Adisyn Validates Repeatable Low-Temperature Graphene for Semiconductors and Drone Stealth

Breakthrough in Semiconductor-Compatible Graphene Deposition

Adisyn Ltd (ASX:AI1) has taken a significant step toward integrating graphene into next-generation semiconductor manufacturing by demonstrating a repeatable, continuous graphene layer deposited using an industrial Atomic Layer Deposition (ALD) system at temperatures well below the semiconductor industry's thermal limit of approximately 450°C. Crucially, the process operates below 300°C, verified independently by Associate Professor Rakesh Joshi from the University of NSW Sydney, a leading expert in graphene research.

This achievement addresses a longstanding bottleneck in semiconductor interconnect technology, where copper wiring faces resistance and heat challenges as device geometries shrink. Graphene’s superior electrical and thermal properties have been touted as a solution, but prior attempts struggled to meet manufacturing constraints, particularly temperature limits and uniformity requirements.

Adisyn’s demonstration of continuous graphene layers across a 1cm x 1cm coupon, confirmed by Transmission Electron Microscopy and Raman Spectroscopy, marks a critical milestone. The uniformity and defect density standards met are prerequisites for semiconductor integration, potentially enabling the industry to continue Moore’s Law scaling into the sub-2nm node era.

Independent Verification and Progression to Wafer-Scale Production

The company ran three independent deposition runs on separate days, each producing consistent graphene films verified at multiple measurement points. This repeatability, combined with uniform coverage across the coupon, satisfies milestones agreed upon in the acquisition deal for Adisyn’s 2D Generation subsidiary. The milestone achievement triggered the issue of 100 million shares to 2D Generation’s original shareholders.

With this validation, Adisyn plans to engage Tier 1 global semiconductor manufacturers to explore collaboration and integration pathways. Parallel efforts will focus on scaling from coupon-size samples to full wafer-level substrates, a necessary step for commercial semiconductor fabrication.

Expanding Graphene Applications into Defence Drone Stealth Technology

Beyond semiconductors, Adisyn is advancing its graphene expertise into radar signature reduction for drones and UAVs through its wholly owned 2D Radar Absorbers subsidiary. The company has secured exclusive worldwide commercialisation rights to graphene-based radar absorption technology licensed from Tel Aviv University.

2D Radar Absorbers has demonstrated up to a 20dB radar signature reduction using graphene-enhanced composites, aiming to improve this to 30dB, which would represent a thousand-fold reduction in radar detectability. To accelerate commercial development, the company signed a memorandum of understanding with Raval A.C.S. Ltd, one of Israel’s largest plastics manufacturers, to co-develop graphene-enhanced injection-moulded drone parts. Raval’s automotive-grade serial production capabilities offer a direct route to scale manufacturing rapidly, targeting a 50:50 joint venture pending technical and commercial milestones within 18 months.

Adisyn also appointed former Israeli Air Defence Colonel Tamir Zimber to an advisory board, bringing deep operational and commercial defence expertise to guide strategy and stakeholder engagement in the defence sector.

Strong Institutional Backing and Financial Position

Financially, Adisyn closed the quarter with a robust cash position of A$15.5 million, bolstered by a highly successful institutional placement raising approximately A$14 million at A$0.0675 per share. The placement attracted heavyweight investors including Regal Funds Management and Meitav, Israel’s largest investment house, signalling confidence in Adisyn’s technology and commercial trajectory.

The company remains debt-free and reported quarterly revenue of A$1.382 million, primarily from its Adisyn Services arm providing managed IT and cybersecurity solutions. Operating cash outflows were A$1.323 million, consistent with ongoing development and operational activities.

Investor Engagement and Outlook

Adisyn has launched an interactive Investor Hub to enhance shareholder communication, featuring real-time updates and an interactive Q&A platform. This initiative reflects the company’s intent to build transparency and engagement as it advances its semiconductor and defence graphene applications.

While the technical milestones achieved are promising, the path to commercial adoption in semiconductor fabs and defence manufacturing remains complex. The upcoming scale-up to wafer-level production and the deepening of Tier 1 industry relationships will be critical to watch. Similarly, the progress of the joint venture with Raval and the advancement of radar absorption performance will determine the commercial viability of the drone stealth technology.