Australian Conference and Roadshow Presentation
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Released
Announcement PDF
Adisyn Ltd | ACN 155 473 304 | 1300 331 888 | 2 – 3/4 McGrath Road, Henderson WA 6166 | adisyn.com.au
ASX Announcement
20 October 2025
Australian Conference and Roadshow Presentation
Adisyn Ltd (ASX: AI1) (“Adisyn” or the “Company”) is pleased to advise the Company will be
presenting at 11am AEDT at the Semiconductor Australia conference, held 22nd October 2025 at 1
Elizabeth place, Sydney, as part of a broader Australian investor roadshow.
Semiconductor Australia Conference
Semiconductor Australia brings together the
nation’s deep-tech innovators, industry
experts, policy makers, and the investor
community to explore opportunities to
secure Australia’s semiconductor future.
The one-day conference includes keynote
presentations from internationally recognised
engineer, scientist and entrepreneur Dr
Simon Poole AO and Australia’s former Chief
Scientist Dr Cathy Foley, as well as five expert
roundtable sessions.
Investors can join the event in-person or
virtually by registering at
www.semiconductoraustralia.com
During the Conference, Adisyn Director and 2D Generation CEO Mr Arye Kohavi will provide an
update on the Company’s progress developing its patented low-temperature graphene technology,
designed to address one of the most significant technological bottlenecks in semiconductor
manufacturing – the limitations of copper interconnects at advanced nodes (sub-5nm)1.
Phase One development activities are underway, focused on precursor testing, graphene growth
and optimisation.
In addition to participation at the conference, the Company will also be conducting an investor
roadshow across major Australian cities with key management meeting with major shareholders
and investors.
1
Refer to ASX announcement dated: 6 August 2025
Adisyn Ltd | ACN 155 473 304 | 1300 331 888 | 2 – 3/4 McGrath Road, Henderson WA 6166 | adisyn.com.au
A copy of the Company’s presentation is attached.
-ENDS-
This announcement has been approved for release by the board of Adisyn Ltd.
Further Information:
Investors
Blake Burton
Managing Director, Adisyn
E: investors@adisyn.com.au
T: 1300 331 888
Media
David Tasker
Chapter One Advisors
E: dtasker@chapteroneadvisors.com.au
T: +61 433 112 936
About 2D Generation
2D Generation is a high-tech company specialising in graphene-based solutions for the semiconductor
industry. Founded by experienced entrepreneurs and scientists, the company is dedicated to
overcoming current technological limitations by developing faster, stronger, and more energy-
efficient computer processing solutions. These advancements will support the next generation of AI,
data storage, telecommunications, cybersecurity, mobile devices, and more.
About Adisyn
Adisyn is a leading provider of managed technology solutions, primarily serving the SME market. The
Company leverages cutting-edge technologies, including artificial intelligence and cybersecurity, to
deliver bespoke solutions. Through its wholly owned subsidiary, 2D Generation, Adisyn is advancing
graphene-based semiconductor technologies to overcome industry limitations and drive innovation
across sectors including AI, telecommunications, and data storage.
Forward-looking statements:
Statements contained in this release, particularly those regarding possible or assumed future
performance, revenue, costs, dividends, production levels or rates, prices, or potential growth of
Adisyn Ltd are, or may be, forward-looking statements. Such statements relate to future events and
expectations and as such, involve known and unknown risks and uncertainties. These forward-looking
statements are not guarantees or predictions of future performance and involve known and
unknown risks, uncertainties, and other factors, many of which are beyond the Company's control,
Adisyn Ltd | ACN 155 473 304 | 1300 331 888 | 2 – 3/4 McGrath Road, Henderson WA 6166 | adisyn.com.au
and which may cause actual results to differ materially from those expressed in the statements
contained in this release.
The Company cautions shareholders and prospective shareholders not to put undue reliance on
forward-looking statements, which reflect the Company's expectations only as of the date of this
announcement. The Company disclaims any obligation to update or revise any forward-looking
information, whether as a result of new information, future events or otherwise, except as required
by law.
