Weebit Nano Ltd. · ASX:WBT
Weebit Nano — Shareholder Meeting (November 2025)
39 slides from Weebit Nano's shareholder meeting presentation, Nov 24, 2025
Slide 1: 2025 Annual General Meeting – Chair Address and CEO Presentation
2025 Annual General Meeting – Chair Address and CEO Presentation 24 November 2025 – Weebit Nano (ASX: WBT), a leading developer of advanced memory technologies for the global semiconductor industry, attaches the address to shareholders, which will be delivered by David (Dadi) Perlmutter and Anne Tem
Slide 2: Chair's Address
2025 ANNUAL GENERAL MEETING CHAIR’S ADDRESS 2025 marks a decade since Weebit Nano was established. In a relatively short time by industry standards, we’ve developed and commercialised early-stage research-level technology into an advanced, production-ready technology to replace embedded flash in nex
Slide 3: Deputy Chair's Address
Before I hand over to Deputy Chair Anne Templeman-Jones to say a few words, I’d like to thank our loyal and engaged shareholders for your continued support. Our exceptionally strong start to FY26 reinforces our belief that our best years are ahead of us. FY26 will see us secure additional licensing
Slide 4: Approaching the Tornado: From early adopters towards volume deployment
For personal use only Approaching the Tornado From early adopters towards volume deployment November 2025 Investor Presentation Annual General Meeting of Shareholders 2025
Slide 5: Industry and Dadi Perlmutter, Chairman
For personal use only Industry and Corporate Update Dadi Perlmutter, Chairman © 2025 Weebit Nano Ltd. All rights reserved. 2
Slide 6: Did you Know? Some Facts about Semiconductors
Did you Know? Some Facts about Semiconductors More transistors than Transistors are cells in the human body incredibly small For personal use only All fabs combined 2nm transistor is ~12– make >2.7 quadrillion 15nm wide; you could transistors daily, fit 5,000 transistors more than the 37 across the
Slide 7: Semiconductors: A Snapshot
Semiconductors: A Snapshot AI Supercycle Accelerates $1T Semiconductor For personal use only Revenues Earlier Than Expected (~2 years) © 2025 Weebit Nano Ltd. All rights reserved.
Slide 8: Impact of Geopolitical Tensions on Semiconductors
Impact of Geopolitical Tensions on Semiconductors For personal use only U.S./China Tensions Global Instability AI Revolution Supply Chain Realignment Capital & Talent Constraints © 2025 Weebit Nano Ltd. All rights reserved. 5
Slide 9: Impact of Geopolitical Tensions on Semiconductors
Impact of Geopolitical Tensions on Semiconductors For personal use only U.S./China Tensions Global Instability Weebit has the resilience & resolve AI Revolution to thrive in these environments Supply Chain Realignment Capital & Talent Constraints © 2025 Weebit Nano Ltd. All rights reserved. 6
Slide 10: Strong and Experienced Board and Management Team
Strong and Experienced Board and Management Team David (Dadi) Anne Templeman- Atiq Raza Yoav Nissan-Cohen Naomi Simson Ashley Krongold Perlmutter Jones NON-EXEC. NON-EXEC. NON-EXEC. NON-EXEC. DEPUTY CHAIR DIRECTOR DIRECTOR DIRECTOR DIRECTOR For personal use only CHAIRMAN Coby Hanoch CEO Alla Felder
Slide 11: Governance Update
Governance Update Preparing to be an ASX 200 Company For personal use only Policy & Compliance Sustainability & ESG Upgrading internal Launched ESG reporting and governance policies and disclosure initiatives frameworks Risk & Resilience Board Leadership Business Continuity and Australia-based Anne
Slide 12: Business Overview
For personal use only Business Overview Coby Hanoch, CEO © 2025 Weebit Nano Ltd. All rights reserved. 9
Slide 13: Weebit Overview: Leading Vendor of ReRAM IP
