines, your TVs, and so on. WBT can solve the problems with manufacture, cost, endurance, miniaturisation, temperature extremes, you name it!
The journey hasn't really started yet, but it's going to be an interesting one! Our company's leaders are amazing! They have already built outstanding reputations in the computing world. They don't need to prove anything. They have made lots of money. They don't need to sell WBT before it matures. They are super-experienced and know exactly what they are doing and what they can achieve.
We are the lucky ones who just hang onto their coat-tails and enjoy the journey, marvelling at what they are capable of achieving and pocketing our windfall profits with barely a finger raised. Don't take your luck for granted. When you are dreaming of your yachts and fancy new cars, do remember to share some of your profits with those less fortunate souls who, through no fault of their own, have no food or water, no medicine for their sick children, and no roof over their heads in the middle of winter. We are truly blessed.
Jeff
Sorry I'm not well enough to post more often, but I'm still following what's happening here and with my companies, as best I can manage. Thank you to those who post so regularly, sharing your thoughts and information with us all. It's really appreciated!
Isn't it great to see WBT holding a nice gain today of around 10%. It seems that today's live demonstration has impressed the Market!
This isn't easy to do when tech stocks in general are out of favour and poorly understood.
Whether it's BRN or WBT, shareholders get very excited about the more easily understood applications of the new technology. In the case of BRN, it's self-driving cars. For WBT it's memory modules for PCs and laptops. But the main money-spinners are the more mundane, high-volume applications. Sure, WBT's ReRam will help Musk solve Tesla's problem of car recalls due to flash memory wearing out. But the real money lies in the high volume, less glamorous products. All the tiny memory modules that remember the pre-sets in your radios, your watches, your washing machines, your TVs, and so on. WBT can solve the problems with manufacture, cost, endurance, miniaturisation, temperature extremes, you name it!
The journey hasn't really started yet, but it's going to be an interesting one! Our company's leaders are amazing! They have already built outstanding reputations in the computing world. They don't need to prove anything. They have made lots of money. They don't need to sell WBT before it matures. They are super-experienced and know exactly what they are doing and what they can achieve.
We are the lucky ones who just hang onto their coat-tails and enjoy the journey, marvelling at what they are capable of achieving and pocketing our windfall profits with barely a finger raised. Don't take your luck for granted. When you are dreaming of your yachts and fancy new cars, do remember to share some of your profits with those less fortunate souls who, through no fault of their own, have no food or water, no medicine for their sick children, and no roof over their heads in the middle of winter. We are truly blessed.
Jeff
cosors
👀
So, here we are!
Last week Wibit introduced for the first time a memory chip that has proven significantly higher efficiency compared to flash-based memory
The developer of memory technologies, Webbit Nano (ASX: WBT), today announced its progress towards the production of samples of memory chips using ReRAM technology in a SkyWater pub in the USA. This is the first tape-out (transfer to production) of memory technology developed by Webbit in a commercial CMOS manufacturing process.
Vibit's technology is characterized by extremely low power consumption, supports even high temperatures and is adapted to harsh environmental conditions, and is therefore suitable for analog applications and power management applications in a variety of markets - including automobiles, IoT devices and medical devices. After testing processes and qualification for mass production of the chips, SkyWater customers will be able to integrate the memory technology into final products.
The chips shipped for production contain a complete subsystem, including a RISC-V processor, as well as an integrative module of the company's ReRAM memory. Along with the array of memory cells, the module implements advanced algorithms for memory management, error correction, life extension and improved memory performance. These chips will also be used for demonstration and testing for potential customers.
Significant opportunities
"The close partnership with SkyWater allows us to efficiently achieve the milestones we have set and move closer to the production stage," said Webbit CEO Kobi Hanoch. "The tape-out we announced today at SkyWater's Pub in the United States opens up significant opportunities for Webbit. We are in talks with customers who are interested in integrating the advanced memory technology we have developed and establishing a competitive advantage in the market for themselves. "
SkyWater President and CEO Thomas Saunderman added: "We intend to offer Webbit's memory technology as part of our growing product portfolio. Our customers will be able to leverage this technology to design innovative chips with a competitive advantage. "The extremely low power consumption, along with the flexibility combined with this unique technology in a variety of products, explain the interest and enthusiasm of customers in the fields of IoT, power management, and integrated product design."
