Weebit Nano Ltd. · ASX:WBT
Weebit Nano — Investor Presentation (October 2024)
25 slides from Weebit Nano's investor presentation, October 2024
Slide 1: Accelerating Progress with Commercial Deals
Accelerating Progress with Commercial Deals October 2024 Investor Presentation
Slide 2: Introduction
Introduction Weebit Nano Proprietary 2
Slide 3: Weebit: Leading Vendor of ReRAM IP
Weebit: Leading Vendor of ReRAM IP Advanced Non-Volatile Memory (NVM) Now Entering Production Founded: 2015 Multiple commercial deals Located: Israel & France AU $1million revenues received 50 personnel(1) (90% Ongoing discussions & evals engineers/scientists; 13 PhDs) with >12 foundries & customers
Slide 4: Semiconductors Represent an Incredible Opportunity
Semiconductors Represent an Incredible Opportunity Semiconductors are everywhere, driving world markets Most of the world’s top companies design or make semiconductors2 1. Microsoft 2. Apple 3. Nvidia 4. Alphabet 5. Amazon 6. Meta 7. TSMC 8. Berkshire Hathaway 9. Eli Lilly 10. Broadcom (1) https://w
Slide 5: Investment in Semiconductors Ramping up Globally
Investment in Semiconductors Ramping up Globally A growing opportunity for IP solutions A record number of new fabs are coming Fab costs are skyrocketing; even the largest online over the next couple of years1 product companies license IP and use foundries3 Samsung Taylor, 3nm; $25B SEMI World Fab F
Slide 6: Strong Board With World-renowned Semiconductor Industry Experience
Strong Board With World-renowned Semiconductor Industry Experience David (Dadi) Perlmutter Dr. Yoav Atiq Raza Naomi Simson Ashley Krongold Coby Hanoch Nissan-Cohen NON-EXEC. NON-EXEC. NON-EXEC. CEO CHAIRMAN NON-EXEC. DIRECTOR DIRECTOR DIRECTOR DIRECTOR Copyright 2024 Weebit Nano, Ltd. 6
Slide 7: Strong & Experienced Management
Strong & Experienced Management Coby Hanoch Ishai Naveh Ilan Sever Amir Regev Issachar Eran Briman Alla Felder CEO CTO VP R&D VP QUALITY & Ohana VP MARKETING & CFO RELIABILITY CRO BUSINESS DEV. Copyright 2024 Weebit Nano, Ltd. 7
Slide 8: The ReRAM Difference
The ReRAM Difference ReRAM is the Emerging Memory Best Positioned to Lead the Next NVM Wave eFlash MRAM PCM ReRAM Weebit is the Reliability High-temp reliability only independent provider of Radiation immunity qualified ReRAM EMI immunity Performance Low power consumption We can license our technolo
Slide 9: Recent Achievements
Recent Achievements Weebit Nano Proprietary 9
Slide 10: Significant Progress in Last 12 Months
Significant Progress in Last 12 Months As of Sept. 2023 As of Sept. 2024 • 2 commercial deals • 1 commercial deal Business • Evals with >20 foundries/IDMs/fabless cos worldwide • Engaged with a few foundries and IDMs Engagements • Partnering with Efabless • Extending China ecosystem • >A$1million re
Slide 11: Proceeding Towards Qual with Second Foundry to Adopt Weebit ReRAM
Proceeding Towards Qual with Second Foundry to Adopt Weebit ReRAM A global top-tier foundry HQ in South Korea One of world’s top-tier foundries for analog & power ICs Annual revenue of US$1.3 billion DB HiTek licensed Weebit ReRAM for customer integration Targeting 130nm BCD process – ideal fo
Slide 12: Weebit ReRAM on GF 22nm FD-SOI Wafers
Weebit ReRAM on GF 22nm FD-SOI Wafers Live demo of ReRAM module prototype on GlobalFoundries’ 22FDX® wafers Highlights some of the many advantages of Weebit ReRAM E.g., scalability, low power, speed Shows ReRAM is a viable solution in this advanced geometry where embedded flash can’t scale Demo very
Slide 13: IP Business Model
IP Business Model Benefits of IP Model Foundry Process IP Low COGS Direct costs are License + NRE $ associated with supporting and maintaining IP $ Royalties $ No inventory $ $ $ Royalties High gross and Design IP Paid directly to Weebit operating margins Royalties License + NRE or through Foundry O
Slide 14: Every Foundry Deal Represents Multiple Customer Opportunities
Every Foundry Deal Represents Multiple Customer Opportunities FOUNDRY FOUNDRY Coming Coming Soon Soon FOUNDRY FOUNDRY Product Company Copyright 2024 Weebit Nano, Ltd. 14
Slide 15: Huge Opportunities Ahead
Huge Opportunities Ahead Weebit Nano Proprietary 15
Slide 16: Addressing Fast-Growing Semiconductor Markets
Addressing Fast-Growing Semiconductor Markets $207.17 Billion TAM in Customer Markets Power Management ICs Automotive Semiconductors $61.7B by 2032 Mixed-Signal $84.3B by 2028 6.9% CAGR Power Management 11.9% CAGR Automotive IoT Microcontrollers IoT / MCUs Semiconductor Aerospace & Defense A&D Semic
Slide 17: The Growing Opportunity for ReRAM
The Growing Opportunity for ReRAM Embedded ReRAM growing rapidly across numerous applications 1,200 $1,000 Total Embedded ReRAM Market $900 1,000 $800 $700 800 $600 Units: 75% CAGR 600 $500 Revenues: 177% CAGR 2023-2029 $400 400 $300 $200 200 $100 0 $0 2019 2020 2021 2022 2023 2024 2025 2026 2027 20
Slide 18: The Transformation of the Embedded NVM Market
The Transformation of the Embedded NVM Market The market has transitioned over the last 1-2 years, and today it is clear to everyone that ReRAM is it! 2022 – The Transformation Begins Automotive 2023 – Broadening Applications MCU 28nm 2023 – Market Momentum Power Mgmt. Infineon & TSMC NVM 2024 – A C
Slide 19: ReRAM to Drive Innovation for Edge AI and Future Neuromorphic Compute
ReRAM to Drive Innovation for Edge AI and Future Neuromorphic Compute CPU I/Os CPU I/Os In-Memory-Compute System SRAM AI Engine CPU I/Os System SRAM NVM (ReRAM) AI Engine System SRAM SRAM Future ReRAM-based Neuromorphic AI Engine Computing ReRAM-based Near-Memory Systems: mimic brain’s behavior for
Slide 20: We've Got What it Takes
We’ve Got What it Takes State-of-the-art ReRAM requires intimate cooperation between the different disciplines Precise characterization and rigorous testing ensure continuous improvements Device Test and characterization team enables fast adjustments higher reliability/yield Digital Design Advance
Slide 21: What's coming next?
What’s coming next? Weebit Nano Proprietary 21
Slide 22: Progressing with Foundries, IDMs and Product Companies
Progressing with Foundries, IDMs and Product Companies In different levels of evaluation/negotiation with most of the top foundries and IDMs Increasingly moving from technical Leading Foundries and Integrated Device Manufacturers* evaluations to business discussions Infineon Making progress with pro
Slide 23: Weebit Nano Key Targets for CY 2025
Weebit Nano Key Targets for CY 2025 Fabs Products Qualification Three new Three new Complete licensing agreements with qualification at agreements product companies DB HiTek Delivering on these milestones will continue to cement Weebit’s position as the leading independent provider of ReRAM technolo
Slide 24: 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 25: Thank You!
Thank You! www.weebit-nano.com