Weebit Nano Q3 FY26 Update Webinar

[0:03]Uh good afternoon everybody and uh good morning Kobe. Um so uh and thank you for joining us today uh Kobe Hanoch uh CEO of Webit Nano.

[0:12]Um Kobe's going to go through, just talk about some of the things that came out of the last quarter.

[0:19]Uh and obviously some some announcements subsequent to that but really this is an opportunity for you as a group to ask the questions you want to.

[0:25]So after that that introduction, we'll just move straight into Q and A but uh without any further ado, let me hand back to you Kobe to get things underway.

[0:34]Thanks Adrian and uh thanks everyone uh for joining us.

[0:40]Uh yeah, we had another uh exciting quarter.

[0:43]Um you know, it started off with uh the end of last year when uh we uh we managed to qualify at DB Hitech and to get initial wafers from uh on Semi that we saw were working and of course the TI agreement.

[1:03]Uh so we started the year really at full speed ahead, moving forward and um and uh uh getting these projects uh running.

[1:15]Uh we continued as everyone knows with uh with the raise that uh we did and uh that was a very important thing for us, really enabling us to uh to get our R and D, give our R and D a real push.

[1:37]We're already have uh basically uh in in many parameters, in uh a lot of parameters, we already have the best re-RAM in the market but I really want to open a big gap between us and uh any other potential uh re-RAM that's out there that is trying to get out there.

[1:57]And uh and we know what we need to do, we know how to uh significantly increase uh or lower the access time, increase the speed.

[2:08]Uh we know how to increase uh the endurance, we know, we know a lot of things that we want to achieve and now we have the funds to actually do them.

[2:16]Uh we also have the funds to really give a big boost to our AI program and there's a lot of interest already out there in using our re-RAM for AI.

[2:28]And uh and then uh you know more recently, uh at the end of the quarter, last uh last week, we uh we announced uh we're actually, you know the the revenue expectations have gone up.

[2:44]Uh so the the projects with uh with our different customers are really progressing well and there's a very big focus by by everyone and by on Semi, by TI to really get things moving as fast as we can.

[3:00]And that basically, I think, as uh I've already explained in the past, Webit is is conservative in the way it does uh revenue recognition.

[3:11]We even though uh there are a lot of payments up front and um we uh, you know, we you can see it in in the cash numbers from from last year.

[3:25]Uh but uh you know, we we actually take all of these license fees and and NRE, supporting maintenance, all of those fees, we basically lump them up and we recognize revenue over uh the the project, the technology transfer project, which as you know, uh can take uh, you know, order of magnitude of uh a couple of years.

[3:47]Uh now that things are actually moving even faster, um you know, obviously the recognition of the revenue uh we upgraded it accordingly.

[3:59]Um and uh of course, uh the big news uh that we have uh this week is we actually already have two product companies.

[4:10]Uh I mean, we have quite a few product companies that are designing products with um with our re-RAM in them already.

[4:20]Uh we're very glad that now uh two of them have uh crossed the line and and actually gotten to um uh tape out.

[4:30]So uh they sent their uh designs to manufacture, one of them already received uh the prototype wafers and already saw that they are functional, they actually managed to run software.

[4:43]So uh that's another very important step, at the end of the day, of course, the goal of Webit is to get uh to the point where there are many projects in mass production, uh products in the market with our re-RAM.

[5:00]You know, uh eventually IP companies live off of uh royalties and of course, uh that's that's where we want to go.

[5:08]So this is one step on the way, um, you know, I have to always caution everyone, there there are things, uh, we we have our plans and then there's how the world works and not every product that every company plans gets to mass production or or, you know, things like that.

[5:25]So, uh, we still have several hurdles to go before these uh products will be in mass production but this is a very important uh milestone, uh something that we've been waiting for for a long time.

[5:44]Um, so I think that's kind of a quick recap of what happened and um I uh I'll be glad to uh to answer questions and address uh anything from from the audience, from from you, Adrian, and from the audience.

[6:00]That's great. Thanks, Kobe. Um and I'm sure you're all very familiar how to ask questions because you're very familiar with this process.

[6:07]We've got a bunch coming in, Kobe but there are a couple that were emailed to me earlier in the in the week, so just to start with those.

[6:14]Uh first simple one is there any update on when Webit will go into production at DB Hitech?

[6:21]Well, I think now, by the way, uh uh good piece of news is uh one of those customers uh is Overlord.

[6:30]So now we we can actually name one of those uh companies and Overlord, Overlord is uh is a company that uh that is is relatively new but uh if you look at like many startups, uh they're new companies with people with a lot of experience, uh, you know, a long history in the market.

[6:55]Uh and uh so Overlord designed a product for uh smart battery uh power uh smart battery management and uh that's the the product that uh they taped out at DB Hitech.

[7:12]So it was a very good cooperation uh between uh Overlord and DB Hitech and Webit working together to make this happen.

[7:23]You know, the first uh, first time that you go through uh manufacturing, uh and and, you know, all of these first products now that will go through, they always need to be uh, you know, more closely taken care of.

