Samso News: Adisyn Limited — A New Leader - A Semiconductor-Focused Business - - Is this Perfect Timing for New Investors?
- Noel Ong
- 13 hours ago
- 5 min read
Announcement
New MD Appointed as Semiconductor Strategy Accelerates (Announcement)
I am thinking now that our coverage with Adisyn Limited may have been good timing. There is little material change since our publication ion the 13th of January 2026 and it looks like the upgrading of the CEO to the managing Director role makes good sense.
It is good to remember that the business the company is in is with the word "Semiconductor". From an investor's point of view, this is a good space to be in with our every need to be a technological future.
Adisyn Ltd (ASX: AI1) is an ASX-listed technology company positioned at the intersection of advanced materials and semiconductor innovation. The business is increasingly centred on the development and commercialisation of semiconductor intellectual property, with a strategic focus on graphene-based technologies designed to address performance and efficiency constraints in next-generation semiconductor applications.
The Company’s strategy reflects a transition toward a more semiconductor-led platform, aligning technical development, commercial engagement, and leadership with its core intellectual property following the acquisition of specialist semiconductor assets. This structure supports progression from technology development toward commercial relevance, while retaining supporting operations that provide operational breadth and market engagement.Â
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.
Introduction – Leadership Aligned with a Semiconductor-Focused Business
Adisyn Limited has announced the appointment of Arye Kohavi as Managing Director, effective immediately, marking a leadership transition aligned with the Company’s strategic evolution into a semiconductor-focused technology business following the acquisition of 2D Generation.
Highlights – Managing Director Appointment and Strategic Direction
Arye Kohavi, previously a Non-Executive Director of Adisyn and Chief Executive Officer of 2D Generation, has been appointed Managing Director with immediate effect.
The appointment follows a strategic review completed in December 2025, which identified Adisyn’s evolution toward being primarily a semiconductor technology business.
Former Managing Director Blake Burton transitions to Executive Director, maintaining continuity in strategy execution and corporate development.
The leadership change is positioned as a step to accelerate technology development, commercial partnerships, and market engagement in semiconductors.
Leadership Commentary
Non-Executive Chairman Kevin Crofton stated that the Board views the appointment as aligned with Adisyn’s next phase as a semiconductor-focused technology company. He highlighted Mr Kohavi’s technical and commercial experience and his leadership role at 2D Generation as key reasons for the appointment.
The Business of the Company – What the Appointment Signals
The appointment of Arye Kohavi signals a clearer operational and commercial focus on Adisyn’s semiconductor technology platform. With the acquisition of 2D Generation described as a transformational milestone, leadership is now directly tied to the semiconductor IP and development roadmap.
This transition suggests Adisyn is positioning its executive leadership closer to its core technology assets, reinforcing its stated intention to prioritise semiconductor technology development, commercialisation pathways, and industry engagement. The continued involvement of Blake Burton as Executive Director indicates a focus on execution continuity while the Company advances its semiconductor growth agenda.
Near-term Milestones to Watch
Integration and advancement of the 2D Generation semiconductor IP portfolio
Progress in technology development linked to graphene-based semiconductor applications
Development of commercial partnerships and market engagement in the semiconductor sector
Samso Concluding Comments
This announcement reflects a leadership change aligned with Adisyn’s stated strategic direction rather than a shift in business focus. The Managing Director appointment follows a period of structural change for the Company, particularly after the acquisition of semiconductor intellectual property and the repositioning toward a more semiconductor-led business model.
The leadership transition consolidates executive responsibility closer to the Company’s core technology assets. This may assist with internal alignment across technology development, commercial engagement, and strategic execution, but it does not in itself change the underlying technical or commercial risks associated with early-stage semiconductor innovation.
Adisyn continues to operate across both advanced semiconductor technology development and supporting technology services. The balance between these activities, and the pace at which the Company progresses its semiconductor platform, will remain dependent on execution, industry engagement, and external market factors.
From a Samso perspective, this update provides context on governance and operational structure rather than an indicator of future outcomes. The Company’s business direction is clearer in intent, but progress will ultimately be determined by delivery rather than leadership change alone.
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