Slide 1: Q3 2019 Conference Call
Q3 2019 Conference Call October 30, 2019
Slide 2: Safe Harbor
Safe Harbor This presentation contains forward-looking statements concerning Atomera Incorporated (““Atomera,” the “Company,” “we,” “us,” and “our”). The words “believe,” “may,” “will,” “potentially,” “estimate,” “continue,” “anticipate,” “intend,” “could,” “would,” “project,” “plan,” “expect” and s
Slide 3: Company Overview
Company Overview Transistor enhancement Strong, Growing and technology for the Defensible $450B semiconductor market Patent Portfolio Mears Silicon Technology (MST®) Quantum Engineered Materials Top Tier High Leverage IP Management Team Licensing Business Model 3
Slide 4: Customer engagement model
Customer engagement model v Customer Wafer Manufacturing Atomera MST® Deposition Customer MST® Deposition 1. Planning 2. Setup 3. Integration 4. Installation 5. Qualification 6. Production Phase • MST deposition on customer wafers Engineering Service Fees • Integration consulting • Integration licen
Slide 5: Growing Customer Pipeline
Growing Customer Pipeline Number of Customer Engagements 27 24 21 18 15 12 9 6 3 0 IPO 3Q 16 4Q 16 1Q 17 2Q 17 3Q 17 4Q 17 1Q 18 2Q 18 3Q 18 4Q 18 1Q 19 2Q 19 3Q 19 Phase 1 Phase 2 Phase 3 • 19 customers, 25 engagements • Working with 50% of the world’s top semiconductor makers* * At least 10 of the
Slide 6: New integration licensee announced
New integration licensee announced Large fabless RF semiconductor solutions provider MST to be used in development of next generation RF platform Integration License grants rights for company to design with MST in RFSOI technology Provides enhanced performance for advanced 5G cellular designs 5G cel
Slide 7: MST1 vs MST2
MST1 vs MST2 MST1 Blanket technology Easy to integrate Deposited at beginning of mfg process Degraded by high heat in STI/Well module Faster time to market for low heat processes Used for FinFET, RFSOI, newer process nodes MST2 Selective technology Integrated after STI/Well so avoids highest heat Mo
Slide 8: Patent Portfolio - 25% growth YoY
Patent Portfolio - 25 % growth YoY 230 Patents Granted and Pending Discoverable 81 US Patents 94 39 Foreign 41 Pending US 55 These distinctive layers are visible Foreign on products using MST Patents Extensive know-how Core MST Method and Device Extends life and value of patents MST Enabled Devices/
Slide 9: New Board Member
New Board Member Duy-Loan Le Semiconductor expert 1st and only woman Sr Fellow at TI, retired 2017 Very well connected in the industry through her own consulting firm Public company board experience National Instruments (Nasdaq:NATI) since 2002 Market Cap: $5.4B CREE (Nasdaq:CREE) since 2018 Market
Slide 10: Financial Review
Financial Review Q3 '18 Q4 '18 Q1 '19 Q2 '19 Q3 '19 GAAP Results Revenue - $0.15M $0.07M $0.07M $0.25M Gross Profit - $0.12M $0.07M $0.05M $0.05M Operating Expense R&D $1.9 $2.0 $2.1 $2.1 $1.7 G&A $1.3 $1.2 $1.3 $1.5 $1.2 S&M $0.2 $0.3 $0.2 $0.2 $0.2 Total Operarating Expense ($3.5M) ($3.4M) ($3.7M)
Slide 11: Thank You
oft © atomera Thank You