4ds Memory Ltd. · ASX:4DS
4ds Memory — Investor Presentation (November 2020)
18 slides from 4ds Memory's investor presentation, November 2020
Slide 1: 4DS Update November 2020
4DS UPDATE NOVEMBER 2020 1
Slide 2: Disclaimer
DISCLAIMER IMPORTANT NOTICE. This presentation has been prepared by 4DS Memory Limited. (“4DS” or the “Company”) based on The distribution of this presentation may be restricted by law and you should observe any such information available to it as at the date of this presentation. The information in
Slide 3: Industry Priorities
“As the backbone of the connected world, the [semiconductor] industry’s future is bright”. INDUSTRY PRIORITIES. Top strategic priorities for semiconductor companies over the next three years: Source: KPMG Global Semiconductor Industry Outlook 2019 3
Slide 4: Industry Priorities
“As the backbone of the connected world, the [semiconductor] industry’s future is bright”. INDUSTRY PRIORITIES. Top strategic priorities for semiconductor companies over the next three years: 4DS’ strategy aligns with the top priorities of semiconductor companies Source: KPMG Global Semiconductor In
Slide 5: Storage Class Memory
STORAGE CLASS MEMORY. STORAGE CLASS MEMORY Attempts to combine the best characteristics of DRAM and NAND Flash Storage Memory 4DS Interface Switching ReRAM is a unique ReRAM being developed specifically for Storage Class Memory applications. Access Time (Sec) It will supplement the US$ 96 billion DR
Slide 6: Best Data Set Recorded by 4DS
BEST DATA SET RECORDED BY 4DS. In 2020, 4DS Interface Switching ReRAM showed 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 ReRAM first – US pa
Slide 7: Board and Management Strengthened
BOARD AND MANAGEMENT STRENGTHENED. Drs. Wilbert van den Hoek Mr Ting Yen • Post AGM will assume role of • Appointed VP of Process Integration Non-Executive Chairman • 30 years’ experience in commercialisation • 17 years at Novellus Systems - Chief of memory technologies Technical Officer and Executi
Slide 8: Company Highlights
COMPANY HIGHLIGHTS. INTERFACE World-leading Silicon Valley based Interface Switching ReRAM developer SWITCHING Completed Additional Wafers Lot of 300mm wafers, most successful to date ReRAM Demonstrated record improvement in speed and endurance 4DS is the most advanced Interface Switching ReRAM The
Slide 9: Seven Year Partnership with HGST
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, 2018, 2019 and 2020
Slide 10: imec. World #1 and 4DS Partner
IMEC. 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 of semiconductor p
Slide 11: Collaboration Objectives
COLLABORATION OBJECTIVES. Develop a fully transferable fabrication compatible process, using 300mm wafers Mimic industry standard high-volume production on industry equipment On track to incorporate new technical developments into Second Non – Platform and Second Platform wafers* End goal is to demo
Slide 12: Capital Structure
CAPITAL STRUCTURE. ASX Code 4DS Market Cap (Fully Diluted) A$ 200 Million* Ordinary Shares on Issue 1,310 Million Unlisted Options 70 Million Cash ~A$7.585 Million – September 2020 *As at 24 November 2020 12
Slide 13: Value Proposition
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 collaboration to deve
Slide 14: Thank You
THANK YOU. ABN 43 145 590 110 ASX Code: 4DS www.4dsmemory.com SILICON VALLEY AUSTRALIA 3155 Skyway Court Level 2, 50 Kings Park Road Fremont CA 94539 West Perth WA 6005 UNITED STATES AUSTRALIA 14
Slide 15: Sale Incentive Pool
SALE INCENTIVE POOL. Upon a liquidity event occurring, Sale Bonus Pool Dr Guido Arnout, Drs. Wilbert van den Sale Value of US$120m to 5.0% of the Sale Value Hoek and US based employees (“Eligible Participants”) will each be entitled to US$350m receive a proportion of the Sale Bonus Sale Value of US$
Slide 16: Board and Management
Global expertise in founding and building high-tech companies. BOARD AND MANAGEMENT.* Jim Dorrian Dr Guido Arnout Howard Digby Non-Executive CEO & Non-Executive Director Managing Director Director • Served as CEO of several • 30+ years in commercialising • Former senior roles at IBM, Silicon Valley
Slide 17: 2020 Data Explosion
2020 DATA EXPLOSION. COVID-19 lockdowns have seen exponential increase in data usage* • 3,800 years of Google Meet sessions in one day • 50,000 years – the amount of media Americans streamed in one day • 2.7 billion Teams meeting minutes in a single day • 2,900% increase in daily Zoom participants s
Slide 18: M&A: Second Largest in History
M&A: SECOND LARGEST IN HISTORY. Source: IC Insights 18