Weebit Nano Ltd. · ASX:WBT
Weebit Nano — Shareholder Meeting (November 2022)
23 slides from Weebit Nano's shareholder meeting presentation, Nov 16, 2022
Slide 1: 2022 AGM – Chair Address and CEO Presentation
2022 AGM – Chair Address and CEO Presentation 16 November 2022 For personal use only Weebit Nano Limited (ASX:WBT; Weebit or the Company), will today address shareholders at its Annual General Meeting, commencing at 10:00am (AEDT). Attached is a copy of the Address to be delivered by the Chairman, M
Slide 2: Chairman's Address
2022 ANNUAL GENERAL MEETING CHAIRMAN’S ADDRESS For personal use only The 2022 financial year and the last couple of months have been an exceptional period for Weebit Nano. A period in which we demonstrated the maturity and suitability of our embedded ReRAM for volume production, entered our first co
Slide 3: CEO Presentation: ReRAM: The Next NVM is Here
For personal use only CEO Presentation ReRAM: The Next NVM is Here Annual General Meeting of Shareholders 2022 16 November 2022
Slide 4: Your board of directors
Your board of directors For personal use only David (Dadi) Dr. Yoav Atiq Raza Fred Bart Ashley Krongold Coby Hanoch Perlmutter Nissan-Cohen NON-EXEC. NON-EXEC. NON-EXEC. CEO CHAIRMAN EXEC. DIRECTOR DIRECTOR DIRECTOR DIRECTOR Copyright 2022 Weebit Nano, Ltd. 2
Slide 5: Who we are
Who we are Leading developer of innovative memory technologies For personal use only Bringing to market Weebit ReRAM – next-generation NVM technology Enabling a new era of intelligent connected devices Global NVM Market (US$B)* Founded: 2015 Signed 1st commercial deal Located in Israel & France Ongo
Slide 6: Strong and experienced management
Strong and experienced management For personal use only Ishai Naveh Amir Regev Ilan Sever Eran Briman Alla Felder Coby Hanoch CTO VP TECH. VP R&D VP MARKETING & CFO CEO DEVELOPMENT BUSINESS DEV. Copyright 2022 Weebit Nano, Ltd. 4
Slide 7: Increasing global semiconductor R&D investment
Increasing global semiconductor R&D investment For personal use only Geopolitics driving countries to invest Government Investments & Incentives locally in semiconductor R&D United States $52B + 8 new fabs US CHIPS Act / EU Chips Act to boost new fab US CHIPS construction & advanced R&D in these reg
Slide 8: Embedded ReRAM market – approaching the tipping point
Embedded ReRAM market – approaching the tipping point For personal use only Embedded ReRAM Market Size 2021 - 2027 Embedded emerging NVM market expected to reach $2.9B by 2027 $957m ReRAM expected market share: 33% 94% CAGR Embedded memory is a clear differentiator for semiconductor companies $168m
Slide 9: The evolution of ReRAM: The Next NVM is Here
The evolution of ReRAM: The Next NVM is Here For personal use only 1960s – 2010s 2015 – 2016 2017 – 2018 2019 – 2021 2022 – onwards ReRAM spent Weebit founded Weebit’s first Weebit’s technology Customers requesting decades in research Partnering with Leti demonstrations of matures ReRAM
Slide 10: The Weebit ReRAM advantage
The Weebit ReRAM advantage For personal use only 3-4x 100x ~100x <40nm Lower added wafer cost Better endurance More energy efficient Scales to processes far vs. flash vs. flash vs. flash below limits of flash 2-mask adder Low voltage, low currents Proven @ 28nm 105-106 P/E cycles Standard
Slide 11: Weebit ReRAM addresses a broad range of application requirements
Weebit ReRAM addresses a broad range of application requirements For personal use only Mixed-Signal / Aerospace IoT / MCUs Edge AI Automotive Power Mgmt & Defense Back-end-of-line tech for easy analog integration Cost-efficiency Ultra-low power consumption Robustness in high temp / extreme environme
Slide 12: Significant progress in last months
Significant progress in last 12 months For personal use only NOV 2022 First production- OCT 2022 fab wafers Final qualification integrating 28nm OCT 2022 of ReRAM IP Weebit IP ReRAM selector module. JUN 2022 can achieve high Industrial-grade ReRAM IP densities needed temperatures MAR 2022 module ful
Slide 13: On the path towards commercialisation with SkyWater
On the path towards commercialisation with SkyWater For personal use only SkyWater Technology (Nasdaq:SKYT) – the only US-owned pure-play silicon foundry – Taking Weebit ReRAM to volume production CEO Coby Hanoch holding a SkyWater wafer November 8, 2022 First Weebit ReRAM wafers from a production f
Slide 14: First silicon wafers integrating Weebit ReRAM received from SkyWater
First silicon wafers integrating Weebit ReRAM received from SkyWater’s U.S. production fab Major milestone toward commercialisation of Weebit ReRAM at SkyWater For personal use only Manufactured in 130nm CMOS: a sweet spot for analog/ mixed-signal designs Wafers will now be sliced into chips, pa
Slide 15: Successfully completed ReRAM memory module qualification
Successfully completed ReRAM memory module qualification Qualification is a key step for every semiconductor product on each new target process For personal use only Qualified wafer lots met JEDEC microelectronics standards for endurance, retention, and SMT reflow at industrial temperatures Results
Slide 16: ReRAM selector further enhanced to increase target applications
ReRAM selector further enhanced to increase target applications Weebit ReRAM selector now suitable for both embedded and discrete applications For personal use only Significantly increases number of target applications Suitable for future embedded applications that will benefit from higher densities
Slide 17: Scaling Weebit ReRAM to 22nm
Scaling Weebit ReRAM to 22nm Addresses the need for new NVM at one of the industry’s most common process nodes For personal use only Designing a full IP memory module targeting an advanced 22nm FD-SOI process FD-SOI: high performance at very low voltage/ low leakage; broadly adopted by the industry
Slide 18: Increasing market engagement
Increasing market engagement Progressing with Tier-1 fabs and customers For personal use only Tier-1 fabs experiencing increasing demand for advanced NVM; actively looking for suitable solutions Evaluation engagements very detailed and require significant work, but present real potential for expandi
Slide 19: Weebit Nano key targets for FY23
Weebit Nano key targets for FY23 For personal use only SkyWater Fab Partners Customers Conclude qualification of Sign an agreement Close initial customer embedded ReRAM module at with a Tier-1 fab agreements SkyWater Automotive Continue R&D Scaling 22nm Qualify the technology also Further technical
Slide 20: Key takeaways
Key takeaways Weebit ReRAM: The Next NVM is Here! For personal use only Weebit is on track Weebit ReRAM has Making strong tech Board & mgmt. to deliver a The industry needs unique advantages; progress: 1st wafers have extensive production solution a new Non-Volatile is well positioned to from a prod
Slide 21: ReRAM IS HERE
ReRAM IS HERE For personal use only Copyright 2022 Weebit Nano, Ltd. 19
Slide 22: Disclaimer
Disclaimer This presentation contains certain statements that constitute forward-looking statements. Examples of such statements include, but are not limited to, statements regarding For personal use only the design, scope, initiation, conduct and results of our research and development programs; ou
Slide 23: Thank You!
Thank You! For personal use only www.weebit-nano.com