Slide 1: Q4 2023 Conference Call
Q4 2023 Conference Call February 13, 2024 Atomera Incorporated 1
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,” “woul d,” “project,” “plan,” “expect” an
Slide 3: Transistor enhancement technology for the $550B semiconductor market
3 Strong, Growing and Defensible Patent Portfolio High Leverage IP Licensing Business Model Top Tier Management Team Transistor enhancement technology for the $550B semiconductor market Mears Silicon Technology (MST®) Quantum Engineered Materials
Slide 4: Path to Production
ST Path to Production Atomera 4 Customer Wafer Manufacturing Atomera MST ® Deposition 2. Setup Customer MST ® Deposition 3. Integration 4. Installation 5.Qualification 6. Production 1. Planning Phase Royalties Manufacturing License Fee Distribution License Fee Complete Integration License Fee & Prod
Slide 5: Chip Designs Start Productization cycle
Chip Designs Start Productization cycle Atomera Incorporated 5 Freeze PDK (Process Design Kit) Silicon Validation Wafers manufactured with MST Process development with TCAD Process Qualification Volume Production Chip Designs Start Chip Designs Start Chip Designs MST Installation Phase 4 Phase 5 Pha
Slide 6: Customer Pipeline
Customer Pipeline 6 • 20 customers, 26 engagements • Working with 50% of the world’s top semiconductor makers* • 10 of the top 20 (IC Insights, McClean Report 2023) ^ End of year engagement count Atomera Incorporated Customer Wafer Manufacturing v Customer MST ® Deposition Atomera MST ® Deposition 6
Slide 7: MST technology focus areas
MST technology focus areas Atomera 7 MST for Advanced Nodes MST for RF - SOI MST - SP, SPX MST for DRAM
Slide 8: MST optimizes AI performance
MST optimizes AI performance ► AI algorithms are driving unprecedented compute workloads ▪ Demands exceed ideal single chip silicon area, impacting yield ► Heterogenous chiplet architectures solve this problem ► Small chiplet designs can be optimized by process node ► MST’s ability to enhance mature
Slide 9: Financial Review
Financial Review Atomera Incorporated 9 Income Statement ($ in thousands, except per-share data) 3/31/23 6/30/23 9/30/23 12/31/23 FY 2023 REVENUE -$ -$ -$ 550$ 550$ Gross Profit - - - 522 522 OPERATING EXPENSES Research & Development 3,036 3,192 3,305 2,992 12,525 General and Administration 1,742 1,
Slide 10: Mission Statement
We collaborate with customers to improve their products, through integration of MST, so that both companies benefit financially Mission Statement Atomera Incorporated 10
Slide 11: Thank You
Thank You Atomera Incorporated 11