QuickLogic (QUIK) Investor presentation summary

Market opportunity and growth drivers

• eFPGA IP and ruggedized FPGA products address a served available market exceeding $1B, with FPGAs making up over 30% of U.S. Military, Aerospace & Government semiconductor spend.

• The FPGA market is projected to grow at a CAGR above 16.4% from 2024 to 2029, primarily driven by military, aerospace, and government demand.

• Accelerated diversification of storefront and IP offerings is expected to lead to a financial inflection point.

Product and technology portfolio

• Offers discrete FPGAs and embedded FPGA (eFPGA) hard IP, enabling adaptability and reconfigurability for evolving requirements.

• Proprietary Australis 2.0 eFPGA IP generator reduces development time from over a year to weeks, supporting rapid deployment across 13+ process nodes.

• Only provider of eFPGA Hard IP on sub-5nm process nodes, including Intel 18A, with multiple active customers.

Strategic contracts and defense focus

• Awarded $89M contract to develop radiation-hardened (Rad-Hard) FPGA technology for U.S. Department of Defense, with $48M awarded to date and new market opportunities exceeding $100M.

• Only U.S.-fabricated source for strategic Rad-Hard FPGAs, targeting modernization of defense systems.