Weebit Nano Ltd. · ASX:WBT
Weebit Nano — Investor Presentation (August 2026)
27 slides from Weebit Nano's investor presentation, August 2026
Slide 1: Investor Update
3 Weebitnano cote THE NEXT NVM IS HERE Investor Update August 2026
Slide 2: Introduction
Introduction © 2025 Weebit Nano Ltd. All rights reserved. 2
Slide 3: Weebit Overview: Leading Vendor of ReRAM IP
Weebit Overview: Leading Vendor of ReRAM IP Advanced Non-Volatile Memory (NVM) Now Entering Production Founded: 2015 Proven, protected technology Located: Israel, France & US Fully qualified per JEDEC & AEC-Q100 Only independent provider of standards; Available for chip designers qualified ReRAM IP
Slide 4: Strong and Experienced Board and Management Team
Strong and Experienced Board and Management Team David (Dadi) Anne Templeman- Atiq Raza Yoav Nissan-Cohen Naomi Simson Ashley Krongold Perlmutter Jones NON-EXEC. NON-EXEC. NON-EXEC. NON-EXEC. CHAIRMAN DEPUTY CHAIR DIRECTOR DIRECTOR DIRECTOR DIRECTOR Coby Hanoch CEO Alla Felder Ishai Naveh Ilan Sever
Slide 5: A Brief History of Embedded Non-Volatile Memory (NVM)
A Brief History of Embedded Non-Volatile Memory (NVM) MRAM NVM Magnetic FeRAM Issues ~2010 MRAM Today CBRAM ~2020 IMC Flash Scaling ReRAM ReRAM is ReRAM Issues Choices Narrow In Production; Chosen Flash PCM Known Vendors Replacement 3Dxpoint Shake Out Optane MRAM Mass Future Production 2024 Alternat
Slide 6: The Rise of ReRAM
The Rise of ReRAM ReRAM outpaces market growth, expanding to 50% share by 2031 Embedded Emerging NVM Market (in $M)* Market Volume in # of Eq. 12'' Wafers* 2025 2031 Weebit observation: The higher projected wafer 31% 35% volumes suggest ReRAM is expanding into cost- 28% sensitive, high-volume embedd
Slide 7: Weebit ReRAM Advantages
Weebit ReRAM Advantages Superior to embedded flash across key metrics MANUFACTURING ADVANTAGE PERFORMANCE ADVANTAGE 3-4x 2-mask adder 10x-100x >10x ~100x Faster program time Better endurance More energy efficient Lower added wafer cost (vs. ~10) than embedded flash vs. embedded flash vs. embedded fl
Slide 8: Recent Achievements
Recent Achievements © 2025 Weebit Nano Ltd. All rights reserved. 8
Slide 9: Recent Highlights
Recent Highlights DEC 2025 DEC 2025 FEB 2026 MAR 2026 MAY 2026 JUNE 2026 JULY 2026 Achieved TI licensed onsemi test Weebit ReRAM Placement + SPP 3 product Expanded technology Weebit ReRAM chips fully selected for raised a total of customers tape- licensing qualification at for embedded functional; K
Slide 10: Significant Growth in Revenue and Cash Receipts
Significant Growth in Revenue and Cash Receipts Quarterly customer receipts of A$3.4 million Weebit Past Cash Inflows and Revenues (Thousands A$) in Q2 FY26 9000 8540 Comprising licensing and NRE (non-recurring 8000 engineering) fees 7349 >7800 Customer receipts are dependent on the 7000 timing of l
Slide 11: Three Product Customer Tape-outs
Three Product Customer Tape-outs TAPE-OUT: The milestone where a completed chip design is released for semiconductor manufacturing Three product customers have First silicon received from fab; Characterization and qualification successfully taped out chips initial testing confirms chip are expected
Slide 12: Weebit ReRAM Powering Edge-AI Battery Intelligence
Weebit ReRAM Powering Edge-AI Battery Intelligence Overlord Labs integrates Weebit ReRAM into its Battery Intelligence Platform GENESIS | Silicon × Algorithm Architecture for intelligent battery management Purpose-built IC for battery-powered Edge AI devices Continuous battery sensing, modeling & op
Slide 13: Existing Customers Are Expanding Their Engagement
Existing Customers Are Expanding Their Engagement Growing trust. Broader adoption. Greater long-term value. Weebit Nano has expanded its licensing agreements with key customers to include additional technologies, products and domains. —Weebit 4Q26 report The Journey to Expanded Engagement Potential
Slide 14: Opportunities Ahead
Opportunities Ahead © 2025 Weebit Nano Ltd. All rights reserved. 14
Slide 15: Heading for the Tornado
