Release Date: October 29, 2024
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: Can you provide more details on the transformative situation you mentioned in your remarks? A: Scott Bibaud, President and CEO, explained that the transformative situation involves a large customer with significant revenue potential. If Atomera can enter production with this customer, it could provide a compelling financial position due to high gross margin revenue. The company has been working with this customer for some time, and they are now in active negotiations, although specific details about the segment or timing cannot be disclosed.
Q: How is Atomera progressing with other customers in the funnel, especially those close to qualification? A: Scott Bibaud noted that Atomera has customers in various phases of their funnel, with some in phase four having technology installed in their fabs and making progress. Phase three customers are conducting active experiments, and Atomera is hopeful they will achieve the performance needed to move into production. Advanced node customers, like those working on gate-all-around and memory, are expected to move faster due to their large engineering teams and push to production.
Q: What is the status of the RF-SOI technology and its potential delays? A: Scott Bibaud mentioned that the industry has identified thinner wafers as the next level of performance for RF-SOI. Atomera has an agreement with Soitec to produce engineering wafers for testing, and they are working with customers in this area. Progress is ongoing, but no announcements are ready yet.
Q: Is Atomera working with both foundries and fabless players on advanced nodes? A: Scott Bibaud clarified that Atomera is primarily working with manufacturers of gate-all-around technology. The complexity of gate-all-around means that fabless companies have less influence than they used to, so Atomera targets those with the factories to run these chips.
Q: Can you provide comments on the gate-all-around silicon results presented at Prime 2024? A: Scott Bibaud explained that the presentation focused on using MST to prevent phosphorus diffusion in gate-all-around transistors, which can improve performance and yield. By blocking phosphorus from entering the channel, MST can help prevent short circuits and enhance device performance, leading to higher yields in manufacturing.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
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