eMemory Technology (3529) Investor presentation summary

Market leadership and business overview

• Leads global market in logic NVM and PUF-based security IPs, with over 79M cumulative wafers shipped and 1,370+ patents issued.

• Recognized as TSMC's Best IP Partner for 16 consecutive years, with a strong R&D focus and expanding IP footprint.

• Over 850 registered IPs and 2,600+ new tape-outs at TSMC, supporting broad customer adoption across advanced and mature nodes.

• More than 25M wafer shipments at TSMC, generating recurring royalty revenue and long-term business visibility.

• Secured over 150 advanced-node tape-out licenses, building a high-value royalty pipeline.

Technology portfolio and innovation

• IP portfolio built on OTP as the foundation and MTP for scalable integration, with pioneering PUF-based security IPs.

• Offers a range of technologies: NeoBit, NeoFuse (OTP), NeoFlash, NeoMTP, NeoEE (MTP), Embedded ReRAM, and NeoPUF (PUF).

• NeoPUF leverages unique microscopic variations for on-demand key generation, providing a hardware root of trust.

• Advanced security solutions include anti-fuse OTP, multi-time programmable memory, and post-quantum cryptography (PQC) support.

• Hardware root of trust secures the entire software stack, ensuring immutable and foundational security.

Competitive advantages and efficiency

• Embedded NVM IP enables faster, more efficient, and space-saving integration compared to external memory.

• OTP outperforms e-fuse in area efficiency, reducing area by over 80% and eliminating the need for buffer SRAM.

• NeoFuse OTP enables high-density SRAM repair, addressing scaling challenges at advanced nodes with compact size.

• Seamless process integration with zero-mask overhead and optimized write/erase cycles for extended operational lifespan.

• Collaboration with Siemens Tessent enhances memory repair and redundancy analysis for robust defect management.