• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Fat Tail Daily

Investment Ideas From the Edge of the Bell Curve

  • Menu
    • Commodities
      • Resources and Mining
      • Copper
      • Gold
      • Iron Ore
      • Lithium
      • Silver
      • Graphite
      • Rare Earths
    • Technology
      • AI
      • Bitcoin
      • Cryptocurrency
      • Energy
      • Financial Technology
      • Bio Technology
    • Market Analysis
      • Latest ASX News
      • Dividend Shares
      • ETFs
      • Stocks and Bonds
    • Macro
      • Australian Economy
      • Central Banks
      • World Markets
    • Small Caps
    • More
      • Investment Guides
      • Premium Research
      • Editors
      • About
      • Contact Us
  • Latest
  • Fat Tail Series
  • About Us
Technology Fin Tech

4DS Memory Quarterly Report Sends Share Price Rising 8% (ASX:4DS)

Like 0

By Ryan Clarkson-Ledward, Thursday, 15 April 2021

4DS Memory [ASX:4DS] Quarterly Report Sends Share Price Rising 8%. Despite its $250 million market cap, 4DS doesn’t actually sell anything — yet...

When it comes to quarterly reports, unprofitable companies can be hard gauge.

Even harder than that though, are companies who don’t even make revenues. Like memory technology stock 4DS Memory Ltd [ASX:4DS] for example.

Despite its $250 million market cap, 4DS doesn’t actually sell anything — yet.

They’re a novel semiconductor company working tirelessly to turn their ReRAM memory concept into a working product. Which inevitably should lead to the development of a high-density, and superior performing memory chip.

That chip could then disrupt the highly competitive mobile and cloud markets. Offering a superior competitive advantage for users, and a revenue stream for 4DS.

Trouble is, 4DS has still yet to prove the viability of ReRAM. Not that that’s stopped its share price from climbing 8.33% higher today.

But they’re getting closer…

Stay up to date with the latest investment trends and opportunities. Click here to learn more.

More testing, more results, more money

In its quarterly update today, 4DS has provided an overview primarily of its ongoing testing.

Noting that on 1 February it finalised testing for its ‘Second Non-Platform Lot’. A follow-up test of several prototype chips (wafers) aiming to confirm results from the first ‘Non-Platform Lot’.

If this sounds convoluted, just think of it as testing to confirm consistency in the results of the chips.

Which is exactly what 4DS managed to achieve, reporting:

  • Confirmed that the Company has been able to repeat the results for each of the key memory characteristics (speed, endurance and retention) that were achieved with the First Non-Platform Lot;
  • Confirmed that significantly, 19 of the 21 device wafers were functional, a first for the Company (the two nonfunctional wafers were the result of being manufactured outside the imec process windows); and
  • Provided 4DS with further valuable insights with respect to how changes in key process parameters affect key memory characteristics; i.e. which process changes increase which memory characteristic.

In other words, 4DS is getting closer to creating a workable chip. One that should be able to offer faster and more reliable memory capabilities.

On top of that, production for their ‘Second Platform Lot’ chips is already underway. Giving 4DS a chance to analyse and test these newer wafers sometime in the current quarter. Barring no unforeseen hold ups — pandemic related or otherwise.

All of which is helping 4DS close in on their commercial objectives. A milestone that should finally see them bring in some revenue from sales.

What’s next for 4DS investors?

Looking ahead, investors will simply have to remain patient. Awaiting further results from the upcoming Second Platform Lot.

Because as 4DS states:

‘The results of the analysis of the Second Platform Lot is an important step for 4DS and its partners to pursue their strategic objective of commercialising the Company’s technology.’

So, shareholders should hold out hope that they’re in the final stretch of development.

Perhaps just a few short months away from actually seeing some meaningful revenues.

And that is worth getting excited about. Which is no doubt why the share price is trading higher today. Anticipating the next logical step for this long-awaited memory technology.

However, 4DS certainly isn’t the only technology company brimming with potential. There are a plethora of small companies out there just waiting for a possible breakout. Especially those with hopes for major disruption, again, like 4DS.

With that in mind, we’ve put together a list of some of our favourites. A collection of stocks that are all primed to take advantage of an AI boom in the months and years to come.

To learn more about these unique stocks, and the opportunities ahead of them, click here.

Regards,

Ryan Clarkson-Ledward,
For Money Morning

All advice is general advice and has not taken into account your personal circumstances.

Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

Comments

Subscribe
Notify of
guest
guest
0 Comments
Inline Feedbacks
View all comments
Ryan Clarkson-Ledward

Ryan’s Premium Subscriptions

Publication logo
Fat Tail Investment Research

Latest Articles

  • Graphite Sharpens Up and a Tech Stock Rebounds
    By Murray Dawes

    Today Callum and Murray discussed the next strategic metal to blast off after US government intervention. They discuss two opportunities in the sector and also analyse an advanced technology stock on the ASX that looks to have turned the corner.

  • There’s More to the Copper Story than Tariffs: Here’s Why
    By James Cooper

    In today’s Mining Memo, James Cooper digs further into the copper price story… Why are some markets moving while others remain still?

  • How to play the commodity cycle
    By Callum Newman

    If you’re keen to explore merger and acquisition opportunities, I suggest focusing on one commodity, in particular. It just seems the highest probability thematic currently.

Primary Sidebar

Latest Articles

  • Graphite Sharpens Up and a Tech Stock Rebounds
  • There’s More to the Copper Story than Tariffs: Here’s Why
  • How to play the commodity cycle
  • The little-known link between silver and gold stocks
  • Half a billion in cash to buy the bottom

Footer

Fat Tail Daily Logo
YouTube
Facebook
x (formally twitter)
LinkedIn

About

Investment ideas from the edge of the bell curve.

Go beyond conventional investing strategies with unique ideas and actionable opportunities. Our expert editors deliver conviction-led insights to guide your financial journey.

Quick Links

Subscribe

About

FAQ

Terms and Conditions

Financial Services Guide

Privacy Policy

Get in Touch

Contact Us

Email: support@fattail.com.au

Phone: 1300 667 481

All advice is general in nature and has not taken into account your personal circumstances. Please seek independent financial advice regarding your own situation, or if in doubt about the suitability of an investment.

The value of any investment and the income derived from it can go down as well as up. Never invest more than you can afford to lose and keep in mind the ultimate risk is that you can lose whatever you’ve invested. While useful for detecting patterns, the past is not a guide to future performance. Some figures contained in our reports are forecasts and may not be a reliable indicator of future results. Any actual or potential gains in these reports may not include taxes, brokerage commissions, or associated fees.

Fat Tail Logo

Fat Tail Daily is brought to you by the team at Fat Tail Investment Research

Copyright © 2025 Fat Tail Daily | ACN: 117 765 009 / ABN: 33 117 765 009 / ASFL: 323 988