Nanoveu Limited (ASX: NVU)

Company: Nanoveu Ltd
Ticker: ASX:NVU
Sector: Technology

Nanoveu Ltd (ASX: NVU) – Positioned to Redefine Edge AI Compute

Nanoveu Ltd (ASX: NVU) is a deep-tech semiconductor company at the forefront of ultra-lowpower edge AI computing. With its flagship EMASS System-on-Chip (SoC) platform, Nanoveu is addressing the rapidly growing demand for energy-efficient AI in wearables, IoT, spatial computing, and autonomous systems. Backed by a world-class leadership team and strategic partnerships with industry giants like Weebit Nano and TSMC, Nanoveu is unlocking the next wave of intelligent, battery-efficient devices.

Investment Highlights

• Breakthrough AI+Memory Chip Architecture
  EMASS is a proprietary SoC that delivers up to 15 TOPS/W — one of the highest energy efficiencies in the industry. Built on a custom RISC-V architecture and integrated with Weebit Nano’s ReRAM memory, EMASS enables real-time AI inference on the edge without relying on the cloud.
• First-Mover in Monolithic AI+ReRAM Integration
  EMASS is one of the first edge AI chips to fully integrate ReRAM into its compute die. This eliminates the energy and latency penalties of traditional memory access, creating a compact, high-performance chip ideal for wearables, biosensors, and always-on devices.
• Scalable Commercial Model
  Nanoveu’s three-pronged monetisation strategy includes:
  • Licensing of EMASS IP to global OEMs
  • Direct chip and SoC module sales
  • Strategic joint ventures in digital health, smart infrastructure, and robotics
• Strategic Partnerships
  
  • TSMC: Advanced 22nm and 16nm fabrication pathways
  • American University in Cairo: Joint R&D in edge AI ASICs
  • Weebit Nano: Commercial integration of next-gen ReRAM memory
• Targeting High-Growth Markets
  EMASS is purpose-built for sectors projected to exceed US$1 trillion by 2030:
  • Wearable Health Tech (US$233B+)
  • Internet of Things (US$181B+)
  • Edge AI (US$269B+)
  • Spatial Computing (US$286B+)
  • Autonomous Drones (US$163B+)

Product Portfolio

• EMASS^TM – Edge AI SoC
  A 30 GOPS chip with ultra-low 0.1–10mW power draw, supporting 13M AI parameters in a 7mm² die.
• EyeFly3D^TM
  Glasses-free 3D visualisation platform powered by EMASS. USD 19.7M South Korean distribution deal signed.
• Nanoshield^TM
  Antiviral, antimicrobial and anti-fouling coating technology. Variants tailored for smartphones, solar panels, and marine equipment.

Proven Leadership Team

• Mark Goranson (CEO, Semiconductor Division)
  Former Intel and Freescale executive with 36+ years in global chip manufacturing, packaging, and OEM strategy.
  
• Dr. Mohamed Sabry Aly (CTO & EMASS Founder)
  DARPA-backed semiconductor expert with deep IP in edge AI, nanodevices, and low-power chip design.
• Scott Smyser (VP Sales & Marketing)
  Ex-Si-Ware and Rockley Photonics leader with a track record in deep tech commercialisation and OEM penetration.

   

Valuation Snapshot (As of May 2025)

Nanoveu Ltd (ASX: NVU) – Positioned to Redefine Edge AI Compute

Why NVU?

Nanoveu offers a rare early-stage opportunity to invest in a company with:

• Deep tech IP in energy-efficient edge AI
• Commercial traction and OEM interest
• Undervalued market cap relative to peers like Weebit Nano (A$370M) and BrainChip (A$465M)

With EMASS poised to enable the next generation of smart, autonomous, and ultra-efficient devices, Nanoveu is strategically positioned to generate long-term shareholder value in one of the fastest-growing segments of the semiconductor industry