roadkilll
3 weeks ago
November 16, 2023
Atomera Continues to Improve Our MST-SP 5V PMIC Power Switch
Our further optimizations have made the already best-in-class device even better, especially the PMOS device. We are demonstrating up to 30% lower N-device RSP, up to 40% lower P-device RSP, with LG 20%-40% shorter than competitive offerings. These improvements mean that MST-SP provides even higher cost savings and power reductions versus conventional technologies.
The Result: MST-SP enables a die shrink up to 20% for PMICs and other 5V device applications
Additionally, smaller dies also consume less power, generate less heat, and enable the manufacturing of chips at a lower cost per unit. Therefore, advancements in semiconductor technology that shrink the size of the die are instrumental in driving improvements in computing performance.
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Additionally, smaller dies also consume less power, generate less heat, and enable the manufacturing of chips at a lower cost per unit. Therefore, advancements in semiconductor technology that shrink the size of the die are instrumental in driving improvements in computing performance.
Theo
1 month ago
So Jeffrey tenders his resignation BUT, it's not effective immediately. He's still employed (at least on paper) until March 29th. That tells me that there must be a process in place and he wasn't let go for cause. That was Monday the 11th. Starting Tuesday, at the open, Intermarket Sweep trades began and gained steam for the rest of the week along with large-block Cross-trades in conjunction with large block Form "T" trades both Pre-market and After Hours. As of Friday, the total pre and post market volume for the past 4 days is equal to the Avg Daily Volume. That's huge for a low volume and low float stock like ATOM. The question is who and why?
Just for clarity why the Sweep trades caught my eye;
Intermarket sweep orders (ISO) is a type of stock market order that sweeps several different market centers and scoop up as many shares as possible from them all. Sweeps are typically large blocks, meaning that the trader placing the order has some major financial backing. Sweep orders indicate that the buyer wants to take a position in a hurry, which could imply that he or she is anticipating a large move in the underlying stock's share price in the very near future.
What is the difference between a block order and a sweep order?
A block trade is a privately negotiated transaction, with variables such as shares and position balancing at play. A Sweep trade is an aggressive transaction broken up and sent across multiple exchanges.
In conclusion, I'm questioning the timing of Jeff's departure time-line (March 29th) and the sudden large block trades in a hurry the next 4 days after the 8K release of Jeff's resignation. There has been no sudden sell-off so that suggests to me that someone(s) are accumulating. For what reason are they accumulating and is the timing of the sudden rash of sweep trades and Jeff's resignation coincidental/related, is what I'm pondering. Short covering? Has/is there a buyout coming (and that's why Jeffrey is retiring?
Just things to think about imo...🤔
roadkilll
1 month ago
Why a Soitec link? Nov 2023 Whitepaper
Using wafers from Soitec, Atomera has been able to demonstrate the unique dopant retention of
MST on ultra-thinned RF-SOI substrates. Regular RF-SOI (high resistivity, trap-rich) substrates
were thinned to 120A silicon on BOX thickness, and then blanket MST layers plus a 30nm capping
silicon layer were grown. After growth, and during regular device fabrication, the wafers were
implanted with boron. The as-implanted boron profile is quite broad as shown in the white open
circles in Figure 10. The MST oxygen layers then trap diffusing boron to create the steep profiles
as shown in blue (after RTA anneal) and red (after full thermal Dt of the RF-SOI manufacturing
process). Compared to the SSRW profile formed by selective epitaxial growth on the boron-doped
.
MST® for PMIC and RF-SOI Switches
Copyright © 2022-2023 Atomera Incorporated p. 10
SOI structure in Figure 9, MST enables greater than a10x steeper SSRW profile by implanting
boron into the SOI substrate after blanket MST epi growth.
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Summary
MST provides doping engineering and mobility enhancement, enabling the further scaling of key
semiconductor switch devices. MSTcad is a silicon verified tool for Sentaurus users, which helps
optimize the integration of MST. We have used MSTcad to engineer MST-SP, an industry-leading
5V switch for PMIC applications. MSTcad is actively in use to improve higher voltage and RF-
SOI devices, and there are many further applications of the technology.
roadkilll
1 month ago
August 2023 White Paper:
MST-SP 5V PMIC Power Device
Pushing the Industryโs Leading Performance Higher
Hideki Takeuchi, Shuyi Li, and Robert Mears,
In 2022, we launched our MST-SP® (smart profile) product, an asymmetric 5V power device for
PMIC and other applications (details are available in the Atomera white paper, โMST® for PMIC
and RF-SOI Switchesโ).
