Weebit Nano Ltd. · ASX:WBT
Weebit Nano — Investor Presentation (October 2026)
27 slides from Weebit Nano's investor presentation, Oct 19, 2026
Slide 1: Investor Update
rsonal use only Investor Update October 2026
Slide 2: Introduction
rsonal use only Introduction © 2025 Weebit Nano Ltd. All rights reserved. 2
Slide 3: Weebit Overview: Leading Vendor of ReRAM IP
Weebit Overview: Leading Vendor of ReRAM IP Advanced Non-Volatile Memory (NVM) Now Entering Production Founded: 2015 Proven, protected technology rsonal use only Located: Israel, France & US Fully qualified per JEDEC & AEC-Q100 Only independent provider of standards; Available for chip designers qua
Slide 4: 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. CHAIRMAN DEPUTY CHAIR DIRECTOR DIRECTOR DIRECTOR DIRECTOR rsonal use only Coby Hanoch CEO Alla Felder Ishai
Slide 5: A Brief History of Embedded Non-Volatile Memory (NVM)
A Brief History of Embedded Non-Volatile Memory (NVM) MRAM NVM rsonal use only Magnetic FeRAM Issues ~2010 MRAM Today CBRAM ~2020 IMC Flash Scaling ReRAM ReRAM is ReRAM Issues Choices Narrow In Production; Chosen Flash PCM Known Vendors Replacement 3Dxpoint Shake Out Optane MRAM Mass Future Producti
Slide 6: The Rise of ReRAM
The Rise of ReRAM ReRAM outpaces market growth, expanding to 50% share by 2031 Embedded Emerging NVM Market (in $M)* Market Volume in # of Eq. 12'' Wafers* rsonal use only 2025 2031 Weebit observation: The higher projected wafer 31% 35% volumes suggest ReRAM is expanding into cost- 28% sensitive, hi
Slide 7: Weebit ReRAM Advantages
Weebit ReRAM Advantages Superior to embedded flash across key metrics MANUFACTURING ADVANTAGE PERFORMANCE ADVANTAGE rsonal use only 3-4x 2-mask adder 10x-100x >10x ~100x Faster program time Better endurance More energy efficient Lower added wafer cost (vs. ~10) than embedded flash vs. embedded flash
Slide 8: Recent Achievements
rsonal use only Recent Achievements © 2025 Weebit Nano Ltd. All rights reserved. 8
Slide 9: Continuing Growth in Revenue and Cash Receipts
Continuing Growth in Revenue and Cash Receipts Record revenue and growing receipts Weebit Past Cash Inflows and Revenues (Thousands A$) A$15.3M A$6.1M 12000 rsonal use only Record FY26 revenue, in Q1 FY27 quarterly line with upgraded 10000 customer receipts 9630 guidance 8540 Well-funded to execute
Slide 10: Q1 FY27 Commercialisation: Foundry & IDM Partners
Q1 FY27 Commercialisation: Foundry & IDM Partners ReRAM qualified at DB HiTek and open for customer designs, with onsemi and TI progressing to plan Foundry / IDM Partners rsonal use only Integrate Weebit ReRAM into their process and make it available to their customers. Qualification Qualified On tr
Slide 11: Existing Customers Are Expanding Their Engagement
Existing Customers Are Expanding Their Engagement A powerful indicator of the value of Weebit ReRAM Weebit Nano has expanded its licensing agreements with key customers rsonal use only to include additional technologies, products and domains. —Weebit 4Q26 report The Customer Journey Expanding Into T
Slide 12: Q1 FY27 Commercialisation: Product Customers
Q1 FY27 Commercialisation: Product Customers Customer silicon running software from integrated ReRAM, advancing towards mass production Product customers rsonal use only Design and manufacture chips using qualified ReRAM from our manufacturing partners. Advancing Customer 2 Validation Customer 3 Tap
Slide 13: Weebit ReRAM Powering Edge-AI Battery Intelligence
Weebit ReRAM Powering Edge-AI Battery Intelligence Overlord Labs integrates Weebit ReRAM into its Battery Intelligence Platform rsonal use only GENESIS | Silicon × Algorithm Architecture for intelligent battery management Purpose-built IC for battery-powered Edge AI devices Continuous battery sensin
Slide 14: Q1 FY27 AI Highlights: New Customers and Positive Analysis Results
