Atomera(US:ATOM)2025-05-07 01:12Company 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]