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Zoom call summary from TW_Research (Dan) with Atomera on June 26, 2023
Dan started the call off by asking Scott about the current status with STM. Scott replied that:
“We are actively working with STM in integration. The next announceable event is when STM actually installs on their tool which will then trigger a mile-stone payment and at that time we will be able to announce. The holdup right now is logistics on STM’s end as to when they can modify their tool and do the installation. Once started (actual install), it does not take long—maybe a day or two. Both sides (STM & ATOM) are excited to begin the process.”
Scott went on to say that they (ATOM) began working with STM in 2018 and that STM stated to Atomera that this (MST) was something “they were going to use”. STM at the time (2018), was in a new design phase for their ‘Smart Products’ and why they were so interested in MST. Scott went on to explain why that was so important.
“Companies (in the chip business) do not like or want to implement new changes on a current tool in existing designs and/or volume runs”, so they wait for the next cycle or turn/design to make wholesale changes.
{STM in 2018 was in the preliminary stages of a tool upgrade process for their Smart Products so the timing appears to be quite fortuitous for ATOM}
Dan asked: “What constitutes STM’s ‘Smart Products’? Is it a single chip design or what?”
Frank replied that it is not a single design but a family of products we think in a division of STM called AMS, which stands for Analog, Mems, and Sensors. “This division brought STM last Q $1.1 billion which is approx 20-25% of STM’s total world-wide revenue.”
Dan then asked if there had been any increased awareness since the STM deal. (This is what I referred to weeks ago when I posted my thoughts about the deal myself- I called it “pin action”) Scott answered that “it did generate renewed enthusiasm for customers to take another look and review Atomera’s stuff again.” He went to say that it was especially enticing for those customers “especially in the power area”. These folks were particularly interested because STM is an innovation leader in the power area- so their (STM) endorsement of Atomera’s technology means a lot.
Scott later says that “it is a big deal when they (ATOM) tell other customers that STM is taking MST into production- and it will be a bigger deal when they actually go into production.” He sees a big attitude change of incoming customers due to the STM deal.
JDA#1 Large outfit and they (ATOM) are currently working with “several divisions” within that company.
JDA#2 Atomera did not meet mile-stones on their run. They have since re-run the wafer runs and are still awaiting the results.
Fabless customer- Also doing wafer runs but it’s a different type of testing in the RF space.
Question then asked about first to market/production—RFSOI still the front runner? Scott admitted in the past he thought RF might be the first. However, given STM’s current license status, it appears that ‘Power’ may, in fact, be first to market. He did caution, however, “we have several other people who could potentially move very quickly.”
Scott also touched on the lack of “new” news- he stated he’s well aware of the frustration with the fact they (ATOM) can’t put news out and that he sympathizes with that. “If we could put out more news, it would take the pressure off us.” But, it’s not their call…yada, yada, yada.
Dan asked about the auto-sell program in place for tax purposes and any thoughts on maybe doing something different so the market wouldn’t view it so negatively.
Scott made three points about why they use the current program:
1) First and foremost, they evaluated the different types available but thought it best to go with something that rules out any possible suggestion of insider trading.
2) They (Atom principals) “don’t make enough in salary to cover the taxes.” Scott went further in stating that only once since 2016 (and it was in 2016) has he ever sold a share of stock- and that one time (2016), it was a “special event.” (He did not elaborate)
3) Given that Atom is a microcap with little news, they are deliberately avoiding buying or selling of shares because they “are cognizant of the potential impact on the market.”
Talk then ensued regarding the CHIPS Act:
Power technology=big business= Lots of legacy devices.
Atomera themselves are not actively working with the government currently, but continues to brief them- (whatever that means). The legacy companies themselves, however, could receive government money for R&D and perhaps facility costs.
Amitabh Sharma had two questions:
1) “Any appetite from STM folks to do a PR on their side with the partnership with ATOM?”
Short answer- No. Various reasons but the one that stood out was that because STM is a large company (world-wide) and any PR or NR requires all IR and PR people to be brought up to speed. To go through the expense and time to write up a PR doesn’t make sense if they can’t answer what’s in it for them.
2) “Do you feel you have similar senior level conversations with the other potential partners?”
