Weebit Nano Ltd. · ASX:WBT

Weebit Nano — Investor Presentation (March 2026)

52 slides from Weebit Nano's investor presentation, Mar 26, 2026

  1. Slide 1: Accelerating commercial progress & AI innovation

    Accelerating commercial progress & AI innovation March 2026

  2. Slide 2: Important notice and disclaimer

    Important notice and disclaimer IMPORTANT: You are advised to read the following carefully before making any use of the information contained in this presentation. SUMMARY INFORMATION This presentation has been prepared by Weebit Nano Limited (ACN 146 455 576) ('Issuer' or ‘Weebit’). It is a present

  3. Slide 3: Important notice and disclaimer

    Important notice and disclaimer Weebit is not licensed to provide financial product advice in respect of an investment in securities. Cooling off rights do not apply to the acquisition of Shares. Any investment in any publicly-traded company, including Weebit, is subject to significant risks of loss

  4. Slide 4: Important notice and disclaimer

    Important notice and disclaimer Although the Issuer believes these non-IFRS financial information/non-GAAP financial measures provide useful information to investors in measuring the financial performance and condition of its business, investors are cautioned not to place undue reliance on these non

  5. Slide 5: Important notice and disclaimer

    Important notice and disclaimer Investors are strongly cautioned not to place undue reliance on forward-looking statements, particularly in light of the current economic climate and geopolitical tensions such as the Middle East and Russian-Ukrainian military conflicts. Forward-looking statements are

  6. Slide 6: Important notice and disclaimer

    Important notice and disclaimer The JLMs and their respective Beneficiaries: • have not independently verified any of the information in this presentation and take no responsibility for any part of this presentation or the capital raising; • have not authorised, permitted or caused the issue, lodgem

  7. Slide 7: Important notice and disclaimer

    Important notice and disclaimer The JLMs and/or their Beneficiaries may, from time to time, have long or short positions in, buy or sell (on a principal basis or otherwise), and may act as market makers in, the securities or derivatives, or serve as a director of any entities mentioned in this prese

  8. Slide 8: Important notice and disclaimer

    Important notice and disclaimer ACKNOWLEDGEMENT AND AGREEMENT In consideration for being given access to this presentation, you confirm, acknowledge, agree to and represent and warrant the matters set out in this ‘Important notice and Disclaimer’, the ‘International offer restrictions’ on slides 47

  9. Slide 9: Executive summary

    Executive summary Underwritten Capital Raising of A$80m to support the commercialisation and scale-up of Weebit Nano’s ReRAM offering, accelerate AI innovation and investment in technology 1 2 3 ReRAM at inflection point as emerging Underwritten Capital Raising to Weebit Nano is a leading developer

  10. Slide 10: Use of proceeds – Overview

    Use of proceeds – Overview Proceeds from the Underwritten Capital Raising will be used to accelerate scale-up and commercialisation of Weebit Nano’s technology, AI innovation and development of leading ReRAM technology Tools and Overview Team infrastructure Outcomes Total Accelerate scale-up ● Autom

  11. Slide 11: Capital to support and accelerate parallel customer commercialisation

    Capital to support and accelerate parallel customer commercialisation Illustrative customer engagement and commercialisation process Strengthening each leg of the Introduction & sales engagement commercialisation process Initial customer engagement, technology evaluation and business negotiations 1

  12. Slide 12: Investment highlights

    Investment highlights Weebit Nano owns the only independent, qualified, scalable ReRAM IP positioned to power the next generation of edge and AI chips, with early contract win momentum and a well credentialed leadership Rapidly growing demand for advanced semiconductor components with high endurance

  13. Slide 13: AI applications: Critical role of Weebit's ReRAM technology

    AI applications: Critical role of Weebit’s ReRAM technology Rapid expansion of global AI adoption is driving the need for next-generation memory technologies – Weebit’s ReRAM uniquely enables scalable, low-power AI compute architectures Global edge AI and AI chips market (US$B)1,2 AI adoption drivin

  14. Slide 14: Weebit's accelerating commercialisation

    Weebit’s accelerating commercialisation © 2026 Weebit Nano Ltd. All rights reserved. 14

  15. Slide 15: 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 & US Including tier-1 IDMs TI & onsemi; >60 employees (~90% ongoing discussions/evals with >20 engineers/scientists; 19 PhDs) foundri

  16. Slide 16: Why is Weebit Nano's ReRAM technology superior

    Why is Weebit Nano’s ReRAM technology superior 3-4x >10x ~100x <28nm Lower added wafer cost Better endurance More energy efficient Scales to processes far vs. embedded flash vs. embedded flash vs. embedded flash below limits of flash ✓ 2-mask adder (vs. ~10) ✓ Low voltage, low current ✓ Proven @ 28n

  17. Slide 17: Customer opportunities: current progress and growth pipeline

    Customer opportunities: current progress and growth pipeline Multiple current commercial deals (including Tier 1 IDMs) in evaluation with strong pipeline for new customer wins JAN-2025 SEP-2021 • Onsemi is a leading global player in • Signed first commercial license silicon power solutions with Skyw

