Atomera Inc
atomera.comWhat Do They Do?
Develops and licenses semiconductor process technology and simulation software, and provides integration engineering to foundries, chip manufacturers and semiconductor equipment makers.
10-K for FY2025, filed Feb 24, 2026We are engaged in the business of developing, commercializing and licensing proprietary processes and technologies for the $700+ billion…View ↗
We do not design or manufacture wafers or integrated circuits directly. Instead, we develop and license technologies and processes that we…View ↗
Our principal business objective is to enter into commercial license agreements that enable our customers to manufacture and sell…View ↗
How Do They Make Money?
Semiconductor customers pay for engineering work as Atomera delivers wafers, and for manufacturing rights when it delivers the MST recipe (sometimes over a customer-acceptance period). After process qualification, high-volume licenses bring a fee and royalties tied to MST-enabled products sold; MSTcad software licenses run monthly or yearly, with revenue earned over the term.
10-K for FY2025, filed Feb 24, 2026Depending upon our customers’ business needs and how we initially engaged with them, we may make these license grants in one or more…View ↗
For recognizing integration service revenue from integration license agreements, we assess (i) whether the license grant is distinct from…View ↗
For recognizing integration service revenue from integration license agreements, the Company assesses (i) whether the license grant is…View ↗
$65K
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10-K for FY2025, filed Feb 24, 2026
$65K ↗
Who Are Their Customers?
Works directly with foundries, chip designers and manufacturers, and wafer makers through paid evaluations, joint development agreements, licenses and engineering services.
10-K for FY2025, filed Feb 24, 2026We do not design or manufacture wafers or integrated circuits directly. Instead, we develop and license technologies and processes that we…View ↗
· foundries, which manufacture integrated circuits on behalf of fabless manufacturers;View ↗
· fabless semiconductor manufacturers, which are designers of integrated circuits that outsource the manufacturing of their chips to…View ↗
· manufacturers of semiconductor wafers, which provide the substrates upon which integrated circuits are fabricated;View ↗
We have two JDAs in place. The first is with a leading semiconductor provider for integration of our MST technology into their…View ↗
We have also entered into integration license agreements with (i) a leading fabless RF semiconductor provider, (ii) a semiconductor foundry…View ↗
10-K for FY2025, filed Feb 24, 2026
Financial instruments, which potentially subject the Company to concentrations of credit risk, consist principally of cash, cash…View ↗
Do Revenues Turn Into Profits?
No. It lost $20.2M in FY2025.
10-K for FY2025, filed Feb 24, 2026
−$21.1MView ↗
10-K for FY2025, filed Feb 24, 2026
−$20.2MView ↗
10-K for FY2025, filed Feb 24, 2026
−$14.9MView ↗
How Are They Changing?
Shrinking. Revenue fell 84% in 4 years, from $400K in FY2021 to $65K in FY2025, about 37% a year.
Evaluation arrangements
The older report described integration licenses as the first stage before manufacturing and distribution licenses; the latest says new evaluations generally begin through purchase orders or joint development agreements.
10-K for FY2022, filed Feb 15, 2023 10-K for FY2025, filed Feb 24, 2026We currently generate revenue through licensing arrangements whereby our customers initially pay us a fee for an integration license that…View ↗
We have also entered into integration license agreements with (i) a leading fabless RF semiconductor provider, (ii) a semiconductor foundry…View ↗
Technology applications
The latest report adds work on compound-semiconductor wafers, especially gallium nitride on silicon, alongside the earlier focus on power, radio-frequency silicon-on-insulator and advanced CMOS devices.
10-K for FY2022, filed Feb 15, 2023 10-K for FY2025, filed Feb 24, 2026To date, initial application of our MST technology has been for power devices, RFSOI devices and advanced CMOS integrated circuits. CMOS…View ↗
Starting in 2024, we began applying our technology to wafers used for fabrication of “compound semiconductors” which are devices built…View ↗
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