Adisyn’s Graphene Gambit Gathers Steam with New ALD System

Adisyn Ltd (ASX: AI1) is turning up the voltage on its semiconductor ambitions, announcing the delivery of a state-of-the-art Atomic Layer Deposition (ALD) system to its wholly owned subsidiary, 2D Generation. This high-spec bit of kit isn’t just lab bling—it’s a key pillar in the company’s grand plan to commercialise its proprietary low-temperature graphene deposition process.

The Beneq-manufactured system, now housed at 2D Generation’s Israeli research facility, adds firepower to Adisyn’s growing R&D arsenal. It will run in parallel with another Beneq TFS 200 ALD unit already installed at Tel Aviv University’s Jan Koum Center for Nanoscience and Nanotechnology, part of a strategic partnership announced in March.

With these twin labs now operational, Adisyn is well-placed to chase a tantalising goal: demonstrating that it can reliably produce high-quality graphene films at temperatures friendly to existing semiconductor fabs—something that’s eluded researchers for years.

Chairman Kevin Crofton, never one to miss a PR beat, framed the milestone as a leap toward bridging the chasm between blue-sky science and commercial reality.

“With this advanced capability up and running, we can aggressively pursue the validation of our graphene interconnect technology across multiple dimensions: material science, engineering integration, and industry compatibility,” Crofton said.

It’s not just about plugging in a shiny new machine. The company has also completed a major infrastructure upgrade at its Israeli facility, ensuring it can host such precision equipment. Think high-grade electrical systems, strict temperature and humidity controls—the sort of environment you’d expect to see in a Bond villain’s lab, but built for semiconductors.

The capital outlay has been considerable. After putting down a deposit in November last year, Adisyn has now paid roughly AU$600,000 to Beneq for the delivery milestone, with another AU$150,000 due upon successful commissioning. These sums were accounted for in a capital raising announced back in January, underscoring the board’s commitment to funding deep tech R&D.

Why all the fuss over graphene interconnects? As chip geometries shrink beyond the 5nm threshold, traditional materials are reaching their physical limits in conductivity, heat dissipation, and signal integrity. Graphene, that wonder material du jour, promises a path forward—if only it can be reliably tamed in an industrial setting.

Adisyn’s experiments will include testing how graphene layers adhere to various interconnect surfaces, how uniform the atomic layers are, and how they perform under real-world semiconductor process flows. The company will also examine composite structures combining graphene with metal layers to enhance both electrical and thermal performance.

For now, investors will have to wait for the commissioning to wrap up before the real data starts flowing. But with two ALD systems humming and a roadmap of IP development underway, Adisyn has entered what it clearly sees as the next phase in proving out its technology.

This is a deep-tech bet, make no mistake. It’s far from the plug-and-play world of SaaS and recurring revenue. But for those tracking the intersection of graphene and semiconductors, Adisyn’s play is worth watching—not least because they’re trying to solve some of the industry's thorniest miniaturisation headaches.

As the chips get smaller, the stakes get larger. And for Adisyn, it’s now a matter of turning promise into process—and ultimately, into product.