Weebit Nano Ltd. · ASX:WBT
Weebit Nano — Investor Presentation (March 2024)
32 slides from Weebit Nano's investor presentation, Mar 18, 2024
Slide 1: Weebit Nano investor presentation
Weebit Nano investor presentation 18 March 2024 – Weebit Nano Ltd (ASX: WBT, Weebit or Company) Weebit Nano Limited (ASX:WBT, Weebit or Company), a leading developer of advanced memory technologies for the global semiconductor industry, has released the attached investor presentation to be delivered
Slide 2: About Weebit Nano Limited
About Weebit Nano Limited Weebit Nano Ltd. is a leading developer of advanced semiconductor memory technology. The company’s ground-breaking Resistive RAM (ReRAM) addresses the growing need for significantly higher performance and lower power memory solutions in a range of new electronic products su
Slide 3: We've Got What it Takes – March 2024 Investor Presentation
For personal use only We’ve Got What it Takes March 2024 Investor Presentation
Slide 4: Introduction
For personal use only Introduction Weebit Nano Proprietary 2
Slide 5: Weebit: Leading Vendor of ReRAM IP
Weebit: Leading Vendor of ReRAM IP Advanced Non-Volatile Memory (NVM) Now Entering Production For personal use only Multiple licensing deals Global NVM Market* (US $B) Founded: 2015 Licensed to 2 foundries, ongoing Located: Israel & France 164.79 discussions & evaluations with ASX: WBT other foundri
Slide 6: Strong Board With World-renowned Semiconductor Industry Experience
Strong Board With World-renowned Semiconductor Industry Experience For personal use only David (Dadi) Perlmutter Dr. Yoav Atiq Raza Naomi Simson Ashley Krongold Coby Hanoch Nissan-Cohen NON-EXEC. NON-EXEC. NON-EXEC. CEO CHAIRMAN EXEC. DIRECTOR DIRECTOR DIRECTOR DIRECTOR Copyright 2024 Weebit Nano, L
Slide 7: Strong & Experienced Management
Strong & Experienced Management For personal use only Coby Hanoch Ishai Naveh Ilan Sever Amir Regev Issachar Eran Briman Alla Felder CEO CTO VP R&D VP QUALITY & Ohana VP MARKETING & CFO RELIABILITY CRO BUSINESS DEV. Copyright 2024 Weebit Nano, Ltd. 5
Slide 8: Introducing Weebit's New Chief Revenue Officer
Introducing Weebit’s New Chief Revenue Officer IP industry veteran Issachar Ohana to drive sales as For personal use only company focuses on revenue generation Responsible for driving and maximizing growth for Weebit ReRAM with global customers and partners Will lead the sales organization as Weebit
Slide 9: Weebit ReRAM Memory Inherent Advantages
Weebit ReRAM Memory Inherent Advantages For personal use only 100x ~100x ~100x 3-4x Better endurance More energy efficient Faster programming Lower added wafer vs. flash vs. flash time than flash cost vs. flash 105-106 P/E cycles Low voltage, low currents 2-mask adder Bit/byte addressable Zero stand
Slide 10: Weebit ReRAM Addresses a Broad Range of Application Requirements
Weebit ReRAM Addresses a Broad Range of Application Requirements For personal use only Mixed-Signal / Aerospace Medical IoT / MCUs Edge AI Automotive Power Mgmt & Defense Wireless Wearables; Security ECUs for Flight safety Implantables; Example Applications: charging; Smart cards cameras; sensors &
Slide 11: Recent Achievements
For personal use only Recent Achievements Weebit Nano Proprietary 9
Slide 12: Significant Progress in Recent Months
Significant Progress in Recent 12 Months For personal use only Research shows Weebit ReRAM Licensed ReRAM Received first insensitive to to Top-tier GlobalFoundries 22FDX® ionizing radiation foundry DB HiTek wafers; functional MAR 2023 JUL 2023 OCT 2023 NOV 2023 NOV 2023 FEB 2024 Weebit ReRAM Weebit
Slide 13: Major Operational Advancements in the Last Months
Major Operational Advancements in the Last 12 Months Driving Shareholder Value Creation For personal use only Raised further Weebit added to AU$60M; well Naomi Simson MSCI Global funded for future appointed to Small Cap Index growth Board FEB 2023 MAR 2023 APR 2023 JUL 2023 AUG 2023 NOV 2023 Weebit
Slide 14: Robust Performance under Extended Automotive Conditions
Robust Performance under Extended Automotive Conditions Weebit ReRAM demonstrates high reliability and endurance at extreme temperatures and after extensive cycling For personal use only Already qualified: Weebit ReRAM module in SkyWater S130 is fully qualified up to 125°C, temperature specified for
Slide 15: Second Foundry to Adopt Weebit ReRAM; 1st License to a Tier-1 Foundry
Second Foundry to Adopt Weebit ReRAM; 1st License to a Tier-1 Foundry A global top-10 foundry HQ in South Korea For personal use only One of world’s top-tier foundries for analog & power ICs Annual revenue of US$1.3 billion DB HiTek licensed Weebit ReRAM for its customers to integrate as NVM i
