Adisyn Ltd
(ASX: AI1)Share Price and News
About Adisyn
Adisyn is an Australian technology company. It has a legacy business focused on providing cloud services from data centres, but in late 2024 entered the semiconductor space. It acquired an Israel-based company called 2D Generation (2DG) seeking to use graphene as a material to connect very small transistors.
Transistors, which regulate or control currents or voltage flow, are usually connected by copper. But as transistors (and the chips they fit into) are required to become smaller and smaller, the copper interconnects are running into limits. Adisyn reckons graphene could be a solution because of its high thermal conductivity and strength.
2DG has a technology that uses graphene, based on the principles of Atomic Layer Deposition (ALD). It can be done at temperatures much lower than those needed in other methods, is scalable and repeatable, provides precise control of film thickness and creates uniform layers on the transistors.
Adisyn's Company History
Established in 2012, Adisyn, then known as DC Two , has evolved from a data centre and cloud service provider to a comprehensive technology solutions company. The rebranding to Adisyn in 2023 marked a strategic shift towards integrating AI-driven services and expanding its cybersecurity offerings.
2024 was a key milestone in the company's history when it bought 2D Generation. 2D Generation was founded in 2020 by researchers who had worked on the idea of using graphene to replace copper in transistors. After 4 years of extensive work, it joined forces with Adisyn.
Future Outlook of Adisyn Ltd (ASX: AI1)
Adisyn is an early-stage company but has a number of things going for it. The company has all relevant IP and economic rights to the technology from the university it was developed at. Adisynhas an exclusive commercial license to develop the IP in return for minuscule royalties and a 10% stake in the company by the university.
It is working with imec, a semiconductor R&D powerhouse, based in Belgium, along with ConnectingChips, an EU initiative aimed at driving innovation and collaboration in the semiconductor industry with industry leaders, such as NVIDIA (NASDAQ:NVDA).
The challenge will be that the company is realistically a few years away from commercialisation but it could also be acquired by then, subject to progress being made. In the mid-term, the next major milestone is for the company to have a Demonstration Prototype. This is planned to happen in mid-2026.
Is AI1 a Good Stock to Buy?
Adisyn is probably only suitable for investors comfortable with early-stage, high-risk companies.
As a company at the R&D phase, Adisyn carries inherent risks, including market volatility and shareholder inertia. But there is a major commercial opportunity open to the company.
The challenge will be meeting its self-imposed mid-2026 deadline for a Demonstration Prototype. It is hoped that the company will speed up this process in the June quarter of 2025 once it has a special ALD tool delivered to it.
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As of 16 May 2025, Adisyn Ltd's share price is $0.059.