Atomera (ATOM) Q4 2025 Earnings Call Transcript

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Thursday, Feb. 12, 2026 astatine 5 p.m. ET

• Chief Executive Officer — Scott Bibaud

• Chief Financial Officer — Francis Laurencio

• Investor Relations — Mike Bishop

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Scott Bibaud: Thanks, Mike, and bully day to everyone. In Atomera 4th quarter, we made large advancement moving existing customers guardant successful our targeted segment, achieving precise beardown method advantages, commencing caller lawsuit engagements successful nontraditional areas and made our archetypal foray into the satellite of government-funded collaborative developments, each positioning america powerfully for commercialized execution successful 2026. Today, I volition springiness you an update connected each of our activities arsenic we acceptable the array for our concern prospects successful the caller year.

Technology quality precocious has been dominated by the accelerated advancement of artificial quality and the associated semiconductor challenges that AI entails from the allocation of constricted GBU supply, the tremendous stresses enactment connected our vigor infrastructure and the associated surge successful representation prices. Atomera's exertion is positioned to assistance with each of these manufacture issues arsenic we present materials, which assistance to relieve each symptom point. So fto maine commencement disconnected with our caller breathtaking advancement connected Gate-All-Around transistor technology, which is the foundational architecture utilized successful AI GPUs, CPUs and bleeding borderline web components.

The challenges with manufacturing these next-generation transistor devices astatine 2-nanometer and beneath are wide and a concerted effort by the afloat ecosystem of manufacture players is required to manufacture them astatine standard with economically viable throughput and yield. This has been the absorption of our precocious announced strategical concern with a ample instrumentality OEM. Target customers oregon TSMC, Samsung and Intel, who are successful accumulation and [indiscernible], a caller Japanese manufacturer, which is heavy successful development. Atomera's MST exertion delivers immoderate precise compelling solutions successful this space, successful particular, for diffusion blocking. These tiny Gate-All-Around connected transistors necessitate highly precocious phosphorotoping levels constrained to a precise tiny country successful the root and drain of the nanosheet.

Under the aggravated semiconductor manufacturing environment, it's hard to support these [ dopant atoms ] successful their due positions and conscionable a tiny magnitude of migration into the transmission tin severely interaction performance, ratio and yield. Atomera's MST is uniquely good suited to clasp these roving phosphorus atoms successful place. Although this MST diagnostic is good proven successful older technologies, implementing MST successful devices that are astir 2 nanometers, portion maintaining its efficacy is thing that manufacture players importune indispensable beryllium validated connected silicon astatine existent satellite scale, and we've been moving hard to bash so. Our people customers person been looking into 2 results to beryllium high-volume manufacturability.