Adisyn Limited · ASX:AI1
Adisyn — AI & Semiconductors: ASX-Listed Stocks Investor Webinar (September 2026)
21 slides from Adisyn's conference presentation, Sep 22, 2026
Slide 1: AI & Semiconductors: ASX-Listed Stocks Investor Webinar
rsonal use only AI & Semiconductors: ASX-Listed 22 September 2026 Adisyn Ltd (ASX:AI1) Stocks Investor Webinar
Slide 2: Disclaimer
rsonal use only Disclaimer This information contained in this presentation has been prepared by Adisyn Ltd (ACN 155 473 304) (ASX:AI1 or ‘the Financial Data. All dollar values are in AUD dollars (AUD or $) and are unaudited (unless otherwise presented). This Company’) and makes statements about it a
Slide 3: Who is Adisyn
W HO I S A D I S Y N Who is Adisyn Adisyn Ltd is publicly listed on the Australian Securities Exchange (ASX) under the ticker AI1 (ASX:AI1) rsonal use only 01 02 03 2D Generation 2D Radar Absorbers IT and cyber security A fully owned subsidiary. Development of A subsidiary of 2D Generation. Radar Th
Slide 4: Semiconductor $1T Milestone Accelerated
T HE M ARKET Semiconductor $1T Milestone Accelerated rsonal use only $1.0T Milestone crossed The industry passes one trillion dollars this decade. $1.5T By 2030 (F) AI is what pulls the curve above the earlier forecast. SOURCE: TSMC 4
Slide 5: The AI market drives the semiconductor ecosystem
T HE M ARKET The AI market drives the semiconductor ecosystem rsonal use only $1,157.6 $1,037.3 $932.4 AI Non-AI $841.0 $671.4 $691.8 $622.0 $547.1 $564.3 $525.4 71.7% $446.7 65.0% 58.1% 51.5% 42.3% 34.2% 9.7% 15.8% 22.7% 26.7% 12.3% 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 Source: IBS
Slide 6: High Performance Computing's Primary Barrier
IN T ERFACE RESISTA NCE High Performance Computing’s Primary Barrier Interfaces contributes >50% of resistance Resistance (R) escalates at small dimensions rsonal use only >5 interfaces at narrow via-line connections Higher resistance = higher dynamic power loss Atomic-level nucleation and terminati
Slide 7: What the Industry Needs
High Performance 01 Increasing speed of device rsonal use only W HAT T HE I NDU STRY N EEDS Industry Must- Low Power 02 Have Solutions Reducing power consumption To support the coming demands. High Density 03 Smaller chips or stacked chips, to process more data Requirements for high performance, low
Slide 8: Unique and patented process
Unique and patented process rsonal use only Four patent families sit behind it. 2D GENERATION PROCESS <450°C Compatible with fab constraints A unique and patented process, ALD based. Low-temperature, well below 450°C. Uses readily compatible with fab constraints available precursors. Automic Layer D
Slide 9: Expanding IP Coverage Across the Graphene Interconnect Stack
T HE M OAT Expanding IP Coverage Across the Graphene Interconnect Stack rsonal use only Third Patent Extends Adisyn’s Graphene IP into Non-metallic Surfaces • Patents 1 & 2: Cover graphene deposition onto metallic • This creates multiple potential points of IP relevance surfaces and resulting metal-
Slide 10: Successful Deposition of Continuous Layer Of Graphene at Low Temperature
T HE PROOF Successful Deposition of Continuous Layer Of Graphene at Low Temperature rsonal use only Tungsten protection layer ~1 nm layer of graphene, d = 3.4 ± 0.3 Å Graphene layers Copper substrate 10
Slide 11: Raman Analysis – Low-temp PEALD Graphene Deposition on Copper Substrate
THE PROO F rsonal use only Raman Analysis – Low-temp PEALD Graphene Deposition on Copper Substrate The low-temp deposition shows both. The copper reference sample shows neither. 11
Slide 12: August 2026: Scale-up milestone on a 200mm wafer
THE PROO F August 2026: Scale-up milestone on a 200mm wafer Independent tests confirmed graphene across 12 sampled locations. rsonal use only 12 of 12 5 200mm Sampled locations confirmed Measurements per location Wafer 12
Slide 13: What the 200mm Result Means
Scale rsonal use only Immediate indication of potential to scale to 300mm, WH AT TH E 200 MM R ES UL T M EAN S critical for AI and HPC devices. 7.7M(~2M SAM) Specialty device makers wafer starts a month, and a Opens the avenue to engage with specialty device makers, path to potential first revenue w
Slide 14: Hitting milestones at increasing velocity
T HE J OU RN EY Hitting milestones at increasing velocity rsonal use only April 2026 August 2026 ❖300mm wafer Deposition using ALD at ❖Repeatability and Repeatable graphene below 300°c, well below Major graphene scale up to manufacturability testing deposition below 300°C thermal limit for the Demon
Slide 15: Highly Scalable Revenue Model
T HE M ONE Y Highly Scalable Revenue Model From Patent Portfolio → Non-Recurring Engineering Revenue → Low-Rate Production → Industry Adoption → Recurring Royalties rsonal use only Illustrative royalty economics — US$10 per wafer Annual wafers using technology Illustrative annual royalty revenue* Ap
Slide 16: Appendix
Adisyn Ltd (ASX:AI1) rsonal use only Appendix Kevin Crofton investors@adisyn.com David Tasker dtasker@chapteroneadvisors.com.au Michael Shaw-Taylor mst@sandtoncapital.com.au Executive Chair, AI1 IR / PR Corporate Advisor
Slide 17: Intellectual Property
T HE M OAT Intellectual Property Four patent families covering the interconnect including both sides of the barrier interface. rsonal use only 01 02 Graphene coated non-metallic surfaces, devices Graphene coated metallic surfaces, devices and and method thereof method of manufacture thereof Directed
Slide 18: Proven business models used in the semi industry
T HE M ODEL Proven business models used in the semi industry rsonal use only Process platform plus running royalty The classic approach, but with the lowest potential revenue. Large paid technology transfer / joint-development programme Long programme, large revenue and very long timelines. For exam
Slide 19: The Physical Meaning of 30dB: Reducing Radar Signature by 1,000 Times
The Physical Meaning of 30dB: Reducing Radar Signature by 1,000 Times Multi-band Radar Systems Detect UAVs rsonal use only Before After Earlier Than Ever Standard UAV Stealth Butterfly Ho w m odern r a dar sy stem s detect ua v s • Transmits a pulse of radio frequencies • The signals hit an object,
Slide 20: The Adisyn Solution
T HE SECON D LI NE The Adisyn Solution Graphene-enhanced structural components which are light, strong and possess significant radar -absorbing properties. rsonal use only Proof-of-concept result: 20dB reduction, a 100-fold decrease in radar return, successfully achieved in the lab by integrating ad
Slide 21: Thank You
Adisyn Ltd (ASX:AI1) rsonal use only Thank You Kevin Crofton investors@adisyn.com David Tasker dtasker@chapteroneadvisors.com.au Michael Shaw-Taylor mst@sandtoncapital.com.au Executive Chair, AI1 IR / PR Corporate Advisor
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