Weebit Nano Ltd. · ASX:WBT
Weebit Nano — Investor Presentation (September 2017)
23 slides from Weebit Nano's investor presentation, Sep 11, 2017
Slide 1: Corporate Presentation (ASX: WBT) September 2017
For personal use only Corporate Presentation (ASX: WBT) September 2017
Slide 2: Key Investment Highlights
KEY INVESTMENT HIGHLIGHTS For personal use only MASSIVE STORAGE MARKET DRIVERS DEMAND Content explosion and Artificial Intelligence Exponential increase in demand for (AI) are creating new opportunities for memory storage memory technologies (e.g. ReRAM) EXCELLENT DEVELOPMENT ON TRACK RESULTS On tar
Slide 3: Share Information
SHARE INFORMATION For personal use only CAPITAL STRUCTURE SHAREHOLDING BREAKDOWN 01 ASX Code: WBT 02 Share price*: 1.8 cents 9.15% 50.92% 39.93% 03 Shares on issue: 1176m 04 Options: 80.3m TOP 20 OTHER 05 Market cap*: $10.8m BOARD & MANAGEMENT Excluding Board & Management 06 Cash (30 Jun 17): $1.7m
Slide 4: Weebit Nano at a Glance
Weebit Nano AT A GLANCE For personal use only Listed on the ASX in August 2016 Targeting the storage market which is estimated at > USD$40B R&D and HQ in Israel, R&D partnership with CEA-Leti, France Business & Tech partners – CEA-Leti France & Rice University, USA Developing next-gen solution based
Slide 5: Leadership Team
LEADERSHIP TEAM For personal use only INVENTOR CHAIRMAN CEO* VP R&D Scientist of the Year 2013 Ex-Intel EVP Extensive management Two decades in R&D magazine IEEE Fellow and financial experience Semiconductors engineering Inducted to the National Has led intel into Financially led a variety of 45nm N
Slide 6: Expectations Met
EXPECTATIONS MET SEPT 2017 For personal use only 300nm Array imminent & 40nm Every committed milestone met engineering with fast write speeds MAY 2017 ON TRACK MARCH 2017 Miniaturisation started to reach 40nm miniaturisation Electrical results validation by end of NOVEMBER 2016 2017 Successful Techn
Slide 7: Seeing Is Believing
SEEING IS BELIEVING For personal use only Magnified images of our ReRAM semiconductor chip 1Kb Array Cells 40nm ReRAM Cell 6500x 20,000x 50,000x 200,000x MAGNIFCATION MAGNIFCATION MAGNIFCATION MAGNIFCATION Confidential 6
Slide 8: AI applications becoming part of everyday lives
SPEECH RECOGNITION For personal use only AUTONOMOUS PREDICTIVE TRANSLATION CARS ANALYTICS RECOGNITION INTELLIGENT IMAGE PERSONAL MACHINES RECOGNITION ASSISTANCE Becoming part of our everyday lives Confidential 7
Slide 9: Data Explosion Is Coming
DATA EXPLOSION IS COMING For personal use only Confidential 8
Slide 10: Industry Endorsement
INDUSTRY ENDORSEMENT “We live in a new data economy For personal use only that will generate huge amounts of data. Autonomous vehicles and the network that connects them will generate lots of data. The Internet NEW DATA of Things will also be a big source ECONOMY of data. Cognitive computing and art
Slide 11: Virtuous Cycle
Now -The AI VIRTUOUS CYCLE era Re RAM For personal use only 2015 3D NAND Innovation drives 256 technology which 80’s Flash GB in turn generates 128 new demands. GB Faster and 60’s Magnetic Hard Drive GB more Energy efficient Unprecedented Data Storage 5MB Laptop & Smart phone 1956 IBM 1st magnetic d
Slide 12: A Better Fit with Emerging Computer Architectures