Faster than flash
Last week Webbit demonstrated for the first time its memory technology on a chip at an event of the French research institute Leti. Compared to Flash-based memory, Vibit's memory technology has demonstrated significantly better capabilities in terms of memory erase speed and write speed."
https://chiportal.co.il/וויביט-מדווחת-על-טייפ-אאוט-ראשון-בפאב-ש/
"Webbit reports first tape-out at SkyWater pub in the US
30 June 2022Last week Wibit introduced for the first time a memory chip that has proven significantly higher efficiency compared to flash-based memory
The developer of memory technologies, Webbit Nano (ASX: WBT), today announced its progress towards the production of samples of memory chips using ReRAM technology in a SkyWater pub in the USA. This is the first tape-out (transfer to production) of memory technology developed by Webbit in a commercial CMOS manufacturing process.
Vibit's technology is characterized by extremely low power consumption, supports even high temperatures and is adapted to harsh environmental conditions, and is therefore suitable for analog applications and power management applications in a variety of markets - including automobiles, IoT devices and medical devices. After testing processes and qualification for mass production of the chips, SkyWater customers will be able to integrate the memory technology into final products.
The chips shipped for production contain a complete subsystem, including a RISC-V processor, as well as an integrative module of the company's ReRAM memory. Along with the array of memory cells, the module implements advanced algorithms for memory management, error correction, life extension and improved memory performance. These chips will also be used for demonstration and testing for potential customers.
Significant opportunities
"The close partnership with SkyWater allows us to efficiently achieve the milestones we have set and move closer to the production stage," said Webbit CEO Kobi Hanoch. "The tape-out we announced today at SkyWater's Pub in the United States opens up significant opportunities for Webbit. We are in talks with customers who are interested in integrating the advanced memory technology we have developed and establishing a competitive advantage in the market for themselves. "
SkyWater President and CEO Thomas Saunderman added: "We intend to offer Webbit's memory technology as part of our growing product portfolio. Our customers will be able to leverage this technology to design innovative chips with a competitive advantage. "The extremely low power consumption, along with the flexibility combined with this unique technology in a variety of products, explain the interest and enthusiasm of customers in the fields of IoT, power management, and integrated product design."
Faster than flash
Last week Webbit demonstrated for the first time its memory technology on a chip at an event of the French research institute Leti. Compared to Flash-based memory, Vibit's memory technology has demonstrated significantly better capabilities in terms of memory erase speed and write speed."
https://chiportal.co.il/וויביט-מדווחת-על-טייפ-אאוט-ראשון-בפאב-ש/
cosors
👀
"Webbit has completed the first tapeout of ReRAM technology – Techtime
June 29, 2022
Demonstrated SoC working capability for embedded applications including 256Kb resistive memory, RISC-V based microcontroller and communication interfaces. “This is a major milestone because it is a production-level typo, not a development level.”
Pictured above: The new demo chip scheme against the background of Skywater’s production line in the USA
Vibit Nano (Weebit Nano) Hod Hasharon has completed initial production (Tapeout) of a complete system to demonstrate the practical use of non-volatile ReRAM resistance memory, which it developed in collaboration with the French Research Institute CEA-Leti. The demo chips were manufactured by the company SkyWater American in the process of manufacturing almost-standard CMOS. Skywater is recognized as a small chipmaker that manufactures components primarily for the U.S. defense system and for demanding applications in the aerospace, industrial, and medical device fields.
The demo chip developed at the French Institute is in fact a complete SoC component produced in 130 nm geometry and includes 256Kb ReRAM memory, RISC-V based microcontroller and communication interfaces. You can program the demo component and run applications that utilize the processing and memory storage capabilities. The company said it could be used as a complete solution for embedded applications that withstand harsh environmental conditions such as high temperatures, radiation, ability to function for 10 years at high temperatures and a very small power consumption level in standby mode. In fact, these are highly sought after features in the field of military and industrial systems.