Weebit Overview: Leading Vendor of ReRAM IP Advanced Non-Volatile Memory (NVM) Now Entering Production For personal use only Founded: 2015 Multiple commercial deals Located: Israel, France & US Including tier-1 IDM onsemi; 60 employees (~90% ongoing discussions/evals with >20 engineers/scientists; 1
Slide 14: Embedded Non-Volatile Memory (NVM) is Strategic IP
Embedded Non-Volatile Memory (NVM) is Strategic IP For personal use only Ubiquitous across Foundational to Drives Strategic across Growing Applications Modern Electronics Differentiation the Supply Chain • AI, IoT, automotive, Critical for: • Performance: faster • Designers: simplify industrial, med
Slide 15: A Brief History of Non-Volatile Memory (NVM)
A Brief History of Non-Volatile Memory (NVM) For personal use only ~2010 2024 Today ~2020 Flash Scaling Issues Alternatives Emerge Superior ReRAM is Chosen Choices Narrow Known Tech Wins Flash Replacement FeRAM MRAM MRAM MRAM Mass Magnetic CBRAM Production Issues The only ReRAM independent PCM ReRAM
Slide 16: ReRAM – Innovative NVM for a New Era
ReRAM – Innovative NVM for a New Era Weebit ReRAM For personal use only Scales to advanced geometries where flash can’t Ultra-low power Cost-effective Easy to integrate Highly reliable even at high temperatures Immune to EMI and radiation Fully qualified per JEDEC and AEC-Q100 standards >90 patents/
Slide 17: The Rise of ReRAM
The Rise of ReRAM 45x growth in 6 years Embedded Emerging NVM Market (in $M) Embedded ReRAM Market Volume For personal use only 2030 (# of Dies, in M units) 2024 2,000 1,800 23% 24% 1,600 32% 1,400 41% 1,200 1,000 800 27% CAGR24-30 ~88% 600 400 Total $142M 200 0 ReRAM 53% 2020 2021 2022 2023 2024 20
Slide 18: Recent Achievements
For personal use only Recent Achievements © 2025 Weebit Nano Ltd. All rights reserved. 15
Slide 19: Recent Highlights
Recent Highlights For personal use only MAR 2025 AUG 2025 SEP 2025 OCT 2025 OCT 2025 Completed Achieved record Taped-out first Q1 FY26: Achieved target AEC-Q100 150°C revenue in embedded record of three operation FY25, an module with quarterly product qualification for increase of 4X Weebit ReRAM cu
Slide 20: Tape-out of Embedded ReRAM Test Chips at onsemi
Tape-out of Embedded ReRAM Test Chips at onsemi Marks major milestone in completing technology transfer of Weebit ReRAM to onsemi’s advanced BCD process ReRAM being integrated into onsemi’s Treo platform For personal use only Combines power management, compute & sensing on a single die Ideal for hig
Slide 21: Weebit ReRAM in Automotive
Weebit ReRAM in Automotive Increasing number of semiconductors per car Completed AEC-Q100 150°C Operation Qualification For personal use only ~1,000 - 3,000 chips per car; an electric Audi or Volkswagen contain up to 8,000 chips* Key to getting designed into automotive MCUs & other components Automo
Slide 22: The Journey to New AI Architectures with ReRAM
The Journey to New AI Architectures with ReRAM TODAY’S TWO CHIP SINGLE CHIP NEAR- IN-MEMORY COMPUTE NEUROMORPHIC SOLUTION MEMORY COMPUTE WITH ReRAM COMPUTE WITH ReRAM For personal use only NVM (flash) on separate chip External NVM eliminated Computation performed within Future systems will mimic bra
Slide 23: Progress to Goals so Far in CY 2025
Progress to Goals so Far in CY 2025 Goals stated at the 2024 AGM For personal use only Fabs Products Qualification Three new Three new Complete licensing agreements with qualification at agreements product companies DB HiTek Expect 2/3* Completed On track * onsemi was announced in Jan 2025. Weebit i
Slide 24: Opportunities Ahead
For personal use only Opportunities Ahead © 2025 Weebit Nano Ltd. All rights reserved. 21
Slide 25: Heading for the Tornado
Heading for the Tornado Early Market The Chasm Mainstream Market For personal use only We are Here Main Street Tornado Bowling Alley Innovators Early Adopters Early Majority Late Majority Laggards 2.5% 13.5% 34% 34% 16% Foundation Diagram courtesy of https://www.ignitionframework.com/crossing-the-ch
