Last CC con't...
DRAM- "...Atomera is working at various stages of adoption with more than one of the major memory manufacturers...., these customers are laser focused on cost, which historically has made them late adopters of new materials that could affect yield or increased costs including via royalties...
...Once adopted though, new materials technologies have long legs and wafer volumes are the highest in the industry. We're excited about the potential for our technology in this space..."
Scott does not exude as much confidence in the DRAM sector at the moment compared to the others imo. Doesn't mean it won't pan out, just that I doubt this sector is advancing as quickly as others. Again, that's just me.
(GAA (Gate All Around) "...advanced node market is one of the largest by revenue and the smallest by device count approximately $150 billion in 2023, more than 28% of the overall semiconductor industry. Atomera is working with the major gate-all-around manufacturers on solutions for the leading nodes down to three nanometers. But we are also exploring development at the nodes leading from two nanometers down into the angstrom range.
The revenue potential for Atomera might be the highest in this market segment because the cost of leading logic chips is higher than other semiconductor products. Our MST technology could add significant value to these devices that are at the heart of the AI revolution, driving higher performance, lower power consumption, and better yield. On our website, we have white papers describing exactly how MST provides these benefits...
... That said, we're not sure when we might be able to announce something specific in the gate-all-around sector, because the development programs are so large and the timeframes are so variable, but the interest in work is real and the upside for us is significant
I get the impression from Scott's dialogue here that there's a real push by Atomera to get into this market. Indeed, he belabors the point of Atomera's white papers focused on this market segment. Great! Rock and roll dude- git 'er done.
GaN (gallium nitride technology) I'm intrigued with the prospects in this segment.
"It might initially appear that GaN is a departure from our core business, but it is not. MST GaN would be applied in the manufacturingprocess in the same manner as the other applications we've already covered to improve the yield of a myriad of GaN related semiconductor products...
...Interest by potential customers and partners has been surprisingly strong. Indeed, we are already in discussions with four potential customers and partners...
...our R&D team is still working to turn this into a full product release. We believe with this high level of customer interest, early revenues from MST GaN might be possible in the near term, even possibly later this year.
Con't...
Theo 
;-)
AI
