Weebit Nano Ltd. · ASX:WBT
Weebit Nano — Shareholder Meeting (November 2017)
19 slides from Weebit Nano's shareholder meeting presentation, Nov 30, 2017
Slide 1: Annual General Meeting
For personal use only Annual General Meeting November 30, 2017
Slide 2: Weebit Nano at a Glance
Weebit Nano AT A GLANCE For personal use only Listed on the ASX in August 2016 Targeting the storage market which is estimated at > USD$40B R&D and HQ in Israel, R&D partnership with CEA-Leti, France Business & Tech partners – CEA-Leti France & Rice University, USA Developing next-gen solution based
Slide 3: Key Investment Highlights
KEY INVESTMENT HIGHLIGHTS For personal use only MASSIVE STORAGE MARKET DRIVERS DEMAND Content explosion and Artificial Intelligence Exponential increase in demand for (AI) are creating new opportunities for memory storage memory technologies (e.g. ReRAM) EXCELLENT DEVELOPMENT ON TRACK RESULTS Workin
Slide 4: Share Information
SHARE INFORMATION For personal use only CAPITAL STRUCTURE SHAREHOLDING BREAKDOWN 01 ASX Code: WBT 02 Share price: 7.6c1 7.84% 45.86% 46.30% 03 Shares on issue: 1391m 04 Options: 201m2 TOP 20 OTHER 05 Market cap*: A$106m BOARD & Excluding Board & MANAGEMENT Management 06 Cash (30 Sep 17): $1.18m3 1.
Slide 5: Leadership Team
LEADERSHIP TEAM For personal use only INVENTOR CHAIRMAN CEO VP R&D Scientist of the Year 2013 Ex-Intel EVP Extensive management Two decades in R&D magazine IEEE Fellow and sales experience Semiconductors engineering Inducted to the National Has led intel into 37 years in the 45nm NOR Flash Technolog
Slide 6: The New CEO
THE NEW CEO For personal use only • 37 years in the semiconductor space • 15 years in engineering/engineering management • 22 years in CEO and VP Sales roles • Verisity SVP WW Sales • $315M acquisition by Cadence • Jasper VP WW Sales • $170M acquisition by Cadence • Packetlight CEO • EDAcon Partners
Slide 7: Weebit ReRAM Technology
WEEBIT ReRAM TECHNOLOGY For personal use only Designed for next generation technology ENERGY EFFICIENCY Ultra Low Power SPEED – READ AND WRITE Significantly faster than Flash INTEGRATION Bringing the memory closer to the processor LOW COST / NO SPECIAL MANFACTURING TECHNOLOGY & NO RETOOLING Manufact
Slide 8: Data Explosion Is Coming
DATA EXPLOSION IS COMING “We live in a new data economy that will For personal use only generate huge amounts of data. Autonomous vehicles and the network that connects them will generate lots of data. The Internet of Things will also be a big source of data. Cognitive computing and artificial intel
Slide 9: For personal use only
SPEECH R ECO G NITIO N For personal use only AUTONOMOUS PREDICT IVE T RANSLAT ION C ARS ANALYTICS REC OGNITION INTELLIGENT IMAGE PERSONAL MACHINES REC OGNITION ASSIST ANCE Becoming part of our everyday lives
Slide 10: Weebit Solutions for the Industry
WEEBIT SOLUTIONS FOR THE INDUSTRY For personal use only Building smaller cell is better/cheaper MORE INFORMATION STORED IN A PIECE OF SILICON WITH A FASTER WRITE AND READ SILICON OXIDE Weebit NANO NEXT-GEN MEMORY SOLUTION Not Used in Semiconductor Fabs Used in Semiconductor Fabs ü Fab Friendly – 50
Slide 11: ReRAM Competitive Landscape
RERAM COMPETITIVE LANDSCAPE For personal use only Market $50M $33M $250M (E) $180M Capitalisation (USD) Memory 40nm cells achieved Start work on 8Mb Array 512Kb Capacity Mb Array by mid-2018 Mb Array Dimension 40nm 40nm 40nm 130nm Development <2 years* 7 years 7 years >10 years time
Slide 12: Competitive Advantage
COMPETITIVE ADVANTAGE For personal use only Materials Silicon Oxide Pr, Ca, Mn Silver Tellurium Production ready Difficult to run in Difficult to run in Difficult to run in Manufacturability materials a production Fab a production Fab a production Fab Fast RD Speed Fast RD & WR Fast RD & WR Fast RD
Slide 13: Alliance with CEA-Leti
For personal use only ALLIANCE WITH CEA - LETI Partnering for highly manufacturable ReRAM FROM PROTOTYPES TO MANUFACTURING CUSTOMERS PRODUCTION ALLIANCES Intel, ST Microelectronics, Proven international track record in Over 330 industrial partners Globalfoundries moving from R&D to production MEMORY
Slide 14: Opened French Subsidiary
OPENED FRENCH SUBSIDIARY For personal use only • Enhances the cooperation with Leti • Weebit will be eligible for French R&D benefits and tax refunds BONJOUR FRANCE! • Base for our French employees
Slide 15: Expectations Met
EXPECTATIONS MET DEC 2017 NOV For personal use only 40nm working cells Every committed milestone met OCT 2017 ON TRACK 300nm 4Kbit Array with strong Endurance and retention results to reach 40nm MAY 2017 Mbit array Miniaturisation started by mid-2018 MARCH 2017 Electrical results validation NOVEMBER
Slide 16: Expectations Met: 40nm Working Cells
EXPECTATIONS MET For personal use only 40nm working cells Demonstrated one month ahead of schedule!
Slide 17: 2018 Plans
2018 PLANS For personal use only TECHNICAL • Develop a 40nm Mbit array by mid-2018 • Improved Endurance and Retention to meet industry standards by end 2018 • Define a plan and be on the path to develop 2xnm technology BUSINESS • Sign first cooperation agreement with a key industry player 17
Slide 18: Disclaimer
DISCLAIMER For personal use only 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; ou
Slide 19: Thank You
For personal use only THANK YOU