  18. Slide 18: Case study: Texas Instruments licenses Weebit ReRAM IP

    Case study: Texas Instruments licenses Weebit ReRAM IP Reinforces Weebit’s position as the leading independent provider of ReRAM technology Weebit ReRAM to be integrated into TI’s advanced process nodes for embedded processing semiconductors “The TI and Weebit Nano A strong signal that the industry

  19. Slide 19: IP business model benefits

    IP business model benefits Benefits of IP model to foundries and fabless Benefits of model to IDMs designers Asset light efficiency: Inventory-free model drives a superior margin Time to market acceleration: Streamlined development cycle profile by restricting direct costs to the support and mainten

  20. Slide 20: Market opportunity: Weebit Nano's opportunity in ReRAM

    Market opportunity: Weebit Nano’s opportunity in ReRAM Weebit Nano owns the only independent, qualified, scalable ReRAM IP, with demand forecast to grow rapidly based on its substantial advantages over incumbent flash technology Fast growing end markets Embedded Emerging NVM Market (US$B)1 Automotiv

  21. Slide 21: ReRAM enabling innovation in AI

    ReRAM enabling innovation in AI © 2026 Weebit Nano Ltd. All rights reserved. 21

  22. Slide 22: The journey to new AI architectures with ReRAM

    The journey to new AI architectures with ReRAM ReRAM is deeply embedded in chip design, architectures are central to the transformation of AI, bringing memory and compute together for faster, brain-like intelligence Technology Overview Considerations Today’s two chip solution ● Increases cost – requ

  23. Slide 23: Use case deep dive: Why is ReRAM needed for edge AI

    Use case deep dive: Why is ReRAM needed for edge AI ReRAM is essential for scaling edge AI, reducing data movement and power consumption, enabling ultra-low-power, high-bandwidth processing required for real-time intelligence Benefits of ReRAM for edge AI Decrease latency to enable ● ReRAM can store

  24. Slide 24: Equity raising

    Equity raising © 2026 Weebit Nano Ltd. All rights reserved. 24

  25. Slide 25: Capital position and sources and uses

    Capital position and sources and uses Well funded to capitalise on growth, with significant growth in revenue and cash receipts Well funded for growth with ~A$150m1 cash at bank post underwritten institutional placement Weebit recent cash inflows and revenues (A$m) Supports significant medium-term i

  26. Slide 26: Equity raising offer summary

    Equity raising offer summary • A$80 million underwritten institutional placement (Placement) of approximately 19.8 million new shares, equating to ~9.4% of existing Weebit shares Offer structure on issue, and up to an additional A$10 million Israeli placement of approximately 2.5 million new shares

  27. Slide 27: Indicative equity raising timeline

    Indicative equity raising timeline Key event Date Record Date for Eligibility to participate in SPP Wednesday, 25 March 2026 (7:00PM) Trading Halt lodged and announcement of Placement and the Israeli Placement Thursday, 26 March 2026 Announcement of completion of Placement and Israeli Placement and

  28. Slide 28: Opportunities ahead

    Opportunities ahead © 2026 Weebit Nano Ltd. All rights reserved. 28

  29. Slide 29: Every foundry deal represents multiple customer opportunities

    Every foundry deal represents multiple customer opportunities Coming Work in Soon Progress FOUNDRIES Coming Work in Coming Soon Soon Progress IDMs → Product Company → Products/Product Lines © 2026 Weebit Nano Ltd. All rights reserved. 29

  30. Slide 30: Weebit Nano key targets for 2026

    Weebit Nano key targets for 2026 Revenue Products Customers FY26 revenue First product First AI customer guidance company customer engagement >A$10M tape-out1 Delivering on these milestones will continue to cement Weebit’s position as the leading independent provider of ReRAM technology © 2026 Weebi

  31. Slide 31: Appendix 1: Weebit's strategic AI initiatives

    Appendix 1: Weebit’s strategic AI initiatives © 2026 Weebit Nano Ltd. All rights reserved. 31

  32. Slide 32: Case study: Weebit ReRAM selected for Korean In-Memory Compute (IMC) program

    Case study: Weebit ReRAM selected for Korean In-Memory Compute (IMC) program Address energy and performance limitations of GOAL conventional AI accelerators Analog IMC can significantly improve throughput and RATIONALE energy efficiency for AI inference workloads DELIVERABLE A complete, repeatable d

  33. Slide 33: Case study: Weebit ReRAM selected for Korean In-Memory Compute (IMC) program

    Case study: Weebit ReRAM selected for Korean In-Memory Compute (IMC) program Moving beyond small-scale test structures toward large, device-array- based silicon implementations Demonstrating integration of emerging synapse-device arrays with commercial silicon-CMOS processes and circuits Fabrication

