4ds Memory Ltd. · ASX:4DS
4ds Memory — Stocks Down Under November 2021
14 slides from 4ds Memory's conference presentation, November 2021
Slide 1: Company Update November 2021
COMPANY UPDATE NOVEMBER 2021 AUTHORIZED FOR RELEASE BY THE BOARD 1
Slide 2: Disclaimer Important Notice
DISCLAIMER IMPORTANT NOTICE This presentation has been prepared by 4DS Memory Limited. (“4DS” or the “Company”) based on The distribution of this presentation may be restricted by law and you should observe any such information available to it as at the date of this presentation. The information in
Slide 3: The Opportunity
THE OPPORTUNITY Semiconductor demand at an all time high Production facilities cannot keep up with demand Lack of innovation and high demand provide Billions are being invested into new production facilities an opportunity for new Limited memory innovation over many years: SRAM, technologies DRAM an
Slide 4: Company Overview
COMPANY OVERVIEW World-leading 4DS is the most Targeting Storage Silicon Valley advanced Interface Class Memory with INTERFACE based Interface Switching ReRAM focus on augmenting Switching ReRAM DRAM SWITCHING developer ReRAM Joint development Strategic 32 granted US agreement with collaboration wit
Slide 5: Storage Class Memory
STORAGE CLASS MEMORY STORAGE CLASS MEMORY Attempts to combine the best 4DS Interface Switching ReRAM is a unique ReRAM being characteristics of developed specifically for Storage Class Memory applications. DRAM and NAND Flash Slow Low NAND Flash Access Time (Sec) Die Cost ($/GB) Storage Battleground
Slide 6: The Current Market
THE CURRENT MARKET In 2020 the total DRAM and NAND Flash markets It’s estimated that more semiconductor market had a combined annual revenue of than 5 billion people achieved ~US $470 billion US$ 120 billion in 2020 or have a mobile device in sales.* approximately 25% of world-wide semiconductor rev
Slide 7: Snapshot
Completed analysis of multiple lots of imec wafers Demonstrated ability to replicate results in speed, SNAPSHOT endurance and retention – twice during 2021 While 4DS memory endurance continues to be orders of magnitude better than NAND endurance, recent results showed a potential degradation in endu
Slide 8: World #1 and 4DS Partner (imec)
imec is the world’s #1 independent semiconductor WORLD # 1 development institute AND 4DS PARTNER In 2020 total revenue of 680 million euro Unique infrastructure that includes a 2.5 billion euro 300mm semiconductor pilot line More than 5000 expert scientists from over 95 countries Collaborates with t
Slide 9: Collaboration Objectives 2022
COLLABORATION Complete Complete process optimization in Q1 2022 OBJECTIVES 2022 Commence Commence Lot production in Q2 2022 Deliver Out of Fab Lot delivered to 4DS early Q3 2022 End goal is to demonstrate the ability to End Goal fabricate a 4DS Interface Switching megabit memory array in 2022 9
Slide 10: Eight Year Partnership with HGST
EIGHT YEAR PARTNERSHIP WITH HGST HGST is a subsidiary of Western Digital Corporation (US$ 17.5 billion market cap), one of the largest global leaders in digital storage Strategic innovator in emerging high growth technologies Commenced Joint Development Agreement in 2014 – Renewed in 2015, 2016, 201
Slide 11: Board and Management
Global expertise in founding and building BOARD AND MANAGEMENT high-tech companies. Drs. Wilbert Dr Guido Arnout Howard Digby van den Hoek CEO & Non-Executive Non-Executive Managing Director Director Chairman • 30+ years in commercialising • Former senior roles at IBM, electronics technology Adobe,
Slide 12: Capital Structure
CAPITAL STRUCTURE* ASX Code 4DS Market Cap (Fully Diluted) A$ 73 million** Ordinary Shares on Issue 1,374,158,174 Unlisted Options 84,360,600 Cash** ~A$ 6.5 million – November 2021 *Assumes on completion of placement and SPP – doesn’t include oversubscriptions **Closing price on 26 Nov 2021 A$0.05 1
Slide 13: Value Proposition
VALUE PROPOSITION 4DS is developing a Produced pivotal data HGST – eight-year imec – strategic breakthrough Interface applicable for Storage strategic partnership collaboration to develop Switching ReRAM Class Memory - best with global leader in megabit memory macro results to date were Storage Clas
Slide 14: Thank You
THANK YOU ABN 43 145 590 110 ASX Code: 4DS www.4dsmemory.com SILICON VALLEY AUSTRALIA 3155 Skyway Court Level 2, 50 Kings Park Road Fremont CA 94539 West Perth WA 6005 UNITED STATES AUSTRALIA 14