Weebit Nano (WBT) Investor presentation summary

Company overview and market position

• Leading independent provider of qualified ReRAM IP, with operations in Israel, France, and the US, and over 100 patents/applications.

• Profitable, scalable IP licensing business model targeting semiconductor companies and foundries.

• Deep technical expertise with 70+ employees, 90% engineers/scientists, and strong R&D partnership with CEA-Leti.

• Multiple commercial deals with tier-1 IDMs and engagements with over 20 foundries and product companies.

• Strong financial position with a balance sheet supporting long-term growth and FY26 revenue expected to triple FY25.

Technology and competitive advantages

• ReRAM technology fully qualified to JEDEC & AEC-Q100 standards, outperforming embedded flash in cost, speed, endurance, and energy efficiency.

• Demonstrates 3-4x lower wafer cost, 10x-100x faster program time, >10x endurance, and ~100x energy efficiency compared to embedded flash.

• Scalable to advanced nodes (<28nm), reliable for automotive applications, and highly tolerant to radiation and EMI.

• Positioned as the only independent qualified ReRAM supplier, with future applications in in-memory compute.

Market opportunity and growth

• Embedded emerging NVM market projected to grow at 56% CAGR (2025-2031), with ReRAM's CAGR at 69% and expected to reach 50% market share by 2031.

• Addressing >$320B TAM across power management ICs, IoT microcontrollers, edge AI, automotive, aerospace, and healthcare semiconductors.

• Semiconductor industry forecasted to surpass $1 trillion in 2026, driven by AI and new technology adoption.