Weebit Nano Ltd. · ASX:WBT
Weebit Nano — Shareholder Meeting (November 2025)
36 slides from Weebit Nano's shareholder meeting presentation, November 2025
Slide 1: Approaching the Tornado
Approaching the Tornado From early adopters towards volume deployment November 2025 Investor Presentation Annual General Meeting of Shareholders 2025
Slide 2: Industry and Corporate Update
Industry and Corporate Update Dadi Perlmutter, Chairman © 2025 Weebit Nano Ltd. All rights reserved. 2
Slide 3: Did you Know? Some Facts about Semiconductors
Did you Know? Some Facts about Semiconductors More transistors than Transistors are cells in the human body incredibly small All fabs combined 2nm transistor is ~12– make >2.7 quadrillion 15nm wide; you could transistors daily, fit 5,000 transistors more than the 37 across the width of a trillion ce
Slide 4: Semiconductors: A Snapshot
Semiconductors: A Snapshot AI Supercycle Accelerates $1T Semiconductor Revenues Earlier Than Expected (~2 years) © 2025 Weebit Nano Ltd. All rights reserved.
Slide 5: Impact of Geopolitical Tensions on Semiconductors
Impact of Geopolitical Tensions on Semiconductors U.S./China Tensions Global Instability AI Revolution Supply Chain Realignment Capital & Talent Constraints © 2025 Weebit Nano Ltd. All rights reserved. 5
Slide 6: Impact of Geopolitical Tensions on Semiconductors
Impact of Geopolitical Tensions on Semiconductors U.S./China Tensions Global Instability Weebit has the resilience & resolve AI Revolution to thrive in these environments Supply Chain Realignment Capital & Talent Constraints © 2025 Weebit Nano Ltd. All rights reserved. 6
Slide 7: Strong and Experienced Board and Management Team
Strong and Experienced Board and Management Team David (Dadi) Anne Templeman- Atiq Raza Yoav Nissan-Cohen Naomi Simson Ashley Krongold Perlmutter Jones NON-EXEC. NON-EXEC. NON-EXEC. NON-EXEC. DEPUTY CHAIR DIRECTOR DIRECTOR DIRECTOR DIRECTOR CHAIRMAN Coby Hanoch CEO Alla Felder Ishai Naveh Ilan Sever
Slide 8: Governance Update
Governance Update Preparing to be an ASX 200 Company Policy & Compliance Sustainability & ESG Upgrading internal Launched ESG reporting and governance policies and disclosure initiatives frameworks Risk & Resilience Board Leadership Business Continuity and Australia-based Anne Disaster Recovery plan
Slide 9: Business Overview
Business Overview Coby Hanoch, CEO © 2025 Weebit Nano Ltd. All rights reserved. 9
Slide 10: Weebit Overview: Leading Vendor of ReRAM IP
Weebit Overview: Leading Vendor of ReRAM IP Advanced Non-Volatile Memory (NVM) Now Entering Production Founded: 2015 Multiple commercial deals Located: Israel, France & US Including tier-1 IDM onsemi; 60 employees (~90% ongoing discussions/evals with >20 engineers/scientists; 17 PhDs) foundries/IDMs
Slide 11: Embedded Non-Volatile Memory is Strategic IP
Embedded Non-Volatile Memory (NVM) is Strategic IP Ubiquitous across Foundational to Drives Strategic across Growing Applications Modern Electronics Differentiation the Supply Chain • AI, IoT, automotive, Critical for: • Performance: faster • Designers: simplify industrial, medical, • Firmware and c
Slide 12: A Brief History of Non-Volatile Memory
A Brief History of Non-Volatile Memory (NVM) ~2010 2024 Today ~2020 Flash Scaling Issues Alternatives Emerge Superior ReRAM is Chosen Choices Narrow Known Tech Wins Flash Replacement FeRAM MRAM MRAM MRAM Mass Magnetic CBRAM Production Issues The only ReRAM independent PCM ReRAM ReRAM ReRAM Multiple
Slide 13: ReRAM – Innovative NVM for a New Era
ReRAM – Innovative NVM for a New Era Weebit ReRAM Scales to advanced geometries where flash can’t Ultra-low power Cost-effective Easy to integrate Highly reliable even at high temperatures Immune to EMI and radiation Fully qualified per JEDEC and AEC-Q100 standards >90 patents/applications Weebit: T
Slide 14: The Rise of ReRAM
The Rise of ReRAM 45x growth in 6 years Embedded Emerging NVM Market (in $M) Embedded ReRAM Market Volume 2030 (# of Dies, in M units) 2024 2,000 1,800 23% 24% 1,600 32% 1,400 41% 1,200 1,000 800 27% CAGR24-30 ~88% 600 400 Total $142M 200 0 ReRAM 53% 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029
Slide 15: Recent Achievements
Recent Achievements © 2025 Weebit Nano Ltd. All rights reserved. 15
Slide 16: Recent Highlights
Recent Highlights MAR 2025 AUG 2025 SEP 2025 OCT 2025 OCT 2025 Completed Achieved record Taped-out first Q1 FY26: Achieved target AEC-Q100 150°C revenue in embedded record of three operation FY25, an module with quarterly product qualification for increase of 4X Weebit ReRAM customer customers autom
Slide 17: Tape-out of Embedded ReRAM Test Chips at onsemi
Tape-out of Embedded ReRAM Test Chips at onsemi Marks major milestone in completing technology transfer of Weebit ReRAM to onsemi’s advanced BCD process ReRAM being integrated into onsemi’s Treo platform Combines power management, compute & sensing on a single die Ideal for high-temp automotive, ind
Slide 18: Weebit ReRAM in Automotive
