Weebit Nano Ltd. · ASX:WBT
Weebit Nano — Q4 2021 Earnings Presentation
14 slides from Weebit Nano's earnings presentation, Jul 23, 2021
Slide 1: Q4 FY21 Quarterly Update
Q4 FY21 Quarterly Update 23 July 2021
Slide 2: Semiconductors are a Differentiator
Semiconductors are a Differentiator 207.7B The world has 310.4B 246.8B 225.1B 215B 2011 transformed from 400.8B 303.6B 233.6B 219.2B 210.1B energy / finance focus to semiconductor / computer focus 1.55T 979.7B 620.9B 432.5B 370.5B 2020 1.57T 1.43T 657.6B 579.7B 412.7B 9 of the top 10 companies i
Slide 3: Massive Market Potential
Massive Market Potential Worldwide Semiconductor Sales by Product Segment 119 Discrete (Stand-alone) Memory 106 Memory Potential Market 113 Logic 106 68 Micro 66 Embedded Memory Potential Market 54 Analog 54 40 Opto 42 24 Discrete 24 15 Sensors 14 Numbers in Billions USD Source: WSTS December 2020 2
Slide 4: Key Highlights for Q4 FY21
Key Highlights for Q4 FY21 Successful selector integration; tape-out of embedded memory module Demonstrated industry’s first commercial integration of OTS selector with oxide-based ReRAM cell for the discrete memory market Advanced commercial discussions with potential production partners and cu
Slide 5: Successful Integration with Leti's Selector
Successful Integration with Leti’s Selector Industry’s first commercial integration of OTS selector with oxide-based ReRAM; achieved 3 months ahead of schedule Created the industry’s first commercial integration of an oxide-based ReRAM (OxRAM) cell with an ovonic threshold switching (OTS) selector
Slide 6: Discrete NVM Market Opportunity
Discrete NVM Market Opportunity Potential to replace existing NVM technology Stand-alone Discrete (stand-alone) NVM market is very broad Emerging NVM NOR Flash Market Revenue Mostly used for code storage ($US)* Broadly used in consumer, automotive, and industrial apps NAND Flash Mostly u
Slide 7: The Road to Commercialisation
The Road to Commercialisation Discrete Memory Chip Roadmap Material Selector Electrical Technology Memory Array Development Behaviour Optimisation Improvement Integration 2019- mid 2017 2018 2022 2023 2024 2020 2021 Selector 1 Bit of Demonstrate Single Bit Selector + ReRAM Large Arrays Demonstrated
Slide 8: Completed Design & Tape-out of Embedded ReRAM Module
Completed Design & Tape-out of Embedded ReRAM Module Memory module is integrated within a sub-system, enabling customers to fast-track their development and release new product Completed design and verification stages of embedded ReRAM module (post-balance date) in partnership with Leti • Also tap
Slide 9: Embedded NVM Market Opportunity
Embedded NVM Market Opportunity Replacing Current Technology – Embedded Flash Embedded Weebit overcomes the limitations of existing embedded NVM: Emerging NVM Scalability: Advanced modern chips are fabricated below 28nm Market Revenue (Embedded flash cannot scale) ($US)* Power Consumption: Bat
Slide 10: The Road to Commercialisation
The Road to Commercialisation Embedded Memory IP Roadmap External Technology Validation Memory Module Memory Module 1Mb Array (with XTX Technology) Tape-out @ Leti Silicon Available Jun Apr Dec Oct mid Q3 Q4 Q2 18 19 19 20 21 21 21 22 Process Completed First Commercial Memory Module Optimisation Sta
Slide 11: Other Q4 Developments
Other Q4 Developments A busy period of preparing Weebit for commercialisation Jointly presented with Silvaco at the 13th International Memory Workshop (IMW) 2021 Delivered a poster presentation on new developments in ReRAM simulation Presented at the 2021 Leti Innovation Days conference, on “T
Slide 12: Key Takeaways
S&P Dow Jones Key Takeaways Indices WBT:ASX recently added to S&P Dow Jones ASX All Tech index Weebit’s leading Working with Ongoing Renowned Board & Demonstrated ReRAM (NVM) production fabs discussions with management team combined ReRAM solution can to start potential with extensive cell with OTS
Slide 13: 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 14: Thank You!
Thank You! | weebit-nano.com %@; Weebitnano The Future Memory