WBT Discussion 2022

BaconLover

Founding Member
Only 1291/173,640,855 shares of Weebit shorted. Why am I not suprised?

You’d have to be either brave, or stupid, to short Weebit at the moment.

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A lot of this is due to the way WBT communicates to the market. They communicate to the whole market, rather than 5 share holders.

I only have a few of these, and my core holding is BRN, wish it was the other way around lol
Congratulations to all here, what a few weeks it has been!
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
Just gotta put this here from the Gilder Report.


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Bravo

If ARM was an arm, BRN would be its biceps💪!
Hope WallSTChihuahua doesn't mind me nabbing some of his stuff from the Crapper. He's a smart cookie that one!

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Bravo

If ARM was an arm, BRN would be its biceps💪!
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Bravo

If ARM was an arm, BRN would be its biceps💪!
Can anyone help me here? Did you end up clarifying this @alwaysgreen? "It clearly states in the Pitt St paper that the chip manufacturers are set to make $927 mill and Weebit would only get a license fee and royalty based on the $927 million."


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Bravo

If ARM was an arm, BRN would be its biceps💪!
How much is a one-off licence fee?
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
I'm talking to myself I know.
 
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alwaysgreen

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Can anyone help me here? Did you end up clarifying this @alwaysgreen? "It clearly states in the Pitt St paper that the chip manufacturers are set to make $927 mill and Weebit would only get a license fee and royalty based on the $927 million."


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No I wanted to ask Coby at the meet and greet but the questions were not asked live.
 
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alwaysgreen

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@Bravo someone on the crapper posted a slide from an early Weebit presso and it clarified things from memory. I can't find the post but it seems the Pitt St report was erroneous. If I find it, ill post it.

Would be good to get clarification from Coby.
 
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alwaysgreen

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How much is a one-off licence fee?
I don't think that's ever been disclosed. 🤔
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
@Bravo someone on the crapper posted a slide from an early Weebit presso and it clarified things from memory. I can't find the post but it seems the Pitt St report was erroneous. If I find it, ill post it.

Would be good to get clarification from Coby.


Thanks @alwaysgreen, but I think I may have found it and copied and pasted it above because I didn't want to lose it. Is it the info from WallStChuhuahua that you were referring to?
 
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Slymeat

Move on, nothing to see.
Has anyone seen a closing auction like that before?

5/8ths of total volume traded in the closing Auction.

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Bravo

If ARM was an arm, BRN would be its biceps💪!

cosors

👀

"IC'ALPS announces successful physical implementation of a demo-chip designed for Weebit Nano's ReRAM technology​


Grenoble, FRANCE – February 27, 2023 - IC’ALPS, a France-based provider of ASIC Design & Supply Services, announces the successful physical implementation of a chip design project for Weebit Nano, with the fully functional demo chip manufactured first-time-right and delivered for qualification. The demo chip, which integrates Weebit Nano’s embedded Resistive Random-Access Memory (ReRAM) module manufactured on SkyWater’s 130 nm CMOS process, is working as expected and achieving the targeted performances including speed, power and die size.
This achievement demonstrates how the IC’Alps design methodology allows companies to shorten design cycles and quickly achieve working silicon. The demo chip is a key enabler for companies to adopt Weebit’s innovative non-volatile memory (NVM) for development of their system-on-chip (SoC) designs for industrial, automotive and consumer applications.


“IC’Alps performed the physical implementation of the demo chip from Weebit Nano RTL code embedding its non-volatile memory block. This included successful adaptation of an analog technology design kit for a digital flow. We are obviously very happy with the results as the testing phase completed successfully.” – Lucille Engels – Chief Operating Officer – IC’Alps
“We were extremely pleased with IC’Alps’ work on our demo chip for SkyWater’s 130nm process. The IC’Alps team is highly skilled with all aspects of physical implementation, from RTL-to-GDS implementation to tape-out. They met schedule and quality targets, and the chip is fully functional.” – Ilan Sever – Vice-President of R&D – Weebit Nano
The Weebit Nano demo chip comprises a full sub-system for embedded applications, including the Weebit ReRAM module, a RISC-V microcontroller (MCU), system interfaces, memories and peripherals. Weebit’s embedded ReRAM module includes a 256Kb ReRAM array, control logic, decoders, IOs (Input/Output communication elements) and error correcting code (ECC).
IC’Alps and Weebit Nano at Embedded World 2023
IC’Alps and Weebit Nano will both exhibit at the Embedded World Exhibition and Conference 2023, being held in Nuremberg, Germany, March 14-16. Visit IC’Alps in Hall 4, Booth 650c. See a demonstration of Weebit ReRAM IP in Hall 4, Booth 650a.
ABOUT IC’ALPS
IC’Alps is your one-stop-shop ASIC partner. Based in France, the company provides customers with a complete offering for Application Specific Integrated Circuits (ASIC) and Systems on Chip (SoC) development from circuit specification, mastering design in-house, up to the management of the entire production supply chain. Its areas of expertise include analogic, digital and mixed-signal circuits (sensor/MEMS interfaces, low power consumption, high-resolution converters, high voltage, signal processing, ARM and RISC-V based multiprocessors architectures, hardware accelerators) on technologies from 0.18 μm down to 7 nm, and from multiple foundries (TSMC, GlobalFoundries, Tower Semiconductor, X-FAB, STMicroelectronics, etc.). The company is active worldwide in medical, industrial, transport, IoT, IA, mil-aero and digital identity & security sectors. IC’Alps is ISO 9001-2015, ISO 13485-2016, EN 9100-2018 certified, Common Criteria ready, ARM Approved Design Partner, and member of the X-FAB’s partner network. More information on www.icalps.com"
https://www.design-reuse.com/news/53538/ic-alps-weebit-nano-reram.html
 