1
Company Update
O c t o b e r 2 0 2 5
2
This information contained in this presentation has been prepared by Adisyn Ltd (ACN 155 473 304) (ASX:AI1 or
‘the Company’) and makes statements about it as well as its subsidiaries, the presentation is for information
purposes only. This presentation does not constitute financial product or investment advice or a recommendation
to acquire AI1 shares and has been prepared without taking into account the objectives, financial situation or
needs of individuals. This presentation does not purport to contain all of the information that a prospective
investor may require to make an evaluation of the Company or its business activities. Before making an
investment decision, prospective investors should consider the appropriateness of the information having regard
to their own objectives, financial situation and needs and seek legal and taxation advice appropriate to their
jurisdiction. AI1 is not licensed to provide financial product advice in respect of AI1 shares. Certain information in
this presentation has been derived from third parties and though AI1 has no reason to believe that it is not
accurate, reliable or complete it has not been independently audited or verified by AI1.
AI1, its subsidiaries and their respective logos, are trademarks or registered trademarks of AI1, or its
subsidiaries. All other registered or unregistered trademarks mentioned in this presentation are the property of
their respective owners, and no trademark rights to the same are claimed.
Financial Data - All dollar values are in AUD dollars (AUD or $) and are unaudited (unless otherwise presented).
This presentation has been authorised for release on the ASX by the Board of Directors of AI1.
Future performance any forward looking statements, opinions and estimates provided in this presentation are
based on assumptions and contingencies which are subject to change without notice, as are statements about
market and industry trends, which are based on interpretations of current market conditions at the date of this
presentation. Forward looking statements including projections, guidance on future earnings and estimates are
provided as a general guide only and should not be relied upon as an indication or guarantee of future
performance. An investment in AI1 shares is subject to investment and other known and unknown risks, some of
which are beyond the control of AI1.
No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or
correctness of the information, opinions and conclusions contained in this presentation. To the maximum extent
permitted by law, Adisyn Ltd and its officers, employees, related bodied corporate and disclaim all liability,
including, without limitation, any liability arising out of fault or negligence, for any loss arising from the use of the
information contained in this presentation. In particular, no representation or warranty, express or implied is
given as to the accuracy, completeness or correctness, likelihood of achievement or reasonableness of any
forecasts, prospects or returns contained in this Presentation nor is any obligation assumed to update such
information. Such forecasts, prospects or returns are by their nature subject to significant uncertainties and
contingencies.
Disclaimer
3
Corporate Snapshot
• Share Price (A$)*: 0.064
• Market Cap (A$)*: 46M
• Cash 30/6/2025 (A$): 7M
Board of Directors
• Kevin Crofton – Chairman
• Arye Kohavi – Director, CEO of 2D Generation
• Dominic O'Hanlon – Non-Executive Director
• Blake Burton - Managing Director of Adisyn
*As at 17 October 2025
Who is Adisyn
Field of activity
1. Through 2D Generation (a fully owned
subsidiary) – development of novel
technologies and methods to produce high-
quality graphene, in a low-temperature
process, targeting semiconductors
interconnect and other applications.
2. Original activity of building and deploying IT
solutions, disaster recovery solutions, and
end-to-end cyber security solutions.
Adisyn Ltd is publicly listed on the the Australian Securities Exchange (ASX) under the ticker AI1
4
Arye is an Israeli entrepreneur and innovator. He was the founder, president & Co-CEO of Water-
Gen, which develops water-from-air and air dehumidification technologies. Kohavi holds a MBA
(Finance) and a BA in Economics and Accounting, both from the Hebrew University in Jerusalem.
• Arye has been chosen as one of the world's 100 Leading Global Thinkers, and one of the world's
top innovators, by “Foreign Policy” magazine.
• Water-Gen, founded by Arye, was chosen as one of the World's 50 Most Innovative Companies, by
“Fast Company” magazine.