A BETTER FIT WITH EMERGING Storage Class Memory (SCM) - COMPUTER ARCHITECTURES Closes the Gap between For personal use only Memory & Computing LOCAL, REMOTE, LOW ENERGY & FAST Weebit HIGH ENERGY & SLOW Volatile memory ReRAM Non-Volatile Storage COMPUTING SRAM DRAM Flash SSD Hard Disk HUGE GAP Drive
Slide 13: Weebit ReRAM Technology
WEEBIT ReRAM TECHNOLOGY For personal use only Designed for next generation technology ENERGY EFFICIENCY Ultra Low Power SPEED – READ AND WRITE Significantly faster than Flash INTEGRATION Bringing the memory closer to the processor LOW COST / NO SPECIAL MANFACTURING TECHNOLOGY & NO RETOOLING Manufact
Slide 14: Promising Technology
PROMISING TECHNOLOGY For personal use only Ultra-fast write speed performance coupled with low energy requirements FAST ENERGY EFFICIENT SCALABLE Very fast Standard components 40nm array engineering write speeds voltage levels Ongoing integration, Significantly faster Very low voltage similar densit
Slide 15: Best Manufacturability = Shortest Time to Market
BEST MANUFACTURBILITY = SHORTEST TIME TO MARKET For personal use only SILICON OXIDE Weebit NANO NEXT-GEN MEMORY SOLUTION ✓ Fab Friendly – 50 year process & manufacturing experience ✓ Compatibility – well integrated with existing proven processes SILICON OXIDE MANUFACTURABLE ANYWHERE ReRAM Not Used i
Slide 16: Competitive Advantage
COMPETITIVE ADVANTAGE For personal use only Faster and Cheaper to Manufacture Materials Silicon Oxide Pr, Ca, Mn* Silver Tellurium Production ready Difficult to run in Difficult to run in Difficult to run in Manufacturability materials a production Fab a production Fab a production Fab Speed Fast RD
Slide 17: Shortest Time to Prototype
SHORTEST TIME TO PROTOTYPE For personal use only Memory Kb Array this year No Array was 512Kb 8Mb Array Capacity Mb Array next year published 300nm Dimension 40nm 40nm 130nm 40nm Development <2 years* 7 years 7 years >10 years time Based on public information *Time to commercially viable product Con
Slide 18: Alliance with CEA-Leti
For personal use only ALLIANCE WITH CEA - LETI Partnering for highly manufacturable ReRAM FROM PROTOTYPES TO MANUFACTURING CUSTOMERS PRODUCTION ALLIANCES Intel, ST Microelectronics, Proven international track record in Over 330 industrial partners Globalfoundries moving from R&D to production MEMORY
Slide 19: Technology Roadmap & Key Business Milestones
TECHNOLOGY ROADMAP & KEY BUSINESS MILESTONES only TECHNOLOGY DEVELOPMENT BUSINESS DEVELOPMENT STRATEGY personal use Technology Technology Demonstration PARTNERSHIP WITH INDUSTRY LEADERS transfer to Leti Initial discussion with Industry leaders (manufacturing, components, systems, Industry leaders In
Slide 20: Key Investment Highlights
KEY INVESTMENT HIGHLIGHTS For personal use only MASSIVE STORAGE MARKET DRIVERS DEMAND Content explosion and Artificial Intelligence Exponential increase in demand for (AI) are creating new opportunities for memory storage memory technologies (e.g. ReRAM) EXCELLENT DEVELOPMENT ON TRACK RESULTS On tar
Slide 21: Disclaimer
DISCLAIMER For personal use only 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; ou
Slide 22: Thank You
For personal use only THANK YOU
Slide 23: Storage Class Memory – A Primer
STORAGE CLASS MEMORY – A PRIMER For personal use only Bridging the gap between memory & storage CPU VOLATILE MEMORY loses data when power is off Very Fast, close to SRAM the CPU but very DRAM Expensive STORAGE CLASS MEMORY Slow, cheap but NON-VOLATILE MEMORY SSD - Flash Data is stored even when far