eMemory Technology (3529) Investor presentation summary

Business model and scale

• Logic-compatible eNVM IP enables embedded non-volatile memory in standard logic processes without extra costly steps; licensing to foundries and chip designers supports scalable integration.

• Portfolio spans 772 production processes from 0.5μm to 2nm, with 79M+ cumulative wafers shipped and 5M 8-inch-equivalent wafers shipped in H1 2026.

• Revenue comprises royalty and license/design revenue; the presentation describes wafer shipments as a source of recurring royalty revenue with long-term visibility.

• More than 1,370 patents issued and 221 pending; team of 339 with 73% focused on R&D.

Memory and security portfolio

• OTP products NeoBit and NeoFuse support memory repair, image-sensor recovery, analog trimming and key storage; MTP products NeoFlash, NeoMTP and NeoEE support firmware updates, data logging and configuration.

• NeoPUF generates keys on demand from microscopic physical variations rather than storing them, positioning it as a hardware root of trust; security offerings extend to crypto processors, secure elements and HSMs.

• NeoFuse is physically invisible and resistant to physical attacks; at 32K × 8 density, the cited OTP design uses one 0.33 mm² macro versus 16 e-fuse macros totaling ~1.92 mm², with no buffer SRAM required.

• Logic-compatible MTP supports capacities from bits to megabits, with scalable storage, high endurance and standard-logic integration without mask overhead.

Commercial traction

• More than 850 IPs registered at TSMC and over 2,600 new tape-outs across leading-edge and mature nodes; over 25M 8-inch-equivalent wafer shipments underpin recurring royalties.

• Over 150 advanced-node tape-out licenses: 70 at 3nm–7nm and 88 at 12nm/16nm, across applications including CPUs, GPUs, SSD controllers, SoCs, Ethernet ICs and ASICs.

• Recognized as TSMC’s Best IP Partner every year since 2010; founded in 2000 and IPO in 2011.