Pitt Street Research has initiated coverage on Adisyn (ASX:AI1), highlighting its recent acquisition of Israel-based 2D Generation. The company is advancing graphene technology to tackle the challenges of copper interconnects, paving the way for transistors smaller than 2 nanometers.
2D Generation, collaborating with imec and part of the EU Chips Act’s ConnectingChips program with NVIDIA, plans to deliver a demo prototype by 2026. Partial Proof-of-Concept has already been achieved, signaling potential industry disruption.
Pitt Street values Adisyn at A$0.29 per share, reflecting both its graphene advancements and legacy business. For full details, see the report and disclosures.