4ds Memory Ltd. · ASX:4DS
4ds Memory — Merger or Acquisition
20 slides from 4ds Memory's merger presentation
Slide 1: 4D-S Transformational Memory Technology
4D-S Transformational For personal use only Memory Technology Fitzroy Resources Limited Presentation to Accompany Takeover Announcement ASX : CAY 1
Slide 2: Important Information
Important Information For personal use only This presentation has been prepared by Fitzroy Limited. (“Fitzroy” or the “Company”) based on information available to it as at the date of this presentation. The information in this presentation is provided in summary form and does not contain all informa
Slide 3: Company Overview After Acquisition & Settlement
Company Overview After Acquisition & Settlement For personal use only Corporate Overview Company Board ASX Code (proposed) 4DS Jim Dorrian Has served as both CEO and Board BA Member of several Silicon Valley Share Price $0.025 Chairman companies with in depth experience Market Cap $16m in M&A and IP
Slide 4: Technology Overview
Technology Overview For personal use only • Next generation non volatile memory. Disruptive technology for cloud storage and mobile devices • Current mainstream technologies (mainly NAND “Flash” memory) have diminishing ability to scale further and meet future storage needs • Potential to provide su
Slide 5: Data Storage Today and in the Future
Data Storage Today and in the Future For personal use only • 90% of data stored today was created in the last 2 years o Amazon Web Services, the world’s largest cloud provider, adds more server capacity every day than Amazon.com used to run its entire operations 10 years ago • People, businesses use
Slide 6: The Memory Storage Problem
The Memory Storage Problem For personal use only • Memory storage use growing exponentially o Cloud Storage banks made up of Solid State Drives (SSD) o Wearable technology o Mobile Devices o The internet of things – memory in normal devices • Current technology – Flash memory cells can’t get much sm
Slide 7: Different Memory for Different Uses
Different Memory for Different Uses For personal use only Volatile memory Semiconductor Memory • Requires power to store information • DRAM and SRAM Non-Volatile Volatile Memory Memory (NVM) • Such as Operative Memory, Cache Non Volatile memory Standard NVM Emerging NVM DRAM • Stores information whe
Slide 8: Flash Memory Will Soon Hit a Wall. What Next?
Flash Memory Will Soon Hit a Wall. What Next? For personal use only • Of all the emerging memory storage technologies in development o ReRAM-based disruptive technologies have been cited and chosen by major semiconductor corporations and industry analysts as the best potential replacement for NAND F
Slide 9: What is ReRAM?
What is ReRAM? For personal use only • Today’s NVM (e.g. Flash) – a “charge-based” technology o Moves and stores electrons o Data stored as charge o State of the art 2D NAND flash cells move and store as few as 8 electrons at a time o Laws of physics will provide a hard stop • ReRAM: new transformat
Slide 10: How Does ReRAM Work?
How Does ReRAM Work? For personal use only An ReRAM cell consists switching material sandwiched between two electrodes • A voltage pulse reversibly changes resistance (typically reversing voltage polarity) • Resistance change establishes “On” and “Off” • Switching materials range from simple (binary
Slide 11: Why is 4D-S ReRAM Better?
Why is 4D-S ReRAM Better? No Filament… For personal use only • 4D-S MOHJO™ – Metal Oxide Hetero Junction – patented cell structure and operation 4D-S – Oxygen exchange across hetero-junction MOHJO™ – A voltage pulse reversibly changes resistance – Reversing voltage polarity switches resistance Botto
Slide 12: 4D-S Transformational & Disruptive
4D-S Transformational & Disruptive For personal use only • Potential to store exponentially more data than current NVM o More scalable than current memory technology’s cells o Readily configurable for future 3D implementation • Has demonstrated higher performance than existing NVM o More than 1000x
Slide 13: Current Worldwide Memory Market
Current Worldwide Memory Market For personal use only • 2015 semiconductor memory market forecast to be greater than US$80 billion with 15% CAGR (Source: SIA, Gartner, IC Insights) • Current high-density lower-power semiconductor memory market drivers o Mobile: smart-phones, tablets and laptops o SS
Slide 14: 2020 Worldwide Memory Market
2020 Worldwide Memory Market For personal use only By 2020, high-density lower-power semiconductor memory market drivers • Enterprise storage, by far the largest • Wearables, second largest • Strong demand for low energy memory * * According to independent analyst research including surveys of user
Slide 15: Potential Partners — Memory Market Players
Potential Partners — Memory Market Players For personal use only Five big companies control the memory business and will have a leading role in the development and adoption of emerging NVM. These companies are well poised to take advantage of what 4D-S is developing Mkt Cap $100bn $40bn $30bn $30bn
Slide 16: 4D-S Business Model and Strategy
4D-S Business Model and Strategy For personal use only • Breakthrough inventions happen most often in high-tech startups • Becoming a new high-volume high-density memory maker is virtually impossible o Need US$100m to design high-density ReRAM memory to be noticed o Requires US$10b to operate high-v
Slide 17: IP Battleground
IP Battleground For personal use only • Recent transactions o Apple acquired Israeli SSD company Anobit for $390m in 2011 o Western Digital acquired storage startup Virident for $685m in 2013 o Seagate acquired Flash company LSI for $540m in 2014 o Western Digital acquired SSD company sTec for $340m
Slide 18: 4D-S Advanced State of Development
4D-S Advanced State of Development For personal use only • 2007 - 2013: cell proof-of-concept in affordable geometries (16 patents) i.e. basic memory cell technology works well o Patented filament-less ReRAM memory cell based on oxygen vacancies o Patented low-temperature deposition of essential mem
Slide 19: Investment Summary
Investment Summary For personal use only • Massive and fast growing market. 4D-S is targeting the right segments at the right time: mobile & cloud • Transformational and disruptive memory platform • ReRAM technology stands out among other next generation players • Joint Development Agreement with HG
Slide 20: Contact Details
Contact Details For personal use only ASX:FRY 4D-S Contact Details Fitzroy Contact Details 4D-S, Inc. USA Suite 1, Level 1 3155 Skyway Court 35 Havelock St Fremont, CA 94539 West Perth WA United States of America 6005 +61 8 9481 7111 admin@fitzroyresources.com.au ASX : CAY 20