
Corporate Presentation January 2005 Safe Harbor Statement This presentation may contain forward-looking statements about the Company including, without limitation, benefits and performance expected from use of the Company’s 1T-SRAM technologies.Forward-looking statements are based on certain assumptions and expectations of future events that are subject to risks and uncertainties. Actual results and trends may differ materially from historical results or those projected in any such forward-looking statements depending on a variety of factors. These factors include but are not limited to, customer acceptance of our 1T-SRAM technologies, the timing and nature of customer requests for our services under existing license agreements, the level of commercial success of licensees’ products such as the Nintendo GAMECUBE and cell phone hand sets, ease of manufacturing and yields of devices incorporating our 1T-SRAM, our ability to enhance the 1T-SRAM technology or develop new technologies, the level of intellectual property protection provided by our patents, the vigor and growth of markets served by our licensees and customers, and the termination of our merger agreement with Synopsys, Inc. and operations of the Company and other risks identified in the Company’s most recent annual report on Form 10-K filed with the Securities and Exchange Commission, as well as other reports that MoSys files from time to time with the Securities and Exchange Commission. MoSys undertakes no obligation to update publicly any forward-looking statement for any reason, except as required by law, even as new information becomes available or other events occur in the future. Company Background 1T-SRAM licensees’ production 1T-SRAM licensing program 1T-SRAM memory chips Memory chips 1991-1998 1998 1999 2000 + Target market : SOC WorldwideWorldwide SOCSOC marketmarket forecastforecast (in(in $$ billions)billions) 4545 7%% : 227 RR: AGG 35 CCA 35 2727 2222 1717 20032003 2004 2004 2005 2005 2006 2006 2007 2007 Source:Source: SemicoSemico ResearchResearch CorporationCorporation SOCs: An Emerging Market WorldwideWorldwide ICIC andand SOCSOC marketmarket forecastforecast (in(in $$ billions)billions) $180$180 21%21% $160$160 14%14% 19%19% 18%18% $140$140 13%13% ICIC MarketMarket ForecastForecast 12%12% $120$120 SOCSOC MarketMarket ForecastForecast $100$100 $80$80 $60$60 $40$40 $20$20 $0$0 20022002 2003 2003 2004 2004 2005 2005 2006 2006 2007 2007 SOCsSOCs asas aa %% ofof worldwideworldwide ICIC marketmarket Source:Source: ETPETP 20032003 SOC Applications High Density Low Cost Digital cameras Digital camcorders Wireless applications Cell phones LAN & WAN Switches Network Routers Video Game Consoles Consumer products Low Power Consumption High Speed Embedded Memory Adoption Rate TransitionTransition toto embeddedembedded memorymemory 10%10% 17%17% 29%29% 48%48% 80%80% % Area Logic 90%90% % Area Memory 83%83% 71%71% 52%52% 20%20% 19991999 2002 2002 2005 2005 2008 2008 2011 2011 Source:SIA,Source:SIA, ITRSITRS 20002000 1T-SRAM Royalty Market Potential OverOver $900M$900M inin 20072007 SOCSOC marketmarket $45B$45B inin 20072007 4545 3535 2626 2222 ieess alltti 1818 yya RRoo 1414 20022002 2003 2003 2004 2004 2005 2005 2006 2006 2007 2007 Source: Semico Research Corporation Best of DRAM and SRAM EmbeddedEmbedded DRAMDRAM 1T-SRAM Density Density 6T-SRAM6T-SRAM SpeedSpeed 1T-SRAM is Unmatched High Density 50-70% smaller Low Cost 50-70% lower cost Low Power Consumption 75% lower power consumption High Speed SRAM performance Ease of Manufacture Standard logic process Ease of Use Simple standard interface 1T-SRAM Size Comparison 66 transistortransistor SRAMSRAM storagestorage cellcell 1T-SRAM1T-SRAM storagestorage cellcell Bit Line Word Line Bit Line Bit Line Word Line 5050-70%-70% lessless siliconsilicon areaarea OverOver 70%70% lessless costcost 1T-SRAM SOC Cost Savings* LICENSEELICENSEE MOSYSMOSYS 66 MBITSMBITS SAVINGSSAVINGS ROYALTYROYALTY 6T6T-SRAM-SRAM $3.00$3.00 $1.20$1.20 MEMORYMEMORY 66 MBITSMBITS 1T1T-SRAM-SRAM MEMORYMEMORY 2M2M GATESGATES 2M2M GATESGATES LOGICLOGIC LOGICLOGIC * Model based on $0.20 per mbit Our Technology is Protected Proprietary,Proprietary, MoSys-inventedMoSys-invented technologytechnology ProtectedProtected byby 7373 U.S.U.S. andand 3838 foreignforeign patentspatents DifficultDifficult toto replicatereplicate Multi-BankMulti-Bank®® ArchitectureArchitecture PipelinedPipelined Self-timedSelf-timed AccessAccess RefreshRefresh ManagementManagement CircuitryCircuitry LeakageLeakage