• As part of Israel's 70th anniversary celebrations, the Israeli Ministry of Economy and Ynet readers
chose Water-Gen as one of the “Nine Greatest Israeli Inventions of All Times”.
• Water-Gen's Genny was chosen as one of the world's 100 Best Inventions, by TIME magazine.
CEO of 2D Generation, Director at Adisyn
Arye Kohavi
Awards:
5
Non-Executive Chairman
Kevin has 3 decades of
Semiconductor industry experience.
He has held significant management
and leadership positions at Lam
Research Corporation (Nasdaq:LRCX,
US$96B market cap), KLA Corporation
(Nasdaq:KLAC, US$91B market cap),
Comet Holdings AG (SIX: COTN,
CHF1.9B market cap), Newport
Corporation (acquired for US$980M),
NEXX Systems (acquired by Tokyo
Electron) and Aviza Technology.
• In 2006, Mr. Crofton led a P/E
backed buyout of Aviza Technology
UK to create what became SPTS
Technologies, where he was
President and Managing Director
from 2006 to 2020, and created a
GBP£500M turnover, highly
profitable, market leading company.
SPTS was bought by Orbotech,
which was later acquired by KLA
for $3.4B.
• From 2020 through 2022, Kevin was
CEO of Comet AG, a listed
company on the Swiss SIX
exchange. Achieved 60% revenue
growth to CHF$600m (A$1.06B),
nearly doubling EBITDA
performance, and delivered Market
Cap growth from 0.8B to 2.2B CHF
(~US$2.4 B).
• Mr Crofton served on the board of
SEMI, the international industry
association, for 8 years including
as Vice Chair and Chair.
• He was advisor to Senator Mark
Warner on US CHIPS Act and Gov.
Glen Youngkin on Virginia's
Semiconductor Initiative.
• Throughout his career, Mr Crofton has
been recognized for his contributions
to the semiconductor industry. He is a
published author of numerous
technical papers, a sought-after
semiconductor industry speaker, and
winner of numerous awards including
the MEMS Industry CEO of the year
(2013) and the Queens Award for
innovation, technology and export in
2008, 2014 and 2018.
• Mr. Crofton holds an MBA in
International Business from American
University and a BS Degree in
Aerospace Engineering from Virginia
Tech.
Kevin Crofton
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• For advanced process nodes, the Interconnect is a bottleneck:
❑ Limiting clock and data transfer rates
❑ Consumes a lot of power
❑ Major source of heat generation
• Graphene based solutions for the interconnect are well defined, but no suitable
industrial process has been identified yet
• From imec’s paper* on Graphene for interconnects:
“While this study focuses on graphene transfer, a more ‘elegant’ way of depositing
graphene would be direct growth on the metal template of interest. Growing high-
quality graphene requires however high growth temperatures (900-1000°C) and can
as such not be applied on interconnect-type of metals.”
*https://www.imec-int.com/en/articles/promise-hybrid-graphenemetal-structures-advanced-interconnects
The Challenge
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• ALD-based
• Unique and patented process
• Use of patented precursors
• Low-temperature process
• Compatible with current manufacturing limitations
• Can be applied using existing industrial processes and
equipment
2D Generation’s Process
8
New ALD Machine
Main Experiments deposition
parameters:
Reactor Temperature
Pressure
Gas flows
Cycle time
Number of cycles
Precursor Temperature
Plasma
Co-reactant
9
Imec is the world’s leading semiconductor industry R&D hub
❑ 5,000 researchers from more than 95 countries
❑ 2.5 billion Euro infrastructure, 300mm leading edge semiconductor pilot line
❑ 940M Euro in revenue, a public-private funded entity
❑ Partnered with the world’s leading semiconductor designers, fabricators, and suppliers
2D Generation has a strategic cooperation agreement with imec to validate the
company’s technology:
1. Simulation to explore the benefits of the technology in a relevant context for product
applications.
2. Physical tests of the graphene coating of several materials (metals and non-metals) and
several usages (surfaces, structured wafers, and diffusion barrier).
