WBT Discussion 2022

[cosors]

There's not much going on here, but I'd still like to put the last Pittstreet report here. I assume that it is responsible for the WEEEEEE! or the beautiful up - may all shorters burn in hell.

full report:
19/06/2023 First revenue is imminent

"Valuation of A$9.56 per share
Our previous valuation for WBT of A$6.10 has been reached and exceeded. Given the company’s progress so far in 2023 and the expected news flow during the remainder of 2023 and into 2024, we believe WBT’s valuation gap with a peer like eMemory is likely to narrow in the next 12 months. On that basis, we believe WBT should be valued at A$9.56 per share, which implies 43% upside form the current share price."

 

[WheresTheMonkey]

View attachment 38560



View attachment 38561

That's a nice rocket there but I think this one is better.

 

[cosors]

 

[cosors]

 

[cosors]

"2023 IDEA AWARDS​

This is a list of IDEA Award nominees


Embedded

New NVM Technology Intended to Replace Flash Memory​

Cabe Atwell
July 27, 2023
Resistive RAM, a non-volatile memory, brings higher performance and lower costs to the table.
Ambarella


Automotive

“World’s First Centrally Processed 4D Imaging Radar” for Autonomous Vehicles​

Cabe Atwell
July 26, 2023
Ambarella’s latest technology offers an alternative for edge-based radar processing.

Community Home

Announcing the 2023 IDEA Awards Nominees​

Bob Vavra
July 21, 2023
Voting is now open to select the year's best new product innovations.
Valens and Dreamstime_36036015


Automotive

Automotive SerDes Chips Add MIPI A-PHY Performance​

Cabe Atwell
July 12, 2023
Valens’ new family of MIPI A-PHY-enhanced serializers/deserializers brings multi-gig connectivity to automotive sensors and displays.
Bourns


Power

Power TVS Device Puts High-Voltage Protection in a DFN Package​

James Morra
July 12, 2023
Bourns’ new family of circuit-protection devices can dissipate surges of up to 1 or 2 kA."

https://www.electronicdesign.com/magazine/51625

"New NVM Technology Intended to Replace Flash Memory​

July 27, 2023
Resistive RAM, a non-volatile memory, brings higher performance and lower costs to the table.
Cabe Atwell
Related To: Electronic Design

Weebit Nano recently introduced Weebit Resistive RAM (ReRAM), a non-volatile memory (NVM) that eventually replaces flash memory. It has higher performance and better security, costs less, and consumes less power than flash or other NVMs, suiting it for companies designing systems-on-chip (SoCs).

The company integrated its ReRAM IP in the SkyWater 130-nm CMOS process (S130). This radiation- and electromagnetic-interference-tolerant and high-speed NVM targets SoCs in IoT, automotive, analog/mixed-signal, industrial, data-logging, medical, aerospace and defense, and other applications.

The ReRAM IP is an embedded module containing a set of collateral and electronic-design-automation (EDA) views for easy integration via advanced EDA tools. The S130’s module features control logic, input/output communication elements, error-correcting code, decoders, and a 256-kb ReRAM array (customizable for 128 kb to 2 Mb).

Weebit Nano

Thanks to the modular and scalable design, it can be customized based on requirements, such as system interface, word size, memory density, etc. In addition, this module has special patent-pending analog and digital circuity running smart algorithms to boost the memory array’s technical parameters. It even comes with a quick boot-up thanks to the fast access time, and the secure technology is embedded between two metal layers.

Users can have the module as part of a subsystem like a RISC-V microcontroller, static random-access memory (SRAM), system interfaces, and peripherals. Plus, the Weebit ReRAM is scalable based on various processes. SkyWater S130 has an APB system interface that can also be customized to AXI/AHB/QSPI/OBI.


The 130-nm node is a “dual-gate technology with 1.8- and 3.3/5.0-V devices.” It supports a maximum of five aluminum metal layers and is mixed-signal-enabled with native, NPN and PNP BJTs, MIMs, inductors, extended drain, etc. Customers can optimize it for performance and power via the provided thresholds.

Overall, the Weebit ReRAM IP is qualified for 3X SMT solder-reflow cycles, 10k to 100k write cycles, 10 years of data retention at 85°C (can reach 125°C), and retention after cycling, achieving robust lifetime performance.