Slide 16: Live ReRAM Demo on GlobalFoundries' 22FDX Platform
Live ReRAM Demo on GlobalFoundries’ 22FDX® Platform Weebit ReRAM Demo at Embedded World 2024 For personal use only Weebit will show live ReRAM demo on GlobalFoundries’ 22FDX® platform Shows ReRAM is a viable solution in this advanced geometry where embedded flash can’t scale Highlights some of the m
Slide 17: Huge Opportunities Ahead
For personal use only Huge Opportunities Ahead Weebit Nano Proprietary 15
Slide 18: The Global Semiconductor Industry is Projected to be a Trillion Dollar Industry by 2030
The Global Semiconductor Industry is Projected to be a Trillion Dollar (USD) Industry by 2030 For personal use only Short-term Opportunities for ReRAM Mid- to long-term opportunities for ReRAM Source: https://www.mckinsey.com/industries/semi conductors/our-insights/the-semiconductor- decade-a-trilli
Slide 19: Significant Market Opportunity for ReRAM Products
Significant Market Opportunity for ReRAM Products For personal use only 120 Discrete Memory Memory 84 130 Potential Market 185 Logic 173 177 76 Micro 71 79 89 Embedded Memory Analog 84 89 Potential Market 46 Optoelectronics 46 44 38 Non-Memory Discrete 36 34 22 Sensors 20 22 Source: WSTS May 2023 20
Slide 20: Embedded NVM Market in Need of New Technology
Embedded NVM Market in Need of New Technology For personal use only Embedded flash is running out of steam One challenge is the need of a new memory technology that combines the best features of current memories in a fabrication technology compatible with CMOS process flow and that can be scaled bey
Slide 21: ReRAM is Emerging as The Leading Solution
ReRAM is Emerging as The Leading Solution The embedded emerging NVM market is expected to reach $2.7B by 2028, For personal use only with ReRAM expected to represent 37%* Total Embedded ReRAM Market (in $M)* Market Volume in # of Eq. 12" $993 Wafers 2028* 131% CAGR ReRAM: 60% Embedded ReRAM 2023-202
Slide 22: ReRAM at the Heart of the Edge AI Revolution
ReRAM at the Heart of the Edge AI Revolution Today’s 2 chip solution For personal use only Autonomous Security/ Higher CPU I/Os Driving Surveillance performance: NVM (Flash) faster response, System RAM SRAM better endurance AI Engine Ultra-low power: significant effect on Medical Devices battery
Slide 23: Every Foundry Deal Represents Multiple Customer Opportunities
Every Foundry Deal Represents Multiple Customer Opportunities For personal use only FOUNDRY FOUNDRY Coming Coming Soon Soon FOUNDRY FOUNDRY Copyright 2024 Weebit Nano, Ltd. 21
Slide 24: Every Foundry Deal Represents Multiple Customer Opportunities
Every Foundry Deal Represents Multiple Customer Opportunities For personal use only FOUNDRY FOUNDRY Coming Coming Soon Soon FOUNDRY FOUNDRY Product Company Copyright 2024 Weebit Nano, Ltd. 22
Slide 25: IP Business Model
IP Business Model For personal use only Process IP Foundry License + NRE $ Royalties $ $ $ $ Copyright 2024 Weebit Nano, Ltd. 23
Slide 26: IP Business Model
IP Business Model For personal use only Process IP Foundry License + NRE $ $ Royalties $ $ $ $ Royalties Paid directly to Weebit Royalties License + NRE or through Foundry Product Company Copyright 2024 Weebit Nano, Ltd. 24
Slide 27: What's coming next?
For personal use only What’s coming next? Weebit Nano Proprietary 25
Slide 28: Progressing with Foundries, IDMs and Product Companies
Progressing with Foundries, IDMs and Product Companies In different levels of For personal use only evaluation/negotiation with most Top-10 Integrated Device Top-10 Foundries* of the top foundries and IDMs Manufacturers (IDMs)(1) Increasingly moving from technical 1 TSMC 1 Samsung evaluations to bus
Slide 29: Weebit Nano Key Targets for FY24
Weebit Nano Key Targets for FY24 For personal use only Revenues Fab Partners Customers Increase revenues from Sign more agreements; Finalize Close licensing licensing and NRE tech transfer with DB HiTek agreements Qualification Continue R&D Scaling Technology Continue drive to qualify at Further tec
Slide 30: We've Got What it Takes
We’ve Got What it Takes For personal use only Copyright 2024 Weebit Nano, Ltd. 28
Slide 31: We've Got What it Takes
We’ve Got What it Takes For personal use only On-going ReRAM enhancements Technical Team w/ Experienced & Production History Focused Management Custom products Strong Investor Robust roadmap Well Funded Base for Success Copyright 2024 Weebit Nano, Ltd. 29
Slide 32: Thank You!
Thank You! For personal use only www.weebit-nano.com