Adisyn Limited — Technical Validation, Strategic Focus, and Capital Reallocation - A Semiconductor Story
- Noel Ong
- 5 hours ago
- 6 min read
Announcement
Adisyn Achieves Key Technical Milestone in Graphene Deposition Process - 17 November 2025 (view the announcement)
Adisyn strategic review outcome - 23 December 2025 (view the announcement)
Adisyn Confirms Successful Low-Temp Deposition Process - 6 January 2026 (view the announcement)
This is the first time we have taken an interest in Adisyn Limited, and it does feel that the timing could be perfect. The company is reevaluating its purpose and direction, and it is a very interesting path. As we all know, the word semiconductor has been conjuring up waves of excitement in the equity markets for a few years already.
When the word semiconductor is used, I am thinking of NVIDIA, Qualcomm, AMD, Broadcom, and ARM - manufacturers and foundries such as TSMC, Intel, Samsung, SK Hynix, and equipment and materials providers like ASML, Applied Materials, and Lam Research, which are all crucial for powering AI, data centers, smartphones, and automotive tech.
These companies have been creating news on the stock market for decades, but it is the recent AI rush that has made them household names. When I came across AI1, I was thinking, let's get into the company, and let's go deeper into what they can offer investors who have not been on the board of this train as yet.
Adisyn Ltd (ASX: AI1) is advancing a graphene-based semiconductor technology platform through its wholly owned subsidiary, 2D Generation (2DG), supported by international research collaborations across Israel, Europe, and the United States. The Company’s core development work focuses on low-temperature graphene deposition processes designed for compatibility with existing semiconductor manufacturing environments, while its legacy Adisyn Services business provides managed IT and cybersecurity services to Australian SMEs.
The Business of Adisyn Limited: A Semiconductor Business
Adisyn operates across two distinct business units:
2D Generation (2DG) – a graphene-based semiconductor technology platform developing a patented low-temperature Atomic Layer Deposition (ALD) process aimed at enabling direct graphene growth on semiconductor wafers.
Adisyn Services – a managed IT, cloud, cybersecurity, and AI services business servicing Australian SMEs.
Following a comprehensive strategic review completed in December 2025, the Company has identified its semiconductor business as the primary value driver and is assessing options to unlock value from Adisyn Services.
Highlights – Graphene Technology and Strategic Progress (Nov 2025 – Jan 2026)
🔹 17 November 2025 – Pre-Clean Process Validation Achieved
Adisyn confirmed successful validation of a critical sub-process within the pre-clean stage of its low-temperature graphene deposition workflow.
The pre-clean stage is designed to prepare wafer surfaces for atomic-scale graphene growth and is a foundational step in the overall deposition sequence (Figure 1).
Validation confirms that Adisyn’s process architecture is operating as designed and is ready to progress into broader deposition trials.
Development is supported by international collaborations with Tel Aviv University, imec (Belgium), and the EU Connecting Chips Initiative.
Technical Progress: Initial Pre-Clean Step Created
Figure 1: Process sequence for Phase 1 development activities (source: AI1)
🔹 23 December 2025 – Strategic Review Refocuses Capital on Semiconductors
Adisyn completed a strategic review of its asset portfolio, including 2DG and Adisyn Services.
The review identified opportunities to improve scale and unlock value by reallocating capital toward the graphene semiconductor business.
The Company is assessing strategic alternatives for Adisyn Services, including potential transaction or change-of-control outcomes, with inbound interest received during the review process.
No binding agreements have been entered into at this stage.
🔹 6 January 2026 – Independent Verification of Low-Temperature Deposition
Adisyn confirmed successful low-temperature deposition of an sp²-based carbon layer using an ALD system, achieving deposition below 300 °C (Figure 2).
The milestone was independently verified by Professor Yoram Selzer of Tel Aviv University, in accordance with the Share Sale and Purchase Agreement (SPA) for 2DG.
Raman spectroscopy confirmed material structure through the identification of characteristic G and D bands consistent with sp² carbon bonding.
This milestone represents a material de-risking step toward integration within semiconductor manufacturing thermal limits (<450 °C).
Figure 2: Atomic Layer Deposition (ALD) Machine (source: AI1)
Leadership Commentary
Adisyn Non-Executive Chairman Kevin Crofton commented:
“The achievement of Milestone 1 represents a meaningful step in the development of the 2DG technology. Importantly, this outcome has been independently verified by a suitably qualified academic, providing the Board with confidence in the technical progress achieved to date.
Low-temperature deposition is a critical requirement for semiconductor applications, and this achievement establishes a solid foundation as the Company continues to advance the development program over the coming year.”
About the Project
Adisyn’s graphene technology targets one of the key challenges in advanced semiconductor manufacturing: the performance limitations of copper interconnects at sub-2 nm process nodes. As chip dimensions shrink, copper becomes increasingly resistive and thermally inefficient.
The Company’s patented low-temperature ALD approach aims to enable direct graphene growth on semiconductor wafers at temperatures compatible with existing fabrication environments. Successful implementation has the potential to support faster, smaller, and more energy-efficient chips for AI, computing, and communications applications.
Near-term Milestones to Watch
Expansion of graphene deposition trials using multiple precursor compounds
Continued refinement of remaining pre-clean sub-processes
Optimisation of deposition parameters (plasma power, gas flow, pressure, temperature)
Material characterisation for structure, crystalline quality, and electrical performance
Progression from coupon-level testing toward wafer-level evaluation
Samso Concluding Comments
The AI1 story is one that is well positioned in the "Let's Get Excited" category, as the way the speculative ASX sector that the company is in at the moment will love the word semiconductor. The Samso platform has not looked into the business in great details and that will come as we introduce the company story into our platform.
From a market implication or a market "punting" position with little understanding of the details, the potential for positioning is not bad. The company has a market capitalisation of just under AUD n$44M at the moment, and from Figure 3 below, the share price chart looks reasonable as it has not had any spikes. The flattening on a new support level is encouraging.
Figure 3: The AI1 share price chart as of 9th January 2026. (source: CommSec)
This is in no way an endorsement for any investment, but it is a good start. As we move into 2026, look out for more Samso News on Adisyn Limited, and let's hope that will aid our DYOR process.
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