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cosors

👀
I'm big in TA! I'm a big charter 😅
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just a moment ... ... where is the triangle or the gap 🤔
 
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Slymeat

Move on, nothing to see.
Crazy! What‘s your prognosis @Slymeat?
Yeah I don’t know for certain @Bravo . At first I thought someone must know something, so I hope it means something good is just around the corner. We do know that commercialisation is just around the corner and talks are underway with tier 1 fabs.

Some of the individual orders were over $1M, so not the usual players.

With essentially zero shorts, it can‘t be end of month closing out of positions!

Maybe the $1B market cap placed Weebit more on someone’s radar.

I truly hope it is not an accumulation in prep for a take-over—the volume traded represents 4.6% of total shares. I desperately want to see Weebit grow to become all it can be. And I believe Coby Hanoch is on that same page.

So many possibilities.
 
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Slymeat

Move on, nothing to see.
A valuation of $6.10 seems so 3rd of February. Not too long ago really. At time of posting today’s intraday high hit $8.07.

I can‘t wait for 22nm to be validated. That will add dollars to any valuation As it opens every imaginable door for us. There’s still one waiting for BrainChip to open too!
 
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Slymeat

Move on, nothing to see.
Oh Weebit - the company that keeps giving.

The journey towards commercialisation and becoming the ubiquitous NVM is so much fun. Good luck to all holders who are joining me on this ride.
 
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cosors

👀
Please excuse me if you already know this but I was not aware of it:

from Hebrew:

"Globalfoundries acquires the resistive memory division of Renesas

February 12, 2023

The technology was developed at Dialog, which was sold to Renesas 12 months ago. GlobalFoundries is positioned as a spin-off of the Israeli Weebit Nano, which develops resistive memory technology for SoC components.


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GlobalFoundries reported that it has acquired all the intellectual property and production infrastructure of the Japanese company Renesas Electronics, in the field of Resistive Non-Volatile Memory (NVM) in Conductive Bridging Random Access Memory - CBRAM technology. The attractiveness of the technology in terms of GlobalFoundries is that it is a memory technology that is very economical in power, which is relatively easy to integrate into embedded devices for the industrial market and IoT accessories.

In the company's estimation, the move will strengthen it in the field of manufacturing services for SoC components, as the transaction provides customers with additional technology that allows them to optimize and differentiate their products. GlobalFoundries Chief Business Officer Mike Hogan said the deal is part of a move to position the company as a major supplier of non-volatile memories. "CBRAM technology brings a new paradigm to all battery powered accessories. In some cases, it extends the time between battery charges from hours to weeks and in some cases even to years."

CBRAM technology was originally developed by Dialog Semiconductor. In 2020, GlobalFoundries signed a licensing agreement with Dialog that allows it to use the technology, and in the time that has passed since then it has certified the manufacturing process of the memories using the company's 22FDX process (22 nm). In February 2021, Ransas acquired Dialog for approximately $5.9 billion to strengthen its position in the IoT market. Dialog is particularly strong in the field of low-power connectivity components, while Ransas is mainly focused in the field of microcontrollers (MCU) and MCU-based solutions.

The Renesas company has been working on a process of renewed organization and focus in recent years, with the previous major move being made in 2019, when it purchased the American IDT company for $6.3 billion. The purpose of these two transactions is to enable Renesas to provide solutions based on three central legs: analog, carrier and embedded processing. This strategy made the memory activity that was in the dialogue unnecessary for Ransas. In the first nine months of 2022, GlobalFounders' sales totaled approximately $6.1 billion. The company expects that sales in 2022 as a whole will amount to approximately $8.2 billion, compared to sales of approximately $6.6 billion in 2021. Ransas' sales last year totaled approximately $11.4 billion.


The Israeli competitor of Globalfoundries​


The latest move simultaneously strengthens and weakens the Weebit Nano company of Hod Hasharon, which recently completed a series of certification tests for a demonstration chip of an embedded system that includes its resistive memory, and entered into negotiations with chip manufacturing service providers (Foundries) in order to implement the technology on the production lines. Since its establishment in 2015, Weebit Nano has been engaged in the development of resistive non-volatile memory (NVM) of the ReRAM type in collaboration with the French research institute CEA-Leti .

This memory technology is characterized by extremely low power consumption alongside resistance to high temperatures and harsh environmental conditions. One of its outstanding advantages lies in the fact that the memory cells can be miniaturized and produced even in geometries as small as 28 nm and 22 nm - in contrast to FLASH memories, which are difficult to produce in a geometry smaller than 40 nm. The company plans to illustrate the result through the production of the first series of 22 nm components already in the coming weeks.

Published in the categories: News , Semiconductors
Posted in tags: Globalfoundries , Ransas"

https://techtime.co.il/2023/02/12/globalfoundries-8/

_________
If there are spelling errors then it is due to the translation from Hebrew. Some words are sometimes translated this way or that way, e.g. Renesas sometimes becomes Ransas or similar.


 
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