Summary and Future Work
The MST-SP device was designed as a power switch for Li-ion battery applications, based on a
source engineering concept for LG scaling. MSTโs unique dopant profile control feature enhances
the LG scaling while maintaining BV, HCI, and SOA requirements for scaled devices. Our results
in 2022 demonstrated that MST-SP was the industryโs best-in-class power switch device. Our
further optimizations have extended this lead, especially in the PMOS device โ demonstrating up
to 30% lower N-device RSP, up to 40% lower P-device RSP, with LG 20%-40% shorter than
competitive offerings. These improvements mean that MST-SP provides even higher cost savings
and power reductions versus conventional technologies.
.
MST dopant profile control will be effective for drain engineering of higher voltage power switch
devices as well. Work is in progress and will be reported soon.
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Takes patience as Atomera continues to deliver results that are moving from lab to application.
roadkilll
2 months ago
STMicro I Silicon Carbide (SIC) wafers
In 2023, ST plans to invest about $4 billion in capex. About 80% will be devoted to its 300-mm wafer fabs and SiC manufacturing capacity, including its SiC substrate initiative.
Last year, ST continued to ramp up its SiC front-end device production in Ang Mo Kio, Singapore, and announced a plan to build a $730 million integrated SiC epitaxial substrate manufacturing facility in Catania, Italy. Production is expected to start in 2023 and ramp up in 2024, said Merli....
In 2023, ST plans to invest about $4 billion in capex. About 80% will be devoted to its 300-mm wafer fabs and SiC manufacturing capacity, including its SiC substrate initiative.
- can MST help with a major problem, when it comes to yield rate, SiC sucks
roadkilll
2 months ago
Mass exodus of traders thinking they would see a pop after CC. A point I liked from CC
Scott Bibaud
"But as people will remember for ST, they did their phase 3 work a long time ago, kind of put it on the shelf. And now they're taking this, and they're doing it for a brand-new process node. So, they do have some work to try to -- I mean, I think they're going to get very good results on their first run, but their goal is to spread MST in a lot of places, so they can get good results across more and more components in their designs."
* My rose colored glasses on, company has been in right place and is now entering right time as shrinking chip = more benefit from MST. STM will be proving TCAD results with actual scale product. A long list of partners will be waiting to see outcome on scale production before taking their projects off the shelf.
ktcougar
2 months ago
LOS GATOS, CA / ACCESSWIRE / February 13, 2024 / Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and technology licensing company, today provided a corporate update and announced financial results for the fourth quarter and fiscal year ended December 31, 2023.
Recent Company Highlights
Achieved revenue from commercial licensee for two milestones
Second customer completed installation of MST technology
Executed an MSTcad license with a large semiconductor manufacturer
Management Commentary
"There is clear evidence the company is executing on its strategy to commercialize MST. With our technology now installed at two customer fabs, we're focusing on moving additional customers along the engagement pipeline toward the royalty phase," said Scott Bibaud, President and CEO. "The semiconductor industry is currently in an ideal state to adopt new technology and the performance improvements enabled by MST are compelling to fabs and foundries seeking to gain cost-effective advantages in highly competitive markets."
Financial Results
Revenue for the fourth quarter of 2023 was $550,000. The Company incurred a net loss of ($4.6) million, or ($0.18) per basic and diluted share in the fourth quarter of 2023, compared to a net loss of ($4.3) million, or ($0.18) per basic and diluted share, for the fourth quarter of 2022. Adjusted EBITDA (a non-GAAP financial measure) in the fourth quarter of 2023 was a loss of ($3.8) million compared to an adjusted EBITDA loss of ($3.5) million in the fourth quarter of 2022.
For fiscal year 2023, revenue was $550,000, compared with $382,000 in fiscal 2022. Net loss was ($19.8) million, or ($0.80) per basic and diluted share for fiscal 2023, compared to ($17.4) million, or ($0.75) per basic and diluted share in fiscal 2022. Adjusted EBITDA for fiscal 2023 was a loss of ($16.6) million compared to an adjusted EBITDA loss of ($14.1) million in fiscal 2022.
The Company had $19.5 million in cash, cash equivalents and short-term investments as of December 31, 2023, compared to $21.2 million as of December 31, 2022.
