Weebit Nano Ltd. · ASX:WBT
Weebit Nano — Q1 FY23 Earnings Presentation
12 slides from Weebit Nano's earnings presentation, Oct 31, 2022
Slide 1: Progressing on technical & commercial fronts
Progressing on technical & commercial fronts Q1 FY23 update 31 October 2022
Slide 2: Key Q1 FY23 Highlights
Key Q1 FY23 Highlights Progressing on technical and commercial fronts Successfully qualified ReRAM module at CEA-Leti, meeting industry standard requirements for production-quality Progressing ReRAM selector development – now suitable for discrete and embedded applications Increases target applicati
Slide 3: Significant Progress in Last 12 Months
Significant Progress in Last 12 Months OCT 2022 Final qualification OCT 2022 of ReRAM IP ReRAM selector module. 28nm JUL 2022 can achieve high Industrial-grade Tape-out of densities needed temperatures JUN 2022 IP module to for discrete & ReRAM IP SkyWater embedded MAR 2022 module fully foundry; fir
Slide 4: Successful completion of qualification of ReRAM memory module
Successful completion of qualification of ReRAM memory module Successfully completed technology qualification of the ReRAM memory module produced at Leti Qualified wafer lots met JEDEC microelectronics standards for endurance, retention, and SMT reflow at industrial temperatures Weebit and Leti are
Slide 5: ReRAM Selector further enhanced to increase target applications
ReRAM Selector further enhanced to increase target applications Further development of ReRAM selector means it is now suitable for both embedded and discrete applications Significantly increasing the number of target applications Demonstrated the ability of the selector to achieve high densities req
Slide 6: Continued progress with SkyWater
Continued progress with SkyWater First tape-out of Weebit Initially available in 130nm: sweet ReRAM to a production fab spot for analog/ mixed-signal designs Completed Signed technology First ReRAM Qualification Weebit IP to agreement transfer to demo chips to be be available September US released t
Slide 7: Increasing market engagement
Increasing market engagement Progressing with Tier-1 fabs and customers Tier-1 fabs are experiencing increased demand from customers for advanced NVM technology and are actively looking for suitable solutions Qualification results from the Leti wafers enabled engagement with several Tier-1 fabs and
Slide 8: Embedded ReRAM Market – Approaching the Tipping Point
Embedded ReRAM Market – Approaching the Tipping Point Embedded ReRAM Market Size 2021 - 2027 Embedded emerging NVM $957m market expected to reach $2.9B by 2027 94% ReRAM expected market share: 33% CAGR Embedded memory is a clear differentiator for semiconductor companies $168m $18m 2021 2024 2027 8t
Slide 9: Weebit Nano Key Targets for FY23
Weebit Nano Key Targets for FY23 SkyWater Fab Partners Customers Conclude qualification Sign an agreement Close initial customer of embedded ReRAM with a tier-1 fab agreements module at SkyWater Automotive Continued R&D Scaling 22nm Qualify the technology Further technical Continue scaling down also
Slide 10: Key Takeaways
Key Takeaways The semiconductor industry is nearing the tipping point of moving to a new embedded NVM technology The industry Weebit ReRAM Strong tech Board On track to needs a new has unique progress: first & management deliver a Non-Volatile advantages; tape-out to have extensive production Memory
Slide 11: 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 12: Thank You!
Thank You! www.weebit-nano.com