Company Update

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Stock 4DS Memory Ltd (4DS.ASX)
Release Time 12 May 2026, 8:49 a.m.
Price Sensitive Yes
 4DS Advances Strategic Transition Toward Commercial Deployment in India
Key Points
  • 4DS to leverage proven 60nm ReRAM technology in India's expanding mature-node semiconductor market
  • Targeting industrial, automotive, defence, aerospace and embedded applications
  • India committed $25 billion to develop sovereign semiconductor manufacturing industry
Full Summary

4DS Memory Limited ('4DS' or 'the Company') is pleased to advise that it is advancing the commercialisation of its proven 60nm ReRAM platform within the rapidly expanding mature-node semiconductor South East Asia markets, particularly in India. The Board has identified that the strongest near-term commercial opportunity for the Company lies in leveraging its proven 60nm ReRAM technology across industrial, automotive, defence, aerospace and embedded applications where reliability, manufacturability and operating stability remain critical. India has committed more than AUD$25 billion toward the development of a sovereign semiconductor manufacturing industry, with current fabrication capability focused on mature-node technologies, including the same 60nm-65nm range at which 4DS has already demonstrated successful operation of its proprietary PCMO-based ReRAM platform. 4DS has identified multiple commercial pathways for the deployment of its proven 60nm platform within India's emerging semiconductor ecosystem, including semiconductor licensing and technology transfer opportunities, embedded memory applications, research and development partnerships, and OEM integration pathways. The Company regards India as a strategically important market, given the compatibility between its developing semiconductor manufacturing capabilities and the mature-node process range successfully demonstrated by the 4DS platform.

Outlook

4DS has invested substantially in developing and validating its 60nm ReRAM platform and believes the market is now increasingly aligning with the strengths of that technology. India's semiconductor roadmap presents a commercially relevant opportunity for mature-node memory technologies, particularly in industrial, defence and embedded applications where reliability and manufacturability are critical.