Primary Target Market: Embedded Systems
Vibit’s memory technology is characterized by extremely low power consumption along with withstanding high temperatures and harsh environmental conditions. For example, experiments performed on a 28-nanometer memory component showed that it continues to function efficiently even after being exposed to a temperature of 210 ° C for 15 consecutive hours. SkyWater President and CEO Thomas Saunderman said the company plans to offer the technology to its customers. “This technology arouses great interest and enthusiasm among our customers,” he said.In April 2022, the company reported on progress in the component’s development process, and on this occasion also stated that after the module was approved for production at Skywater, “it will be possible to start mass production.” Does this indicate that the company plans to develop and provide a full module in the format of the Pebbles company? The company’s VP of marketing and business development, Eran Briman, told Techtime that while there are such thoughts about the distant future, it has nothing to do with the structure of the demo chip itself.
Briman: “In the immediate term we are focusing on the embedded systems market and want to show customers that they can embed the memory within their designs. For us, this is a major milestone because it is a typoout at the production level and not at the development level. “Once we have completed all the testing and certification processes of the wipers we receive from Skywater, that means we are ready for mass production and marketing.”
The ReRAM market is on the verge of hacking
Another company involved in the production of resistance memory is probably Globalfoundries. In the past, Webbit has reported that it is bringing the technology to production capability with 22-nanometer FD-SOI technology (owned by Globalfoundries). Completing the transition to 22 will be an important milestone, as it is currently the most widely used manufacturing technology in the industry as it provides the best balance between performance, power and cost. “The process will give us an important advantage, because it is not possible to produce flash RAM at 22 nanometers.”Vibit Nano is traded on the Australian Stock Exchange at a value of approximately $ 268 million. It currently employs about 50 people, of whom about 30 in Israel and the rest in the chip development team in France. The company’s coffers include more than $ 50 million. This is after a series of capital raisings were carried out in 2021, and at the beginning of 2022 many shares were purchased by investors who were given an option to purchase shares at prices below the market price.
One of the reasons for the move by investors lies in the fact that unlike most of the chip stocks in the market, the Vibit Nano stock has maintained its value relatively in recent months. It may also be related to the expectation from the market of resistance memories. Research firm Data Bridge estimates that the ReRAM memory market is expected to grow at a rate of nearly 17% per year by 2028, reaching more than $ 1.5 billion. This means that this is a very new market that is only now beginning to gain momentum.
Posted in categories: News, Semiconductors, Israeli Industry"
https://time.news/webbit-has-completed-the-first-tapeout-of-reram-technology-techtime/
cosors
👀
You have to follow this with us for a few more years, there is no way around it. I'm with you! Your attitude to life and family is worth a lot to me. Stay with us at least until ReRAM has conquered the market ;-)
Slymeat
Move on, nothing to see.
I sent a message, via linked-in, to Coby Hanoch (CEO Weebit) telling him how I had seeded in the minds of Sean Hehir and Tony Dawe (BrainChip) that they need to talk to him regarding BrainChip and WeeBit collaborating. Coby was very interested and said that he had tried to start talks with BrainChip 15 months ago but was told his ReRAM technology was not mature enough. Coby asked me to pass his direct email on to Tony and Sean, so I did that today.
Let’s see where this may lead us.
In the email to BrainChip, after introducing Coby and stating that he was interested in coming together, I stated the following to waylay ReRAM maturity levels.
Weebit Nano have tested their technology, have publicly demonstrated it (at the LETI Innovations Days event late in June), and have taped-out demo chips to SkyWater (see attached ASX announcement), I feel they may now be at a maturity of interest to BrainChip.
I have recently noticed a NASA Solicitation https://sbir.nasa.gov/SBIR/abstracts/22/sbir/phase1/SBIR-22-1-H6.22-2237.html in which Numem proposes, in Phase-I, to create an interface system with MRAM which can connect with the AKIDA Neuromorphic Processor for in-space autonomy and cognition with radiation tolerance.
