4ds Memory Ltd. · ASX:4DS
4ds Memory — Investor Presentation (March 2018)
18 slides from 4ds Memory's investor presentation, Mar 14, 2018
Slide 1: A Disruptive Technology for Storage Class Memory
For personal use only A DISRUPTIVE TECHNOLOGY FOR STORAGE CLASS MEMORY Investor Briefing – March 2018 1
Slide 2: Disclaimer
DISCLAIMER For personal use only IMPORTANT NOTICE: This presentation has been prepared by 4DS Memory Limited. (“4DS” or the “Company”) based on Forward looking statements information available to it as at the date of this presentation. The information in this presentation is provided in summary form
Slide 3: Global Data Explosion Presents Huge Challenges
For personal use only GLOBAL DATA EXPLOSION PRESENTS HUGE CHALLENGES. The semiconductor industry recognises the challenge and is investing billions of dollars annually on research and development to create a solution. 3
Slide 4: The Challenge
For personal use only THE CHALLENGE. DRAM and NAND Flash are the main technologies utilized today. DRAM is super-fast, has NAND Flash is slow, has exceptional endurance but is limited endurance but is expensive and volatile cheap and non-volatile Both are US$40-50 billion annual markets – and growin
Slide 5: Storage Class Memory
For personal use only STORAGE CLASS MEMORY Combines the best characteristics of DRAM and NAND Flash STORAGE Storage Memory CLASS Access Time (Sec) NAND Non-Volatile MEMORY. Flash Volatile Storage Class DRAM Emerging as the leading new category to extend the Memory memory hierarchy. Die Cost ($/GB) B
Slide 6: The Storage Class Memory Solution
For personal use only THE STORAGE CLASS MEMORY SOLUTION. World-leading Silicon Valley based Interface Switching ReRAM developer 4DS is the most advanced Interface Switching ReRAM 19 US patents developed and granted and 4 pending The most promising Interface Switching ReRAM cell for Storage Class Mem
Slide 7: Board and Management
BOARD AND MANAGEMENT. For personal use only Global expertise founding and building high-tech companies. JIM Dr GUIDO HOWARD DORRIAN ARNOUT DIGBY Non-Executive Chairman CEO & Managing Director Non-Executive Director Served as CEO of several 30+ years in commercialising Former senior roles at IBM, Ado
Slide 8: Jim Dorrian
For personal use only Jim Dorrian Jim Dorrian is the non-executive Chairman of 4DS. Former partner at Crosspoint Venture Partners, a prestigious Silicon Valley VC firm. Been a CEO and Board Member of several multinational Silicon Valley companies. Holds a Bachelor of Arts in Economics and Communicat
Slide 9: Storage Class Memory Requirements
STORAGE CLASS For personal use only MEMORY REQUIREMENTS. Requirements • Based on well-understood physics to be sustainable over generations • Area based to achieve cost and density as close as possible to NAND Flash • Capable of speed comparable to DRAM • Endurance suitable for Storage Class Memory
Slide 10: Storage Class Memory Requirements: 4DS
STORAGE CLASS For personal use only MEMORY REQUIREMENTS. 4DS Requirements ✓ • Based on well-understood physics to be sustainable over generations ✓ • Area based to achieve cost and density as close as possible to NAND Flash ✓ • Capable of speed comparable to DRAM ✓ • Endurance suitable for Storage C
Slide 11: Parameters Needed Met
For personal use only PARAMETERS NEEDED MET. 4DS Interface Switching ReRAM has displayed enough relevant and meaningful data in each category to now move immediately to production of a Megabit chip, a giant step forward. Scales to geometries needed for high-density memory and 3D : 40nm memory cell E
Slide 12: Joint Development Agreement
For personal use only JOINT DEVELOPMENT AGREEMENT. HGST, is a subsidary of Western Digital Corporation (US$30 billion market cap), the largest global leader in digital storage. Strategic innovator in emerging high growth technologies Commenced JDA in 2014 – Renewed in 2015, 2016 and 2017 Insight int
Slide 13: Collaboration Agreement
For personal use only COLLABORATION AGREEMENT. imec, is the world’s #1 independent semiconductor development institute Collaborates with the who’s who of electronic products and systems Collaborates with makers of high-volume high-density memories Has a world leading track record in the transfer of
Slide 14: Collaboration Objectives
For personal use only COLLABORATION OBJECTIVES. Imec and 4DS have already commenced the 2018 development schedule End goal is to fabricate a megabit 4DS Interface Switching chip with a fully functioning memory Develop a fully transferable fabrication compatible process Mimic industry standard high v
Slide 15: Significant Milestones Achieved
For personal use only SIGNIFICANT MILESTONES ACHIEVED. 4DS ReRAM Reaches Read imec Collaboration Speed Comparable to DRAM - Focused on Megabit chip development - Current retention data is sufficient Achieves - A$3.83 mil placement / options exercised Endurance Milestone Achieves Working CORPORATE /
Slide 16: Capital Structure
For personal use only CAPITAL STRUCTURE. ASX Code 4DS Market Cap (Fully Diluted) A$91 Million* Ordinary Shares on Issue 957 Million Unlisted Options 130 Million Cash ~A$4.5 Million – Feb 2018 Board and Management 15% Top 20 33% * As at 9th March 2018 16
Slide 17: Investment Proposition
For personal use only INVESTMENT PROPOSITION. 4DS is developing a breakthrough Interface Switching ReRAM Storage Class Memory solution Significant progress to date is pivotal for Storage Class Memory Four year strategic partnership with HGST, leader in digital storage Imec - strategic collaboration
Slide 18: Thank You
For personal use only THANK YOU SILICON VALLEY 3155 Skyway Court Fremont CA 94539 UNITED STATES AUSTRALIA ABN 43 145 590 110 Level 2, 50 Kings Park Road West Perth WA 6005 ASX Code: 4DS AUSTRALIA www.4dsmemory.com david@4dsmemory.com 18