Check out more 2023 IDEA Award Nominees."

https://www.electronicdesign.com/te...m-technology-intended-to-replace-flash-memory

I cannot find the cup yet.

 

[cosors]

@Slymeat while I'm picking you up:
https://thestockexchange.com.au/threads/brn-discussion-ongoing.1/post-346528

 

[Slymeat]

Recent interview with Coby

 

[Slymeat]

Weebit Nano Limited (ASX:WBT) today announced that it has signed a commercial agreement with one of the world’s largest foundries, DB HiTek, whereby DB HiTek has licensed Weebit ReRAM for its customers to integrate as embedded non-volatile memory (NVM) in their systems on chips (SoCs).

Headquartered in South Korea, DB HiTek is a global top-10 foundry with annual revenue of more than $2 billion.

Under the agreement, Weebit ReRAM will be available in DB HiTek’s 130nm Bipolar-CMOS-DMOS (BCD) process – ideal for many analog, mixed-signal, and power designs in consumer, industrial, and other IoT devices. For these applications, Weebit ReRAM provides a low-power, low-voltage, cost-effective NVM that is easy to integrate and has proven excellent retention at high temperatures.

The agreement includes technology transfer, qualification, and licensing. In addition to its 130nm BCD process, DB HiTek has the option to use Weebit ReRAM technology for other process nodes.

Coby Hanoch, CEO of Weebit Nano, said: “DB HiTek is one of the world’s top-tier foundries for analog and power integrated circuits. As one of the world’s largest contract chip manufacturers, DB HiTek’s extensive customer base can gain significant advantage from using Weebit ReRAM in their new product designs, including improvements to retention, endurance, and power consumption. Our collaboration with DB HiTek is commencing immediately, beginning with the transfer of our technology to the company’s production fab. We are seeing increasingly strong market demand for Weebit ReRAM and expect to sign further commercial agreements, including many of the top-tier foundries and integrated device manufacturers as well as fabless design companies, in the coming months.”

 

[cosors]

Weebit Nano Limited (ASX:WBT) today announced that it has signed a commercial agreement with one of the world’s largest foundries, DB HiTek, whereby DB HiTek has licensed Weebit ReRAM for its customers to integrate as embedded non-volatile memory (NVM) in their systems on chips (SoCs).

Headquartered in South Korea, DB HiTek is a global top-10 foundry with annual revenue of more than $2 billion.

Under the agreement, Weebit ReRAM will be available in DB HiTek’s 130nm Bipolar-CMOS-DMOS (BCD) process – ideal for many analog, mixed-signal, and power designs in consumer, industrial, and other IoT devices. For these applications, Weebit ReRAM provides a low-power, low-voltage, cost-effective NVM that is easy to integrate and has proven excellent retention at high temperatures.

The agreement includes technology transfer, qualification, and licensing. In addition to its 130nm BCD process, DB HiTek has the option to use Weebit ReRAM technology for other process nodes.

Coby Hanoch, CEO of Weebit Nano, said: “DB HiTek is one of the world’s top-tier foundries for analog and power integrated circuits. As one of the world’s largest contract chip manufacturers, DB HiTek’s extensive customer base can gain significant advantage from using Weebit ReRAM in their new product designs, including improvements to retention, endurance, and power consumption. Our collaboration with DB HiTek is commencing immediately, beginning with the transfer of our technology to the company’s production fab. We are seeing increasingly strong market demand for Weebit ReRAM and expect to sign further commercial agreements, including many of the top-tier foundries and integrated device manufacturers as well as fabless design companies, in the coming months.”

I am very happy! Thanks for the good news!
Let them burn

 

[cosors]

I am very happy! Thanks for the good news!
Let them burn
View attachment 47473

 

[Slymeat]

Those shorters can play what ever silly games they want to play. I have at least a five year timeframe for Weebit (from now) so don’t intend to sell into their bullshit.

Coby stated initial small revenue is expected this year (from licensing) and that it takes 12-24 months for customers to get their products to market. Revenue will peak the investment world’s interest in Weebit and scatter the shorters to the hills.