I am of the belief that Weebit’s ReRAM may actually be a better fit considering the cost and difficulties in manufacturing MRAM. Note ReRAM, as I understand matters from a manufacturing standpoint, is completely compatible with Akida and should result in fantastic efficiencies in the manufacturing process. ReRAM is radiation tolerant, heat tolerant, and covers off all the failings of FLASH that has led to Numem considering interfacing MRAM with Akida.
I think now is a great time for some brilliant minds to come together and work out how Akida and WeeBit can create something that will be truly amazing.
I like “amazing”. I suppose that’s a main part of the reason why I invest both in BrainChip and WeeBit Nano.
Let’s see where this may lead us.
In the email to BrainChip, after introducing Coby and stating that he was interested in coming together, I stated the following to waylay ReRAM maturity levels.
Weebit Nano have tested their technology, have publicly demonstrated it (at the LETI Innovations Days event late in June), and have taped-out demo chips to SkyWater (see attached ASX announcement), I feel they may now be at a maturity of interest to BrainChip.
I have recently noticed a NASA Solicitation https://sbir.nasa.gov/SBIR/abstracts/22/sbir/phase1/SBIR-22-1-H6.22-2237.html in which Numem proposes, in Phase-I, to create an interface system with MRAM which can connect with the AKIDA Neuromorphic Processor for in-space autonomy and cognition with radiation tolerance.
I am of the belief that Weebit’s ReRAM may actually be a better fit considering the cost and difficulties in manufacturing MRAM. Note ReRAM, as I understand matters from a manufacturing standpoint, is completely compatible with Akida and should result in fantastic efficiencies in the manufacturing process. ReRAM is radiation tolerant, heat tolerant, and covers off all the failings of FLASH that has led to Numem considering interfacing MRAM with Akida.
I think now is a great time for some brilliant minds to come together and work out how Akida and WeeBit can create something that will be truly amazing.
I like “amazing”. I suppose that’s a main part of the reason why I invest both in BrainChip and WeeBit Nano.
GingerRogers
Emerged
That’s brilliant Sly! Well done!
cosors
👀
Didn't Diogenese report on one of your questions with an explanation of a technical hurdle? I seem to remember that. But you certainly took that into account, as I perceive you.
I appreciate your work very much!
Slymeat
Move on, nothing to see.
I believe that was WRT an article exploring using ReRAM to construct a SNN.
What I aim trying to achieve with bringing BrainChip and WeeBit together is for a SOC solution where ReRAM is used purely for its non-volatile memory capabilities. The Akida chip has a port to allow external connection to FLASH for boot logic and data store. With WeeBit ReRAM that memory can be moved onto the chip.
I also see huge mutual gains for WeeBit being included in the BrainChip ecosystem. It could open additional use cases for both technologies.
Slymeat
Move on, nothing to see.
I perceive a future where Weebit ReRAM can not only replace the SPI FLASH and interface via a bus in the following diagram, and be incorporated in the Akida chip and/or the Arm M7 MCU.
With no bus involved, between processing and memory, this may even be fast enough to replace the SRAM also, or at least reduce the amount of SRAM down to a cache only.
With no bus involved, between processing and memory, this may even be fast enough to replace the SRAM also, or at least reduce the amount of SRAM down to a cache only.
Slymeat
Move on, nothing to see.
The latest issue of ReRAM insights is out.
ReRAM Insights Q2 2022
This is a great one-stop shop for info on what has been happening with Weebit in the last quarter.
I look forward to what happens in the next quarter as the tape-out of demo chips to SkyWater is a prelude to “characterization and qualification – the next steps toward commercialization.”
ReRAM Insights Q2 2022
This is a great one-stop shop for info on what has been happening with Weebit in the last quarter.
I look forward to what happens in the next quarter as the tape-out of demo chips to SkyWater is a prelude to “characterization and qualification – the next steps toward commercialization.”
Slymeat
Move on, nothing to see.
In this 29 June Stocks down under interview with Coby Hanoch, from the above ReRAM Insights Q2 2022 newsletter, there are some VERY revealing statements made regarding interest in ReRAM and commercialisation.
Spoiler Alert:
https://stocksdownunder.com/video/weebit-nano-asxwbt-achieves-next-milestone/
Spoiler Alert:
- Some fabs have lost major contracts due to not having ReRAM technology available - their customers have been asking for it.