Imec Collaboration
10
Why is the Project significant?
• The Project is focused on developing and
integrating electronic, photonic, power, and RF
devices within System in Package (SiP) modules
for applications in data centres, high-
performance computing, Artificial Intelligence,
autonomous vehicles and digital industries.
• The Project aims to improve heat dissipation,
optimize data transmission, implement thermal
control for dense SiP modules and advance
integration enhance device performance and
efficiency.
2DG’s role in the Project
Leveraging graphene’s exceptional properties
through pioneering low-temperature ALD
techniques, this technology improves
semiconductor performance in interconnects,
coatings, capping layers by addressing impedance,
resistivity, and heat dissipation challenges.
What will it mean for 2DG to be part of the
project?
• The industry largest players validate 2DG’s
innovative approach and establishes its role
in the semiconductor industry.
• Provides a platform for collaboration and
technological advancement.
Connecting Chips –
EU Undertaking
11
The Centre’s state-of-the-art facilities, including an 800-square-meter
cleanroom, advanced imaging tools, and over 40 fabrication instruments,
provide an unparalleled environment for academic and industrial research.
The center has collaborated with a diverse range of major multinational
companies, including General Electric, Samsung and NVIDIA.
✓ Strategic Partnership: An agreement was signed in March 2025 to
accelerate the development of the company’s technology.
✓ Access to World-Class Facilities: Access to advanced equipment.
Immediate use of TAU’s Beneq TFS 200 Atomic Layer Deposition
(similar to AI1’s system , former generation).
✓ Double ALD capacity: The partnership grants the team access to an
additional ALD system to perform parallel development.
Strategic Partnership with
Tel Aviv University Nano Centre
12
GRAPHENE COATED NON-METALLIC SURFACES, DEVICES AND METHOD
THEREOF – directed to the technologies used for conductive diffusion barrier, and
other applications
GRAPHENE COATED METALLIC SURFACES, DEVICES AND METHOD OF
MANUFACTURE THEREOF – directed to the technologies used for conductive
capping layer, and other applications
METHOD OF MANUFACTURE OF GRAPHENE COATED SURFACES BY
ATOMIC OR MOLECULAR LAYER DEPOSITION – directed to graphene
manufacture by ALD
GRAPHENE METAL COMPOSITE – directed to graphene layers interlayered with
metal layers including coatings of patterned surfaces
Four patent families are
directed to the technology of
the Company and each patent
is composed of our unique
production methods and
materials:
1
2
3
4
2DG Intellectual Property
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Investment Highlights
Adisyn’s wholly-owned subsidiary 2D Generation is developing graphene-based
interconnects for the next-generation of semiconductors
Opportunity to transform a global market
Semiconductor sales expected to almost double by 2030
to ~US$1Tn1
Major early-mover advantage
Substantial knowledge and intellectual property
developed on graphene deposition over the past four
years, offering a significant early-mover advantage
World-leading results
Unique, patented low-temperature processing method
unable to be replicated by any peer which the Company is
aware of, globally
Partnerships to drive development
Collaboration with the world’s leading semiconductor research
institute imec and selected for the EU's Connecting Chips Joint
Undertaking potentially collaborating with NVIDIA, Valeo and
Applied Materials
Landmark agreement accelerates research
Partnership with Tel Aviv University Nano Center gives access to
a second ALD machine to perform parallel development
Strong leadership
World-renowned semiconductor and technology leaders
represented on the Board to drive success
1 Kevin Zhang, TSMC, Semiconductor Industry: Present and Future, IEEE solid state Circuit Conference, Feb 2024
14
Thank you
Blake Burton – Managing Director, AI1
investors@adisyn.com.au
C O N T A C T D E T A I L S
David Tasker – IR / PR
dtasker@chapteroneadvisors.com.au
Michael Shaw-Taylor – Corporate Advisor
mst@sandtoncapital.com.au
Arye Kohavi – CEO, 2D Generation
arye@2DGeneration.com
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