DorsaVi (ASX: DVL) has commenced device-level evaluation of its 180-nm RRAM test silicon, marking a significant step towards its 22-nm platform target for edge AI and robotics applications.
This announcement follows prior R&D milestones and strategic partnerships aimed at advancing its neuromorphic computing capabilities.
The 22-nm platform is designed to enable higher density, faster access, and lower power consumption, specifically for edge AI applications.
The program aims to deliver a write voltage of less than 2.0V, reduced latency between 100-200 nanoseconds, improved reliability, and compute-in-memory capabilities exceeding 20 TOPS/W.
Endurance is targeted at over 10 million cycles with retention exceeding 10 years at 125 degrees Celsius.
Strategic Pivot to Edge AI
DorsaVi's strategic pivot towards neuromorphic computing and intellectual property aims to store AI weights and perform in-memory and analogue computation directly on ultra-edge devices.
This move addresses industry memory constraints and data movement bottlenecks that are accelerating interest in these advanced architectures.
The company's current RRAM benchmarking compares its technology to NTU's 40-nm RRAM devices, with future scaling efforts to focus on improving both power efficiency and latency in various edge scenarios.
This aligns with the company's prior establishment of a Technical Advisory Board in March 2026 to guide the commercialisation of its RRAM-enabled neuromorphic sensing platforms.
DorsaVi also launched Artemis Labs as a subsidiary focused on advancing robotics and AI, integrating its FDA-cleared movement analytics with the RRAM technology.
Annual Performance Review
The company's strategic pivot comes as DorsaVi reported a revenue decline in its FY25 annual report.
Revenue for the period decreased 14% to AUD 1.15 million, alongside a net loss of AUD 1.52 million.
To support its growth initiatives, DorsaVi secured approximately AUD 9.9 million (before costs) through multiple capital raisings in 2025.
Leadership changes have also taken place, signalling a scaling phase for the company, with Mathew Regan appointed Group CEO effective November 2025.
Ongoing R&D Collaborations
DorsaVi is actively engaged in collaborations to further its RRAM development.
A multi-year partnership with the ITRI (Taiwan) and NTU (Singapore) aims to advance the 22-nm RRAM node for compute-in-memory applications.
This program, with an initial duration of 2-3 years, focuses on robotics and ultra-edge AI.
Key deliverables include 1-Mbit RRAM macros and multi-state Compute-in-Memory (CIM) macros, targeting high energy efficiency and low latency for future products.
Outlook on RRAM Development
DorsaVi's commencement of RRAM device testing is a crucial milestone in its strategic pivot towards edge AI and robotics.
While the technology roadmap shows promise with advancements in performance metrics, the company continues to face financial pressures and execution risks associated with commercialising these novel platforms.