- Mass production could be within the year,
https://stocksdownunder.com/video/weebit-nano-asxwbt-achieves-next-milestone/
jeff2151
Member
Thanks for the encouragement - I'll be doing my best! I don't want to miss out on all the excitement that awaits us!
Good on ya Slymeat. We are absolutely on the same page. I believe that Coby's contact with BRN 15 months ago was on my suggestion to him at the time. I tend to do this sort of thing when I suspect a symbiosis with a company I own and rarely do I receive feedback. For a long time I found this disheartening but learned that this can be because of risk of disclosure leading to insider trading so now I mention that warning in my emails.
cosors
👀
I take this opportunity to remind you that the correct spelling of WBT is missing in the translations from Hebrew. I do this with this article because I happen to notice that even in the URL WBT is misspelled (webbit) and in the text:
"Vibit Nano (Weebit Nano) Hod Hasharon has completed..."
And of course I'm interested in why that is in the first place. Do any of you know why? Or is Vibit and Weebit synonymous? Or was this done because of the listing on the ASX to make it easier to spell? I mean the wording in this sentence is strange.
I will not correct this translation mistakes as I said to remind us that there may be other errors as well. Just a subtle detail...
YLJ
Swing/Position Trader
I have quite a degree of experience with Israelis and am fluent in Hebrew.
It is my simple assessment using nothing other than logic and experience, that Weebit is clearly a very clever English-based name derived from
Wee (very small) and a bit (a clever play on "an amount" as well as a tech term for an eighth of a byte). Now that part was probably stating the obvious...
Hebrew has no equivalent for a "W" and "V" is commonly used instead. "Vibit" has absolutely no meaning in Hebrew and is just
a (for lack of a better way) transliteration. The spelling of Webbit seems (quite certainly) to be just a simple error.
I once (half-seriously) considered making a job of translating and correcting Hebrew translations for businesses in Israel. The amount of times I come across some very humourous mistakes (by even some large companies) never ceases to give me the giggles.
One thing is for sure, they know their stuff when it comes to tech, even if the English is often somewhat poor.
I have noticed an improvement over the years but it is still a work in progress.
Slymeat
Move on, nothing to see.
Weebit presented at Flash Memory Summit 2022 and shared early qual results of ReRAM demo chips recently received from @CEA-Leti – impressive retention, endurance and high-temp stability.
Weebit at FMS2022
I found the following quite revealing. How long will the world be able to ignore ReRAM as the ubiquitous replacement for FLASH. Yes, I see it as being that huge.
“faster write speed of the Weebit ReRAM module compared to typical flash memory. The second demo shows how using neuromorphic techniques based on ReRAM greatly increases parallel connectivity and significantly improves energy efficiency compared to traditional computing approaches.”
BTW, I don’t see the second demo as competition for BrainChip. It’s just another, and potentially simpler/scaled down, way of achieving neuromorphic capabilities.
Weebit at FMS2022
I found the following quite revealing. How long will the world be able to ignore ReRAM as the ubiquitous replacement for FLASH. Yes, I see it as being that huge.
“faster write speed of the Weebit ReRAM module compared to typical flash memory. The second demo shows how using neuromorphic techniques based on ReRAM greatly increases parallel connectivity and significantly improves energy efficiency compared to traditional computing approaches.”
BTW, I don’t see the second demo as competition for BrainChip. It’s just another, and potentially simpler/scaled down, way of achieving neuromorphic capabilities.
Slymeat
Move on, nothing to see.
Presentation given at Flash Memory Summit 2022.
ReRAM’s Development Path Towards Commercialization
The qualification test results look impressive.
I feel the following content WILL be on sales brochures VERY soon. Sounds like Steve Austin (from the 6 million dollar man—I’m showing my age). Better, stronger, faster
ReRAM’s Development Path Towards Commercialization
The qualification test results look impressive.
I feel the following content WILL be on sales brochures VERY soon. Sounds like Steve Austin (from the 6 million dollar man—I’m showing my age). Better, stronger, faster
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