[7:41]So, so this was a very good cooperation. Uh again, we don't know, I think they are working on uh getting customers on board for that product.

[7:54]Everything in in these uh in this case goes in parallel, they have the product, obviously, they've developed it based on their market analysis and their expectations of what the market will want.

[8:06]I can't go into details of if they already have customers or they're signing them up or whatever and and who and so on, that's uh that's really for Overlord to announce whenever they are uh ready.

[8:59]Uh it does take time, you know, we basically said uh, you know, 12 to 18 months, uh that's kind of a a normal figure that people have in their minds when uh when they think of these kinds of projects.

[9:15]I'm not saying that that's the Overlord plan or not but that's to to help people have a general sense of what's going on.

[9:22]Um obviously, we'll do whatever we can to help accelerate it as much as possible.

[9:27]Thanks, Kobe. Um next question, do you think the the vast difference between ReRAM and flash is big enough that chip companies would redesign chips that they currently have in production and use ReRAM?

[9:43]Um honestly, when people already made that big investment of designing a chip and they have flash in it, uh I don't really expect many people to go and take an existing product and change it.

[10:00]Normally what will happen is they'll already start thinking about the next generation of that product and how do they improve uh, you know, add whatever they learned over the the time that this product is in the market.

[10:14]Obviously, they've been getting feedback from their customers and what uh what added features or or modifications customers want and and they'll already go and define the next generation and into that next generation, uh they will uh look at how do they improve including replacing the flash with re-RAM.

[10:35]So, not so much taking an existing product and changing it, uh but I do expect companies to look at how do they upgrade and already go out to market with with a new product which is more advanced in in different ways including the re-RAM.

[10:54]Thanks, Kobe. Uh next I'll combine these three questions from the same investor because they've all got the same kind of thematic and it's to do with the conflict in the Middle East and how it's affecting Webit and the concern is, you know, about the R and D located in in Tel Aviv.

[11:20]Um well, uh unfortunately, you already have a track record since October 7.

[11:26]Uh it's more than two years already and I think you can see how Webit is functioning during all of these crises and uh, you know, when, uh, you know, unfortunately, we've had uh so much going on here in Gaza and Lebanon, in Iran and and so many other places and things.

[11:48]Uh I said it many times, the the Israeli industry in general and Webit definitely uh specifically, uh we we are ready for these uh situations.

[12:02]Uh we uh we know how to function uh in these cases. Uh we uh we switched to working from home when needed.

[12:10]Only only the critical people go to the office to the lab, the lab is in a uh in a um uh basically like a bomb shelter or something so it's it's protected and it keeps going.

[12:24]The lab doesn't stop for a second, it just keeps running. Um and uh and the work continues, some people come to the office, uh many people work from home.

[12:35]We do have, by the way, a big R and D center in Grenoble so that obviously isn't affected. Uh but we, I think now I can just point to the track record already and show uh in the past two and a half years, uh you can see Webit continues to work.

[12:51]Um and uh no matter what happens, uh and I was stranded, by the way, in the last uh, as as some of the people know, I flew out of Israel just before the Iran, uh, war the latest round started and I was stuck in uh stuck abroad for a while until I managed to get back to Israel and I continued to work from wherever I am, you know, wherever my laptop is, that's my office.

[13:20]Um so nobody felt anything there. Uh, we're we're ready for this, unfortunately, hopefully, we never have to uh show that we are.

[13:29]Kobe, just just to follow up just on one of those questions about sanctions and the risk of that with respect to that.

[13:36]Um again, I haven't seen anything like that, uh any hint for anything like that anywhere.

[13:46]Um in general, uh yes, webit, no, we're an Israeli company but I haven't seen any sanctions on on Israeli companies in general.

[13:54]I mean, here and there you hear about, you know, specific pinpoint cases that people do, and I'm glad to say that in the semiconductor space, uh people are just uh focused on the real things and on getting their products out and getting uh the technology going.

[14:14]I I haven't personally seen any even hint of any sanctions anywhere on Webit.

[14:31]Thanks, Kobe. Um next one, is there other unknown customer, sorry, is there another unknown customer that has taped out earlier in similar startup company to Overlord Labs or are they bigger, more established, what space are they in?

[14:48]Um I uh, you know, I respect the customer requests and in general, you know, it takes time until people reveal themselves.

[15:02]Oh, sorry about that. Um I I mean, there is uh, you know, order of magnitude of a handful.