Yes. (emphatic but no elaboration)
My take is that Atomera (MST) is NOT a "if", but a "WHEN". I still subscribe to my previous convictions (and posts) after signing the STM deal, that it will be "pin-action" process that drives growth in Atomera. And then it will snowball. The $million dollar question is when does it start? Their first production run regardless whether it's power, or, RFSOI will be ground zero imo.
...smh
😋
🚬 😋
Good call- I may just shoot a message to Dave...
iHub has done something to their platform. Emojis typed in either hex or decimal no longer work. It works fine in "preview", but final submit does not carry over.
😋
The states are also experiencing physician shortages which have only increased the past couple of decades. The solution here is to make the physician the "CEO" so-to-speak, and then staff offices/EDs with PAs (Physician Assistants) and NPs (Nurse Practioners) under their tutelage.
Sorry folks- I haven't figgered out how to embed a stocktwit post without the html garbage remaining...
<blockquote class="twitter-tweet"><p lang="en" dir="ltr"><a href="https://twitter.com/search?q=%24ATOM&src=ctag&ref_src=twsrc%5Etfw">$ATOM</a> Atomera.<br><br>Samsung Electronics announces plan to push into the power semiconductor space<br><br>Korea's semiconductor giant Samsung Electronics plans to challenge the European dominance of the power semiconductor secto... <a href="https://t.co/wl4vT6RtUx">https://t.co/wl4vT6RtUx</a></p>— joe iniowa (@Microcapreturns) <a href="
12, 2023</a></blockquote> <script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>$ATOM Atomera.
— joe iniowa (@Microcapreturns) July 12, 2023
Samsung Electronics announces plan to push into the power semiconductor space
Korea's semiconductor giant Samsung Electronics plans to challenge the European dominance of the power semiconductor secto... https://t.co/wl4vT6RtUx
Thanks for your contributions!
WOW! And we were just there this past October...beautiful country and great people/experience for us.
My guess is this country is headed in the same direction eventually.
You can SEE the moon!??
lucky bastard...
There's no link per se. It's just a screenshot of a StockTwit post I saw talking about the "ZOOM call" that's supposed to take place Monday. If you actually go to that site (TW-Research) , then you'll have to login. I have no plan to do so and I admit I know nothing of or about that outfit.
ATOM This just came across stocktwits: #msg-172198594
$ATOM- It's still a long for me and we are now just waiting for "news". Aomera is currently gagged by their business partners from dropping any names/accomplishments as all the players in this field are very protective of their IP.
I already have a large long position and there's not really enough volume for me to swing trade so I've resorted to rolling longer dated just OTM Calls rather than buying stock.
Lol
2023 | FinFET Technology Market Size, Growth and Industry Forecast 2028
Found this on Stocktwits- "Tiny Atomera is named with the BIG Players..." :
FinFET Technology Industry leading players are the ones that have the biggest impact, the most market share 2023, the best reputation, or the highest revenue within their field they are
Who are the leading players in FinFET Technology market?
? Samsung Electronics Corporation, Ltd
? Semiconductor Manufacturing International Corporation
? GlobalFoundries, Inc
? Mediatek, Inc
? United Microelectronics Corporation
? Xilinx Inc
? Atomera
? Broadcom
? Intel Corporation
? Qualcomm Incorporated
? Taiwan Semiconductor Manufacturing Company Limited(TSMC)
? Arm Holdings PLC
2023 SK Global Forum in San Jose until June 25.
SK Innovation and SK Hynix announced on Wednesday that they will hold the 2023 SK Global Forum in San Jose until June 25...
...SK Hynix plans to hold three sessions at this forum, focusing on process and device, advanced packaging and system architecture, to discuss future strategies and semiconductor technology development directions.
Be nice to maybe get mention or a slip of the tongue if Scotty can't... 😒
Markets will be closed as will the post office and government offices. UPS/FedEx don't list it as a "closed office" for them so I don't know.
FWIW
Speculation has been rampant the past couple of years concerning the identity of our JDA partner(s)- Synopsis? TSMC? SK Hynix? Samsung? ... so it's fun to watch others hypothesize by piecing together tidbits of information that "might" shed some light on a possible answer. I found this on a different board:
Post from Stocktwits
Sounds like we should be getting some sort of update(s) soon...
$ATOM
Got an email from Lou Basenase.
Going to get updates on $CUE, $ATOM, among others by June 23rd.
Looking forward to what Lou has to offer
BAA for $ATOM Bullish