4ds Memory Ltd. · ASX:4DS
4ds Memory — Investor Presentation (July 2019)
15 slides from 4ds Memory's investor presentation, Jul 17, 2019
Slide 1: A Disruptive Technology for Storage Class Memory
For personal use only A DISRUPTIVE TECHNOLOGY FOR STORAGE CLASS MEMORY July 2019 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: Investment Highlights
For personal use only INVESTMENT HIGHLIGHTS. World-leading Silicon Valley based Interface Switching ReRAM developer 4DS is the most advanced Interface Switching ReRAM 20 US patents developed and granted and 10 pending or filed The most promising Interface Switching ReRAM cell for Storage Class Memor
Slide 4: 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 5: 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$40-50 billion annual markets – and growin
Slide 6: 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 Class DRAM Emerging as the leading new category to extend the Memory memory hierarchy. Die Co
Slide 7: Storage Class Memory Requirements
STORAGE CLASS For personal use only MEMORY REQUIREMENTS. Requirements • Based on well-understood physics to be sustainable over generations • Area based to achieve cost and density as close as possible to NAND Flash • Capable of speed comparable to DRAM • Endurance suitable for Storage Class Memory
Slide 8: Storage Class Memory Requirements: 4DS Requirements
STORAGE CLASS For personal use only MEMORY REQUIREMENTS. 4DS Requirements ✓ • Based on well-understood physics to be sustainable over generations ✓ • Area based to achieve cost and density as close as possible to NAND Flash ✓ • Capable of speed comparable to DRAM ✓ • Endurance suitable for Storage C
Slide 9: Parameters Needed Met
For personal use only PARAMETERS NEEDED MET. 4DS Interface Switching ReRAM has displayed enough relevant and meaningful data in each category Scales to geometries needed for high-density memory and 3D Endurance far exceeds NAND Flash Endurance has moved into the tens of millions of cycles Read speed
Slide 10: Joint Development Agreement
For personal use only JOINT DEVELOPMENT AGREEMENT. HGST, is a subsidary of Western Digital Corporation (US$16 billion market cap), one of the largest global leader in digital storage. Strategic innovator in emerging high growth technologies Commenced JDA in 2014 – Renewed in 2015, 2016, 2017, 2018 a
Slide 11: Collaboration Agreement
For personal use only COLLABORATION AGREEMENT. imec, is the world’s #1 independent semiconductor development institute Collaborates with the who’s who of electronic products and systems Collaborates with makers of high-volume high-density memories Has a world leading track record in the transfer of
Slide 12: Collaboration Objectives
For personal use only COLLABORATION OBJECTIVES. Imec and 4DS have already commenced Lot 4 wafer manufacturing, results due Q3 2019 End goal is to fabricate a megabit 4DS Interface Switching chip with a fully functioning memory Develop a fully transferable fabrication compatible process Mimic industr
Slide 13: Capital Structure
For personal use only CAPITAL STRUCTURE. ASX Code 4DS Market Cap (Fully Diluted) A$ 57 Million* Ordinary Shares on Issue 1,135 Million Unlisted Options 133 Million Cash ~A$5.85 Million – July 2019** Board and Management 6.7% Top 20 28% * As at 17 July 2019 placement price ** Assumes successful SPP a
Slide 14: Investment Proposition
For personal use only INVESTMENT PROPOSITION. 4DS is developing a breakthrough Interface Switching ReRAM Storage Class Memory solution Significant progress to date is pivotal for Storage Class Memory Six year strategic partnership with HGST, leader in digital storage Imec - strategic collaboration t
Slide 15: 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 david@4dsmemory.com 15