[16:00]Um we yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[16:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[16:35]No, no. One size doesn't fit all. Um so uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[16:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[17:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[17:42]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[17:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[18:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[18:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[18:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[18:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[19:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[19:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[19:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[20:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[20:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[20:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[20:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[21:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[21:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[21:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[22:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[22:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[22:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[22:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[23:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[23:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[23:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[24:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[24:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[24:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[24:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[25:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[25:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[25:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[26:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[26:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[26:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[26:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[27:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[27:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[27:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[28:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[28:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[28:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[28:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[29:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[29:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[29:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[30:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[30:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[30:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[30:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[31:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[31:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[31:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[32:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[32:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[32:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[32:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[33:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[33:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[33:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[34:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[34:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[34:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[34:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[35:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[35:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[35:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[36:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[36:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[36:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[36:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[37:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[37:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[37:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[38:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[38:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[38:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[38:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[39:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[39:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[39:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[40:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[40:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[40:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[40:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[41:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[41:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[41:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[42:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[42:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[42:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[42:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[43:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[43:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[43:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[44:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[44:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[44:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[44:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[45:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[45:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[45:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[46:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[46:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[46:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[46:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[47:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[47:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[47:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[48:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[48:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[48:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[48:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[49:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[49:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[49:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[50:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[50:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[50:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[50:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[51:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[51:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[51:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[52:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[52:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[52:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[52:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[53:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[53:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[53:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[54:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[54:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[54:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[54:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[55:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[55:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[55:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[56:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[56:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[56:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[56:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[57:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[57:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[57:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[58:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[58:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[58:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[58:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[59:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[59:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[59:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[1:00:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[1:00:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[1:00:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[1:00:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[1:01:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[1:01:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[1:01:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[1:02:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[1:02:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[1:02:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[1:02:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[1:03:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[1:03:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[1:03:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[1:04:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[1:04:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[1:04:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:04:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:05:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:05:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:05:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:06:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:06:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:06:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:06:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:07:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:07:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:07:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:08:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:08:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:08:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:08:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:09:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:09:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:09:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:10:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:10:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:10:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:10:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:11:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:11:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:11:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:12:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:12:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:12:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:12:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:13:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:13:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:13:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:14:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:14:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:14:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:14:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:15:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:15:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:15:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:16:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:16:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:16:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:16:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:17:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:17:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:17:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:18:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:18:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:18:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:18:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:19:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:19:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:19:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:20:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:20:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:20:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:20:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:21:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:21:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:21:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:22:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:22:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:22:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:22:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:23:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:23:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:23:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:24:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:24:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:24:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:24:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:25:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:25:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:25:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:26:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:26:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:26:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:26:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:27:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:27:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:27:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:28:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:28:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:28:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:28:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:29:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:29:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:29:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:30:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:30:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:30:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:30:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:31:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:31:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:31:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:32:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:32:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:32:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:32:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:33:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:33:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:33:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:34:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:34:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:34:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:34:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:35:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:35:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:35:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:36:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:36:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:36:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:36:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:37:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:37:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:37:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:38:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:38:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:38:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:38:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:39:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:39:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:39:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:40:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:40:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:40:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:40:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:41:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:41:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:41:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:42:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:42:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:42:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:42:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:43:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:43:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:43:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:44:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:44:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:44:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:44:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:45:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:45:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:45:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:46:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:46:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:46:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:46:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:47:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:47:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:47:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:48:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:48:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:48:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:48:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:49:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:49:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:49:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:50:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:50:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:50:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:50:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:51:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:51:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:51:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:52:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:52:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:52:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:52:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:53:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:53:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:53:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:54:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:54:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:54:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:54:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:55:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:55:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:55:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:56:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:56:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:56:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:56:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:57:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:57:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:57:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[10:58:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[10:58:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[10:58:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[10:58:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[10:59:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[10:59:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[10:59:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[11:00:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[11:00:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[11:00:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[11:00:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[11:01:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[11:01:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[11:01:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[11:02:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[11:02:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[11:02:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[11:02:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[11:03:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[11:03:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[11:03:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[11:04:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[11:04:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[11:04:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[11:04:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[11:05:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[11:05:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[11:05:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[11:06:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[11:06:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[11:06:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[11:06:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[11:07:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[11:07:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[11:07:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[11:08:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[11:08:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[11:08:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[11:08:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[11:09:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[11:09:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[11:09:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[11:10:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[11:10:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[11:10:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?

[11:10:50]Um I think they are uh being conservative, they they actually want to to have their own tests now uh on on the endurance and on other things.

[11:11:03]Um the the qualification that we did on 100,000 cycles was actually at on the Skywater wafers and now we're working with the other fabs on it as well.

[11:11:38]Thanks, Kobe. Um next one, um how many agreements with product customers has Webit signed now?

[11:11:54]Um I need to check. I mean, there is uh, you know, order of magnitude of a handful.

[11:12:00]Um we, yeah, something like that. I uh I need to check the exact number but it's uh uh it's already more than the one, two or three that uh so, so we're we're starting to to see more customer signed up and and that's the good news.

[11:12:17]Thanks, Kobe. And of course, I I I should comment, Onsemi and TI, each one of them is a is a very big product company uh with many, many, many products uh that obviously once they're signed up and they know how to manufacture uh ReRAM, they're not going to keep it for one product.

[11:12:35]No, no. One size doesn't fit all. Um so, uh very technical question here, uh what does the data sheet for DBH say, sorry, why does the data sheet for DBH say the endurance is only 10,000 cycles?