Weebit Nano Ltd. · ASX:WBT
Weebit Nano — Investor Presentation (November 2022)
21 slides from Weebit Nano's investor presentation, Nov 14, 2022
Slide 1: ReRAM: The Next NVM is Here
ReRAM: The Next NVM is Here Investor Meetings November 2022
Slide 2: Who we are
Who we are Leading developer of innovative memory technologies Bringing to market Weebit ReRAM – next-generation NVM technology Enabling a new era of intelligent connected devices Global NVM Market (US$B)* Founded: 2015 Signed 1st commercial deal Located in Israel & France Ongoing discussions with 1
Slide 3: Strong board with world-renowned semiconductor industry experience
Strong board with world-renowned semiconductor industry experience David (Dadi) Dr. Yoav Atiq Raza Fred Bart Ashley Krongold Coby Hanoch Perlmutter Nissan-Cohen NON-EXEC. NON-EXEC. NON-EXEC. CEO CHAIRMAN EXEC. DIRECTOR DIRECTOR DIRECTOR DIRECTOR Copyright 2022 Weebit Nano, Ltd. 3
Slide 4: Strong and experienced management
Strong and experienced management Ishai Naveh Amir Regev Ilan Sever Eran Briman Alla Felder Coby Hanoch CTO VP TECH. VP R&D VP MARKETING & CFO CEO DEVELOPMENT BUSINESS DEV. Copyright 2022 Weebit Nano, Ltd. 4
Slide 5: Increasing global semiconductor R&D investment
Increasing global semiconductor R&D investment Geopolitics driving countries to invest Government Investments & Incentives locally in semiconductor R&D United States $52B + 8 new fabs US CHIPS Act / EU Chips Act to boost new fab US CHIPS construction & advanced R&D in these regions Act European Unio
Slide 6: Embedded ReRAM market – approaching the tipping point
Embedded ReRAM market – approaching the tipping point Embedded ReRAM Market Size 2021 - 2027 Embedded emerging NVM market expected to reach $2.9B by 2027 $957m ReRAM expected market share: 33% 94% CAGR Embedded memory is a clear differentiator for semiconductor companies $168m $18m 8th July 2022 202
Slide 7: The evolution of ReRAM: The Next NVM is Here
The evolution of ReRAM: The Next NVM is Here 1960s – 2010s 2015 – 2016 2017 – 2018 2019 – 2021 2022 – onwards ReRAM spent Weebit founded Weebit’s first Weebit’s technology Customers requesting decades in research Partnering with Leti demonstrations of matures ReRAM now and development to
Slide 8: ReRAM addresses a broad range of application requirements
ReRAM addresses a broad range of application requirements Mixed-Signal / Aerospace IoT / MCUs Edge AI Automotive Power Mgmt & Defense Back-end-of-line tech for easy analog integration Cost-efficiency Ultra-low power consumption Robustness in high temp / extreme environments Scaling advantage at 28nm
Slide 9: The Weebit ReRAM advantage
The Weebit ReRAM advantage 3-4x 100x ~100x <40nm Lower added wafer cost Better endurance More energy efficient Scales to processes far vs. flash vs. flash vs. flash below limits of flash 2-mask adder Low voltage, low currents Proven @ 28nm 105-106 P/E cycles Standard materials Zero stand
Slide 10: Significant progress in last 12 months
Significant progress in last 12 months NOV 2022 First production- OCT 2022 fab wafers Final qualification integrating 28nm OCT 2022 of ReRAM IP Weebit IP ReRAM selector module. JUN 2022 can achieve high Industrial-grade ReRAM IP densities needed temperatures MAR 2022 module fully for discrete & Star
Slide 11: On the path towards commercialisation with SkyWater
On the path towards commercialisation with SkyWater SkyWater Technology (Nasdaq:SKYT) – the only US-owned pure-play silicon foundry – Taking Weebit ReRAM to volume production CEO Coby Hanoch holding a SkyWater wafer November 8, 2022 First Weebit ReRAM wafers from a production fab September 2021 June
Slide 12: First silicon wafers integrating Weebit ReRAM received from SkyWater's U.S. production fab
First silicon wafers integrating Weebit ReRAM received from SkyWater’s U.S. production fab Major milestone toward commercialisation of Weebit ReRAM at SkyWater Manufactured in 130nm CMOS: a sweet spot for analog/ mixed-signal designs Wafers will now be sliced into chips, packaged, tested and qua
Slide 13: Successfully completed ReRAM memory module qualification
Successfully completed ReRAM memory module qualification Qualification is a key step for every semiconductor product on each new target process Qualified wafer lots met JEDEC microelectronics standards for endurance, retention, and SMT reflow at industrial temperatures Results show repeatability, un
Slide 14: ReRAM selector further enhanced to increase target applications
ReRAM selector further enhanced to increase target applications Weebit ReRAM selector now suitable for both embedded and discrete applications Significantly increases number of target applications Suitable for future embedded applications that will benefit from higher densities e.g., edge AI and aut
Slide 15: Scaling Weebit ReRAM to 22nm
Scaling Weebit ReRAM to 22nm Addresses the need for new NVM at one of the industry’s most common process nodes Designing a full IP memory module targeting an advanced 22nm FD-SOI process FD-SOI: high performance at very low voltage/ low leakage; broadly adopted by the industry Weebit ReRAM + FD-SOI
Slide 16: Increasing market engagement
Increasing market engagement Progressing with Tier-1 fabs and customers Tier-1 fabs experiencing increasing demand for advanced NVM; actively looking for suitable solutions Evaluation engagements very detailed and require significant work, but present real potential for expanding Weebit’s commercial
Slide 17: Weebit Nano key targets for FY23
Weebit Nano key targets for FY23 SkyWater Fab Partners Customers Conclude qualification of Sign an agreement Close initial customer embedded ReRAM module at with a Tier-1 fab agreements SkyWater Automotive Continue R&D Scaling 22nm Qualify the technology also Further technical Continue scaling down
Slide 18: Key takeaways
Key takeaways Weebit ReRAM: The Next NVM is Here! Weebit is on track Weebit ReRAM has Making strong tech Board & mgmt. to deliver a The industry needs unique advantages; progress: 1st wafers have extensive production solution a new Non-Volatile is well positioned to from a production semiconductor a
Slide 19: ReRAM IS HERE
ReRAM IS HERE Copyright 2022 Weebit Nano, Ltd. 19
Slide 20: 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 21: Thank You!
Thank You! www.weebit-nano.com