Slide 1: Investor Update
Investor Update October 2025
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 Multiple commercial deals Located: Israel & France Including tier-1 IDM onsemi; >50 personnel (90% ongoing discussions/evals with >20 engineers/scientists; 13 PhDs) foundries/IDMs/pro
Slide 4: Semiconductors: A Snapshot
Semiconductors: A Snapshot AI Supercycle Accelerates $1T Semiconductor Revenues Earlier Than Expected (~2 years) © 2025 Weebit Nano Ltd. All rights reserved.
Slide 5: Embedded Non-Volatile Memory (NVM) is Strategic IP
Embedded Non-Volatile Memory (NVM) is Strategic IP Ubiquitous across Foundational to Drives Strategic across Growing Applications Modern Electronics Differentiation the Supply Chain • AI, IoT, automotive, Critical for: • Performance: faster • Designers: simplify industrial, medical, • Firmware and c
Slide 6: A Brief History of Non-Volatile Memory (NVM)
A Brief History of Non-Volatile Memory (NVM) ~2010 2024 Today ~2020 Flash Scaling Issues Alternatives Emerge Superior ReRAM is Chosen Choices Narrow Known Tech Wins Flash Replacement FeRAM MRAM MRAM MRAM Mass Magnetic CBRAM Production Issues The only ReRAM independent PCM ReRAM ReRAM ReRAM Multiple
Slide 7: ReRAM – Innovative NVM for a New Era
ReRAM – Innovative NVM for a New Era Weebit ReRAM Scales to advanced geometries where flash can’t Ultra-low power Cost-effective Easy to integrate Highly reliable even at high temperatures Immune to EMI and radiation Fully qualified per JEDEC and AEC-Q100 >90 patents/applications Weebit: The only in
Slide 8: The Rise of ReRAM
The Rise of ReRAM Embedded Emerging NVM Market (in $M) Embedded ReRAM Market Volume 2030 (# of Dies, in M units) 2024 2,000 1,800 23% 24% 1,600 32% 1,400 41% 1,200 1,000 800 27% CAGR24-30 ~88% 600 400 Total $142M 200 0 ReRAM 53% 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 MRAM PCM Total $
Slide 9: Strong and Experienced Board and Management Team
Strong and Experienced Board and Management Team David (Dadi) Atiq Raza Dr. Yoav Naomi Simson Ashley Krongold Anne Templeman- Perlmutter NON-EXEC. Nissan-Cohen NON-EXEC. NON-EXEC. Jones DIRECTOR NON-EXEC. DIRECTOR DIRECTOR DIRECTOR DEPUTY CHAIR CHAIRMAN Coby Hanoch CEO Alla Felder Ishai Naveh Ilan S
Slide 10: Recent Achievements
Recent Achievements © 2025 Weebit Nano Ltd. All rights reserved. 10
Slide 11: Recent Highlights
Recent Highlights MAR 2025 AUG 2025 SEP 2025 OCT 2025 OCT 2025 Completed Achieved record Taped-out first Q1 FY26: Achieved target AEC-Q100 150°C revenue in embedded record of three operation FY25, an module with quarterly product qualification for increase of 4X Weebit ReRAM customer customers autom
Slide 12: onsemi Licenses Weebit ReRAM IP
onsemi Licenses Weebit ReRAM IP Another proof point that ReRAM is the leading NVM choice for foundries/IDMs First Weebit ReRAM license to a top-tier Integrated Device Manufacturer (IDM) Currently being integrated into onsemi’s Treo platform onsemi provides intelligent power and sensing Targets most
Slide 13: Weebit ReRAM in Automotive
Weebit ReRAM in Automotive Increasing number of semiconductors per car Completed AEC-Q100 150°C Operation Qualification ~1,000 - 3,000 chip per car; an electric Audi or Volkswagen contains up to 8,000 chips* Key to getting designed into automotive MCUs & other components Automotive in need of new NV
Slide 14: The Journey to New AI Architectures with ReRAM
The Journey to New AI Architectures with ReRAM TODAY’S TWO CHIP SINGLE CHIP NEAR- IN-MEMORY COMPUTE NEUROMORPHIC SOLUTION MEMORY COMPUTE WITH RERAM COMPUTE WITH RERAM • Wasteful in terms of size & cost External NVM eliminated Computation performed within Future systems will mimic brain • Prohibitive
Slide 15: Opportunities Ahead
Opportunities Ahead © 2025 Weebit Nano Ltd. All rights reserved. 15
Slide 16: Addressing Fast-Growing Semiconductor Markets
Addressing Fast-Growing Semiconductor Markets >US$265 Billion TAM in Customer Markets Power Management ICs Automotive Semiconductors $64.8B by 2033 Mixed-Signal $132B by 2030 6.55% CAGR Power Management 12% CAGR Automotive IoT Microcontrollers IoT / MCUs Semiconductor Aerospace & Defense A&D Semicon
Slide 17: IP Business Model – Foundries & Fabless
IP Business Model – Foundries & Fabless Benefits of IP Model Foundry Process IP Low COGS Direct costs are License + NRE $ associated with supporting and maintaining IP $ Royalties $ No inventory $ Royalties Design IP $ $ High gross and Paid directly to Weebit operating margins Royalties License + NR
Slide 18: IP Business Model – Benefits with IDMs
IP Business Model – Benefits with IDMs IDMs design, manufacture and $ License fees sell their own devices $ NRE Develop products quickly for target end markets IDM $ Royalties Can integrate IP in multiple designs / products Process IP Design IP Accelerated Process transfer time-to-market and Customi
Slide 19: Every Foundry Deal Represents Multiple Customer Opportunities
Every Foundry Deal Represents Multiple Customer Opportunities Work in Progress FOUNDRIES … Work in Progress IDMs → Product Company → Products/Product Lines © 2025 Weebit Nano Ltd. All rights reserved. 19
Slide 20: Weebit's Differentiation
Weebit’s Differentiation COMPANY PEOPLE TECHNOLOGY SOLUTIONS CUSTOMERS • Only independent • Located: Israel & France • Low-power, cost- • Licensing • Multiple commercial provider of qualified • >50 personnel (90% effective, reliable NVM Semiconductor IP for deals, including tier-1 ReRAM technology e
Slide 21: 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 22: Thank You!
Thank You! www.weebit-nano.com www.weebit-nano.com