Mark the Pitt Street Research Semiconductor Conference 2025 in your calendars!

The Pitt Street Research Semiconductor Conference 2025 is coming up!

Pitt Street Research in partnership with Bell Potter are thrilled to be hosting the Pitt Street Research Semiconductor Conference 2025. Join industry leaders, investors and innovators as we explore the future of Australia’s semiconductor sector. Taking place virtually and in-person in Sydney on Wednesday, 7 May 2025, this event will feature expert insights, emerging technologies and investment opportunities shaping the global semiconductor landscape.

 

DATE
Wednesday, 7 May 2025

TIME
9:00am – 3:00pm

IN-PERSON VENUE
Bell Potter Securities
Level 38, 88 Phillip Street Sydney NSW 2000

RSVP
Please RSVP by Monday, 14 April 2025 using the button below and indicate your preference to attend in-person or virtually.

Please be aware that in-person capacity is limited to 50 people.

 

Register your interest by emailing to [email protected] mentioning your name, email address and whether you prefer to attend in person or virtually.

 

 

Presenting companies

 

Nanoveu (ASX:NVU)

Nanoveu recently acquired Singapore-based EMASS, a fabless semiconductor company, that has developed an AI-focussed System-on-a-Chip (SoC) with 20x the power efficiency of competing products. Once fully developed, EMASS’ technology will reside in SoC’s that can be installed in Edge devices where they perform very specific AI inference tasks in a way that is extremely energy efficient.

This extreme processing efficiency opens up countless global industries and device markets where EMASS could make a big difference, including in autonomous vehicles, wearables, robotics and medical devices. These markets combined total well in excess of US$100bn in value and are growing fast.

 

4DS Memory (ASX:4DS)

4DS Memory is an ASX-listed company developing a non-volatile memory (NVM), known as ReRAM, that has potential to replace Flash memory. 4DS is still a couple of years from commercialisation, but ReRAM has potential to be a game changer for the semiconductor industry. 4DS Memory’s ReRAM could be useful in practically any electronic device that requires a memory technology. It is fast enough to write 1 hours worth of written content in just 4.7ns. The most recent analysis of its cells showed read and write speeds at 9.5 nanoseconds as well as endurance in excess of 3 billion cycles.

 

Archer Materials (ASX:AXE)

Archer’s semiconductor technology is 12CQ, a carbon-based quantum bit (qubit) semiconductor technology that could enable quantum computing devices to go mainstream. Today’s quantum computing devices are not accessible to a broader population because they can only work at sub-zero temperatures and tend to be large, impractical and expensive. But Archer’s 12CQ could pave the way for mobile quantum computing-powered devices, because 12CQ stores its qubits on carbon nanospheres, meaning they do not require operating temperatures that are near absolute zero.

 

Adisyn (ASX:AI1)

Adisyn entered the semiconductor space last year after acquiring an Israel-based company called 2D Generation (2DG). The problem it is seeking to overcome is that transistor technologies require an alternative mechanism to connect them rather than copper. 2DG is trying to develop graphene interconnects as an alternative and uses Atomic Layer Deposition (ALD) to deposit these materials on semiconductor wafers. It can be done at temperatures much lower (<400 degrees C) than those needed in other methods, is scalable and repeatable, provides precise control of film thickness and creates uniform layers on the transistors.

 

BluGlass (ASX:BLG)

BluGlass is a manufacturer of laser diodes – semiconductor devices that generate highly intense, focused beams of light and serve several purposes, depending on the industry and applications. BluGlass’ offerings are GaN (Gallium nitride) based and offer a range of wavelengths to its end users. As a smaller company, BluGlass can be more agile and flexible to meet the specific needs of its end clients. It has manufacturing facilities in Australia and the USA, not to mention several dozen patents for its technology.

 

BrainChip (ASX:BRN)

BrainChip is commercialising and developing a neuromorphic processing technology known as Akida. Akida is proprietary intellectual property (IP) added to a chip that enables the chip to function in a similar way to the human brain instead of relying on externally-set software-based algorithms. It can operate and learn ‘in the field’ without a continuous internet connection and when it is already deployed. Akida, and any device it is used in by extension, can make decisions much faster as a consequence.

Despite Akida having such remarkable capabilities, it is less power-hungry compared to other neural networks, needing only fractions of a watt to operate. This means it can operate longer than other Edge devices, which is extremely beneficial in Edge applications where battery life is a major concern.

 

Weebit Nano (ASX:WBT)

Weebit Nano is commercialising its own ReRAM technology. It currently has 3 commercial partners: Skywater, DB HiTek and Onsemi. The first two are semiconductor fabs and the latter is an Integrated Device Manufacturer (IDM), all of whom will integrate ReRAM into their own platforms and will make it available to their own customers. Weebit Nano is aiming to close at least 2 more deals with foundries/IDMs and 3 deals with product companies in 2025. In addition, it aims to finalise qualification of its technology with DB HiTek, which will open the path to commercialisation with DB HiTek’s customers.

 

Diraq

Diraq is a private company that has a quantum computing platform. It can build quantum processors using electronic spins in CMOS quantum dots. The company’s IP enables manufacturing at scale, using existing silicon chip manufacturing plants. The company’s vision is to be the global leader in full stack quantum computing.

 

Quantum Brilliance

Quantum Brilliance has developed a quantum computing technology that enables quantum computing at room temperatures and at a more reasonable size, weight, cost and power consumption. The company was founded in 2019 and now employs over 80 scientists and engineers.

 

Adisyn, Nanoveu and Weebit Nano are research clients of Pitt Street Research.

 

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