WBT Discussion 2022

cosors

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"2023 IDEA AWARDS​

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This is a list of IDEA Award nominees

Weebit Promo
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

Ambarella Promo
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.
Promo
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

Valens Dreamstime M 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

Bourns Ptvs Promo Logo
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

Weebit Fig



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.
 
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Slymeat

Move on, nothing to see.
Recent interview with Coby

 
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Slymeat

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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.”
 
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cosors

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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
Screenshot_2023-10-19-17-20-32-31_40deb401b9ffe8e1df2f1cc5ba480b12.jpg
 
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cosors

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Slymeat

Move on, nothing to see.
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.
 
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Slymeat

Move on, nothing to see.
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.”

 
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Slymeat

Move on, nothing to see.
Yet another interview with Coby Hanoch, this time with AusBiz. Available for subscribers—but it is free to subscribe.

 
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Bravo

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


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cosors

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'Dear' ASX: 40% up.
 
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Slymeat

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Deena

Regular
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
 
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charles2

Regular
Just came across the newswire

 
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cosors

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

 
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cosors

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cosors

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Weebit Nano (ASX:WBT) looks like it may be hitting some very big milestones in 2024!​



and

"2024 Outlook with Coby Hanoch of Weebit Nano
by Daniel Nenni on 02-14-2024
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Weebit Nano is an Israeli semiconductor company that specializes in the development and commercialization of silicon oxide-based ReRAM (Resistive Random Access Memory) technology. ReRAM is a type of non-volatile memory that holds great promise for future computing and storage applications due to its potential for high density, low power consumption, and fast operation. I have known Coby for many years and it is a pleasure to work with Weebit, absolutely.

Tell us a little bit about yourself and your company
I started off as an engineer and spent my first 17 years on the engineering side, mostly in functional verification roles. I was part of the founding team of Verisity, where I made the switch to the business side, and have been in VP Sales and CEO roles for the past 27 years. I joined Weebit over six years ago, when it was still a small company with only two engineers. I am very proud of the progress we’ve made towards making Weebit a key player in the ReRAM space, with over 30 engineers and many supporting contractors.

Weebit is developing a new Non-Volatile Memory (NVM) technology called ReRAM, which is recognized today as the leading contender to replace flash technology in the future. Our ReRAM has a long list of advantages over flash, in terms of speed, power consumption, endurance, simplicity to manufacture, and most importantly cost to manufacture. Weebit ReRAM can scale down to advanced geometries, and is now fully qualified at 85⁰C and 125⁰C. We’re continuing to qualify our embedded ReRAM at higher endurance and temperature levels, broadening target applications as well as demonstrating the maturity of our technology.

We’ve already licensed our ReRAM technology to DB HiTek and SkyWater, and we are in ongoing evaluations and negotiations with other major foundries and IDMs. We’re also scaling our ReRAM down to more advanced geometries and are thoroughly testing the first 22nm chips embedded with our ReRAM and manufactured by GlobalFoundries.

What was the most exciting high point of 2023 for your company?
We achieved several major milestones in 2023. Qualifying our ReRAM at 125⁰C – the temperature required for automotive grade-1 and some industrial applications – was important since it demonstrates the suitability of Weebit ReRAM for high-temperature applications with lifespans of at least a decade. But perhaps the biggest highlight was the progress we made with major foundries/IDMs, culminating in the recent licensing agreement with DB HiTek, one of the top-10 foundries in the world. This is setting the stage for additional agreements in 2024.

What was the biggest challenge your company faced in 2023?
While it may sound counterintuitive, one of our biggest challenges in 2023 was our rapid growth. Over the past two years, the market began to realize that ReRAM is no longer a “future memory” – it is now a reality. In parallel, we qualified the technology and started signing licensing agreements. This presented challenges in needing to scale our workforce to meet prospect/customer expectations, including running multiple concurrent projects and evaluations at different process nodes and wafer sizes.

How is your company’s work addressing this biggest challenge?
We’ve been scaling the company in multiple ways, not just adding more people but also aligning teams together, forming new workgroups, and collecting/analyzing data for effective IP reuse and product alignment. One of the great things about Weebit is that we are strong across all the key disciplines needed to create a leading memory company. We have world-class talent across the four key ReRAM disciplines – device physics, process and materials, analog and digital design and algorithms, and test and characterization. I believe we have broader expertise than any other standalone ReRAM provider. This is all supported by our extremely experienced Board of Directors, including Dadi Perlmutter who led development of the Pentium while at Intel, Atiq Raza who helped push AMD to its leading position, and Yoav Nissan-Cohen who co-founded Tower Semiconductor, among others.

What do you think the biggest growth area for 2024 will be, and why?
I believe 2024 will be the year of ReRAM. There is a huge vacuum in the market which needs to be filled. Now that people know ReRAM is available and realize its great potential, practically all the world’s foundries and IDMs are looking for a ReRAM solution.

At Weebit, we are providing a licensable embedded ReRAM solution that foundries can easily add to their IP portfolios and semiconductor companies can easily embed in their SoCs. We’re seeing a great deal of interest in areas such as power management ICs, wearable medical devices, aerospace and defense, edge AI and automotive solutions.

How is your company’s work addressing this growth?
To address the growing demand for ReRAM across a broad range of applications, we are setting up a strong sales organization which will work with these foundries/IDMs and expand to others. We are already engaged in evaluations, negotiations and other activities with the majority of the top foundries and IDMs. At Weebit, the quality of our team and our singular focus on ReRAM ensures we are well placed to become the leader in the burgeoning ReRAM domain.

What conferences did you attend in 2023 and how was the traffic?
In 2023 we attended shows including Embedded World in Germany, the Design Automation Conference (DAC) in San Francisco and CSIA – ICCAD in China. These conferences were successful for us, generated many good leads, and enabled discussions with partners. While floor traffic was not always strong, the fact that we arranged many meetings in advance, along with the strong interest we are seeing in ReRAM, created a situation where the booth was full at almost all times.

Will you attend conferences in 2024? Same or more?
In 2024, we will once again attend Embedded World in Germany, and we will extend our activities to include exhibiting at the first Embedded World North America, which will be held this autumn in Austin. The interest we are seeing in ReRAM is worldwide, and the United States is no exception, so we look forward to meeting with many potential customers and partners at that show. Some of our team also attended CES in Las Vegas, and we plan to expand this activity next year.

Additional questions or final comments?
Thank you, Dan, for continuing to share industry developments through SemiWiki. It’s good to catch up with you.

Also Read:​

ReRAM Integration in BCD Process Revolutionizes Power Management Semiconductor Design

A preview of Weebit Nano at DAC – with commentary from ChatGPT

How an Embedded Non-Volatile Memory Can Be a Differentiator"

 
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Slymeat

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100k cycles at 150 °C—quite impressive.
 
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Slymeat

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