Heading for the Tornado Early Market The Chasm Mainstream Market We are Here Main Street Tornado Bowling Alley Innovators Early Adopters Early Majority Late Majority Laggards 2.5% 13.5% 34% 34% 16% Foundation Diagram courtesy of https://www.ignitionframework.com/crossing-the-chasm-theory-how-to-mark
Slide 16: Semiconductor Industry to Hit $1 Trillion Four Years Faster Than Expected
Semiconductor Industry to Hit $1 Trillion Four Years Faster Than Expected Global semiconductor market (billion US$) Actual & Forecast in billion US$ 1,914 1,511 With this unprecedented growth: Foundries prioritize revenue- generating customer projects 796 New technologies require expensive 631 fab r
Slide 17: Strengthening Infrastructure for Rapid Growth
Strengthening Infrastructure for Rapid Growth Building the foundation to respond quickly as customer demand accelerates Strengthen Leadership Grow Sales Team Bolstered executive team to support Global expansion transition to commercial-scale business Advance ReRAM Technology Centralise Project Manag
Slide 18: Broadening the ReRAM Leadership Gap
Broadening the ReRAM Leadership Gap Continuous R&D to maintain a significant, growing gap over ReRAM competition R&D Priority Current Market Weebit Target Customer Benefit GOALS: Higher performance >20ns access time <10ns access time Expand applications Extend technology in MCU market leadership Acc
Slide 19: Addressing Fast-Growing Semiconductor Markets
Addressing Fast-Growing Semiconductor Markets >US$320 Billion TAM in Customer Markets Power Management ICs Automotive Semiconductors $66.7B by 2034 Mixed-Signal $160B by 2031 6.29% CAGR Power Management 13% CAGR Automotive IoT Microcontrollers IoT / MCUs Semiconductor Aerospace & Defense A&D Semicon
Slide 20: Weebit ReRAM: A Foundation for Memory + Compute
Weebit ReRAM: A Foundation for Memory + Compute One technology. Multiple architectures. Broad opportunity. TODAY: Embedded ReRAM EMERGING: Memory Centric Computing Why ReRAM? Analog ❖ Commercially available ❖ Convergence of memory and compute is Compute ❖ Qualified on multiple platforms transforming
Slide 21: The Next Phase of AI is About Inference
The Next Phase of AI is About Inference Inference workloads could make up more than AI is moving from a training-centric to an 40% of data center demand in 2030 inference-driven deployment model Hyperscale datacenters Global data center demand by workload, 2025-30, gigawatts Industrial systems Vehic
Slide 22: In-Memory Computing: A New Way to Process Data
In-Memory Computing: A New Way to Process Data Video: https://youtu.be/lwAn7ky_qCg © 2026 Weebit Nano Ltd. All rights reserved. 22
Slide 23: ReRAM: Scalable NVM for Future In-Memory AI Computing
ReRAM: Scalable NVM for Future In-Memory AI Computing Traditional Architectures: Initial IMC Implementations Show ReRAM Enables IMC Better AI Compute Bottleneck Feasibility; Not Scalability Aligned with AI Workloads Memory CPU IMC IMC ❖ Analog matrix multiplication in flash ❖ Data movement consumes
Slide 24: Recent Customer Evaluation: Weebit ReRAM for IMC
Recent Customer Evaluation: Weebit ReRAM for IMC A U.S. based developer of radiation-tolerant AI hardware evaluated a next-generation AI accelerator using Weebit ReRAM for IMC research.* Read the article *GPU: NVIDIA GeForce RTX 4090; FPGA: Xilinx ZCU104 (Zynq UltraScale+); IMC system-level performa
Slide 25: Weebit Nano Key Targets for CY 2026
Weebit Nano Key Targets for CY 2026 Revenue Products Customers FY26 revenue goal First product First AI customer >$10M company customer engagement tape-out EXPECTED TO BE ACHIEVED. ON TRACK ACHIEVED 3 TAPE-OUTS COMPLETED Delivering on these milestones will continue to cement Weebit’s position as the
Slide 26: Disclaimer
Disclaimer This presentation contains certain statements that constitute forward-looking statements. Examples of such statements include, but are not limited to, statements regarding the design, scope, initiation, conduct and results of our research and development programs; our plans and objectives
Slide 27: Thank You!
Thank You! www.weebit-nano.com www.weebit-nano.com