Weebit ReRAM in Automotive Increasing number of semiconductors per car Completed AEC-Q100 150°C Operation Qualification ~1,000 - 3,000 chips per car; an electric Audi or Volkswagen contain up to 8,000 chips* Key to getting designed into automotive MCUs & other components Automotive in need of new NV
Slide 19: The Journey to New AI Architectures with ReRAM
The Journey to New AI Architectures with ReRAM TODAY’S TWO CHIP SINGLE CHIP NEAR- IN-MEMORY COMPUTE NEUROMORPHIC SOLUTION MEMORY COMPUTE WITH ReRAM COMPUTE WITH ReRAM NVM (flash) on separate chip External NVM eliminated Computation performed within Future systems will mimic brain • Wasteful in terms
Slide 20: Progress to Goals so Far in CY 2025
Progress to Goals so Far in CY 2025 Goals stated at the 2024 AGM Fabs Products Qualification Three new Three new Complete licensing agreements with qualification at agreements product companies DB HiTek Expect 2/3* Completed On track * onsemi was announced in Jan 2025. Weebit is now targeting anothe
Slide 21: Opportunities Ahead
Opportunities Ahead © 2025 Weebit Nano Ltd. All rights reserved. 21
Slide 22: Heading for the Tornado
Heading for the Tornado Early Market The Chasm Mainstream Market We are Here Main Street Tornado Bowling Alley Innovators Early Adopters Early Majority Late Majority Laggards 2.5% 13.5% 34% 34% 16% Foundation Diagram courtesy of https://www.ignitionframework.com/crossing-the-chasm-theory-how-to-mark
Slide 23: Addressing Fast-Growing Semiconductor Markets
Addressing Fast-Growing Semiconductor Markets >US$265 Billion TAM in Customer Markets Power Management ICs Automotive Semiconductors $64.8B by 2033 Mixed-Signal $132B by 2030 6.55% CAGR Power Management 12% CAGR Automotive IoT Microcontrollers IoT / MCUs Semiconductor Aerospace & Defense A&D Semicon
Slide 24: IP Business Model – Foundries & Fabless
IP Business Model – Foundries & Fabless Benefits of IP Model Foundry Process IP Low COGS Direct costs are License + NRE associated with supporting and maintaining IP Royalties Royalties No inventory Design IP High gross and Paid directly to Weebit operating margins Royalties License + NRE or through
Slide 25: IP Business Model – Benefits with IDMs
IP Business Model – Benefits with IDMs IDMs design, manufacture and sell their own devices Upfront license fees Develop products quickly for Enablement fee (NRE) target end markets Can integrate IP in multiple IDM Royalties (% of chip ASP) designs / products Annual S&M Process IP Accelerated Design
Slide 26: Every Foundry Deal Represents Multiple Customer Opportunities
Every Foundry Deal Represents Multiple Customer Opportunities Coming Work in Soon Progress FOUNDRIES Coming Work in Coming Soon Soon Progress IDMs → Product Company → Products/Product Lines © 2025 Weebit Nano Ltd. All rights reserved. 26
Slide 27: Foundations for Growth are in Place
Foundations for Growth are in Place Centralised project management and streamlined infrastructure; Continuous improvements in cost-effectiveness and efficiency Automation; enhanced tools, Sales team growth procedures and methodologies Execution New U.S. entity to support Customer Success team/VP cus
Slide 28: Financials
Financials Alla Felder, CFO © 2025 Weebit Nano Ltd. All rights reserved.
Slide 29: Revenue Growth Accelerating
Revenue Growth Accelerating Half-Yearly (FY) Revenues (in A$M) $3,733 Annual revenue $1 million in fiscal 2024 $4.4 million in fiscal 2025 Revenues expected to continue to build based on new licensing and design agreements $865 $676 $153 1H24 2H24 1H25 2H25 Note: Past revenues and cash income do not
Slide 30: Record Customer Receipts
Record Customer Receipts Quarterly (FY) Cash Flows (in $A Thousands) $7,349 Quarterly customer receipts represented a record A$7.3 million in Q1 FY26 Mainly milestone-based payments from existing customers Other notable cash inflows $2,677 included A$4.1 million relating to 2024 R&D tax rebate for $
Slide 31: ESG Report Highlights
ESG Report Highlights Progressed and formalised approach to ESG management and reporting Materiality Assessment Standards Alignment Conducted an ESG materiality assessment Reporting aligned to global reporting standards (GRI, SASB, identifying six key focus areas UN SDGs) and commenced preparations
Slide 32: Looking Ahead
Looking Ahead Coby Hanoch, CEO © 2025 Weebit Nano Ltd. All rights reserved.
Slide 33: Weebit’s Differentiation
Weebit’s Differentiation COMPANY PEOPLE TECHNOLOGY SOLUTIONS CUSTOMERS • Only independent • Located: Israel, France, US • Low-power, cost- • Licensing Semiconductor • Multiple commercial provider of qualified effective, reliable NVM IP for embedded markets deals, including tier-1 • >60 personnel (~9
Slide 34: Weebit Nano Key Targets for CY 2026
Weebit Nano Key Targets for CY 2026 Revenue Products Customers FY26 revenue goal First product First AI customer >$10M* company customer engagement • This represents Weebit’s current goal FY26 revenue tape-out and is not a forecast. Delivering on these milestones will continue to cement Weebit’s pos
Slide 35: 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
Slide 36: Thank You!
Thank You! www.weebit-nano.com www.weebit-nano.com