SuppressionSuppression CircuitryCircuitry 1T-SRAM Product Roadmap 1T1T-SRAM-Q:-SRAM-Q: QuadQuad DensityDensity 1T1T-SRAM-R-SRAM-R :: HighHigh ReliabilityReliability andand QualityQuality 1T1T-SRAM-M-SRAM-M :: LowerLower power,power, mobilemobile applicationsapplications 1T1T-SRAM-SRAM 20012002 2003 1T-SRAM® Technology Options 1T-SRAM-M™1T-SRAM-M™ (Mobile) (Mobile) –– Lowest Lowest RAMRAM standbystandby powerpower forfor mobilemobile applicationsapplications –– 0.13µ 0.13µ standby standby downdown toto 10µA/Mbit10µA/Mbit withwith datadata retentionretention 1T-SRAM-R™1T-SRAM-R™ –– Transparent Transparent ErrorError Correction™Correction™ technologytechnology –– Dramatically Dramatically reducereduce SERSER 1T-SRAM-Q™1T-SRAM-Q™ –– 4X 4X thethe DensityDensity ofof 6T6T SRAMSRAM Soft Error Susceptibility 10,000,000 1,000,000 100,000 10,000 1,000 100 FITs/Mb (200MHz) FITs/Mb 10 1T-R 1 0.25µ 0.18µ 0.15µ 0.13µ Process Generation 1T-SRAM Pseudo-6T 6T-SRAM Source: MoSys 1T-SRAM-Q1T-SRAM-Q™™ Cap plate Cap plate G G G G G G STI STI well well 1T-SRAM1T-SRAM 1T-SRAM-Q1T-SRAM-Q LeveragesLeverages StandardStandard LogicLogic ProcessProcess OnlyOnly 11 extra,extra, non-criticalnon-critical maskmask IncreasedIncreased PerformancePerformance ShorterShorter wireswires == fasterfaster && lowerlower powerpower UsesUses TransparentTransparent ErrorError CorrectionCorrection™™ IncreasedIncreased DensityDensity –– 4X 4X DenserDenser ThanThan 6T6T SRAMSRAM FoldedFolded AreaArea CapacitorCapacitor™(FAC™(FAC ™)™) 17 1T-SRAM Process Life Cycle 0.090.09 µmµm 0.130.13 µmµm 0.15 µm 0.18 µm Density 0.22 µm 0.25 µm 1999 2000 20012002 2003 1T-SRAM Technology Distribution Custom Macros • Customized designs for optimum performance and cost efficiencies Standard Macros • Standard memory blocks accelerating customers’ time-to-market Technology Partners • Licensees included Fujitsu, TSMC and UMC Acceptance by Industry Leaders CommunicationsCommunications ConsumerConsumer Matsushita Communications Industrial FoundryFoundry Volume Production Proven More than 100 1T-SRAM licensed macro designs delivered More than 80 million licensed chips shipped by our licensees Current Applications •• InIn Production:Production: •• CellCell PhonePhone handsetshandsets •• VideoVideo gamegame consolesconsoles •• DigitalDigital camerascameras andand camcorders*camcorders* •• 10/100/Giga10/100/Giga EthernetEthernet switches*switches* •• FlatFlat panelpanel displaydisplay controllercontroller •• InIn Development:Development: ••CellCell phonephone handsets*handsets* •• WirelessWireless LANLAN ••CellCell phonephone basebase stationstation •• DigitalDigital imagingimaging devicesdevices ••MP3MP3 PlayersPlayers •• DataData StorageStorage ••DVDDVD controllers*controllers* •• MeasureMeasure andand TestTest EquipmentEquipment ••HomeHome NetworkingNetworking ** IndicatesIndicates multiplemultiple projectsprojects Revenue Streams Licensing • Fees paid by customers for development of memory design Royalties • Payments made by customers on product sales utilizing the 1T-SRAM technologies Licensing Activities Licensing • License Fees • $200k to $500k per macro RoyaltiesRoyalties •• 2% 2% toto 5%5% ofof SOCSOC sellingselling priceprice •• All All licenseeslicensees paypay royaltiesroyalties •• No No upperupper limitslimits Typical License Agreement 50%50% 25%25% 25%25% LicenseLicense LicenseLicense LicenseLicense feefee paidpaid feefee paidpaid feefee paidpaid RoyaltiesRoyalties 2%2% toto 5%5% ∆∆ ∆∆ ∆∆ ∆∆ ∆∆ //// StartStart MonthMonth 44 MonthMonth 9-129-12 MonthMonth 12-1812-18 MonthMonth 18-2418-24 SignedSigned DesignDesign VerificationVerification ProductionProduction ReceiptReceipt ofof ContractContract DeliveredDelivered ofof DesignDesign StartStart RoyaltiesRoyalties Synopsys - Overview February 23, 2004 • Signed Merger Agreement with Synopsys @ $13.50/share April 16, 2004 • Termination of Merger Agreement with Synopsys April 19, 2004 • MoSys announces $25M stock repurchase program April 23, 2004 • MoSys initiates lawsuit against Synopsys July 9, 2004 • Settlement of lawsuit with Synopsys Investment Foundation ExpandingExpanding MarketsMarkets + Unmatched,Unmatched, patentedpatented 1T-SRAM1T-SRAM®® technologytechnology + PremierPremier CustomersCustomers && ExpandingExpanding SalesSales EffortsEfforts + LicenseLicense andand RoyaltyRoyalty BusinessBusiness ModelModel + StrongStrong andand ExperiencedExperienced ManagementManagement TeamTeam Shareholder Growth Value.
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