Key Highlights

  • Adisyn Ltd (ASX:AI1) traded at 6.8 cents during the 3 November 2026 session, down 8.11%.
  • The company deposited low-temperature graphene on a 200mm semiconductor wafer, about 300 times the area of its earlier 1cm² coupon.
  • Cash was A$14.4 million at 30 September 2026, and the company is debt-free.
  • The S&P/ASX 200 eased about 0.12% to 8,846.20 in the same session.

Share price performance on 3 November 2026

Shares of Adisyn Ltd (ASX:AI1) traded at 6.8 cents during the 3 November 2026 session, down 8.11%. Over the same session, the S&P/ASX 200 eased about 0.12%, or 10.30 points, to 8,846.20. Adisyn is a Western Australian company developing a low-temperature graphene deposition technology for semiconductor applications, including artificial intelligence and high-performance computing chips.

Latest development: September quarter report

Adisyn released its quarterly activities and Cash Flow report on 29 October 2026. The company said it had deposited graphene at temperatures below 300 degrees Celsius on a full 200mm copper semiconductor wafer, an area of about 314 square centimetres. Independent testing using Raman spectroscopy and transmission electron microscopy identified graphene at all 12 sampled locations.

The company said the result was achieved well ahead of its internal development expectations and provides a platform for device-integration testing and possible industry joint development programs. It also received two additional US Patent allowances, covering graphene-coated products and deposition on non-metallic surfaces.

On leadership, Kevin Crofton was appointed Executive Chairman during the quarter, and Ephraim Koltin was named incoming CEO of 2D Generation after quarter end.

Sector context

Copper interconnects in advanced chips face rising resistance and heat as devices shrink, which has driven interest in alternative materials. Early-stage semiconductor technologies usually need several years of testing and partnerships before they reach commercial production.

Risks

The company's result is an early pathfinder step, and scaling to the 300mm wafer formats used in advanced fabs remains to be proven. Adoption by chipmakers depends on device-integration testing and partner agreements that have not yet been announced. Patent allowances do not guarantee commercial use.

What to watch next

Investors will be watching for device-integration testing results, announcements of industry joint development programs, and the transition to a new CEO at 2D Generation.

The Final Word

Adisyn shares traded lower on 3 November 2026. The company's 29 October report centred on its wafer result, patent allowances and a Leadership change, with cash reserves of A$14.4 million and no debt.