4ds Memory Ltd. · ASX:4DS
4ds Memory — MacEquity Partners (March 2017)
21 slides from 4ds Memory's conference presentation, Mar 17, 2017
Slide 1: Developing next generation storage class memory
For personal use only Developing next generation storage class memory MacEquity Partners March 2017 I N V E S T O R P R E S E N TAT I O N / / M A R C H 2 017 / / 1
Slide 2: Disclaimer and important notice
Disclaimer and important notice For personal use only This presentation has been prepared by 4DS Memory Limited. (“4DS” or the “Company”) based on any responsibility or obligation to inform you of any matter arising or coming to their notice, after the date information available to it as at the date
Slide 3: Every second of every day...
Every second of every day... For personal use only 68,000 YouTube 6000 tweets videos viewed 2,500,000 7000 Instagram emails sent posts 5,000 photos 12,000 uploaded Tumblr posts 2,500 60,000 Skype calls Google searches I N V E S T O R P R E S E N TAT I O N / / M A R C H 2 017 / / 3
Slide 4: As a result of this data generation
As a result of this data generation For personal use only 68,000 YouTube 6 tweets videos viewed More data has been produced in the 2,500,000 last two years than in all preceding 770 Instagram posts emails sent history 5,000 photos 12,000 uploaded Tumblr posts Stored data on Flash will increase 4x 2,
Slide 5: 4DS Memory
4DS Memory For personal use only We are a Silicon Valley memory technology developer listed on the ASX We own 17 US patents developed over the past decade We make Interface Switching (non-filamentary) ReRAM for next generation storage class memory We enable higher-density memory to operate cooler, f
Slide 6: Joint development agreement with global leader
Joint development agreement with global leader For personal use only • HGST is a subsidiary of Western Digital Corporation, the global leader in digital storage • Strategic player in emerging high growth technologies • Commenced in 2014 and renewed for the 2nd time in July 2016 • Goal is to optimise
Slide 7: To have a role in the emerging multibillion $ market
To have a role in the emerging multibillion $ market For personal use only • All ReRAM needs to display four main characteristics – Small cell geometry – Cycling endurance – Fast access speed – Data Retention I N V E S T O R P R E S E N TAT I O N / / M A R C H 2 017 / / 7
Slide 8: Storage Class Memory
For personal use only Storage Class Memory I N V E S T O R P R E S E N TAT I O N / / M A R C H 2 017 / / 8
Slide 9: Storage Class Memory
Storage Class Memory For personal use only The vast space between DRAM and FLASH DRAM NAND FLASH Endurance ≈ 1015 ≈ 103 (guaranteed) Retention ≈ 0.1 sec ≈ 108 sec (3 years) Latency (speed) ≈ 50n sec > 1000n sec Density 2D 3D Market size US$50B US$40B 4DS continues to optimize IS ReRAM for maximum fl
Slide 10: 4DS Interface Switching ReRAM (IS ReRAM)
4DS Interface Switching ReRAM (IS ReRAM) For personal use only Why is 4DS IS ReRAM the solution? • Operates without filaments Mobile – allows the current to scale in linedevice with cell size makers • Scales well to smaller geometries – well suited for GB storage • Demonstrates ongoing scalability p
Slide 11: Technical Achievements in 2016
Technical Achievements in 2016 For personal use only • Scalablity – 4DS achieved working 40nm IS ReRAM cells for the first time in October 2016 – 40nm is vital for storage class memory – as the cells have no filaments, they are inherently scalable and do not have the same physical limitations as Fla
Slide 12: Technical Targets to Achieve
Technical Targets to Achieve For personal use only • Access speed – Demonstrate a significant increase in speed – Move speed to closer to DRAM speed – Have implemented a plan to achieve this – results 6 – 8 weeks – From there make architectural changes to memory cells • Data retention – Initial resu
Slide 13: Development timeline
Development timeline For personal use only - Produced 40nm cells - Assess access speed and - Additional patents to be - Met endurance performance optimise data retention granted milestone - Continue to test cells for - Demonstrate viability of - Endurance in excess of cycling over well in excess of
Slide 14: Our strategy
Our strategy For personal use only • Deliver higher density memory that operates with lower power consumption, increased reliability and improved performance • Develop and own all IP • Focus on storage class memory for next generation data storage • Demonstrate commercial viability and prove the val
Slide 15: ReRAM landscape
ReRAM landscape For personal use only Company Exchange : Code Market Cap Type Target Market Crossbar Private n/a Filamentary ReRAM Internet of Things, wearables, SSDs Weebit Nano ASX : WBT A$35 million Filamentary ReRAM Internet of Things, wearables Adesto Technologies NASDAQ : IOTS US$56.6 million
Slide 16: Capital structure
Capital structure For personal use only ASX Code 4DS Market capitalisation (fully diluted) $22 million Ordinary shares on issue 845.9million Unlisted options 101.6 million Cash ~$3.8 million Dec 2016 I N V E S T O R P R E S E N TAT I O N / / M A R C H 2 017 / / 16
Slide 17: Board and management team
Board and management team For personal use only Global expertise founding and building high-tech companies Jim Dorrian Dr Guido Arnout Howard Digby David McAuliffe Michael Van Buskirk Non-Executive CEO & Non-Executive Executive Director Chief Engineering Officer Chairman Managing Director Director S
Slide 18: Summary
Summary For personal use only • 4DS is developing a next generation Interface Switching ReRAM memory solution which can store more data and can operate cooler, faster and longer • Unique, patented IP, wholly owned and developed in-house over the past 10 years • Strategic partnership with the leader
Slide 19: Stock to watch in 2017
Stock to watch in 2017 For personal use only I N V E S T O R P R E S E N TAT I O N / / M A R C H 2 017 / / 19
Slide 20: While you've been listening....
While you’ve been listening.... For personal use only 5.4 million 61.2 million YouTube tweets videos viewed 2.3 billion 6.3 million emails sent Instagram posts 4.5 million 10.8 million photos Tumblr posts uploaded 2.3 million 54 million Skype calls Google searches I N V E S T O R P R E S E N TAT I O
Slide 21: Corporate Directory
Corporate Directory For personal use only 4DS Memory Limited Registered office US office ABN 43 145 590 110 Level 2, 50 Kings Park Road 3155 Skyway Court Fremont CA 94539 West Perth WA 6005 ASX Code: 4DS UNITED STATES AUSTRALIA www.4dsmemory.com david@4dsmemory.com PO Box 271, West Perth WA 6872 AUS