Slide 1: Every device, drone and washing machine needs a chip.
P re se ntati on June 2026 Every device, drone and washing machine needs a chip. Few can design one. Until now. Sovereign chip design, AI-Native
Slide 2: Disclaimer
Disclaimer This information contained in this presentation has been prepared by PathKey.AI Ltd (ACN 063 144 865) (ASX:PKY or investment in PKY shares is subject to investment and other known and unknown risks, some of which are beyond ‘the Company’) and makes statements about it as well as its subsi
Slide 3: The gold rush needed shovels. The AI boom needs chips.
The gold rush needed shovels. The AI boom needs chips. Two US incumbents own the shovels — on 1980s tooling. Chipforge is the sovereign alternative — built for a global market of governments, enterprise and research. Duopoly Market Cap Sovereign Funds Committed Last Major Tech Shift ~$190B $115B+ [1
Slide 4: Chip design is outdated.
Chip design is outdated. Custom silicon is essential, unaffordable for most, and 92% built on one fragile island. Time Cost Concentration Risk First silicon fail rate + + 12 – 24 $5M 92% 86% of human chip designs fail first pass
Slide 5: You can’t hire your way to a chip.
You can’t hire your way to a chip. 1M Top 6 still can’t do it alone Apple, Google, AWS, Meta, Microsoft, Tesla all have internal chip teams, and still outsource ASIC work to Broadcom & Marvell Pipelines don’t fix it A sen io r c h ip d esig n er tak es 10 + years to train . Th e talent g ap wid en s
Slide 6: AI’s bottleneck isn’t compute. It’s power.
AI’s bottleneck isn’t compute. It’s power. 50 – T he n ew c on strain t Ro b o ts, d ro n es an d d evic es n o w c o m p ete o n watts. L o n g er flig h ts. S m aller d evic es. L o wer c o o lin g . Th e th erm al en velo p e is 500x Energy Efficiency savings in custom chips, beating th e p ro d
Slide 7: AI-native design. Building for autonomy.
AI-native design. Building for autonomy. Reducing the design time by upto 70%. 01 02 03 AI does the chip design. Every customer makes us Deploy where the customer need stronger. it. Engineers set intent and stay in the loop. Each design built, feeds a private Cloud, sovereign cloud, or fully air- Ch
Slide 8: Two decades of NTU research. Held by Chipforge alone.
Two decades of NTU research. Held by Chipforge alone. Perpetual, worldwide commercial licence over hardware-AI portfolio. No other company has it. AI Research, globally #1 [4] By ShanghaiRankings, the publication-count methodology used across academic AI research. Commercial Licence Exclusive. IP li
Slide 9: Simple pricing. Built to flex.
Simple pricing. Built to flex. Industry-standard base Built-in flexibility Consumption- and token-based pricing, aligned to how the chip-design industry already buys. + Shaped to each customer's secure infrastructure and support requirements. Who Chipforge serves. Sovereign &Defence Aerospace & Spac
Slide 10: Custom silicon sits underneath everything that matters.
Custom silicon sits underneath everything that matters. Chipforge is the design layer the world is missing. Contact Web Listing Issued investors@pathkey.ai Chipforge.ai PKY ‧ ASX June 2026
Slide 11: Sources & References
SOURCES & REFERENCES [ 1] $115B+ sovereign semiconductor programs. Slides 03, 05, 11 US CHIPS & Science Act $52.7B – EU Chips Act €43B (~$46B) – South Korea $19B – Japan ~$25.3B – India ~$10B, UK $1.47B. Sources: CSIS “World of Chips Acts” 2024 – CRS R47558 – Semiconductor Engineering global funding