4ds Memory Ltd. · ASX:4DS
4ds Memory — Investor Presentation (June 2020)
16 slides from 4ds Memory's investor presentation, Jun 29, 2020
Slide 1: 4DS and imec Technical Results and International Capital Raise
For personal use only 4DS and imec TECHNICAL RESULTS AND INTERNATIONAL CAPITAL RAISE June 2020 1
Slide 2: Disclaimer
DISCLAIMER For personal use only IMPORTANT NOTICE. This presentation has been prepared by 4DS Memory Limited. (“4DS” or the “Company”) based on Forward looking statements information available to it as at the date of this presentation. The information in this presentation is provided in summary form
Slide 3: Company Highlights
COMPANY HIGHLIGHTS. For personal use only World-leading Silicon Valley based Interface Switching ReRAM developer Completed Additional Wafers Lot of 300mm wafers, most successful to date Demonstrated record improvement in speed and endurance 4DS is the most advanced Interface Switching ReRAM The most
Slide 4: The Challenge
For personal use only THE CHALLENGE. DRAM and NAND Flash are the main technologies utilized today. DRAM is super-fast, has NAND Flash is slow, has exceptional endurance but is limited endurance but is expensive and volatile cheap and non-volatile Both are US$95-56 billion annual markets – and growin
Slide 5: Storage Class Memory
For personal use only STORAGE CLASS MEMORY Attempts to combine the best characteristics of DRAM and NAND Flash STORAGE Storage Memory CLASS Access Time (Sec) NAND Non-Volatile MEMORY. Flash Volatile Storage DRAM Storage Class Memory is emerging as the leading Class Memory new category to extend the
Slide 6: Best Data Set Recorded by 4DS
For personal use only BEST DATA SET RECORDED BY 4DS. 4DS Interface Switching ReRAM has now shown record achievements in relevant Storage Class Memory categories Best endurance data recorded – two to three times better than previously reported Highest recorded speed near DRAM speed – an area-based Re
Slide 7: Seven Year Partnership with HGST
For personal use only SEVEN YEAR PARTNERSHIP WITH HGST. HGST, is a subsidiary of Western Digital Corporation (US$13.5 billion market cap), one of the largest global leaders in digital storage Strategic innovator in emerging high growth technologies Commenced JDA in 2014 – Renewed in 2015, 2016, 2017
Slide 8: World #1 and 4DS Partner
For personal use only WORLD # 1 AND 4DS PARTNER. imec, is the world’s #1 independent semiconductor development institute Collaborates with the who’s who of electronic products and systems Collaborates with makers of high-volume high-density memories Has a world leading track record in the transfer o
Slide 9: Collaboration Objectives
For personal use only COLLABORATION OBJECTIVES. imec and 4DS completed Additional Wafers Lot manufacturing after discussions and input from Western Digital Complete discussions with imec and HGST in July 2020 regarding next steps to incorporate new technical developments established from first megab
Slide 10: Board and Management
BOARD AND MANAGEMENT. For personal use only Global expertise founding and building high-tech companies. JIM Dr GUIDO HOWARD DORRIAN ARNOUT DIGBY Non-Executive Chairman CEO & Managing Director Non-Executive Director Served as CEO of several 30+ years in commercialising Former senior roles at IBM, Ado
Slide 11: Placement and Share Purchase Plan (SPP)
For personal use only PLACEMENT AND SHARE PURCHASE PLAN (SPP). Completed a A$ 4.5 million placement at A$0.045 per share to USA and Australian institutions and high net worth investors Placement was extremely well supported Undertaking a SPP for A$ 2.5 million at the same price as the placement for
Slide 12: Use of Proceeds
For personal use only USE OF PROCEEDS Fast track the manufacture of a megabit chip with imec and Western Digital / HGST File additional patents and maintain existing 23 granted patents General working capital 12
Slide 13: Capital Structure
For personal use only CAPITAL STRUCTURE. ASX Code 4DS Market Cap (Fully Diluted) A$ 64 Million* Ordinary Shares on Issue 1,296 Million* Unlisted Options 129 Million Cash ~A$9.25 Million – July 2020** Board and Management 6.1%*** *As at 29 June 2020 placement price and assumes successful SPP **Assume
Slide 14: Value Proposition
For personal use only VALUE PROPOSITION. 4DS is developing a breakthrough Interface Switching ReRAM Storage Class Memory solution Recently produced pivotal data applicable for Storage Class Memory and best to date Seven year strategic partnership with HGST, leader in digital storage Imec - strategic
Slide 15: Timetable
For personal use only TIMETABLE*. Record Date for SPP Friday, 26 June 2020 Booklet Despatch and Opening of SPP Friday, 3 July 2020 Settlement of Placement Friday, 3 July 2020 Allotment of Placement Shares Monday, 6 July 2020 Trading of Placement Shares on ASX Monday 6 July 2020 Closing date of SPP F
Slide 16: Thank You
For personal use only THANK YOU SILICON VALLEY 3155 Skyway Court Fremont CA 94539 UNITED STATES AUSTRALIA ABN 43 145 590 110 Level 2, 50 Kings Park Road West Perth WA 6005 ASX Code: 4DS AUSTRALIA www.4dsmemory.com 16