DorsaVi Ltd Investment Report

Overview
DorsaVi Ltd (ASX: DVL) is an Australian robotics-focused deep-technology company, evolving from its medtech sensor origins into a global innovator in robotics, semiconductors, and artificial intelligence. At the core of this transformation is its exclusive worldwide licence to cutting-edge Resistive Random Access Memory (RRAM) technology, developed by Nanyang Technological University (NTU) in Singapore. This breakthrough memory architecture delivers ultra-fast, ultra-low power, and highly durable data processing, enabling real-time reflexes and decision-making in next-generation robotic platforms, prosthetics, exosuits, and adaptive human–machine systems.

Recent Updates

• Engineering Validation of Sub-Microsecond Reflex Decisions (17 Sept 2025): DVL confirmed that its RRAM crossbar inference can deliver decisions in ≤0.8 μs with picojoule-class energy efficiency. This milestone demonstrates the ability to achieve biological-grade reflex performance and sets the stage for real- time robotics such as soft grippers, prosthetics, exosuits, and adaptive HMIs
• Multi -Year Sales Agreement with Select Medical (10 Sept 2025): A landmark sales pathway signed with Select Medical provides access to potential 1,900+ outpatient physical therapy centers across the United States. The agreement follows an 18- month co-development program and paves the way for national-level commercial rollout of DVL’s FDA-cleared products.
• Ed Doller Appointed Strategic Adviser (9 Sept 2025): With more than 35 years of leadership in the semiconductor sector at Micron, Intel, and IBM, Ed Doller joins the advisory board. His experience in NAND, NOR, and emerging memories strengthens DVL’s push to commercialise RRAM and deepen industry engagement.

Share Price: 0.050

• Mathew Regan Appointed Group CEO (28 Aug 2025): Effective 1 November 2025, Mathew Regan brings a track record in scaling AI-driven clinical platforms and achieving FDA approvals. He will lead overall group strategy while Andrew Ronchi continues as CEO of the sensor division, ensuring dual expertise across technology and commercialisation.
• Launch of Artemis Labs (20 Aug 2025): The company announced Artemis Labs, a wholly owned subsidiary dedicated to advancing RRAM-powered AI, sensors, and robotics. The lab is tasked with building a movement intelligence repository, developing zero-code robotic training systems, and pioneering camera-less motion tracking.
• A$5.0m Strategic Placement Completed (18 Aug 2025): DVL successfully raised A$5.0m at A$0.04/share with attaching options at A$0.075 (3-year expiry, subject to approval). The oversubscribed placement secures capital to accelerate R&D, integration of RRAM technology, and market entry initiatives.