Alphawave IP Group (AWE) Corporate Presentation summary

Founding team and track record

• Founders have over 20 years' experience, supplying connectivity solutions to global tier-one customers since 1998.

• Management team has raised and deployed $300M across four semiconductor companies, generating nearly $3B in value since 2004.

• Technical team has developed products in advanced technologies from 180nm to 3nm, with global shipments.

Market opportunity and technology trends

• Global datasphere projected to reach 181ZB by 2025, driven by AI, streaming, IoT, and 5G, with data bandwidth doubling every 2-3 years.

• Addressable market for connectivity solutions expected to grow to $18B by 2026, with 20% CAGR.

• Key trends include shift to optical connectivity, chiplet design, and disaggregated computing for efficiency.

Technology strengths and product portfolio

• Offers high-speed connectivity IP (224Gbps, 112Gbps), advanced silicon (down to 3nm, working on 2nm), and chiplet-package design.

• Vertically integrated model monetizes IP through licenses, custom silicon, and connectivity products.

• Over 235 IPs, partnerships with TSMC, Samsung, Intel, and 103 revenue-generating end customers.

• Full range of PAM4 and coherent DSPs for electrical and optical connectivity, targeting data centers and edge applications.