Weebit Nano Ltd. · ASX:WBT
Weebit Nano — Goldman Sachs 6th Annual Emerging Technology Conference (October 2022)
18 slides from Weebit Nano's conference presentation, Oct 25, 2022
Slide 1: ReRAM: Approaching the Tipping Point
ReRAM: Approaching the Tipping Point Goldman Sachs 6th Annual Emerging Technology Conference October 2022
Slide 2: Who We Are
Who We Are Leading developer of innovative memory technologies 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 Ongoing discussions with 1
Slide 3: Strong Board with World-renowned Semiconductor Industry Experience
Strong Board with World-renowned Semiconductor Industry Experience 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 Weebit Nano Proprietary 3
Slide 4: Strong and Experienced Management
Strong and Experienced Management 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. Weebit Nano Proprietary 4
Slide 5: Increasing Global Semiconductor R&D Investment
Increasing Global Semiconductor R&D Investment 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 construction & advanced R&D in these regions US CHIPS European Union $4
Slide 6: Embedded ReRAM Market – Approaching the Tipping Point
Embedded ReRAM Market – Approaching the Tipping Point Embedded ReRAM Market Size 2021 - 2027 Embedded emerging NVM $957m market expected to reach $2.9B by 2027 94% ReRAM expected market share: 33% CAGR Embedded memory is a clear differentiator for semiconductor companies $168m $18m 2021 2024 2027 8t
Slide 7: The Weebit ReRAM Advantage
The Weebit ReRAM Advantage 3-4x >100x ~100x <40nm Lower added wafer Better endurance More energy efficient Scales to processes far cost 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 materials Zero stan
Slide 8: Targeting Growing Markets
Targeting Growing Markets Analog/Mixed Signal & Analog Semiconductors Power Management 2020-2022 $57B $83B (20.7% CAGR) Automotive Semiconductors Automotive Applications 2020-2026 $34B $78B (14.75% CAGR) IoT Semiconductors Internet of Things 2020-2025 $33B $80B (19% CAGR) Edge AI Chipsets Edge
Slide 9: Significant Progress in Last 12 Months
Significant Progress in Last 12 Months OCT 2022 ReRAM selector AUG 2022 can achieve high Good initial densities needed 28nm JUL 2022 qual results for discrete & Tape-out of of ReRAM IP embedded JUN 2022 IP module to module applications ReRAM IP SkyWater MAR 2022 module fully foundry; first Scaling t
Slide 10: ReRAM Modules Now in Qualification
Qualification process explained here: https://www.weebit-nano.com/reram-qualification/ ReRAM Modules Now in Qualification Qualification is a formal testing sequence to show technology maturity, defined by industry bodies Key requirement before mass production Weebit now qualifying its first ReRAM mo
Slide 11: Significant Milestones Toward Commercialisation
Significant Milestones Toward Commercialisation SkyWater Technology (Nasdaq:SKYT) – only US-owned pure-play silicon foundry – taking Weebit ReRAM to volume production First tape-out of Weebit Initially available in 130nm: sweet ReRAM to a production fab spot for analog/ mixed-signal designs Complete
Slide 12: 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 Collaborating with CEA-Leti to design 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 ind
Slide 13: Mid-Term Strategy: Discrete ReRAM Chips
Mid-Term Strategy: Discrete ReRAM Chips Weebit is working with CEA-Leti to develop discrete (stand-alone) memory chips Co-developing specialised miniature selector technology Recent News: Small selector is needed to enable the smallest ReRAM cells highest density memory chips Progressed selector d
Slide 14: Weebit ReRAM: Advantages for AI Applications
Weebit ReRAM: Advantages for AI Applications Today: A better solution for artificial Tomorrow: Brain inspired AI systems neural networks (NNs) enabling Neuromorphic Computing ◆AI is bandwidth-intensive for memory usage ◆ReRAM physically resembles a biological brain in both inference and training syn
Slide 15: Looking Ahead
Proceeding with advanced qualification stages at SkyWater’s U.S. fab Looking Provide qualification results of our embedded ReRAM module Ahead Milestones by the Sign new agreements with partners and end of CY22 customers Continue scaling down technology to smaller geometries Weebit Nano Proprietary 1
Slide 16: Key Takeaways
Key Takeaways The semiconductor industry is nearing the tipping point of moving to a new embedded NVM technology The industry Weebit ReRAM Strong tech Board On track to needs a new has unique progress: first & management deliver a Non-Volatile advantages; tape-out to have extensive production Memory
Slide 17: 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 18: Thank You!
Thank You! www.weebit-nano.com
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