The total number of shares outstanding was 26.1 million as of December 31, 2023.
Fourth Quarter and Fiscal Year 2023 Results Webinar
Atomera will host a live video webinar today to discuss its financial results and recent progress.
Date: Tuesday, Feb. 13, 2024
Time: 2:00 p.m. PT (5:00 p.m. ET)
Webcast: Accessible at https://ir.atomera.com
Note about Non-GAAP Financial Measures
In addition to the unaudited results presented in accordance with generally accepted accounting principles, or GAAP, in this press release, Atomera presents adjusted EBITDA, which is a non-GAAP financial measure. Adjusted EBITDA is determined by taking net loss and eliminating the impacts of interest, depreciation, amortization and stock-based compensation. Our definition of adjusted EBITDA may not be comparable to the definitions of similarly-titled measures used by other companies. We believe that this non-GAAP financial measure, viewed in addition to and not in lieu of our reported GAAP results, provides useful information to investors by providing a more focused measure of operating results. This metric is used as part of the Company's internal reporting to evaluate its operations and the performance of senior management. A table reconciling this measure to the comparable GAAP measure is available in the accompanying financial tables below.
About Atomera Incorporated
Atomera Incorporated is a semiconductor materials and technology licensing company focused on deploying its proprietary, silicon-proven technology into the semiconductor industry. Atomera has developed Mears Silicon TechnologyTM (MST®), which increases performance and power efficiency in semiconductor transistors. MST can be implemented using equipment already deployed in semiconductor manufacturing facilities and is complementary to other nano-scaling technologies already in the semiconductor industry roadmap. More information can be found at www.atomera.com.
https://finance.yahoo.com/news/atomera-provides-fourth-quarter-fiscal-210100298.html
https://ir.atomera.com/download/companies/270138a/Presentations/Q423%20Update%20Call%20deck%20FINAL.pdf
roadkilll
3 months ago
Found this old news from Lou Basenes
Atomera has developed patented technologies that extend Moore's law, facilitating transistors at sizes as low as 2nm and 3nm. The company has already announced several "Joint Development Agreements," which are essentially time- and cash-intensive agreements with semiconductor manufacturers to create the next wave of chips of all sorts, primarily for mobile, EV, 5G, etc. The JDA partners have not been announced, but the fees paid by the JDA partners were taxed at the same rate as South Korea, so it is widely speculated that the first JDA partner is either SK Hynix or Samsung.
The company is extremely capital-light. It has few employees and an annual cash burn under $10M. It has more than $20M cash on hand and no debt.
The stock itself is kind of a marvel. Only 23M shares outstanding. The company has generated no significant revenue yet, so there are 4.3M shares held short. With average volume of about 200k, we're looking at more than 20 days to cover.
However, the company is set to generate revenues primarily from its extensive patent collection. This means that if and when the chips that use its patented MST technology pay royalties, nearly 100% of that revenue will go to the company.
The current stock price is about $14. If given a P/E comparable to other semiconductor companies, even $50M in revenue (!) would mean a stock price above $100. Literally any meaningful revenue from even a single fab would put the stock price north of $250.
Given the current market cap (under $350M), and the high level of institutional ownership (more than 6M shares), practically any decent effort could cause this to squeeze like few have seen.
*Not able to find the Fox Business mention today
Theo
3 months ago
Another (AI produced) news piece on the back of yesterday's NR:
LOS GATOS, CA - Atomera Incorporated (NASDAQ:ATOM), a company specializing in semiconductor materials and licensing technology, announced today an increase in its fourth-quarter 2023 revenue forecast to approximately $500,000. This revised figure surpasses the company's previous revenue guidance, which ranged from $300,000 to $350,000.
The upward revision comes after Atomera achieved a key revenue milestone in late December under its first commercial license agreement. This milestone was reached when the customer approved the MST (Mears Silicon Technology™) process following the successful validation of MST film deposition on an Epi tool within their facility. This acceptance indicates that the customer can now independently manufacture wafers with MST, which is expected to expedite development and shorten the timeline to mass production and subsequent royalties for Atomera.
Scott Bibaud, President and CEO of Atomera, stated, "Our first commercial licensee was able to complete installation of our technology and independently validate MST film quality just weeks after receiving our recipe." He noted that this development brings the licensee closer to the commercial distribution of MST-enabled products and demonstrates Atomera's role in enhancing transistor performance and advancing the semiconductor industry.