4ds Memory Ltd. · ASX:4DS
4ds Memory — Investor Presentation (November 2022)
15 slides from 4ds Memory's investor presentation, November 2022
Slide 1: Company webinar November 2022
Company webinar November 2022 Authorized for release by the Board
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by 4DS Memory Limited. (“4DS” or the “Company”) based on information available to it as at the date of this presentation. The The information presented in this presentation is subject to change without notice and 4DS does not have any responsibility or
Slide 3: The opportunity: Standalone-Memory Market
The 4DS Memory is focused on the Standalone-Memory Market opportunity o In 2022 this market is ~$200B o Standalone-Memory Market - a continually growing opportunity 4DS Memory is targeting the DRAM Lack of innovation applications continues to provide o DRAM is the single biggest market opportunity:
Slide 4: Standalone-Memory market dominated by DRAM and NAND
Memory Standalone-Memory market is dominated by DRAM and NAND o Third biggest segment is NOR at less than $3B in 2022 market: a growing Annual DRAM and NAND Revenue opportunity 160 (source Yole Developement) Annual Revenue (B$) 140 120 100 80 60 40 20 0 2016 2017 2018 2019 2020 2021 2022F 2023F 2024
Slide 5: DRAM's scaling is starting to run out of steam
4DS memory DRAM’s scaling is starting to run out of steam o Historically the shrink factor was 0.5. opportunity: Now it is >0.9 DRAM is no longer scaling. Computing & cell phones need a new solution. 5 5
Slide 6: DRAM solutions beyond 10 nm are unclear
4DS memory DRAM solutions beyond 10 nm are unclear o 10 nm DRAM node is equivalent to 1 nm Logic node opportunity: DRAM is no longer scaling. Computing & cell phones need a new solution. 6 6
Slide 7: The future: emerging-memory market
The future Emerging-memory market size predicted to be US$44 billion by 2032* Emerging memories will displace DRAM, SRAM and NOR Flash Likely replacements: o ReRAM o MRAM (focused on embedded market at 28 nm and beyond) o FeRAM (SRAM replacement?) o PCM (Intel Optane, NAND focus) 7 *Source: Emerging
Slide 8: 4DS snapshot
4DS ReRAM based on bulk switching (non-filamentary) snapshot o Scalable to small dimensions Simple 2D two terminal device in a 1T1R cell o Low cost, ideally suited to potentially replace complex 3D capacitor in a DRAM 1T1C cell o Path to 3D DRAM-like Read speed demonstrated Developed new bottom and
Slide 9: imec: world leader and long-term partner
World leader imec is the world’s #1 independent semiconductor development institute and 4DS’s In 2021 total revenue of 732 million euro long term Unique infrastructure that includes a 2.5 billion euro 300mm semiconductor pilot line partner More than 5000 expert scientists from over 95 countries Coll
Slide 10: 9 year partnership with HGST
9 year HGST: a subsidiary of Western Digital Corporation (a US$ 12.5 billion market cap company), one of the largest global leaders in digital storage partnership Strategic innovator in emerging high growth technologies with HSGT Commenced Joint Development Agreement in 2014 – Renewed in 2015, 2016,
Slide 11: Collaboration objectives
Collaboration Patterning process optimization in Q4 2022 objectives In progress and Q1 2023 2023 Commence Platform Lot manufacturing in Q1 Commence 2023 Deliver Platform Lot delivered to 4DS mid Q2 2023 Demonstrate Endurance and Write speed End Goal required for DRAM applications 11
Slide 12: Board and management
Board and management Drs. Wilbert van den Hoek Ting Yen Dr Guido Arnout Executive Chairman Chief Technology Officer Non-Executive Director • Served as CEO and Board member of • 30 years experience in • 30+ years in commercialising Silicon Valley companies commercializing memory technologies electron
Slide 13: Capital structure
Capital structure ASX Code 4DS Market Cap (Fully Diluted) A$ ~37 million* * Ordinary Shares on Issue 1,479,765,442 Unlisted Options 61,410,000 Cash ~A$ 4.3 million – September 2022 * From closing price on 28/11/22 – AUS$0.025 13
Slide 14: Company overview
Company overview World-leading Silicon Valley 4DS has the most advanced Interface Focused on augmenting DRAM based Interface Switching ReRAM with in-house and Switching ReRAM imec based INTERFACE developer development work SWITCHING ReRAM Joint development Strategic 33 granted US agreement with coll
Slide 15: Thank you
Thank you imec Leuven BELGIUM 4DS Inc ABN 43 145 590 110 SILICON VALLEY ASX Code: 4DS 3155 Skyway Court www.4dsmemory.com Fremont CA 94539 UNITED STATES 4DS Limited AUSTRALIA Level 2, 50 Kings Park Road West Perth WA 6005 AUSTRALIA 15