Company Overview - Atomera Incorporated focuses on Mears Silicon Technology (MST®), a quantum-engineered material designed to enhance transistor performance in the semiconductor market[5,6] - The company operates with a high-leverage IP licensing business model and possesses a strong patent portfolio[6] - MST technology targets advanced nodes, DRAM, RF-SOI, and power applications[7] Financial Performance (Q3 2025) - Revenue for the three months ended September 30, 2025, was $11 thousand, compared to $22 thousand for the three months ended September 30, 2024[11] - Operating loss for the quarter was $(5,793) thousand, compared to $(4,800) thousand in the same period last year[11] - Net loss was $(5,573) thousand, or $(0.19) per share, compared to a net loss of $(4,595) thousand, or $(0.17) per share, in Q3 2024[11] - Adjusted EBITDA (Non-GAAP) was $(4,440) thousand, or $(0.14) per share[11] - Cash, equivalents, and short-term investments totaled $20,322 thousand as of September 30, 2025[11] Strategic Focus - The company aims to improve customer products through MST integration, benefiting both parties financially[12] - MST can be used in starting wafers for RFSOI, GaN, and Next Gen DRAM, offering easier integration and faster time to revenue[9] - MST also targets high-volume potential products like GAA Logic, DRAM, Power, and Flash memory, which involve longer integration but offer higher revenue potential[9]

Business Overview - Atomera focuses on Mears Silicon Technology (MST®), a quantum engineered material, for transistor enhancement in the $600 billion semiconductor market[5,6] - The company operates with a high leverage IP licensing business model[6] - Atomera has a strong and growing patent portfolio[6] Customer Engagement - Atomera is engaged with 20 customers across 26 engagements, including over half of the world's top semiconductor makers[12] - At least 10 of the top 20 semiconductor sales leaders with fabs are Atomera's customers[10] - Customer engagements are categorized into phases from planning to production[7] Technology Focus - MST technology is focused on advanced nodes, RF-SOI, power applications, and DRAM[13] - MST can help deliver lower power LNAs (Low Noise Amplifiers) for leading handset makers[17] Intellectual Property - Atomera has 402 patents issued and pending[19] - The patent portfolio includes 114 US patents and 121 foreign patents issued, plus 167 pending patents[20] Financial Performance (Q2 2025) - Revenue was $0 thousand for the three months ended June 30, 2025, compared to $72 thousand for the three months ended June 30, 2024[25] - Net loss was $(4,967) thousand, or $(0.17) per share[25] - Cash, equivalents, and short-term investments totaled $22,026 thousand[25]

Company Overview - Atomera focuses on Mears Silicon Technology (MST®) for transistor enhancement in the $600 billion semiconductor market[6] - The company operates a high-leverage IP licensing business model with a strong patent portfolio[6] - Atomera has a strategic marketing agreement with a major semiconductor equipment maker focused on Gate-All-Around transistors[7, 10] Customer Engagement - Atomera is engaged with 21 customers across 26 engagements, including more than half of the world's top semiconductor makers[17] - At least 10 of the top 20 semiconductor sales leaders with fabs are Atomera's customers[15] - Customer engagements are categorized into phases from planning to production[12] Technology & Applications - MST technology is focused on advanced nodes, RF-SOI, Power (SP, SPX), and DRAM[11] - Atomera is developing MST for GaN/Si, providing modified Si substrates incorporating MST layers[18, 20] - Preliminary electrical data for GaN/Si indicates fewer defects, lower leakage, and higher breakdown voltage[20] Financial Performance - Revenue for the three months ended March 31, 2025, was $4 thousand, compared to $18 thousand for the three months ended March 31, 2024[21] - Operating loss for the three months ended March 31, 2025, was $(5,463) thousand, compared to $(5,034) thousand for the three months ended March 31, 2024[21] - Cash, equivalents, and short-term investments were $24,123 thousand as of March 31, 2025[21]