Q1 FY27 AI Highlights: New Customers and Positive Analysis Results Key CY 2026 commercial target achieved 2 rsonal use only New AI Customers using Weebit ReRAM for exploring in-memory computing Customers Note: Significant R&D still required to create a solution for mass production Positive Results f
Slide 15: Opportunities Ahead
rsonal use only Opportunities Ahead © 2025 Weebit Nano Ltd. All rights reserved. 15
Slide 16: Semiconductor Industry to Hit $1 Trillion Four Years Faster Than Expected
Semiconductor Industry to Hit $1 Trillion Four Years Faster Than Expected Global semiconductor market (billion US$) rsonal use only Actual & Forecast in billion US$ 1,914 1,511 With this unprecedented growth: Foundries prioritize revenue- generating customer projects 796 New technologies require exp
Slide 17: From Licensing to Royalties
It typically takes 3-4 years from From Licensing to Royalties foundry licensing deal until their customer starts mass production, IDMs design in parallel with qualification and reach royalties sooner generating royalties for Weebit. Year 1 Year 2 Year 3 Year 4 rsonal use only Foundry / IDM Tech tran
Slide 18: Strengthening Infrastructure for Rapid Growth
Strengthening Infrastructure for Rapid Growth Building the foundation to respond quickly as customer demand accelerates rsonal use only Strengthen Leadership Grow Sales Team Bolstered executive team to support Global expansion transition to commercial-scale business Advance ReRAM Technology Centrali
Slide 19: Broadening the ReRAM Leadership Gap
Broadening the ReRAM Leadership Gap Continuous R&D to maintain a significant, growing gap over ReRAM competition R&D Priority Current Market Weebit Target Customer Benefit GOALS: rsonal use only Higher performance >20ns access time <10ns access time Expand applications Extend technology in MCU marke
Slide 20: Addressing Fast-Growing Semiconductor Markets
Addressing Fast-Growing Semiconductor Markets >US$320 Billion TAM in Customer Markets rsonal use only Power Management ICs Automotive Semiconductors $66.7B by 2034 Mixed-Signal $160B by 2031 6.29% CAGR Power Management 13% CAGR Automotive IoT Microcontrollers IoT / MCUs Semiconductor Aerospace & Def
Slide 21: Weebit ReRAM: A Foundation for Memory + Compute
Weebit ReRAM: A Foundation for Memory + Compute One technology. Multiple architectures. Broad opportunity. rsonal use only TODAY: Embedded ReRAM EMERGING: Memory Centric Computing Why ReRAM? Analog Commercially available Convergence of memory and compute is Compute Qualified on multiple platfo
Slide 22: 2026: AI Shifts from Training to Inference
2026: AI Shifts from Training to Inference Inference is becoming the majority of AI compute Inference spending surpasses training in 2026 Inference share of total AI compute (Deloitte estimates) Worldwide AI-optimized IaaS spending (Gartner forecast) rsonal use only 80% 25 $23.3B 67% 70% 60% 50% 20
Slide 23: In-Memory Computing: A New Way to Process Data
In-Memory Computing: A New Way to Process Data rsonal use only Video: https://www.youtube.com/watch?v=ra5-Pj0bsio&t=3s © 2026 Weebit Nano Ltd. All rights reserved. 23
Slide 24: ReRAM: Scalable NVM for Future In-Memory AI Computing
ReRAM: Scalable NVM for Future In-Memory AI Computing Traditional Architectures: Initial IMC Implementations Show ReRAM Enables IMC Better rsonal use only AI Compute Bottleneck Feasibility; Not Scalability Aligned with AI Workloads Memory CPU IMC IMC Analog matrix multiplication in flash Data mo
Slide 25: Weebit Nano Key Targets for CY 2026
Weebit Nano Key Targets for CY 2026 rsonal use only Revenue Products Customers FY26 revenue goal First product First AI customer >$10M company customer engagement tape-out ACHIEVED. ACHIEVED. ACHIEVED. FY26 REVENUE $15.3M 3 TAPE-OUTS COMPLETED FIRST AI ENGAGEMENTS. Delivering on these milestones wil
Slide 26: 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 27: Thank You!
Thank You! www.weebit-nano.com rsonal use only