Slide 26: Addressing Fast-Growing Semiconductor Markets
Addressing Fast-Growing Semiconductor Markets >US$265 Billion TAM in Customer Markets For personal use only Power Management ICs Automotive Semiconductors $64.8B by 2033 Mixed-Signal $132B by 2030 6.55% CAGR Power Management 12% CAGR Automotive IoT Microcontrollers IoT / MCUs Semiconductor Aerospace
Slide 27: IP Business Model – Foundries & Fabless
IP Business Model – Foundries & Fabless Benefits of IP Model Foundry Process IP Low COGS For personal use only Direct costs are License + NRE associated with supporting and maintaining IP Royalties Royalties No inventory Design IP High gross and Paid directly to Weebit operating margins Royalties Li
Slide 28: IP Business Model – Benefits with IDMs
IP Business Model – Benefits with IDMs IDMs design, manufacture and For personal use only sell their own devices Upfront license fees Develop products quickly for Enablement fee (NRE) target end markets Can integrate IP in multiple IDM Royalties (% of chip ASP) designs / products Annual S&M Process
Slide 29: Every Foundry Deal Represents Multiple Customer Opportunities
Every Foundry Deal Represents Multiple Customer Opportunities For personal use only Coming Work in Soon Progress FOUNDRIES Coming Work in Coming Soon Soon Progress IDMs → Product Company → Products/Product Lines © 2025 Weebit Nano Ltd. All rights reserved. 26
Slide 30: Foundations for Growth are in Place
Foundations for Growth are in Place Centralised project management and streamlined infrastructure; Continuous improvements in cost-effectiveness and efficiency For personal use only Automation; enhanced tools, Sales team growth procedures and methodologies Execution New U.S. entity to support Custom
Slide 31: Financials
For personal use only Financials Alla Felder, CFO © 2025 Weebit Nano Ltd. All rights reserved.
Slide 32: Revenue Growth Accelerating
Revenue Growth Accelerating Half-Yearly (FY) Revenues (in A$M) Annual revenue For personal use only $3,733 $1 million in fiscal 2024 $4.4 million in fiscal 2025 Revenues expected to continue to build based on new licensing and design agreements $865 $676 $153 1H24 2H24 1H25 2H25 Note: Past revenues
Slide 33: Record Customer Receipts
Record Customer Receipts Quarterly (FY) Cash Flows (in $A Thousands) Quarterly customer receipts For personal use only $7,349 represented a record A$7.3 million in Q1 FY26 Mainly milestone-based payments from existing customers Other notable cash inflows $2,677 included A$4.1 million relating to 202
Slide 34: ESG Report Highlights
ESG Report Highlights Progressed and formalised approach to ESG management and reporting For personal use only Materiality Assessment Standards Alignment Conducted an ESG materiality assessment Reporting aligned to global reporting standards (GRI, SASB, identifying six key focus areas UN SDGs) and c
Slide 35: Looking Ahead
For personal use only Looking Ahead Coby Hanoch, CEO © 2025 Weebit Nano Ltd. All rights reserved.
Slide 36: Weebit's Differentiation
Weebit’s Differentiation For personal use only COMPANY PEOPLE TECHNOLOGY SOLUTIONS CUSTOMERS • Only independent • Located: Israel, France, US • Low-power, cost- • Licensing Semiconductor • Multiple commercial provider of qualified effective, reliable NVM IP for embedded markets deals, including tier
Slide 37: Weebit Nano Key Targets for CY 2026
Weebit Nano Key Targets for CY 2026 For personal use only Revenue Products Customers FY26 revenue goal First product First AI customer >$10M* company customer engagement • This represents Weebit’s current goal FY26 revenue tape-out and is not a forecast. Delivering on these milestones will continue
Slide 38: 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 39: Thank You!
Thank You! www.weebit-nano.com www.weebit-nano.com For personal use only