Weebit Nano Ltd. · ASX:WBT
Weebit Nano — Investor Presentation (July 2019)
16 slides from Weebit Nano's investor presentation, Jul 22, 2019
Slide 1: Investor update July 2019
For personal use only Investor update July 2019 1
Slide 2: Weebit Nano at a Glance
WEEBIT NANO AT A GLANCE For personal use only Listed on the ASX in August 2016 and headquartered in Melbourne Operations in Israel and R&D partnership with CEA-Leti in France Developing next-gen memory solution based on Silicon Oxide (SiOx) ReRAM Successfully completed development ReRAM working prod
Slide 3: Share Information
SHARE INFORMATION For personal use only CAPITAL STRUCTURE SHAREHOLDING BREAKDOWN 01 ASX Code: WBT 02 Share price: $0.521 5.88% 21.12% 73% 03 Shares on issue: 63.6m1 04 Options: 8.9m1&2 TOP 20* OTHER# 05 Market cap: A$35.6m1 BOARD & MANAGEMENT^ Excluding Board & Management 06 Cash: A$2.95M3 1. As of
Slide 4: Weebit Leadership Team
WEEBIT LEADERSHIP TEAM For personal use only CEO CHAIRMAN EXECUTIVE DIRECTOR CTO CFO 40 years of experience in the Served as Executive Vice Received his PhD researching Over 20 years of experience in Over 20 years of experience semiconductor industry, including 2 President and General Manager at non
Slide 5: Atiq Raza Appointed to the Board
ATIQ RAZA APPOINTED TO THE BOARD For personal use only Over 40 years experience in the semiconductor industry Chairman and CEO of NextGen Inc for 7.5 years where he revolutionized the design of x86 processors Became President and COO of Advanced Micro Devices (AMD) after NextGen was acquired by
Slide 6: Why Memory?
WHY MEMORY? For personal use only Exponential Growth in Memory Intensive Applications Surveillance Internet Of Things Facial Recognition Robotics Gaming 5G Data Centers Drones Autonomous Vehicles Smartphones 6
Slide 7: The Memory Market
THE MEMORY MARKET For personal use only Volatile Non-Volatile Practically every digital device contains embedded non-volatile memory (NVM) eFlash NVM market expected to go over Weebit’s SRAM ReRAM current US$60B in 2019 (source: statista) Embedded memory: Current NVM solution for embedded MRAM
Slide 8: Weebit's ReRAM Solution
WEEBIT’S RERAM SOLUTION For personal use only Weebit’s Silicon Oxide (SiOx) ReRAM technology addresses the shortcomings of the existing Flash technology. It is now preparing for transfer to a production facility and being adapted to a first potential customer. Its key competitive advantage compared
Slide 9: Expectations Met
EXPECTATIONS MET APR 2019 For personal use only Production level endurance and retention Every committed technology JUN 2018 milestone met! 40nm 1Mbit Array FEB 2018 40nm 4Kbit Array NOV 2017 40nm working cells OCT 2017 300nm 4Kbit Array SEPT 2016 Development kicked off at Leti 9
Slide 10: Productisation and Commercialisation Roadmap
PRODUCTISATION AND COMMERCIALISATION ROADMAP For personal use only 4Kb Array Initiate engagement with 28nm/300mm Production Fab first potential customer wafers available Qualification Currently received their Technology transfer specification and started and IP qualification to implement it Feb Jun
Slide 11: Target Markets
TARGET MARKETS For personal use only Internet of Things Key Applications: Wearables, security, smart cities, etc. Key advantages: Ease of manufacturing and low power Weebit is a strong Analog fit for many other Key Applications: All types of sensors, automotive, GPS, Wifi, etc. markets which w
Slide 12: Weebit Business Model
WEEBIT BUSINESS MODEL For personal use only License to semiconductor customers - Revenue per customer project consists of 3 main elements: IP Licensing Fees: Paid upon engagement, ranging from $500K to $2M per license, typically ~$1M Royalties: Range from 1-3% of the revenues from sales of the c
Slide 13: ReRAM Technology for Tomorrow
RERAM TECHNOLOGY FOR TOMORROW For personal use only Mimic the brain as accurately as possible Brain inspired computing systems o ReRAM resembles biological Neurons o Physical similarities lead to functional similarities o Highly energy efficient Object recognition Weebit can enable Brain Inspired Ar
Slide 14: Significant Progress with Partners
SIGNIFICANT PROGRESS WITH PARTNERS For personal use only Continuing positive Announced Partnerships progress and discussions on many additional fronts Potential customers Politecnico Production fabs Silvaco IIT Delhi di Milano Technion Strategic investors Developing TCAD Neuromorphic Neuromorp
Slide 15: Thank You
15 For personal use only THANK YOU
Slide 16: 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