VERY importantly IMHO, Coby said they are progressing with work on the discrete side of things. I want to one day have a USB stick containing Weebit ReRAM—that should really spell the death of FLASH. Patience—it WILL happen.

The fact that Weebit ReRAM is “The most viable Non-TSMC ReRAM” MUST carry an immense amount of clout.

 

[Slymeat]

I take notice of the recent (20 Oct 2023) valuation by Pitt Street Research that correctly considers the DB HiTek deal, and soon to be realised revenue, to arrive at a valuation of $9.56.

First page excerpt reproduced below (I added the bold formatting to the estimate text so it stands out):

“Yesterday Weebit Nano Ltd announced its second commercial partner, in South Korean fab DB HiTek and we just published an update note. DB HiTek is one of the world’s top-10 foundries and South Korea’s 2nd largest foundry after Samsung. DB HiTek serves customers such as NXP, Samsung, Texas Instruments and Toshiba.

The deal provides for Weebit's ReRAM to be made available in DB HiTek’s 130nm Bipolar-CMOS-DMOS (BCD) process. Similar to the arrangement with SkyWater, the deal includes technology transfer, qualification and licensing as well as the option to use WBT’s ReRAM for other process nodes, such as 180nm that DB HiTek is strong in. We expect Power Management Integrated Circuits (PMIC) to form the bulk of the initial business that WBT and DB HiTek will be doing together.

Any foundry competing with global leader TSMC (which has its own ReRAM technology) has few other commercially available options. We expect WBT to continue to attract interest from fabs as well as IDMs and fabless chip companies. The company indicated that it expects to sign another deal in 2023.

We reiterate our valuation of WBT at A$9.56 per share. We think the gap between the company’s current price and our target can close now that the company has a second commercial deal and is close to reporting its maiden revenues.”

https://static1.squarespace.com/static/5af533a312b13fb602fe7d7b/t/65317dde587bc764c7f46d61/1697742304186/Weebit+Nano+research+update+20+October+2023.pdf

 

[Slymeat]

Yet another interview with Coby Hanoch, this time with AusBiz. Available for subscribers—but it is free to subscribe.

Weebit Nano sees significant surge following commercial agreement with South Korean foundry DB Hi-Tech on ausbiz

<p>Weebit Nano announced a commercial agreement with South Korea foundry DB HiTek which the company CEO Coby Hanoch considers a significant advancement. Coby say sthat the accord, which includes a license for Weebit Nano's Memory Tech, unveils a pathway to its hundreds of partners, including...

ausbiz.com.au

 

[Bravo]

Looking good!

 

[cosors]

'Dear' ASX: 40% up.

 

[Slymeat]

View attachment 47799
'Dear' ASX: 40% up.

I get the impression that Coby Hanoch is not happy with the ASX playing silly buggers either.

didn’t seem to negatively effect the share price though did it!

 

[Deena]

I get the impression that Coby Hanoch is not happy with the ASX playing silly buggers either.

didn’t seem to negatively effect the share price though did it!

View attachment 47823

This may be related to the fact that there is no agreement to produce so many units with a set revenue therefore it is not material ... until a dollar value to WBT can be identified. Cheers, Deena

 

[charles2]

Just came across the newswire

Weebit Nano’s ReRAM IP awarded Embedded Solution Product of the Year in The Electronic Industry Awards

Innovative NVM technology recognized by industry peersHOD HASHARON, Israel, Oct. 25, 2023 (GLOBE NEWSWIRE) -- Weebit Nano Limited (ASX:WBT), a leading developer of advanced memory technologies for the global semiconductor industry, is proud to announce that its Weebit ReRAM IP has been awarded...

finance.yahoo.com

 

[cosors]

“We’re used to it” – Business continues in Israel

“We’re used to it” – Business continues in Israel

The ongoing Israel-Hamas war sends shockwaves through global markets but many Israeli businesses are just getting on with it. The Israel-Hamas conflict, now in its [keyword: fifth] week, is reverberating across international financial landscapes, leaving major corporations grappling with...

tickernews.co

 

[cosors]

@zeeb0t here too (see Talga). The ann that is important is not getting through from the ASX to here at TSE. Please can you fix that? I don't want to see what's going on HC.)

https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02736127-3A630150?access_token=83ff96335c2d45a094df02a206a39ff4