Weebit Nano Ltd. · ASX:WBT
Weebit Nano — Goldman Sachs Emerging Tech Conference 2022
18 slides from Weebit Nano's conference presentation, Apr 5, 2022
Slide 1: ReRAM: The Future Memory
ReRAM: The Future Memory Goldman Sachs Emerging Tech Conference April 4th, 2022
Slide 2: Who We Are?
Who We Are? Leading developer of innovative next-generation memory technologies for the global semiconductor industry We are enabling a leap forward in memory technology for a new era of connected devices Global NVM Market (US$B)* Founded: 2015 Signed 1st commercial deal; Located in Israel & France
Slide 3: World-Renowned Board of Directors
World-Renowned Board of Directors David (Dadi) Dr. Yoav Atiq Raza Fred Bart Ashley Krongold Coby Hanoch Perlmutter Nissan-Cohen CEO NON-EXEC. NON-EXEC. NON-EXEC. CHAIRMAN EXEC. DIRECTOR DIRECTOR DIRECTOR DIRECTOR 3
Slide 4: Strong and Experienced Management
Strong and Experienced Management Coby Hanoch Ishai Naveh Amir Regev Ilan Sever Eran Briman Alla Felder CTO VP TECH. VP R&D VP MARKETING & CFO CEO DEVELOPMENT BUSINESS DEV. 4
Slide 5: Semiconductors Are a Differentiator
Semiconductors Are a Differentiator The world has transformed from energy / finance focus to semiconductor / computer focus 9 of the top 10 companies in Q3’21 are reliant on semiconductor technology development 353.1B 208.8B 206B 197B 185B 2011 353.5B 276.4B 208.5B 198.7B 191B 2.11T 1.66T 776.8B
Slide 6: Chip Shortage Leading to Huge Investments to Build Capacity
Chip Shortage Leading to Huge Investments to Build Capacity Government Investments ($B) Semiconductor Companies Expected to United States 52B* + 4 new fabs Increase Capital Spending by ≥40% in 2022 European Union $30-50B+ 4 new fabs 91,845 Japan 6.8B 5 new fabs China 10 new fabs 60,607 India $10B 37
Slide 7: Non-Volatile Memory: Existing Technology Not Keeping Pace
Non-Volatile Memory: Existing Technology Not Keeping Pace Data created, captured, copied, NVM Requirements and consumed worldwide* Flash memory can’t 175 ZB meet these needs 180 160 Energy Efficiency 140 120 Zetabytes 100 High Endurance 80 60 Highly Scalable: 40 Sub-28nm 20 0 Fast Write 2010 2011 20
Slide 8: The Weebit ReRAM Advantage
The Weebit ReRAM Advantage ~100x >10x ~100x <40nm Faster access Better Endurance More energy Scales to processes far time than flash than flash efficient vs. flash below limits of flash 175ºC ~350x 0 3-4x Reliability for Better radiation Interference w/ analog Lower added wafer up to 10 years tolera
Slide 9: Targeting Growing Markets
Targeting Growing Markets Analog/Mixed Signal & Analog Semiconductors Power Management 2019-2022 $55B $83B (10.8% CAGR) Automotive Semiconductors Automotive Applications 2020-2026 $34B $78B (14.75% CAGR) IoT Semiconductors Internet of Things 2020-2025 $33B $80B (19% CAGR) Edge AI Chipsets Edge
Slide 10: Weebit ReRAM: Advantages for AI Applications
Weebit ReRAM: Advantages for AI Applications Today: A better solution for Tomorrow: An enabler for true artificial neural networks (NNs) brain inspired AI systems ◆AI is bandwidth intensive in terms of memory ◆ReRAM physically resembles a biological usage for both inference and training brain synaps
Slide 11: Weebit ReRAM: Greener Non-Volatile Memory
Weebit ReRAM: Greener Non-Volatile Memory Conducting a lifecycle analysis (LCA) to study environmental impact of ReRAM vs. other NVMs ReRAM has a lower carbon footprint vs. flash Consumes less electric power than flash Consumes fewer resources to manufacture No issues with materials scarcity
Slide 12: Significant Progress in Last 6 Months
Significant Progress in Last 6 Months 22nm 28nm MAR. 2022 Scaling the JAN. 2022 technology to Demonstrated 22nm FD-SOI DEC. 2021 1S1R Crossbar Received first Arrays NOV. 2021 module wafers Raised additional from Leti OCT. 2021 $36m in ASX Demonstrated Total cash Currently testing SEP. 2021 1Mb ReRAM
Slide 13: First Commercial Deal
First Commercial Deal SkyWater licensed Weebit’s ReRAM to take it to Volume Production Tape-out of Weebit Signed Technology Qualification first ReRAM IP to agreement transfer to to be prototype be available September production completed expected for SkyWater 2021 fab underway early 2023 mid-2022 cu
Slide 14: Secured A$35.2m to Accelerate Growth
Secured A$35.2m to Accelerate Growth Introduced major Israeli institutional investors onto register Placement to four Israel-based institutional and pension funds Entitlement offer to existing shareholders - oversubscribed An additional A$300K invested by three directors First time internati
Slide 15: Looking Ahead
Complete technology transfer to SkyWater’s U.S. fab; be in advanced stages of qualification Looking Provide functional test results of our embedded ReRAM module Ahead Milestones by the Sign new licensing agreements with end of CY22 partners and customers Continue scaling down technology to smaller g
Slide 16: Key Takeaways
S&P Dow Jones WBT:ASX Key Takeaways Indices On ASX All Ords Index The industry Weebit ReRAM Progressing Board On track to needs a new has unique strongly: & management deliver a Non-Volatile advantages; 1st commercial team have production Memory It is well deal, technology extensive solution across
Slide 17: Thank You!
Thank Yout | weebit-nano.com Weebitnano The Future Memory
Slide 18: 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
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