ATOM

$ATOM chatter on StockTwits

• 
  S loved JB and Me@SlovedJBandMe5h

  $ATOM MM’s doin’ some last minute shuffling with that price action…right after 8pm....hmmmm… 😅🙂 Get all of those orders filled. Green is just such a nice color. (Watch ‘em take it back to red after I post this..🤪)

  View on StockTwits ↗
• 
  E. Well@wellnow11h

  $ATOM Page 1 of 24

  View on StockTwits ↗
• 
  a-ha@HuntingHighAndLow14h

  $ATOM Someone please remind me of Atomera’s success rate in achieving market penetration of technology areas they have targeted.

  View on StockTwits ↗
• 
  Tibus@Tibus14h

  $ATOM Hi everyone, Analyzing the key takeaways from Scott’s recent earnings call and assuming the electrical validation phase on GAA delivers positive results, the base-case scenario points to executing an In-Fab / R&D License by late 2026 or Q1 2027 at the latest to integrate MST onto our Tier-1 partner’s line. With that milestone in mind, I wanted to open a discussion on the realistic timeline for executing an HVM (High-Volume Manufacturing) commercial license and kicking off recurring royalties. Given standard foundry qualification cycles (yield learning, thermal budget optimization, and HTOL reliability testing), a typical window to reach full commercial HVM sits around 12 to 18 months. However, considering the immense market pressure surrounding sub-2nm nodes for AI infrastructure, I wonder if there’s room for compression down to 9 to 12 months through parallel qualification tracks. Cont..

  View on StockTwits ↗
• 
  Dallas@Homepayment15h

  $DRAM $ATOM Atomera’s MST may sneak its way into memory. If it happens, what better time is there to be getting royalties than the current memory market. Proving better and cheaper dopant diffusion in GAA transistors was one thing. But to add 3D memories, validated, is another level. Technologies that will be stacked, which MST also provides several key improvements for. Idk, it’s been rough, but I think the key moment is imminent for the company and the stock.

  View on StockTwits ↗
• 
  E. Well@wellnow16h

  @Antares29 that's a worry. See what $ATOM has done and then do it inhouse without infringing on patents. There's always work arounds.

  View on StockTwits ↗
• 
  Antares@Antares29Bullish16h

  $ATOM Seems like the biggest risk to ATOM is that the big semi companies initiate new structures that allow them to squeeze out next gen chips without having pay a royalty. The Samsung news about next gen stacked structures would be a possible example of that. Didn’t they note proprietary IP? Proprietary IP wouldn’t be MST or any other tech that would require royalty payments.

  View on StockTwits ↗
• 
  Dallas@Homepayment18h

  $ATOM Someone mentioned Sandisk a few months back. They’ve unveiled the 9th generation QLC, with an advanced CMOS wafer. This is the area of advancement MST directly targets. (Peripheral Circuitry) With as hot as memory is/has been/will be, C’mon Scott, tons of opportunities for “shots on goal”!!! https://www.techpowerup.com/351552/kioxia-and-sandisk-unveil-new-high-performance-qlc-3d-flash-memory?amp

  View on StockTwits ↗
• 
  Dallas@Homepayment21h

  $ATOM one has to wonder how Samsung deal with the issues in zHBM, zNAND-O, memory stacked on logic… One could only wish the O in zNAND-O is… nevermind. Quite a bit to pack up if you apply everything Atomera has claimed about all 3 technologies is valid. 100% convinced MST is a CFET necessity. Hopefully it’s performance is good enough to cancel out who your management is 😂

  View on StockTwits ↗
• 
  bob@bobrecycle22h

  $ATOM There will be a Tipping Point , where if MST is not included in first next gen chips , IE Rapidus , Samsung , IBM , etc due 2027 then this will all be over .

  View on StockTwits ↗
• 
  LiveWell@LiveWell571d

  $ATOM Virginia, there is a Santa. Clause

  View on StockTwits ↗
• 
  Dallas@Homepayment1d

  $ATOM who knows, maybe one of these days we will end up in 3D architecture in production. Many advancements being made. https://www.tomshardware.com/pc-components/dram/samsung-debuts-three-next-generation-memory-technologies-for-ai-data-centers-zhbm-znand-o-and-bv-nand-all-rely-on-advanced-wafer-bonding-technologies

  View on StockTwits ↗
• 
  SJ@BazziggrBearish1d

  $ATOM moved to PLAB

  View on StockTwits ↗
• 
  a-ha@HuntingHighAndLow1d

  $ATOM Once you get the hang of Beebo’s knack for eeling his way through earnings calls, what first may look like fresh forward momentum often proves to be little more than smoke. Beebo: “In the last few weeks, we have learned from a major NAND supplier that AI is now pushing NAND to the point that they need the planar periphery boost that MST can provide. We have spent the last 5 years perfecting this value proposition for DRAM [it is so perfect it has never gained commercial traction], and now it is applicable to NAND. If adopted by NAND flash manufacturers, this more than doubles the TAM for MST.” Cont.

  View on StockTwits ↗
• 
  Rocket Man@BioRocketBullish1d

  $ATOM. Richard Shannon: So Scott, does that mean you're currently in some level of negotiation with the end customer here? Or do you expect that to happen, start to happen soon? Scott Bibaud: Yes. I mean we've been in discussions with them about what that would imply and what our license terms would look like since we started working with them. As we get close to the end of this, then it will accelerate so that we can close the deal. But we've already got kind of terms on the table. Richard Shannon: Okay. I'm assuming you would expect this to not be a short sales cycle and unclear exactly how long this will take. Is that a fair conclusion? Or any perspective you can offer on time frame and chances of success there? Scott Bibaud: Yes. I think so far, we've passed a lot of hurdles with them and done some pretty impressive work. And I think if we can complete this cycle and get good electrical results out of that, then we would move on to discussions about installing in the next step.

  View on StockTwits ↗

Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.