Adisyn Limited · ASX:AI1
Adisyn — Investor Presentation (October 2024)
18 slides from Adisyn's investor presentation, Oct 24, 2024
Slide 1: Transformational Semiconductor Solutions for Generative AI, Data Centres, Cybersecurity And Beyond
For personal use only Transformational Semiconductor Solutions for Generative AI, Data Centres, Cybersecurity And Beyond Presentation – October 2024
Slide 2: Disclaimer
Disclaimer This information contained in this presentation has been prepared by Adisyn Ltd (ACN 155 473 304) (ASX:AI1 or ‘the Company’) and makes statements about it as well as its subsidiaries, the presentation is for information purposes only. This presentation does not constitute financial produc
Slide 3: Compelling AI and Semiconductor Thematic
Compelling AI and Semiconductor Thematic For personal use only Transformational AI and Reliance on Data Surge in Defence and Leveraging Demand Sustained Revenue Semiconductor Centres to Enable High Cyber Security Activities for Our Services Growth Opportunities Performance Computing Proposed Acquisi
Slide 4: Rapid Industry Expansion
Rapid Industry Expansion For personal use only Dedicated to taking advantage of the explosive growth of AI and semiconductors by applying AI1's learnings in data centres, AI and cybersecurity: • Advances are at breakneck speeds and investment is skyrocketing. The AI market will total USD 15.7 trilli
Slide 5: The Biggest Age of Computing Comes at a Cost
The Biggest Age of Computing…..Comes at a Cost Why we need the next generation of semiconductor technology in three graphs For personal use only This explosion of data and generative AI being applied to it means more efficient semiconductors are critical for industry growth. |5
Slide 6: What is an 'Interconnect'?
What is an ‘Interconnect’? For personal use only 2D Generation’s innovative technology centres around the aim of improving the performance and capabilities of the interconnect. • An interconnect in a semiconductor refers to the conductive pathways that connect different components or regions within
Slide 7: Enabling 'More Moore'
Enabling ‘More Moore’ “With each new technology generation, routing congestion and a dramatic signal delay (resulting from an increased resistance- capacitance (RC) product) become more and more problematic…”* For personal use only • For advanced process nodes, the ‘Interconnect’ is a bottleneck: •
Slide 8: Atomic Layer Deposition
Atomic Layer Deposition Despite efforts, significant breakthroughs in this domain are still elusive For personal use only • The Atomic Layer Deposition (ALD) market is experiencing substantial growth. Major industry players, such as ASM International NV (ASMI), Applied Materials Inc. (AMAT), Tokyo E
Slide 9: 2D Generation's Advantages
2D Generation’s Advantages For personal use only ✓ Unique and patented process ✓ Automic Layer Deposition (ALD) based ✓ Forming graphene directly on the wafer ✓ Use of patented precursors ✓ Low-temperature process at below 280°C (previously only possible at 1000 degrees) – a giant leap forward. ✓ Co
Slide 10: Enabling the Next Generation of Chipsets
Reduced Signal Delay (RC Delay) For personal use only Enhanced Lower Power Thermal 2DG’s patented Consumption Enabling the Next Management solution addresses the Generation of Chipsets significant challenges facing the industry Improved Higher Signal Density of Integrity Components | 10
Slide 11: 2D Generation's IMEC Agreement
2D Generation’s IMEC Agreement Imec founded in 1984 is one of the world’s leading R&D hubs for nano For personal use only and digital technologies. Imec employs around 5,000 expert scientists from more than 95 countries, unique infrastructure that includes a 2.5- billion-euro 300mm semiconductor pil
Slide 12: 2DG's European Project – CONNECTINGCHIPS
2DG’s European Project – CONNECTINGCHIPS For personal use only ConnectingChips Collaboration • It is accepted throughout the semiconductor world that the next generation of artificial intelligence capable chips are critical to advance AI. However, as it stands now, the semiconductor industry’s catch
Slide 13: Working with the Best
Working with the Best • Key Objective – “The CONNECTINGCHIPS ambition is to establish the next generation of AI computing and autonomous For personal use only vehicles infrastructure based on SiP development.” • The high level objective of CONNECTINGCHIPS is the development of power efficient high p
Slide 14: 2DG Road Map: Significant Catalysts Delivering Value
2DG Road Map: Significant Catalysts Delivering Value Today 12/24 6/25 9/25 3/26 9/26 3/27 Experiments on 2DG ALD tools Pilot line in industrial Fab For personal use only Feasibility (Partial MVP) – Demo, integration Feasibility (Full MVP) – Graphene in-situ deposition and growth of 2D ALD in Pilot l
Slide 15: Appendix: Intellectual Property
Appendix: Intellectual Property For personal use only Four Patent Families: 1. GRAPHENE COATED NON-METALLIC SURFACES, DEVICES AND METHOD THEREOF – directed to the technologies used for conductive diffusion barrier, and other applications 2. GRAPHENE COATED METALLIC SURFACES, DEVICES AND METHOD OF MA
Slide 16: 2D Generation's Strong Technological Team
2D Generation’s Strong Technological Team Compliments AI1 For personal use only ARYE KOHAVI MIRI KISH DAGAN PAUL RICH CEO VP R&D TECHNOLOGY LEADER Arye is an Israeli entrepreneur and innovator. He was the Miri Kish - Dagan was the VP R&D and the CTO of Raicol Paul Rich has more than 35 years of expe
Slide 17: 2DG's World Class Advisory Board
2DG’s World Class Advisory Board For personal use only EPHIE KOLTIN KEVIN CROFTON Ephie has vast management experience in senior Kevin has many years of experience in the executive positions; integration of complex systems semiconductor industry. Today Kevin is the CEO of within – development, opera
Slide 18: Thank you
For personal use only Thank you Contact Details Blake Burton – Managing Director, AI1 David Tasker – IR / PR investors@adisyn.com.au dtasker@chapteroneadvisors.com.au Arye Kohavi – CEO, 2D Generation Michael Shaw-Taylor – Corporate Advisor 2DGeneration.com mst@sandtoncapital.com.au