Atomera Incorporated · NASDAQ:ATOM
Atomera — Q1 2021 Earnings Presentation
11 slides from Atomera's earnings presentation, Apr 28, 2021
Slide 1: Q1 2021 Conference Call
Q1 2021 Conference Call April 28, 2021 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 $450B semiconductor market
3 Strong, Growing and Defensible Patent Portfolio High Leverage IP Licensing Business Model Top Tier Management Team Transistor enhancement technology for the $450B semiconductor market Mears Silicon Technology (MST®) Quantum Engineered Materials 3
Slide 4: Customer Pipeline
Customer Pipeline Atomera Incorporated 4 • 19 customers, 25 engagements • Working with 50% of the world’s top semiconductor makers* * At least 10 of the top 20 (IC Insights, McClean Report 2021)
Slide 5: Capacity challenge and opportunity
Capacity challenge and opportunity ► Chip shortages create challenge ▪ Shortages focused on legacy nodes ► Legacy nodes made up 52% of production in 2020 ▪ 41% at 40nm and below ▪ 22% at 0.18u and below ► MST provides an option to increase capacity in older production lines Atomera Incorporated 5
Slide 6: MST enables legacy capacity expansion
MST enables legacy capacity expansion ► MST provides 30% performance advantage ▪ 0.13u analog design ▪ MST vs control silicon ► Enables a die shrink of 15 - 20% ► Smaller die mean more manufacturing capacity ▪ Without the cost of building an new fab Atomera Incorporated 6
Slide 7: MST 28nm benefits
MST 28nm benefits ► Performance improvements due to MST can be traded for area reduction ► 28nm PDK SPICE model used to showcase: ▪ Logic scaling with MST shows 22 - 25% area reduction • Using a NAND2 gate ▪ Analog scaling with MST shows up to 21% area reduction ► Implementation of MST on new 28nm d
Slide 8: Epi deposition tool
Epi deposition tool 8 Source: The McClean Report - 2019 300mm Epi Deposition Tool
Slide 9: Financial Review
Financial Review Atomera Incorporated 9 Q1 '20 Q2 '20 Q3 '20 Q4 '20 FY 2020 Q1 '21 GAAP Results Revenue $0.06M -$ -$ -$ $0.06M $0.4M Gross Profit $0.05M -$ -$ -$ $0.05M $0.4M Operating Expense R&D $2.1M $2.1M $2.0M $2.2M $8.4M $2.2M G&A $1.4M $1.5M $1.3M $1.4M $5.6M $1.5 S&M $0.2M $0.2M $0.2M $0.3M
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 Confidential
Slide 11: Thank You
Thank You Atomera Incorporated 11