Pitt Street Research: Adisyn (ASX:AI1) Positioned for Breakthrough in Graphene-Based Semiconductors

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.

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Kevin Crofton

Advisor

Kevin has extensive experience in the semiconductor industry and holds numerous awards, including SEMI International Board of Directors Vice Chairman and MEMS Industry CEO of the Year 2013.
He has served in leadership positions at Orbotech and SPTS Technologies, now part of KLA, and formerly as CEO of Comet Group, a public SWX company.

Shmuel (Mooly) Eden

Advisor

a leading figure in Israeli technology, having served as Senior Vice President at Intel Corporation and President of Intel Israel. His extensive career at Intel involved leading the development of groundbreaking microprocessors like the Intel Pentium® and Centrino®, which revolutionized the mobile industry.
Later, he led Intel’s Notebook and Desktop Group to achieve $32 billion in revenue. Eden’s accomplishments have earned him recognition as one of the world’s most creative people and a top technological mind.

Effie Koltin

Director

brings extensive senior management experience in complex systems integration across development, operations, and business strategy, both domestically and internationally.
His 23-year tenure at Tower Semiconductors included roles as Business Unit Manager, VP of Business Development & Strategic Marketing, Fab General Management, and COO. He has also served as CEO of Arkal Automotive and Synergy Cables and as Active Chairman of Phoenicia.

Paul Rich

Technology Leader

A semiconductor industry expert with over 35 years of experience in product development and engineering, and formerly – Vice President for Technology and Engineering at SPTS Technologies (part of KLA group). Paul has published numerous technical articles and holds several patents relating to plasma processing.
He graduated from Bath University in 1987 with a B.Sc in Physics.

Miri Kish Dagan

Director, VP of R&D

Winner of the Pioneering Women Award for groundbreaking achievements in the high-tech sector given to her by the Israeli Hi-Tech Association and the Manufacturers Association of Israel, Miri is an expert in materials engineering and R&D management with extensive experience in the semiconductor industry, having previously served as VP R&D and CTO of Raicol Crystals and Suron. Miri has over 20 years of experience with engineering processing, technologies, and R&D management in fabrication and tool installation. She received her MSc and BSc in Material Engineering from Ben-Gurion University in Israel.

Arye Kohavi

Chairman & CEO

Recognized as one of the world’s 100 Leading Global Thinkers and one of the world’s top innovators, Arye is a seasoned entrepreneur and innovator with a proven track record in building successful companies, including Watergen, a leading provider of atmospheric water generation technology.
He holds an MBA (Finance) and a BA in Economics and Accounting from the Hebrew University in Jerusalem.