Adisyn (ASX:AI1) Graphene Makes Drones Harder to Detect

Big Step in Drone Stealth With Graphene

Adisyn (ASX:AI1) has successfully completed an early proof of concept demonstrating that graphene enhanced composite materials can materially reduce a drone’s radar visibility.

In laboratory testing, sample materials delivered up to a 20dB reduction in radar reflection, with the team now working to optimise performance toward 30dB.

The core objective is radar signature reduction, meaning a lower amount of radar energy is reflected back to the source. In practical terms, that makes the drone harder to detect, identify, and track.

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Drone Stealth Test Works, What Happens Next

At a high level, radar detection works by sending out electromagnetic waves and measuring how much energy is reflected back. If a surface or material is engineered to absorb, scatter, or otherwise reduce that reflected signal, the radar receives a much weaker return. In practical terms, that means the target appears smaller or becomes harder to distinguish from background noise.

In Adisyn’s case, a 20dB reduction means the reflected power is reduced by around 100 times, while a 30dB reduction would imply roughly a 1,000 times lower reflected power return.

To illustrate the scale, if a drone initially appeared to radar like a 1 square metre target, then a roughly 30dB reduction could make it reflect more like around 10 square centimetres, or roughly the size of a large insect.

This is an illustrative analogy only, not a guarantee of real world field performance.

Adisyn’s Semiconductor story

For investors less familiar with the Adisyn story, Adisyn is developing a graphene deposition technology designed for use in semiconductor interconnects, the nanoscale wiring that links individual transistors within a chip.

Today, most transistor interconnects are made from copper. While copper has been the industry standard for years, it is approaching the physical limits of how far it can continue to scale while remaining commercially viable. As chip architectures become smaller and more advanced, the industry will need alternative materials with superior electrical properties that can operate faster and generate less heat. This is essential if Moore’s Law, the long-standing trend of ever-shrinking and more powerful chips, is to continue.

This is where 2D Generation, acquired by Adisyn in 2024, becomes strategically important. Adisyn is not only advancing graphene as a potential next generation interconnect material capable of scaling below 10 nanometres, but is also developing a practical method to apply it. Specifically, the company is using Atomic Layer Deposition (ALD) tools to determine the most effective way to deposit graphene onto semiconductor wafers.

The Investors Takeaway for AI1

The key takeaway from this announcement is that it adds another potential commercial angle to Adisyn’s graphene capability, specifically in stealth or signature-aware materials. It also provides a measurable early lab result, with up to 20dB of radar reflection reduction already demonstrated, alongside a clear optimisation target of 30dB.

That said, we still view the semiconductor interconnect roadmap as the primary valuation driver. In our view, this radar-related work should be treated as upside optionality for now, until the company can demonstrate repeatability, scalability, and credible real-world performance.

In our research, we value Adisyn at A$0.29 per share based on the current number of shares on issue. Of this, A$0.22 per share is attributable to 2D Generation, while A$0.07 per share is attributable to Adisyn’s legacy business. For further detail on our methodology and assumptions, please refer to our initiation report on Adisyn.