  34. Slide 34: Other strategic AI initiatives with Weebit ReRAM

    Other strategic AI initiatives with Weebit ReRAM ❖ WHO: Major industry R&D teams and leading academia in Israel ❖ GOAL: Develop a technology infrastructure enabling neuromorphic processing capabilities for various edge products with power consumption three orders of magnitude lower than the state of

  35. Slide 35: Appendix 2: Key risks

    Appendix 2: Key risks © 2026 Weebit Nano Ltd. All rights reserved. 35

  36. Slide 36: Risk factors

    Risk factors An investment in Weebit involves general risks associated with an investment in the share market. The price of New Shares may rise or fall. There are also a number of risk factors, both specific to Weebit and of a general nature, which may affect the future operating and financial perfo

  37. Slide 37: Risk factors (cont')

    Risk factors (cont’) Macroeconomic risks The United States government has and continues to make significant changes in U.S. trade policy and has taken certain actions that could negatively impact the United States trade, including imposing tariffs on certain imported goods and prohibiting certain im

  38. Slide 38: Risk factors (cont')

    Risk factors (cont’) Risks in respect of Weebit’s current operations Current Non-Volatile Memory (NVM) technologies, including Flash, OTP and MTP face technological barriers to meet long term customer requirements and demands. These barriers include the ability to reduce costs, improve power consump

  39. Slide 39: Risk factors (cont')

    Risk factors (cont’) Risks in respect of Weebit’s current operations Weebit’s intellectual property licensing business model may impact its ability to achieve its business targets, as some partners and customers may prefer to develop their own intellectual property. As an Business model risk emergin

  40. Slide 40: Risk factors (cont')

    Risk factors (cont’) Risks in respect of Weebit’s current operations Weebit continues to pursue intellectual property protection in the form of patents for newly developed technologies. However, if Weebit fails to protect its intellectual property rights, competitors may gain access to its technolog

  41. Slide 41: Risk factors (cont')

    Risk factors (cont’) Risks in relation to the Offer Although the Placement is underwritten, there is a risk that the amount of proceeds that may be raised by Weebit through the Placement could be adversely impacted by one or more events which may or may not be within the control of Weebit, including

  42. Slide 42: Risk factors (cont')

    Risk factors (cont’) Risks in relation to the Offer • any event specified in the timetable in the Placement Agreement is delayed for more than two Business Days without the prior written approval of the Lead Manager; • there is an event or occurrence, including any statute, order, rule, regulation,

  43. Slide 43: Risk factors (cont')

    Risk factors (cont’) Risks in relation to the Offer • the occurrence of any of the following: • subject to paragraph below, hostilities not existing at the date of the Placement Agreement commence (whether war has been declared or not) or a major escalation in existing hostilities occurs (whether wa

  44. Slide 44: Risk factors (cont')

    Risk factors (cont’) General risks The market price of Weebit’s shares may fluctuate due to various factors, many of which are non-specific to Weebit, including recommendations by brokers and analysts, Australian and international Share price general economic conditions, inflation rates, interest ra

  45. Slide 45: Risk factors (cont')

    Risk factors (cont’) General risks In the ordinary course of conducting its business, Weebit is exposed to potential litigation and other proceedings, including through claims of breach of agreements, intellectual property infringement or in relation to employees (through personal injuries, occupati

  46. Slide 46: Risk factors (cont')

    Risk factors (cont’) General risks Joint venture parties, agents, Weebit is unable to predict the risk of financial failure or default by a participant in any joint venture to which Weebit is or may become a party or the insolvency or managerial failure by any of the contractors used by Weebit in an

  47. Slide 47: Appendix 3: Jurisdictions

    Appendix 3: Jurisdictions © 2026 Weebit Nano Ltd. All rights reserved. 47

  48. Slide 48: International Offer Restrictions

    International Offer Restrictions This document does not constitute an offer of new ordinary shares (“New Shares”) of the Company in any jurisdiction in which it would be unlawful. In particular, this document may not be distributed to any person, and the New Shares may not be offered or sold, in any

  49. Slide 49: International Offer Restrictions (Cont')

    International Offer Restrictions (Cont’) This document has not been, and will not be, registered with or approved by any securities regulator in the European Union. Accordingly, this document may not be made available, nor may the New Shares be offered for sale, in the European Union except in circu

  50. Slide 50: International Offer Restrictions (Cont')

    International Offer Restrictions (Cont’) This document has not been registered, filed with or approved by any New Zealand regulatory authority under the Financial Markets Conduct Act 2013 (the “FMC Act”). The New Shares are not being offered or sold in New Zealand (or allotted with a view to being o

  51. Slide 51: International Offer Restrictions (Cont')

    International Offer Restrictions (Cont’) This document has not been delivered for approval to the Financial Conduct Authority in the United Kingdom and no prospectus (within the meaning of Regulation 21 of The Public Offers and Admissions to Trading Regulations 2024 (“POATRs”)) has been published or

  52. Slide 52: 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

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